Tech-savvy finance leader transforming operations to drive shareholder value. Focus on middle-market, private companies. Use of metrics, results and analysis to drive strategic decisions to impact operations. Manage by partnering with operations and executives to drive efficiency and ensure focus on strategic initiatives and results as set by BOD and Management. Highly proficient in quantitative analysis, computing, and mathematics.
Provides CFO leadership for middle-market companies in operational and financial growth areas that impact efficiency and profitability. Areas of expertise include operations, profitability analysis, revenue recognition, budgeting, technology, restructuring, M&A, and financial reporting and analysis. Selected Achievements:
Developed an investment action plan, including an investment deck for a growing healthcare company in need of capital, securing $5M in investment capital that funded key growth initiatives. Led to an 18% annual increase in revenue and a 44% increase in profitability over the next 2 years.
Formalized forecasting process for growing tech company. Result was a tight forecasting process which yielded results that facilitated growth initiatives, compensation and established hard ROI metrics for new and existing investment. Led to a 10% increase in revenue and 22% increase in profitability.
System Implementation - Created metric dashboard for middle market SAAS company. Identified series of actionable metrics which identified margins by product and customer, churn, customer lifetime values, customer acquisition costs and other metrics designed to measure acquisition, retaining and monetizing customers. Facilitated revenue growth rate exceeding 15% annually.
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