Functional Skills
Business Analysis
Business Operations
Business Planning
Financial Management
Financial Modeling
Financial Planning & Analysis (FP&A)
Investor Relations
Process Design / Re-engineering
Strategic Planning
Accounting
Accounting Software Implementation
Supply Chain Integration
Audit Readiness
Budgeting
Business Intelligence
Software Skills
Salesforce
Shopify
Netsuite
Quickbooks
Tableau
Workato
Zapier
Microsoft Excel
Google Sheets
Certifications
CPACertified Public Accountant
Sector Experience
Business Services
Consumer Goods
Financial Services
Retail
Technology
Experience
Katalyst
Finance
Vice President Finance
11/2023 - 7/2025
Led all G&A functions (finance, accounting, supply chain, CX, analytics) for DTC subscription & hardware business reporting directly to the CEO
• Drove 46% EBITDA improvement in first 14 months through 37% reduction in operating expenses while growing revenue 25%
• Implemented customer acquisition metrics, simplified attribution methodology and implemented reporting cadence decreasing CAC by 51% from Q4 2023 to Q4 2024
• Renegotiated payment terms with primary suppliers unlocking $1.6M in working capital in year one
• Launched chatbot, automated responses and created self-help portals for common customer support tickets to reduce personnel spend 62% and tickets requiring human touch 34% while maintaining CSAT of 4.7 out of 5
• Automated order and return flow between Shopify, NetSuite, and 3PLs leveraging iPaaS solution eliminating manual processes
• Implemented Critical Initiatives framework and lead weekly all-company meeting resulting in improved cross-functional collaboration and achievement of company goals
• Drove 46% EBITDA improvement in first 14 months through 37% reduction in operating expenses while growing revenue 25%
• Implemented customer acquisition metrics, simplified attribution methodology and implemented reporting cadence decreasing CAC by 51% from Q4 2023 to Q4 2024
• Renegotiated payment terms with primary suppliers unlocking $1.6M in working capital in year one
• Launched chatbot, automated responses and created self-help portals for common customer support tickets to reduce personnel spend 62% and tickets requiring human touch 34% while maintaining CSAT of 4.7 out of 5
• Automated order and return flow between Shopify, NetSuite, and 3PLs leveraging iPaaS solution eliminating manual processes
• Implemented Critical Initiatives framework and lead weekly all-company meeting resulting in improved cross-functional collaboration and achievement of company goals
Formula Advisors
Management Consulting
Chief Financial Officer
8/2022 - 11/2023
Provided fractional CFO support to founder-led businesses driving scalable systems, profitability, and transaction readiness.
DigniFi
Accounting
Vice President, Accounting
5/2020 - 8/2022
Scaled finance and treasury functions as loan originations scaled to over $10M per month
• Overhauled financial model and lead financial diligence in closing over $40M in debt and equity capital
• Managed $275M receivable purchase agreement including all daily transactions and monthly reporting
• Automated daily treasury functions and streamlined accounting organization reducing annual personnel costs by 30%
• Launched recurring revenue pricing structure for new product driving 3x increase in SaaS revenue over two years
• Partnered with CFO and Sales teams to reorganize go-to-market and customer success strategy improving net revenue retention by 40%
• Created monthly financial and KPI reporting delivering actionable insights to executive leadership and Board of Directors
• Implemented ASC 606, Revenue from Contracts with Customers, ASC 860, Transfers and Servicing of Financial Assets, and NetSuite ERP
• Overhauled financial model and lead financial diligence in closing over $40M in debt and equity capital
• Managed $275M receivable purchase agreement including all daily transactions and monthly reporting
• Automated daily treasury functions and streamlined accounting organization reducing annual personnel costs by 30%
• Launched recurring revenue pricing structure for new product driving 3x increase in SaaS revenue over two years
• Partnered with CFO and Sales teams to reorganize go-to-market and customer success strategy improving net revenue retention by 40%
• Created monthly financial and KPI reporting delivering actionable insights to executive leadership and Board of Directors
• Implemented ASC 606, Revenue from Contracts with Customers, ASC 860, Transfers and Servicing of Financial Assets, and NetSuite ERP
LEAFLY
Finance
Director of Finance
11/2016 - 5/2020
Lead accounting and finance functions reporting directly to the CEO as SaaS revenue increased 300%+
• Partnered with business unit owners to implement annual budget and monthly re-forecasting process providing PE owners the transparency and insights to allow Leafly to operate autonomously
• Built FP&A department in 2019, hiring two Sr Financial Analysts to provide insights and gating for new investment decisions
• Optimized Zuora to automate subscription management, billing, and collections providing real-time revenue reporting and 40% decrease in DSO
• Opened and owned accounting function for Canadian and German subsidiaries to support international expansion growing international revenues from $0 to over $3M
• Lead conversion from QuickBooks to NetSuite ERP
• Owned accounting integration of Privateer Holdings acquisitions and incubated businesses
• Partnered with business unit owners to implement annual budget and monthly re-forecasting process providing PE owners the transparency and insights to allow Leafly to operate autonomously
• Built FP&A department in 2019, hiring two Sr Financial Analysts to provide insights and gating for new investment decisions
• Optimized Zuora to automate subscription management, billing, and collections providing real-time revenue reporting and 40% decrease in DSO
• Opened and owned accounting function for Canadian and German subsidiaries to support international expansion growing international revenues from $0 to over $3M
• Lead conversion from QuickBooks to NetSuite ERP
• Owned accounting integration of Privateer Holdings acquisitions and incubated businesses
Limeade
Finance
Director of Finance
3/2013 - 11/2016
•Lead accounting and finance functions as SaaS revenue increased 450%+
• Efficiently scaled finance and accounting department as revenue increased 5x and employees grew from 45 to 180+
• Closed $30+M in equity and debt financing
• Implemented monthly reporting of SaaS KPIs as part of Monthly Business Review driving investment decisions
• Scaled finance and HR functions through automation of monthly billing process through systems implementation (Salesforce, Tableau, Zenefits, Expensify, ADP Payroll and 401(k), and Avatax)
• Efficiently scaled finance and accounting department as revenue increased 5x and employees grew from 45 to 180+
• Closed $30+M in equity and debt financing
• Implemented monthly reporting of SaaS KPIs as part of Monthly Business Review driving investment decisions
• Scaled finance and HR functions through automation of monthly billing process through systems implementation (Salesforce, Tableau, Zenefits, Expensify, ADP Payroll and 401(k), and Avatax)
Moss Adams LLP
Accounting
Manager, Business Assurance and Advisory Services
9/2006 - 3/2013
• Managed audits for both public and privately held companies
• Proficient in accounting for complex financial instruments, software and subscription revenue recognition, equity-based compensation, business combinations, developed and purchased intellectual property and other issues common to early-stage technology companies
• Proficient in accounting for complex financial instruments, software and subscription revenue recognition, equity-based compensation, business combinations, developed and purchased intellectual property and other issues common to early-stage technology companies