Functional Skills
Business Analysis
Business Development
Business Operations
Business Planning
Cost Reduction
Financial Management
Forecasting / Projections
M&A Support
Operational Efficiency
Pricing Strategy
Strategic Planning
Revenue Cycle Optimization
Financial Planning & Analysis (FP&A)
Go-to-market Strategy
Budgeting
Software Skills
Salesforce
SAP
Netsuite
Sector Experience
Business Services
Consumer Goods
Financial Services
Industrials
Technology
Languages
English
Fortune 500
Experience
Guiding Steps Partners, LLC
Management Consulting
FOUNDER
8/2025 - Present
Helping companies scale profitably by transforming financial and revenue operations into strategic engines for growth.
FOUNDER FRACTIONAL CFO
• Build scalable FP&A processes, KPI dashboards, and cross-functional reporting to drive data-informed decisions and support efficient, sustainable growth.
• Lead finance and revenue operations strategy, specializing in forecasting, pricing, margin optimization, and sales compensation across SaaS, DTC, CPG, and B2B models.
FOUNDER FRACTIONAL CFO
• Build scalable FP&A processes, KPI dashboards, and cross-functional reporting to drive data-informed decisions and support efficient, sustainable growth.
• Lead finance and revenue operations strategy, specializing in forecasting, pricing, margin optimization, and sales compensation across SaaS, DTC, CPG, and B2B models.
Spoton
Operations
HEAD OF REVENUE STRATEGY & OPERATIONS
4/2023 - 2/2025
Fast-growing SaaS platform transforming restaurant operations through payments, POS, and analytics.
HEAD OF REVENUE STRATEGY & OPERATIONS (formerly Sales Ops)
Directed revenue operations for 400-person national sales team during rapid SaaS growth. Served as strategic advisor to executive leadership, guiding forecasting, compensation, performance optimization, and territory planning. Collaborated on lead management strategy and Salesforce (SFDC) reporting to enable go-to-market execution and visibility.
• Drove $140M in Year 1 ARR and shifted 75% of ARR to high-value restaurant clients through strategic customer segmentation and sales focus realignment.
• Built company's first enterprise-wide revenue forecast model, supporting margin expansion, revenue predictability, and aligning financial strategy with sales performance data and Salesforce pipeline insights.
• Elevated quota attainment by 10% through restructured compensation models aligned with performance goals.
• Improved leadership visibility and pipeline execution through dashboards tracking ARR, churn, CAC, and LTV across business units.
HEAD OF REVENUE STRATEGY & OPERATIONS (formerly Sales Ops)
Directed revenue operations for 400-person national sales team during rapid SaaS growth. Served as strategic advisor to executive leadership, guiding forecasting, compensation, performance optimization, and territory planning. Collaborated on lead management strategy and Salesforce (SFDC) reporting to enable go-to-market execution and visibility.
• Drove $140M in Year 1 ARR and shifted 75% of ARR to high-value restaurant clients through strategic customer segmentation and sales focus realignment.
• Built company's first enterprise-wide revenue forecast model, supporting margin expansion, revenue predictability, and aligning financial strategy with sales performance data and Salesforce pipeline insights.
• Elevated quota attainment by 10% through restructured compensation models aligned with performance goals.
• Improved leadership visibility and pipeline execution through dashboards tracking ARR, churn, CAC, and LTV across business units.
Securitas
Finance
DIVISION CFO, SECURITAS PRODUCTS
7/2021 - 11/2022
Moved to Securitas Technology following Securitas' acquisition of Stanley Black & Decker's Security Business Unit.
DIVISION CFO, SECURITAS PRODUCTS
Oversaw all financial operations for Securitas Products during acute supply chain disruption and inflationary pressure. Partnered with GTM, sourcing, and accounting to drive strategic cost management, pricing innovation, and operational discipline across division.
• Turned division profitability within 4 months, improving gross margin from -2% to 4% through strategic pricing adjustments, cost control, R&D cost reclassification, and finance team accountability.
• Preserved production stability and limited margin erosion at just 5% despite 20–50% cost surges by securing microchip supply, introducing dynamic pricing, and restructuring labor and expense timing.
• Maintained 95% of financial targets through rigorous cost containment and responsive financial planning.
• Built performance-focused finance team, growing business partnerships and data-driven decision-making across functions.
• Safeguarded compliance and internal controls in alignment with global financial governance standards.
DIVISION CFO, SECURITAS PRODUCTS
Oversaw all financial operations for Securitas Products during acute supply chain disruption and inflationary pressure. Partnered with GTM, sourcing, and accounting to drive strategic cost management, pricing innovation, and operational discipline across division.
• Turned division profitability within 4 months, improving gross margin from -2% to 4% through strategic pricing adjustments, cost control, R&D cost reclassification, and finance team accountability.
• Preserved production stability and limited margin erosion at just 5% despite 20–50% cost surges by securing microchip supply, introducing dynamic pricing, and restructuring labor and expense timing.
• Maintained 95% of financial targets through rigorous cost containment and responsive financial planning.
• Built performance-focused finance team, growing business partnerships and data-driven decision-making across functions.
• Safeguarded compliance and internal controls in alignment with global financial governance standards.
Stanley Black & Decker
Operations
VICE PRESIDENT, STRATEGIC OPERATIONS (FINANCE-LED GTM ENABLEMENT
10/2019 - 7/2021
Built and led company's first sales operation function, driving GTM strategy, revenue growth, and operational scalability during SaaS expansion. Oversaw CRM and ERP optimization, serving as business unit lead for SAP implementation and driving Salesforce (SFDC) efficiency across sales organization.
• Launched sales operations from ground up, developing charter, business case, and 10-person team to scale cross-functional impact.
• Increased SaaS attachment rate by 10% and expanded margins by 100 bps through sales strategy alignment and performance optimization.
• Designed variable compensation plans linked to company goals, improving quota attainment and revenue probabilities.
• Served as strategic partner across Sales, Marketing, Finance, HR, and Legal, collaborating with AR and AP teams to align GTM execution, cash flow planning, and operational compliance.
• Launched sales operations from ground up, developing charter, business case, and 10-person team to scale cross-functional impact.
• Increased SaaS attachment rate by 10% and expanded margins by 100 bps through sales strategy alignment and performance optimization.
• Designed variable compensation plans linked to company goals, improving quota attainment and revenue probabilities.
• Served as strategic partner across Sales, Marketing, Finance, HR, and Legal, collaborating with AR and AP teams to align GTM execution, cash flow planning, and operational compliance.
Stanley Black & Decker
Finance
COMMERCIAL FINANCE & CHANNEL DEVELOPMENT DIRECTOR
4/2018 - 10/2019
Led financial planning and strategic insight for GTM teams across sales, product, and marketing.
• Developed integrated financial models to improve forecast accuracy and budget alignment across commercial functions.
• Informed leadership decisions with actionable analytics on pipeline health, sales trends, and revenue performance.
• Co-led GTM strategy for new SaaS offerings, increasing customer retention and driving 1st year sales growth.
• Developed integrated financial models to improve forecast accuracy and budget alignment across commercial functions.
• Informed leadership decisions with actionable analytics on pipeline health, sales trends, and revenue performance.
• Co-led GTM strategy for new SaaS offerings, increasing customer retention and driving 1st year sales growth.
Stanley Black & Decker
Finance
COMMERCIAL FINANCE LEADER
4/2017 - 8/2018
Directed core finance functions for sales operations, pricing strategy, and revenue planning.
• Improved revenue predictability and pipeline accuracy through refined forecasting models and in-depth sales analytics.
• Increased profit margins and operational efficiency by streamlining RFP workflows, leading deal desk approvals on 80% of contracts, standardizing discount governance, and optimizing financial reporting in line with internal controls.
• Improved revenue predictability and pipeline accuracy through refined forecasting models and in-depth sales analytics.
• Increased profit margins and operational efficiency by streamlining RFP workflows, leading deal desk approvals on 80% of contracts, standardizing discount governance, and optimizing financial reporting in line with internal controls.
Angie's List
Finance
DIRECTOR, SALES FINANCE
8/2015 - 3/2017
Online platform connecting consumers with vetted service providers through reviews, deals, and support.
DIRECTOR, SALES FINANCE
Owned end-to-end sales finance operations during organizational transformation, partnering with executive leadership to align financial planning with evolving sales strategy.
• Elevated sales productivity and forecasting accuracy by managing budgeting, incentive planning, and performance analytics across sales organization.
• Drove quota attainment by designing and rolling out targeted compensation structures tied to evolving business goals.
DIRECTOR, SALES FINANCE
Owned end-to-end sales finance operations during organizational transformation, partnering with executive leadership to align financial planning with evolving sales strategy.
• Elevated sales productivity and forecasting accuracy by managing budgeting, incentive planning, and performance analytics across sales organization.
• Drove quota attainment by designing and rolling out targeted compensation structures tied to evolving business goals.
General Mills
Finance
TRADE FINANCE MANAGER
6/2003 - 8/2015
Global food company delivering household brands across cereals, snacks, meals, and baking.
TRADE FINANCE MANAGER
Progressively advanced through multiple finance roles, FP&A, treasury, trade finance, logistics, and M&A, supporting growth, risk management, and financial governance across key business units.
• Delivered insight and oversight across planning, investment modeling, cash flow, and performance management.
• Advised on M&A strategy while strengthening financial reporting, compliance, and enterprise risk controls.
TRADE FINANCE MANAGER
Progressively advanced through multiple finance roles, FP&A, treasury, trade finance, logistics, and M&A, supporting growth, risk management, and financial governance across key business units.
• Delivered insight and oversight across planning, investment modeling, cash flow, and performance management.
• Advised on M&A strategy while strengthening financial reporting, compliance, and enterprise risk controls.