AIA Contract Documents

AIA Contract Documents is a SaS-based contracting and collaboration suite designed to mitigate risk in the design, construction, and owernship of projects and facilities.  The company was created in October 2020 as a result of a private equity carve out by True Wind Capital following 30 years of retail and eCommerce product sales by the American Institute of Architects.

As an executive leader in the organization, I am responsible for leading all financial acitivites of the company and providing strategic direction for responsible fiscal management and growth success, including all accounting, financial, planning, tax, procurement, risk management, and treasury activities.

Chief Financial Officer

Federated Wireless

Hands on leadership of FP&A, Treasury, Corporate Development, and Operational Finance driving both top down and bottom up efforts
-Led development, roadshow, and diligence of marketing and financial materials for successful $72mm Series D fundraise completed in April 2022
-Completed and signed Federated's first financial audit for 2019 and 2020 after deconsolidation from early investor
-Drove KPI based approach to budget planning, aligning scale with leading indicators to insure hires are timed with revenue attainment
-Building long-term control environment, planning and hiring financial leadership at appropriate levels for scale

Federated wireless created and operates a SaaS spectrum sharing solution to access citizen's band spectrum (CBRS), enabling customers to create secure private wireless networks without significant spectrum capital outlay, splitting the overall market with Google

Vice President, Finance

Enviva

Led global finance and administration functions, including equity and compensation across corporate, manufacturing, and port operations, while continuing with prior planning and investor relations activities.
Contributed the following notable successes in the elevated role:
»Aligned new plant compensation model to IPO investment case model, ensuring long-term plant financial performance meets investor and analyst expectations.
vNegotiated platforms and providers, migrated to self-funded plans, incentivized consumerism, achieved plan transparency, and created and launched well-being programs all of which resulted in  25% YoY reduction in employee medical claims totaling $2M.
» Streamlined and enhanced company compensation structure, and transitioned to market-based wage rate schedule across all exempt and non-exempt roles resulting in 10% reduction in turnover.
» Established trusted platform/fiduciary, eliminated HCE penalties reinventing non-exempt 401k messaging, and improved participation which led to 50% decrease  in 401k participation fees.

Vice President

Built and managed corporate finance and corporate development teams to drive executive, public board, JV, and private equity partner decision making in a complex Master Limited Partnership.  Built team of analysts and worked hands-on to develop enterprise modeling, asset modeling, and capital stack modeling for over $1B in third-party and common-control acquisitions and associated fund raising from capital markets, debt, and private equity.
» Drove IPO and fundraising efforts, managed buy-side analyst development, conducted S-1 forecasting, developed road show presentation, and formulated lender Q&A all of which led to simultaneous $230M IPO and $200M debt raise.
» Standardized forecasting assumptions and improved automation which optimized forecasting and budgeting.
» Build and led FP&A and Business Development departments, teams and processes, created strategic business plans and end-to-end budgets, assessed M&As, determined capital projections and  revenue, expense and SG&A forecasts, and tracked results which ensured ongoing sustainability and profits.
» Managed analysis, build financing structures, and presented findings and suggestions which led to $600M in common-control and 3rd party acquisitions.

Director of Financial Planning and Analysis

CARFAX

I drove enterprise-wide financial analysis to support business decisions in sales operations, marketing, pricing, FP&A, and competitive intelligence, and achieved these outstanding outcomes:
» Provided strategic leadership, and reviewed and presented key product pricing strategies to executives which led to double digit revenue growth.
» Leveraged traffic-based pricing, established pricing model for Used Car Listing Product, prevented waste, revised data contract review process, and achieved approval on most deals in 1 business day resulting in $1M in incremental revenue in just 90 days.
» Identified opportunities, developed business plans, and introduced sales, product, and financial initiatives all of which maximized EBITDA.
» Created and presented valuation modeling to executive leadership on new business efforts and 3rd party acquisitions resulting in $5M in incremental revenue.

Director - Forecasting, Modeling and Analysis

Reporting to the Vice President of Data Acquisition, leading financial analysis on potential data purchases, partnerships, and joint ventures as well as planning activities including forecasting, budgeting, and variance analysis.

•	Created KPIs and presented weekly to CEO to identify the most valuable data sources and drive acquisition efforts.

•	Dropped contract ratifications to two days by developing and leading rollout of a financial modeling process and contract review process for new data sources.

Manager - Forecasting, Modeling and Analysis

Circuit City

In partnership with financial and merchandising leadership, drove process for and created three- and five-year financial model, identifying cost savings opportunities to achieve financial target of growing EPS inline with industry competitors.

Senior Financial Analyst

Gap Inc

Managed top-down merchandise planning for Banana Republic Online and logistics for all online brands.

Led consumption tax changes throughout merchandise planning and point of sales systems in Japan.  Delivered new point of sale system across the United States and international.

IT Business Analyst

Harman/Becker Automotive Systems

IT Analyst intern, designing, implementing, and rolling out Windows 2000 to manufacturing floor, administrative, and executive offices.

Summer Internship

As an accomplished, driven, and dedicated finance professional with over 20 years' proven finance experience with more than 8 years at the executive level in private equity backed, rapidly growing SAAS, Manufacturing, and Consumer Products companies, I have driven significant performance improvements in both the companies and the finance organizations I managed.

Throughout my career, I have established a reputation as a strategic, transformational, hands-on leader; adept at overseeing the complete Finance and Operations stacks professionalizing the financial function and broadening its impact on the organization.  Ready to hit the ground running, you can count on me to lead functionally to drive decisions and financial results, communicate complex topics clearly and effectively, creatively solve issues, anticipate and achieve shifting and emerging company and customer needs, and contribute towards both the financial and operational health of the business.

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