Banzai

Banzai provides audience generation solutions for field and event marketing teams from startups to the Fortune 500.

VP of Finance

Corvee

Corvee is a SaaS company dedicated to empowering smarter tax planning decisions.

•	Responsible for all Finance and Accounting functions, Human Resources, and external Legal services.
•	Led planning and analytics for new company business model, GTM strategy, and transition from current operations.
•	Partnered with Sales and Marketing executives to optimize ROI on spend, increase productivity, and drive ARR and NRR.
•	Implemented policies, reporting cadence, and analytical rigor for revenue recognition and forecasting, customer lifecycle, and SaaS metrics.

Chief Financial Officer

Identity Digital Inc.

Donuts is the world leader in New Top-Level Domains and related technologies, allowing people and business to build, market, and amplify their digital identities.

•	Recruited by CFO to drive programs to reinvigorate top-line growth, achieving 20% YOY lift in new activation bookings while maximizing customer lifetime value.   
•	Led executive MBRs (monthly business reviews) and reporting to BOD & private equity owners.
•	Owner of global pricing strategy, optimizing for demand elasticity, market penetration, marketing program ROI, and CAC efficiency through dynamic, driver-based economic modeling.
•	Provided decision support and due diligence for acquisitions of strategic assets and sell-side transactions to private equity firms.

Sr. Director, Finance

Avalara

Avalara, Inc. is a leading cloud-based software platform which automates sales tax and other transactional tax calculation, compliance, and filing.  Avalara integrates with leading ERP and ecommerce software systems that serve millions of businesses worldwide.

•	Led budget process, all departments, products, and distribution channels, $180 million in Revenue for new and expansion business.
•	Redesigned SaaS KPI scorecard and benchmark analysis, consistent with industry standards in preparation for IPO.
•	Assisted in fundraising of $140 million via pitch deck support.
•	Implemented automated reporting for channel partner productivity, demand generation, and sales funnel management for 50% YOY bookings growth.
•	Owned capacity analysis for customer onboarding and support organizations.  Increased efficiency by reducing resource requirements through evaluation of seasonality and technology solutions.

Director, Finance

Solavei

Partnered with CFO and COO in Corporate Development initiatives, including company acquisition, European expansion, and new product development.

•	Owner of multi-year Cash and GAAP based financials / 3 statement model
•	Maximized daily cash flow through AR / AP management and revenue forecasting.
•	Liaison with external auditors, led reconciliation processes for revenue, vendor A/P, COGS, and inventory.

Director, FP&A

T-Mobile

Recruited by SVP of Finance to improve field visibility and accountability for financial performance.

•	Implemented new localized P&Ls and performance metrics by Geography, Distribution Channel and Product segment.
•	Oversaw portfolio of business cases generating $650M in revenue enhancement & cost reduction.
•	Led budgeting process and sales target development for Local Channel Management, all geographies.

Senior Manager, FP&A

Two Degrees, LLC

Research & Development, Startup Business Accelerator SBA group
•	Collaborated with product development leaders to assess profitability for various new products in incubation across diverse industries.
•	Evaluated acquisition vs. internal development strategies, forecasted P&Ls, and designed incentive compensation structures for distribution.
	
Global Sales and Marketing / SMSG, FP&A
•	Partnered with international finance and sales & marketing leaders to develop budgets for 118 countries,
all product groups, for $50B in Revenue, $5B in COGS, and $11B Opex.
•	Owner of Quarterly Business Reviews, RoF / Rhythm of Finance, and RoB / Rhythm of Business reporting.

Principal Consultant, Finance

Synclive.com

SyncLive was an angel-investor-backed website platform and service for live broadcasting, social networking, marketing, and monetization of content.

•	Partnered with Founder / CEO and BOD Chairman in early-stage strategic planning.  Developed pro-forma financial statements & conducted investor presentations, resulting in $4.5 million in capital raised over three rounds.
•	Led all finance functions, including FP&A, accounting, payroll, cash flow management, and treasury.
•	Directed west coast business development, negotiated contracts with multiple business partners.

CFO / VP Finance

Nextel Partners

Led the annual planning process for $2 billion in revenue and $1.3 billion in operating expenses. Owner of competitive analysis and pricing management for all products, services, and promotions.

•	Collaborated with teams cross-functionally in the build-out and launch for 30 of 37 geographical markets.
•	Spearheaded the analysis and implementation of new distribution channels, including company owned stores and national dealers, generating a combined 35% of total sales.
•	Designed & implemented incentive compensation structures for all sales rep & management positions, driving maximum productivity and revenue, while minimizing costs and partner turnover.
•	Instrumental in business valuation, due diligence, and post-merger integration with Sprint.
•	Built high-performing FP&A team, each awarded with Circle of Excellence recognition.

Director of Operations Finance, Planning and Analysis

McCaw Cellular/AT&T Wireless

Pioneering wireless company.

•	Consolidation and analysis of financial and operating results for corporate and partnership properties.
•	Owner of Monthly Quality Review and Operating Metrics Report.  Assisted in design and nation-wide roll-out new dynamic metrics reporting system.
•	Led Messaging Division budget process, resulting in completion 3 months earlier than in prior years.

Sr. Financial Analyst

Experienced leader in financial planning & analysis, operations, accounting and business development for high-growth and emerging technology businesses.  Known as a strategically focused, “hands-on” business partner, with a proven record in successfully driving programs to improve financial and operating performance

Specialties:
• Budgeting, Strategic Planning, Forecasting
• Financial Modeling and Operations Analysis
• Revenue and Cost Optimization
• Dashboarding and SaaS KPI metrics
• Project Management & Team Leadership
• Executive, BOD, and Private Equity Reporting
• Fundraising and M&A decision support
• P&L Ownership and Management
• National and International Experience
• Startup to Fortune 100 Companies

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