VP of Finance

Vice President of Finance — Kestrel Financial Software

Denver, CO | January 2022 – Present

• Led financial planning for a $65M business unit using Anaplan, optimizing capital allocation and reducing discretionary operational expenditure by 14%.
• Negotiated new credit facility terms with 3 banking partners, securing $35M in non-dilutive capital and extending runway by 14 months using Adaptive Insights.
• Re-engineered the monthly cash flow forecasting model, improving liquidity planning accuracy from 82% to 98% for treasury operations using NetSuite ERP.
• Partnered with sales operations to restructure commission structures, boosting quarterly gross margin by 3.2% through Spiff automation and Tableau dashboarding.

Director of Finance — Apex Commerce Solutions

Atlanta, GA | August 2017 – December 2021

• Managed a finance team of 6 analysts to automate the month-end consolidation workflow in Sage Intacct, reducing close turnaround times from 10 business days to 6 days.
• Structured financial models for 2 corporate acquisitions valued at $18M, identifying $1.4M in annual synergy savings during post-merger integration phases.
• Designed corporate tax and treasury procedures, mitigating multi-state sales tax compliance risks and saving $85,000 in potential regulatory penalty expenses.
• Delivered quarterly financial presentations to executive board members, detailing key profitability metrics that supported a successful $40M Series B fundraising round.

Senior Finance Manager — Vertex Digital Media

Chicago, IL | June 2013 – July 2017

• Overhauled the departmental budgeting process for 5 corporate business units using QuickBooks Enterprise, reducing annual budget variance rates to less than 2%.
• Analyzed vendor procurement contracts totaling $12M annually, renegotiating service agreements to secure $450,000 in recurring operating cost reductions.
• Created automated cost-allocation spreadsheets and reporting templates, cutting monthly accounting processing time by 18 hours while improving internal auditing visibility.
• Coordinated with HR leadership to optimize employee benefits plans, lowering annual corporate healthcare premium expenditures by 8% without reducing coverage tiers.

Financial planning and analysis (FP&A), Capital structure optimization, Treasury management, Mergers and acquisitions (M&A), Corporate budget forecasting, Cash flow management, NetSuite ERP, Anaplan, Adaptive Insights, Tableau, Sage Intacct, Spiff, advanced Excel modeling, risk mitigation, audit coordination, stakeholder relations

Automated FP&A System Deployment

Role: Finance Lead & Executive Sponsor

Tools: Anaplan, NetSuite, Slack

Architected and implemented a cloud-based planning platform across 5 business units, reducing annual forecasting preparation times by 40% and saving 80 analyst hours monthly.

Series C Funding & Capital Restructuring

Role: Vice President of Finance

Tools: Adaptive Insights, Microsoft Excel, Tableau

Prepared all financial models and due diligence packages for a $120M Series C round, securing the funding 3 weeks ahead of target and extending runway by 18 months.

• Certified Public Accountant (CPA) (2015)
• Certified Management Accountant (CMA) (2017)
• Chartered Financial Analyst (CFA) (2020)

• Languages: English (Native), French (Conversational)
• Volunteer Work: Board Member and Treasurer for regional non-profit foundation (2021-present)
• Availability: 4 weeks notice