executive with strategic & operational capabilities with a growth-stage
SaaS background. Provided leadership in many areas including accounting,
finance, human resources/payroll, legal, supply chain, facilities management.
Some of recent accomplishments include i) closing on a $1.5M preferred
equity round, ii) refinancing a $6 million credit facility, iii) company turnaround to
cash flow positive and growing SaaS Revenue
Budgeting & Forecasting
Reporting & Analysis
Closed on a $1.5M preferred equity round
Refinanced a $6M credit facility
Helped engineer a company turnaround to positive cash flow and
SaaS Revenue increase
Crucial contributor to the transition from a hardware company into SaaS solution
11/2010 to Current
The Neat Company, Inc. － Philadelphia, PA
03/2014 to 03/2016
VP, FinanceThe Neat Company, Inc. － Philadelphia, PA
Responsible for all accounting functions including month end close processes, financial reporting, and annual audits
Developed new 3 year and 5 year forecasting processes for the purposes of external reporting, fundraising, and 409A valuation
Provided analytical/compliance support for a $20M debt refinancing
12/2012 to 03/2013
Manager, Sales & Marketing OperationsThe Neat Company, Inc. － Philadelphia, PA
Moved over to Marketing to assist with key sales ops reporting and execution of projects to ensure growth in the fledgling SaaS portion of the business.
Returned to Finance when it became necessary to assist with a refinancing.
12/2010 to 12/2012
Manager, Financial Planning & AnalysisThe Neat Company, Inc. － Philadelphia, PA
Initially brought on board to build out all aspects of reporting for the company.
Identified over $250K in billings the original system was missing; created a collections team to collect, and implemented a new system to replace the current one
Significantly expanded performance reporting on all aspects of media spend to identify which spending areas could be scaled faster
07/2008 to 11/2010
Portfolio Accounting ManagerLEAF Financial Corporation － Philadelphia, PA
Managed staff of five accountants, reviewed and posted all of their journal entries
Oversaw the month end close process for all 10 entities that held lease portfolios
Lead the transition to the General Ledger Link Module in our leasing software to be able to download all GL activity from our leasing platform to further streamline daily journal entry preparation.
07/2007 to 07/2008
Senior Financial AnalystLEAF Financial Corporation － Philadelphia, PA
Worked with Executive Management to develop 5-year forecasting (base case and growth cases)
Worked with EVP of Risk Management to develop general reserve methodology that incorporated historical delinquency roll rate percentages
Developed numerous ad-hoc models to analyze what-if scenarios such as fund liquidation analyses, portfolio/company acquisitions, and business model changes.
07/2006 to 07/2007
Staff AccountantLEAF Financial Corporation － Philadelphia, PA
Prepared daily and monthly journal entries
Prepared net investment footnotes for multiple funds that were included in 10-K and 10-Q filings.
07/2005 to 12/2005
Paid InternOffice of US Senator Jon Corzine － Washington, DC
Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.
Companies Worked For:
The Neat Company, Inc.
The Neat Company, Inc
LEAF Financial Corporation
Office of US Senator Jon Corzine
Job Titles Held:
Director, Financial Planning & Analysis
Manager, Sales & Marketing Operations
Manager, Financial Planning & Analysis
Portfolio Accounting Manager
Senior Financial Analyst
Business Administration with a concentration in Accounting
Create a job alert for [job role title] at [location].