Strategic executive with 20+ years of financial and operational experience in leading technology enterprises to improved growth and profitability.
Provided strategic, operational, and financial direction to move from a developmental stage to a profitable operational stage company.
Directed, trained, and mentored 700+ missionaries in their full-time volunteer service activities. Also managed the organization that provided missionary housing, transportation, medical treatment, safety protocols, financing, technology, and marketing support.
Led the integration of inData and iPro operations, branding, financial systems, sales structure, and human resources within the first 90-days of acquisition. Worked with private equity investors and fellow executive team members to: select and implement a new ERP system (NetSuite), introduced financial modeling and budgeting, worked with banks and auditors to meet debt covenants and secure favorable financing terms, guided employee compensation and restructuring activities, negotiated vendor and customer contracts, secured patents and trademarks, and guided the development of a culture of accountability and fulfillment.
Partnered with the CEO to provide strategic and tactical direction in all areas of the company. Helped bring the company from imminent bankruptcy to the leading legal software with a 75% worldwide market share. Negotiated the sale of the company for an 11x multiple. Led the transformation process by growing revenue while simultaneously cutting operating costs by 75% through automation and restructuring. This was accomplished primarily by 1) developing an environment of happy and productive employees., and 2) improving product quality, positioning, and reach.
Certified Public Accountant
Arizona State Board of Accountancy
Oct 1996 - Jul 2015