
Experienced Chief Financial Officer with strong leadership and management skills. Hardworking self-starter with experience building a tech company from the ground up and successfully negotiating a multi-million dollar acquisition.
Successfully grew a tech startup into a multi-million dollar business with 30+ employees, culminating in the sale of the company in 2024.
-Created financial reporting process and package from scratch.
-Developed and oversaw calculation and payout of incentive pay and sales commissions
-Created and distributed financial and operating KPIs.
-Structured pricing for service offerings
-Managed vendor relationships and procurement.
-Supervised Controller and HR director
- Oversaw AP, AR, payroll, accounting, monthly close, taxes
-Guided annual Financial and SOC 2 audits.
-Responsible for fostering beneficial relationships with financial institutions
-Secured Line of credit
-Raised capital for ThinkStack in 2021 through equity financing, creating all pro forma models, financial presentations, etc.
- In 2022, ThinkStack acquired a managed service company in Wisconsin in exchange for equity. I performed financial due diligence and oversaw the valuation of the acquired company.
-Led all financial aspects of the sale of ThinkStack to PE-backed Managed Services Company Network Coverage.
-Created company portfolio and presented to interested buyers
-Built Pro Forma financial statements and forecasts
-Managed due diligence process
-Worked with Accounting firm on QoE report, working capital, earnout calculations, etc.
-Negotiated final sale, securing favorable terms and smooth transition