Apr 2024 – Present · 1 yr 11 mos

Feb 2022 – Jan 2024 · 1 yr 11 mos

• Novo is a neo bank for SMBs. Responsible for Deposit, Debit, and Credit business.
• Spearheaded the design, build, and launch of Novo's lending business, drivingits growth to 33% of company revenue.
• Managed the core banking operations, enhancing customer service and increasing deposits and debit card usage.
• Leveraged data analytics to optimize customer acquisition, and to improve customer service.

Dec 2020 – Feb 2022 · 1 yr 2 mos

• RoadSync is a digital payment platform for the transportation industry. As CFO, I revitalized operations, raised equity, and built a robust infrastructure to fuel future growth I blended financial acumen with strategic operational oversight to drive efficiency and scalability.
• Key Responsibilities:
• Operational Revitalization: Overhauled operations to recover lost funds, enhance efficiency, reduce costs, and improve overall financial health. This included discovery, streamlining workflows, and implementing best practices in financial management.
• Equity Fundraising: Lead equity raise, engaged with investors, and articulated the company's value prop, growth potential, and strategic vision. This involved crafting investment pitches, negotiating terms, and completing due diligence.
• Infrastructure Development: Architected a scalable and robust infrastructure that supported the company’s rapid growth trajectory. This encompassed creating technology systems, enhancing data analytics capabilities, and ensuring a solid foundation for growth.
• Strategic Planning and Execution: Developed our strategic plan. Then translated these strategies into actionable financial goals and performance metrics, and the delivery of the operations components.
• Team Leadership and Development: Built and mentored a high-caliber finance team capable of supporting the organization’s growth. This included fostering a culture of continuous improvement, professional development, and cross-functional collaboration.
• Financial Reporting and Analysis: Provided accurate and timely financial reporting to internal and external stakeholders. Leveraged financial data to derive insights, identify trends, and inform business decisions.
• Investor Relations and Communication: Managed investor relations to ensure a clear and consistent communication of financial performance, business strategy, and growth opportunities.

Jan 2017 – Jan 2020 · 3 yrs

• Kabbage (acquired by American Express) provided cash flow as a service technology to small businesses throughout the United States. Our products included a line of credit, charge card, business checking account, MPOS payments, invoicing, insights, e-gift certificates and more. We accomplished our objectives by focusing on our customer and leveraging automated and unique data connections to serve our customers digitally. Through our SMB lending product and until our acquisition by Amex, we provided more than $16B since our founding and served about 500,000 small business customers. We raised $400mm in equity and billions in debt facilities and forward flow arrangements.

Jan 2016 – Jun 2017 · 1 yr 5 mos

Jul 2013 – Jan 2016 · 2 yrs 6 mos

Apr 2011 – Jul 2013 · 2 yrs 3 mos

• Built and led a high-caliber engineering team as the company scaled from 0->1->2. Owned and drove the technical roadmap, ensuring the successful delivery of multiple iterations of Kabbage's products. Developed and operationalized ML systems and related infrastructure. Ensured system performance, security, and compliance with regulatory requirements.

Nov 2009 – Mar 2011 · 1 yr 4 mos

• Consulting primarily in technology, operations, finance and accounting, project management and change management/process redesign. Worked heavily in the software, financial services, retail, and telecommunications industries.

Jan 2004 – Dec 2009 · 5 yrs 11 mos

Jan 2003 – Jan 2003 · 0 mo

Jan 2002 – Jan 2003 · 1 yr

Jan 2000 – Jan 2002 · 2 yrs

Jan 1999 – Jan 2000 · 1 yr

Jan 1998 – Jan 1999 · 1 yr

Jan 1995 – Jan 1998 · 3 yrs

Jan 1993 – Jan 1995 · 2 yrs

Jan 1990 – Jan 1993 · 3 yrs

Jan 1984 – Jan 1990 · 6 yrs