Apr 2017 – Aug 2024 · 7 yrs 4 mos · Palo Alto, California, United States · On-site

• Supported the journey from Series C to IPO (NYSE: RBRK)
• Founding member of finance & accounting team; grew ARR from ~$5M to $900M over 7 years
• Managed 28 quarterly close cycle. Improved accuracy and efficiency with every close
• Implemented several financial systems during the scaling journey
• Kicked off inaugural planning cycle to align company strategy with departmental operating plans and company’s financial plan
• Launched company-wide quarterly rolling forecasts and quarterly business reviews to operationalize the financial plan; led 5 planning cycles, 15+ quarterly rolling forecasts, 15+ QBRs
• Prepared quarterly and periodic board materials to provide updates on the business and gain alignment on company priorities and annual and long-range plan
• Owned the company’s topline model and the design of GTM team; grew the org from 100 to 1,000+ people; balanced topline growth with operating margins
• Designed enterprise sales (Rubrik2K) go-to-market plan to win in Fortune 2000; now a dedicated sales team of 70+ people
• Rubrik built the world’s first cloud data management platform that delivers data protection, search,
• analytics, compliance, and copy data management to hybrid cloud enterprises. Recover, manage, and secure your data – anywhere, anytime.
• Investors: Lightspeed Venture, Greylock Partners, Khosla Ventures, John Thompson (Chairman, Microsoft), Frank Slootman (Former CEO, ServiceNow), Mark Leslie (Founding CEO, Veritas)

Jun 2015 – Mar 2017 · 1 yr 9 mos · New York City Metropolitan Area

• Part of the early team at LinkedIn Sales Navigator. In 2015, we told the market that there would be day when no sales person will join a company if they were not provided access to Sales Nav.
• 10 years, $1B ARR and several Gartner Magic quadrant leadership later, that vision has become a reality.

Nov 2013 – Jun 2015 · 1 yr 7 mos · Greater New York City Area

• Technology Investment Banking. Specialized in coverage of software, financial technology and IT services companies. Advised CxO and company boards on strategy and corporate finance challenges: Mergers and Acquisitions and Capital Raising.
• Advised Fundtech on $1.25B sale to D+H Financial Technologies
• Advised CDW on the purchase of Kelway, a $500M UK based IT Services provider
• Lead-left bookrunner for ~$80M IPO of Kornit Digital on NASDAQ
• Led IPO or Equity/Debt offerings for CDW, Infor, Interxion, Magic Software, Sapiens, Verint, Descartes Systems, Epicor, Norwegian Cruise Lines
• Staffer/manager for ~15 analysts in the team

Aug 2010 – Oct 2013 · 3 yrs 2 mos · New York City Metropolitan Area

• Deal List:
• Sale of CompuCom to TH Lee Partners for $1.2B
• Sale of SRA to Providence Equity Partners for $1.88B
• Buyout of Dell for SilverLake Partners for $24B
• $440M IPO of Norwegian Cruise Lines
• IPO of InterXion Holdings
• Global Technology, Media, Telecom Group
• Senior associate at a leading bulge bracket investment bank, advising technology companies across internet, enterprise software, hardware and IT services verticals. Select clients: Dell, IBM, EMC, SAP, Samsung, CompuCom, NTT.
• Expertise includes: Strong understanding of revenue and expense drivers; performance/valuation benchmarking against historical stats, competition and investor expectations; building financial models to evaluate cash flow/earnings/valuation impact of strategic actions; solving growth and margin issues through strategic acquisitions; crafting investment highlights to raise capital.

Feb 2008 – Feb 2008 · 0 mo · San Francisco Bay Area

Jan 2008 – Jan 2008 · 0 mo

Jun 2005 – Apr 2008 · 2 yrs 10 mos · On-site

• Audit Associate and Staff at EY. Conducted audits for leading telecom, tech and industrial companies.