Mar 2025 – Mar 2026 · 1 yr · Austin, Texas Metropolitan Area · Remote

• Lead 15 person team ($2 million in ARR) delivering financial advisory services to Startups and SMBs ranging from Pre-Revenue through Series B; grew business by 25% in ARR within first 5 months
• Created new service offerings based on competitive market analysis, increasing average deal margin by 15%
• Launched RFP, negotiated multi-year preferred pricing, and transitioned organization to a new finance technology stack which will decrease time spent per client by 20% per month increasing delivery margins
• Developed first team-wide engagement playbook and standardized new customer onboarding, leading to increased customer satisfaction and improved project margins within first 60 days of an engagement

Nov 2023 – Jan 2025 · 1 yr 2 mos · Austin, Texas Metropolitan Area · Remote

• Directed all company activities around Corporate Planning, collaborating with the CFO and Head of Product and Business, which improved strategic alignment and decision-making processes
• Led the establishment of a firm-wide leadership governance framework and operating model, which streamlined operations and improved alignment across 30+ senior business leaders
• Created the first end-to-end planning dependency list in company history, which enhanced alignment across key activities and improved team collaboration
• Served as the program manager on the Long Range Planning team, working cross-functionally to develop a cohesive multi-year product strategy, which facilitated better long-term planning and resource allocation

Jul 2022 – Aug 2023 · 1 yr 1 mo

• Created and led 17-person Innovation team which helped launch 2 SaaS products (CreatorU and Dropdeck) growing to $18M ARR / 75K customers in 1.5 years
• Responsible for over $700 million in annual processing volume; negotiated contracts with payment processing partners, resulting in 50% increase in payment processing revenue during an 18 month period
• Provided strategic leadership in ongoing product strategy and competitor analysis, offering valuable recommendations to product teams for prioritization on the roadmap, ensuring the products remain competitive and aligned with market trends
• Supported the acquisition of Dropdeck, a generative content generation platform and became the business unit lead to bring product to market within 90 days, generating $1M in ARR in the first 90 days
• Lead and manage 10+ person team dedicated to SamPay, SamCart’s first financial product offering worth $3 million in ARR; responsible for prioritizing SamPay product roadmap, developing GTM actions, and activating broader SamCart team to drive product adoption and attach rates resulting in 90%+ new customer adoption of SamPay within first 6 months

Dec 2020 – Jul 2022 · 1 yr 7 mos

• Partnered with the Founders to raise our $82M series B (8x check size) and own all financial diligence from investors
• Developed strategic plan for SamPay, SamCart’s white label payment processing solution. Took business plan from concept to ideation to board-level approval within first 6 months
• Built the Finance & Data functions, implemented formal budgeting, forecasting, and reporting systems to measure and communicate performance results internally, to the Board of Directors and investors
• Oversaw cross-functional team of 10+ individuals across Finance, Product Management, Data and Engineering
• Developed and build first internal KPI Dashboard & Business Intelligence tools, including building company’s first cadence of traditional SAAS reports saving hundreds of hours per year leveraging automation and bringing key insights to Leadership team on a more frequent basis
• Partnered with Co-Founder to create first internal model to evaluate Marketing spend against core SAAS metrics (LTV to CAC, CAC Payback Period, Magic Number) resulting in optimizing front-end acquisition efforts and 15% reduction in burn
• Negotiated an $850k credit card limit increase, resulting in increased cash back rewards at lower operational effort
• Upgraded financial technology stack to best-in class tools like Gusto, Guideline, and Ramp increasing company readiness for continued scaling

Dec 2019 – Dec 2020 · 1 yr · Austin, Texas Area

• Ran the day-to-day business for a pre-seed, pre-revenue startup focused on developing Proof of Concept for company
• Assisted in fundraising seed round, including development of pitch deck materials, leading investor pitch meetings and development of financial model
• Developed and lead GTM strategy for new hospitality platform (KHS by Kasita), including overseeing platform operations at beta hotel customer, resulting in cost savings of over 30% annually for hotel
• Led annual goal planning and develop growth strategies including sourcing new real estate for development, identifying manufacturing partnership opportunities, and value engineering our product focused in creating cost synergies and streamlined time to market

Nov 2017 – Nov 2019 · 2 yrs · Austin, Texas Area

• Director of Business Operations
• Responsible for managing the day-to-day operations of the studio, including: $50 million of pipeline, 100+ individuals, and $30 million in annual revenue
• Provide leadership and coordination of the company’s financial planning and budget management functions
• Lead projects and initiatives focused on improving financial performance and health of the organization such as invoicing, collections, and team utilization
• Supervise 5 team members, including developing individual performance plans
• Director of Partnerships
• Served as day-to-day Partnership Lead for the $5 million Accenture Ventures equity investment in Optimizely, a leading SaaS experimentation platform; resulting in over $10 million in joint pipeline created in first 180 days
• Responsible for developing and maintaining alliance partnership ideas, research target relationships, conduct financial analyses, prepare presentations and value propositions
• Develop and implement processes related to alliance governance, sales operations and marketing operations
• Identify and conduct due-diligence for new software partners for investment and partnerships

May 2017 – Nov 2017 · 6 mos · Austin, Texas Area

• Managed daily operations of the Finance and Treasury functions including invoicing, payments, capital requirements, cash management and liquidity needs of the company
• Created and maintained the preparation of the monthly, quarterly and annual financial statements for firm investors including reviewing and analyzing changes in monthly financial & liquidity forecasts
• Directed and coordinated the annual budget planning process in collaboration with firm’s Leadership Team
• Led post-merger integration workstreams for Procurement, Finance & Accounting, Legal Contracting, and Payroll resulting in a smooth transition progress and retaining firm profitability through acquisition

Jun 2016 – May 2017 · 11 mos · Austin, Texas Area

• Actively manage and monitor over 70 solar sites, with FMV of $500 million across 6 investor group
• Lead the development and implementation of an automated invoicing solution, saving over 50 hours per month
• Create the SOP for 2 new funds worth over $400 million, focused on identifying streamlined management and increasing investor returns
• Interface with Operations and Performance Management to identify, prioritize, and drive resolution to issues to improve performance and maximize asset value
• Perform financial analyses, project evaluations, and make recommendations to enhance operational efficiency
• Partner with Development team on conducting feasibility analysis of over 50 new projects

Oct 2015 – Jun 2016 · 8 mos · Austin, Texas Area

• Achieved over $100k in annual savings by developing and building internal reporting systems
• Developed VBA Macros for automating manual functions, reducing processing times by over 30%
• Responsible for creating and maintaining dashboards for senior management, including performing monthly KPI reviews and staff productivity metric reviews
• Streamlined and developed department operating processes focused on increasing client satisfaction

May 2015 – Aug 2015 · 3 mos

• Successfully deployed 4 technology solutions to reduce staff time devoted to non-revenue generating activities
• Responsible for developing and producing ad-hoc reporting including but not limited to: Accounts Receivable, Utilization, Sales and Revenue, and Travel Budgeting
• Performed and produced monthly cost accruals as part of the Month-End close process
• Managed bi-weekly payroll processes for over 250 employees

Jan 2015 – May 2015 · 4 mos

• In my role as the Senior Finance Manager, I was responsible for assisting in the day-to-day operations for the Finance & Accounting Department. Specifically, I managed various staff members that provide the core duties for the department, as well as served as the firm's sole Billing and Collections staff member.
• Supervised Accounts Payable, Payroll, Corporate Card Reconciliation, Expense Reporting, and Month-End procedures
• Developed integrated reporting packages linking Microsoft Dynamics and Aderant for C-Level executives
• Managed relationships with key Finance and HR vendors, including negotiating Master Services Agreements
• Hired, supervised and mentored team of 5 full-time and temporary staff members
• Reduced processing time of 350+ person payroll by over 50%, including creating department best practices
• Tracked performance of one underperforming staff member through performance improvement plan

Dec 2013 – Dec 2014 · 1 yr

• In my role as Billing Manager, I was responsible for all client billing matters, accounts receivable reporting and collections, and Finance and Accounting operational support.
• Prepared over 900 invoices in compliance with client guidelines, alternative fee agreements, and firm policies
• Served as a liaison between clients and the firm in answering billing inquiries and resolving unpaid invoice issues
• Proactively communicated with firm leadership regarding unbilled and accounts receivable items
• Supervised and mentored team of 2 full-time and temporary staff members
• Reduced Daily Sales Outstanding (DSO) by over 30% in one year
• Developed and generated project and client specific reporting packages
• Organized and presented at training sessions with over 100 attendees

Apr 2013 – Dec 2013 · 8 mos

• Assist Chief Business Officer and Business Development Manager in identifying new potential product offerings, markets, and clients
• Create, maintain, and assist implementing corporate governance documents and structure
• Participate in quality control process of internal documents, proposals, and project reports to ensure
• Manage and maintain schedules, travel, and other administrative duties for members of firm leadership

Mar 2011 – Apr 2013 · 2 yrs 1 mo

• Assisted in the planning and execution of membership and fundraising events
• Provided support of members and donors via multimedia communication
• Created reports and mailings (including invitation design) for membership
• Made formal presentations to members and executive management
• Managed donor database and conducted general administrative duties

Aug 2010 – Apr 2011 · 8 mos · Las Vegas, NV

• Developed region-specific sales strategies
• Planned and executed marketing events city-wide
• Coordinated team of 10-12 undergraduate employees

May 2010 – May 2011 · 1 yr · Las Vegas, Nevada Area

• Served as the official representative of all undergraduate students at local, state, and national functions
• Allocated and managed annual budget of $1.2 million dollars
• Professional engagements with donors, alumni, and political figures
• Interviewed, hired, and developed a staff of over 20 undergraduate student leaders and volunteers

May 2009 – May 2010 · 1 yr · Las Vegas, Nevada Area

• Organized and implemented year-long legislative agenda with lobbying days
• Coordinated research on policy issues and provided detailed briefings on items
• Participated in university and local committees on behalf of the student body
• Managed a research team of 10-15 volunteers
• Executed educational programming on campus for campus population