May 2024 – Nov 2024 · 6 mos

• Leads Strategy activities including go to market strategy and enablement, analytics and reporting, as well as leading the Human Resources, Legal and Recruitment organizations across the full portfolio of Kaseya companies including, Datto, Unitrends, Spanning Cloud Apps, Rapidfire Tools, ID Agent, Graphus, RocketCyber, TruMethods and IT Glue.

May 2021 – May 2024 · 3 yrs

• Leads Finance, Accounting, Tax, Treasury, Legal, M&A, Human Resources and Order to Cash activities across the full portfolio of Kaseya companies including, Datto, Unitrends, Spanning Cloud Apps, Rapidfire Tools, ID Agent, Graphus, RocketCyber, TruMethods and IT Glue. Responsible for conveying strategies and results to the executive team, board, investors, and other stakeholders.

Jan 2019 – May 2021 · 2 yrs 4 mos

• Citrix advanced me to lead the global finance function including corporate financial planning and analysis (FP&A), business finance, business intelligence, and strategic investment decision support. I drive budgeting, forecasting, and capital planning processes for all of Citrix, including long-range planning. I’m a trusted business partner to executive leadership and a member of Sales Leadership and Marketing Leadership teams.
• I developed a long-range plan utilizing external market data to drive transformation to a SaaS/subscription-based business model while optimizing investment and growth opportunities. And I led implementation of strategies and processes to effectively communicate the transformation to internal and external stakeholders.
• In this role, I drove standardization in internal, external and board-level communications highlighting important subscription transition metrics.

Jun 2017 – May 2021 · 3 yrs 11 mos

• I was promoted to lead sales, services and marketing finance teams including finance shared services. I provide business partner support for the sales and marketing teams. In addition, in my shared services role, I drive efficiency and savings within the areas of procure to pay, cloud brokerage, travel, meetings and events, contingent labor, and corporate credit card programs.

Apr 2016 – May 2017 · 1 yr 1 mo

Jul 2013 – Mar 2016 · 2 yrs 8 mos

• Responsibilities include managing Global Shared Services including management of external audit relationship; technical accounting; global policies and procedures; managing worldwide closing of the company's consolidated books, including over 100 legal entities; hands on management of the following WW functions: general ledger; accounts payable; procurement; travel; credit and collections; statutory and international accounting; cost accounting; accounting for mergers and acquisitions; payroll; owner of ERP and many other systems, including implementation experience.

Jun 2004 – Jul 2013 · 9 yrs 1 mo

• Responsibilities include managing SEC filings and earnings reporting process, including chairing Disclosure Committee and presenting documents to Audit Committee; management of external audit relationship; technical accounting; global policies and procedures; managing worldwide closing of the company's consolidated books, including over 100 legal entities; hands on management of general ledger team, global SOX, WW cost accounting; owner of ERP system, including implementation experience.

May 2002 – Jun 2004 · 2 yrs 1 mo · West Palm Beach, Florida Area

• Clients included Jacuzzi Brands, National and Alamo Car Rental, and TracFone.

Aug 1999 – Apr 2002 · 2 yrs 8 mos · West Palm Beach, Florida Area