Enterprise Software Startup ITSM space - $3M revenue Huntington Beach, CA April Investor & Chief Financial Officer November 2009 Role: Executive providing executive leadership on infrastructure transformation to prepare for the growth of this global software start-up and eventual sale. Helped raise $3.0M, improved risk profile, audited cap table, created worldwide sales pipeline review process.
Enterprise Software Company Large volume web transactions - $40M revenue Irvine, CA 2007-2008 Chief Operating Officer 2003-2008 Chief Financial Officer Role: Executive providing operational and financial leadership on achievement of profitability and creating accretive economic value. $40 million revenue, 25% growth company that provides software as a solution for ticketing to patrons of 300+ venues. As of January 2008, it was acquired by public company for 3x revenue and I led the deal through diligence and a complex HSR process. Successfully sold and merged operations into public company in all-cash deal Raise $30M from existing investors. Then, create framework for strategic relationships, including investment, acquisition of a company and incentive warrant structure Develop and lead company five year plan, strategy presentation and annual planning process Lead corporate and business development efforts including acquisitions, joint ventures and partnerships Restructure for growth and manage finance/accounting, legal, HR & IT groups Lead customer service, professional services and technical services teams General Manager of two product lines: fundraising and marketing
Public Internet company - $100M revenue Irvine, CA 1999-2003 Chief Financial Officer, VP-Finance and Corporate Controller Role: Executive leader guiding the Company to profitability and developing an organization delivering growing profits. $100+ million revenue public company providing marketing solutions to the automotive market. Lead guidance on key strategic initiatives that helped increase market cap $40M to $400M Visualize and lead two key operational initiatives increasing profit $15 million Lead on companys two major acquisitions that doubled the size of the Company and all M&A integration activity Provide guidance on domestic and international business structuring Manage companys SEC financial reporting, accounting, budgeting, contracts department and strategic initiatives
Andersen LLP Los Angeles, CA 1997-1999 Experienced Manager- Mergers & Acquisitions Advisory Services 1992-1997 Manager, Senior and Consultant - Audit Division Role: Lead due diligence for over 50 acquisitions, develop acquisition strategies and key business processes. Also, comment on key personnel, and consult on technical accounting issues and forecasted financials. Manage multi-disciplinary project teams including federal and state tax, operational consulting, human capital services, family wealth planning and business, real estate and environmental consulting Perform audits of public and private companies primarily in the retail, distribution and manufacturing
1995-1998 University of California at Los Angeles Los Angeles, CA Masters of Business Administration 1988-1992 University of California at Berkeley Berkeley, CA Bachelor of Science, Business Administration; Emphases: Finance and Accounting |