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Chief Financial Officer / VP of Finance
Greater Seattle Area
Executive Candidate Profile
Senior Executive with over 20 years combined experience in Finance, Business Operations Management, Strategic Planning, Sales Operations, Mergers and Acquisitions, Human Resources, Vendor and Contract Management, and Equity and Debt Fundraising. Results oriented and value driven leader with proven success across multiple business environments, including technology, healthcare, security, staffing, and services industries.
Strong track record of growing start-ups and leading successful acquisition process to maximizing shareholder returns. Highly respected for combining hands on leadership approach with ability to recognize and build strategic operating plans within complex business environments. Exceptional communicator who enjoys mentoring team members, collaborating with senior executives, and presenting innovative ideas to board members and potential investors.
Recognition / Achievements
Built three-year strategic operating and financial business plan for enterprise software-as-a-service company in preparation for Series A funding round.
Defined key SAAS metrics for growth technology company and created efficient process for monthly tracking against operating plan.
Implemented important GAAP accounting policies, tax procedures, and developed strategic business metrics to ensure successful audit compliance and fundraising due diligence.
Developed and implemented monthly management reporting package to accurately communicate financial results and provide strategic insights.
Cleaned up corporate records, including bringing financial statements and legal records up to date to secure $3million Line of Credit.
Set up complex legal entity structure and navigated detailed healthcare regulatory requirements to grow new business from 20 to over 100 employees in less than two years.
Secured over $33 million in investor fundraising to support capital needs of national buildout of healthcare start-up.
Led due diligence integration process for successful acquisitions for high growth technology business with Fortune 100 technology company.
Strategic partner with CRO to build enterprise sales team sales plan and compensation structure.
Public company experience in a variety of progressive tax and business roles with a national telecommunications company.
Education and Designations
University of Washington (Seattle) - Bachelor of Arts Degree in Business Administration
University of Washington (Seattle) - Graduate Studies in Accounting (MBA program)
Golden Gate University – Master’s Degree in Taxation
Certified Public Accountant (State of Washington Licensed from 1991 – 2007)
Return to Pinnacle Talent
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