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Skills

  • Accounting
  • Finance
  • Raising Capital
  • Budgeting
  • Business Development
  • Business Planning
  • Customer Success Management
  • Financial Modeling
  • Human Resources
  • Leadership
  • Legal
  • Management
  • Risk Management
  • SaaS
  • Startups

Services

  • Business Planning & Financial Modeling

    $175/hr Starting at $500 Ongoing

    Dedicated Resource

    I have 20 years of experience working with successful early-stage software companies and have developed numerous business plans and financial projection models to help secure capital. I can draw upon...

    AccountingBusiness PlanningFinanceFinancial ModelingRaising Capital

  • Interim CFO & COO Services

    $175/hr Starting at $500 Ongoing

    Dedicated Resource

    I have been an early-stage SaaS CFO/COO for the past 12+ years, both at AngelPoints, the company I co-founded and sold to Vista Equity Partners, and on an interim basis for other companies. As a CFO/COO,...

    AccountingBudgetingBusiness DevelopmentCustomer Success ManagementFinance

About

Experienced Startup Executive seeking part-time finance and operations engagements

I have been an early-stage SaaS CFO/COO for the past 12+ years, both at AngelPoints, the company I co-founded and sold to Vista Equity Partners, and recently with other companies on an interim basis. I am currently looking for opportunities to assist rapidly-growing companies in a part-time or interim basis.

As a founder and startup executive, I have overseen finance and accounting, budgeting, capital raising/m&a, legal, hr, facilities, risk management, business development and customer success. This breadth of experience allows me to plug into a company quickly and be effective immediately where needed most.

Work Terms

Flexible on work hours and compensation terms so can structure something that makes the most sense for the size and stage of the company.