Education
Santa Clara University
MBA, Finance 1994-08-01 - 1998-03-01Texas A&M University
BBA, Finance 1983-09-01 - 1988-05-01Work Experience
Royston Financial Consulting, Inc.
Current
Royston Financial Consulting, Inc.
Tuul Technologies
Current
Tuul Technologies
CEO Quest
2013-08-01 - 2020-03-01
CEO Quest
USWeb / CKS
1997-12-01 - 2000-09-01
USWeb / CKS
Madge Networks
1995-10-01 - 1997-12-01
Madge Networks
PMC-Sierra is now Microsemi
1993-05-01 - 1995-10-01
PMC-Sierra is now Microsemi
Samsung Semiconductor
1990-08-01 - 1993-05-01
Samsung Semiconductor
Skills
Summary
Accomplishments: • built sophisticated, dynamic financial models successfully used in operations, multiple M&A exits, and raising well over $500M in equity capital; • built and managed the financial planning & reporting, treasury and credit/collections departments from scratch as a small company grew to a complex public company with over $3B in market capitalization; • conceptualized, designed and implemented fully automated cash applications system for a top semiconductor company, saving thousands of hours per year in manual cash application; • designed and implemented the global banking solution and cash forecast for a multinational public enterprise SaaS software corporation; • worked closely with dynamic company CEOs to conceptualize and implement budgets, metrics and best practices across their companies; • negotiated the successful implementation of $40M working capital credit facilities Qualifications: • over 25 years of experience in corporate finance at both private and public technology companies; • fractional CFO for dynamic Bay Area technology companies for over 15 years; • deep experience with enterprise SaaS technology companies; • work as part of executive management team, including participation in public company board meetings, strategic planning, M&A transactions, equity funding and special projects; • experience conceptualizing and building sophisticated financial models, managerial reporting systems, treasury/cash management systems, billings systems and credit/collection systems; • experience leading both in-house and outsourced finance teams in the areas of financial planning/budgeting, treasury, credit & collections, account management & operations; • creative and entrepreneurial in approaching solutions to challenges; • MBA from Santa Clara University; BA in Finance from Texas A&M University Specialties: financial modeling, strategic financial planning & analysis, enterprise SaaS metrics expert, financial reporting, treasury, credit & collections, accounting