Education
The Wharton School
MBA, Finance 2003-01-01 - 2005-01-01Work Experience
Divergent Alliance
Current
Divergent Alliance
Command Group
2023-12-01 - 2024-05-01
Command Group
Integrated Building Industries, Inc.
2022-01-01 - 2023-08-01
Integrated Building Industries, Inc.
COI Company
2018-01-01 - 2022-01-01
COI Company
Cipres Capital
2014-01-01 - 2018-01-01
Cipres Capital
Soundpost Partners
2008-01-01 - 2013-01-01
Soundpost Partners
UBS
2006-01-01 - 2008-01-01
UBS
Kurzweil Capital Partners, LLC
2005-01-01 - 2006-01-01
Kurzweil Capital Partners, LLC
Renesas Electronics
1997-01-01 - 2003-01-01
Renesas Electronics
Skills
Summary
FP&A | Budgeting & Forecasting | ASC 606 GAAP Compliant Audits | Contract Negotiations | Change Management & Continuous Process Improvement | LTV increase via Churn Reduction | Strengthen QoS for ARR growth | Contribution Margin & Cash Conversion Cycle Enhancement | Debt Restructuring | Mergers & Acquisitions (M&A) | Inventory & Cost Control | Developed AI quant models under Ray Kurzweil (Singularity) | ERP systems Integrations & Migrations | Regulatory Compliance 20+ yrs leadership experience in Corporate FP&A, and M&A roles at NASDAQ listed companies and private enterprises. Hands on experience working at startups with $10M-$50M revenue and public companies with $25B rev. Demonstrated success in financial & operational process improvements, and systems integration. Improved EBIT margins >10% by focusing on key ROIC drivers – contribution margins, fixed cost absorption, capacity utilization, segment level P&L, cash conversion cycle, employee productivity Responsible for developing & managing - (i) business performance metrics, (ii) quarterly and annual budget forecasts, (iii) cash flow / liquidity into business planning, (iv) effective strategic decision making through monitoring industry & business conditions (v) control systems for GAAP compliant corporate reporting, (vi) investor relations etc. Awarded two patents for MS Graduate thesis. Served on the Advisory Board of MIT Club of Northern California Entrepreneurship Committee, and Wharton Angel Network.