Finance & operations leader with 15 years progressive experience in planning and P&L ownership roles at growth start-ups targeting $100MM-$200MM in annual revenue, with a recent emphasis in the emerging cannabis market in California.
Overview
16
16
years of professional experience
Work History
Senior Director, Finance
Connected Cannabis Co.
09.2019 - Current
Hired as FP&A Manager with promotions to Director of FP&A in February 2022 and Senior Director of Finance in July 2023
Manage team of 8 responsible for FP&A, Analytics, Sales Operations, and Cost Accounting across entire company.
Cross-departmental leader between finance and operations teams to drive business decisions using financial data, including Cultivation, Production, Distribution, Sales, Retail, Marketing, and Exec teams.
Finance lead for 2021, 2022, and 2023 annual company-wide budgets and developed and implemented company-wide sales & operations planning (S&OP) process to align teams to monthly targets
Spearheaded buildout of SQL database throughout 2021-2022 housing nearly all analytics across company by early 2023
Consultant
Rickhouse Media
08.2018 - 09.2019
Joined early stage video advertising startup as hybrid finance/operations consultant
Developed early stage business trend analysis, strategy consultation, and creation/administration of overall financial model.
Senior Director, Operations
eDriving
04.2017 - 08.2018
Full P&L responsibility for eDriving's strategic partnerships. Drove 40% annual channel growth ($4MM per year to $5.6MM per year) upon exit from company versus negative YoY growth at hire date
Exited company to pursue opportunity at Rickhouse Media
Senior Product Manager
Healthgrades
07.2016 - 04.2017
Stepped away from finance to take operational role as product manager for Patient Direct Connect ($70MM annual revenue), which offers premium subscriptions to physicians profiled on Healthgrades.com
Led team of 4 (3 software engineers, 1 designer)
Exited company to pursue opportunity at eDriving.
Director, Strategy Finance (InsuranceQuotes.com)
Bankrate, Inc.
12.2011 - 06.2016
Hired as 'Manager, Strategy Finance'. Promoted to 'Senior Manager, Strategy Finance' in January 2013, and 'Director, Strategy Finance' in January 2014
FP&A lead for InsuranceQuotes.com ($200MM revenue division of Bankrate, Inc)
Managed team of 4 financial analysts responsible for various aspects of company's financial plan
Developed IQ.com's 3-year plan with CEO & VP of Strategy Finance which was presented to and approved by Bankrate's Board of Directors in 2014
Led M&A modeling at InsuranceQuotes.com, including $30MM acquisition of LeadKarma LLC (online marketing partner of Bankrate, Inc)
Exited company after Bankrate, Inc spun off InsuranceQuotes.com to new owner.
Senior Financial Analyst (Insweb.com)
Bankrate, Inc.
10.2007 - 12.2011
Hired as 'Junior Financial Analyst' at Insweb.com. Promoted to 'Financial Analyst' in August 2008, and 'Senior Financial Analyst' in April 2010
Responsible for forecasting/modeling, ad hoc analysis, and administration of operational reporting