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Client Success Stories

Strategic Management

  • 30%+ yearly ARR growth by creating strategic / operational plans that balanced growth with operational efficiencies, compliance, and customer focus

  • $50M+ in annual revenue from new product initiatives by building cross-functional team to develop business plans, including market analysis, pricing, and pro forma financial analysis

Operational Delivery

  • 118% of EBITDA goal after building and continually improving a rolling 36-month financial model, stakeholder reporting, and analysis tools

  • 20% increase in EMEA profitability by establishing a multilingual call center in London for transactional customers​​

Balance Sheet Management

  • Led due diligence for: Series C ($100M+) and Series B ($50M+) for venture capital funding as well as $30M structured bank financing

  • Improved cash flow by 18% via development of Enterprise Business Intelligence engine


  • Implemented companywide real time interactive dashboards for tracking KPI’s from multiple data sources including Salesforce, Sage Intacct, and Marketo

  • Created financial and KPI reporting package for leadership team including: financial narrative, in-depth understanding of business drivers, and established cadence for external reporting

Success Stories: Imprint
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