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 process for $50M+ of venture capital funding and $30M structured bank financing

  • 18% improvement in cash flow by developing 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