I’m a Finance and Accounting Operations leader in a $100m+ SaaS business that has a proven track record of high performance and automating processes. My goal is to take your customer data in whatever raw format available from whatever system you are using and to provide automation around converting that raw data into digestible dynamic reporting

Areas of Expertise

Salesforce CPQ

NetSuite & QuickBooks & Zuora

Microsoft Excel Automation

Finance & Accounting Operations

Systems, migrations and implementations


Additional Background Information

  • 12+ years in finance & accounting

  • Primary expertise is finance & accounting operations, systems, migrations and implementations

  • 3 years Salesforce CPQ experience (with an API integration to NetSuite via CPQ order object via Boomi)

  • Thorough knowledge on all Salesforce CPQ objects: Accounts, contacts, opportunities, quotes, contracts, subscriptions, assets.

  • Integral part of a team to implement Salesforce CPQ from scratch for a $100m+ SaaS business. Fully managed the API integration to NetSuite implementation and the billing system implementation & design.

  • Solely managed a $20m+ ARR customer, billing & subscription system migration with minimal errors

  • Managed 7 acquisitions related to the migration of all relevant customer & ARR subscription data totaling $40+ million