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Jul 2019 - Oct 2019
Participated in a KnowledgeStream™: "The Future of Trust and It's Role in Business"
Business LeadershipCFOBusiness StrategyNeeds AssessmentBusiness Environment -
May 2019
Participated in a Sprint: "Leveraging Strategic Partnerships for Startup Growth"
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Feb 2019 - Apr 2019
Participated in a KnowledgeStream™: "Amazon-Berkshire-JPMorgan Health Ventures - Impact on the Future of Employee Benefits"
Employee BenefitsDisruptive InnovationTechnology CompaniesInsuranceHealth PlansHR Benefits Sourcing -
Dec 2018 - Mar 2019
Participated in a KnowledgeStream™: "Leadership Strategies & Tactics to Transform Corporate Culture"
LeadershipCorporate CultureSales EffectivenessC-Level CommunicationsOrganizational Development -
Jul 2018 - Sep 2018
Participated in a KnowledgeStream™: "Business Leadership in an Era of Rapid Technology Disruption "
Audit CommitteeAudit Techniques and Audit ToolsTechnology DisruptorFinanceFinancial ReportingAudit ManagementBlockchain TechnologyArtificial IntelligenceAudit Analytics -
29 Jul 2018
Answered a question on OpenForum: "How can people prepare for the rise of the global talent market?"
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25 Jan 2018
Asked a question on OpenForum: "Internal controls pre-test"
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25 Jan 2018
Answered a question on OpenForum: "SAP vs. Nimble Vendors"
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Oct 2017 - Dec 2017
Participated in a KnowledgeStream™: "Exploring the Challenges and Disruptions of Private vs Public Companies"
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13 Dec 2017
Answered a question on OpenForum: "CRM integration with ERP"
- Focus: Contributions are valued by peers
- Accountability: Thoroughly contributes in all areas
- Sense of Urgency: Consistently responds in a timely fashion
- Team: Frequently supports and responds to peers
Awards earned:
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Rating: 4.11/5 stars (104 ratings)
Level: LEVEL 04
12 month points: 1781 ptsView details
Lifetime points: 2497 pts
Summary
STRATEGIC BUSINESS PARTNER WITH A CAREER OF TRANSFORMING VISION AND OPPORTUNITY INTO ORGANIZATIONAL STRATEGY...As a Senior Finance and Operations Executive with vast global experience I am committed to scaling companies for growth while delivering strong contributions to revenue, profitability, valuation and efficiency. Passionate about system automation, including heavy experience with CRM and ERP integrations and implementations. Additionally built SaaS and Cloud technologies and drove business development. I have transformed organizations into new revenue and productivity models. My experience spans diverse industries including early-stage, high growth and turnaround environments for public, private and PE owned organizations.
Known as a consummate professional, trusted advisor and relationship builder, I have always been passionate about building, developing and leading world-class, multinational teams.
Specific business contributions include:
✔STRATEGIC PLANNING AND BUSINESS GROWTH: Enabled growth of ClickSoftware from $16M to $130M and NUR from $16M to $120.
✔SHAREHOLDER RETURNS: Played pivotal role in optimizing value of ClickSoftware and successful sale to PE organization for $438M.
✔GLOBAL BUSINESS EXPANSION | International Experience: Negotiated largest contract in company history and opened operations in Brazil to support customer and enable further international growth. Led finance and administrative operations across US, Europe, Israel, India, APAC, and Latin America.
✔M&As: Participated in several acquisitions and integrations for leading companies
Additional Competencies
FP&A | Budgeting | IPO Readiness | Change Management | Due Diligence | Investor/Board/PE Relations |
Financial & SEC Reporting | Cost Accounting | Internal/External Auditing | Contract/Vendor Negotiations | SOX | International Taxation/Planning | Cash Flow Management | Customer Relations
Experience
CFO
Achieve3000
December 2016 - November 2017
Achieve3000® provides the only patented, cloud-based solutions that deliver daily differentiated instruction for nonfiction reading and writing that’s precisely tailored to each student’s Lexile® reading level.
• Working closely with the Private Equity firm that ownED Achieve3000
• Leading systems transformation to improve data gathering and analytics
• Leading migration from legacy system to modern architecture
• Internal processes improvement and implementation
Various Finance positions including Global CFO
ClickSoftware, Inc
August 2003 - January 2016
ClickSoftware is an industry leader in workforce management and field service scheduling optimization software and mobility solutions for the workforce. Public company, traded on NASDAQ (NasdaqGS: CKSW) until July 2015. The company was acquired by Francisco Partners (a Private Equity firm) in July 2015.
• As the Group CFO for ClickSoftware, I Directed a 40+ team of Finance, Legal and IT professionals. Led the sale of the company to Francisco Partners for $438 million. Heavily involved in all aspects of the transaction, from road show to prospective buyers through deep due diligence and the closing process.
• Led the Finance department in the transition from a perpetual/On-premise to a Cloud/SaaS model.
• Initiated automated processes throughout the company.
• Responsible for Investor relationship and financial analysts. Strategic planning and development, Budgeting and Forecasting.
• Managing transition to Cloud, System automation, Operational Efficiency Automated processes, heavy involvement in integrating information systems (ERP, CRM, Budget, HR).
• Responsible for Post-acquisition change management.
CFO Consulting Engagement
American Well
February 2018 - Present
Privately-held telehealth company, connecting patients with doctors over secure video
Identified M&A targets, conducting due diligence and integration, strengthening internal controls and processes, and support overall Finance organization.
✔Led financial due diligence and integration of 2018 Avizia acquisition.
✔Implemented ASC-606 Revenue Recognition
CFO Americas
Nur Engineering USA & Nur America
June 2001 - June 2003
Promoted to direct financial affairs, including global Manufacturing and North American Sales/Marketing budgeting, long-range financial planning and cost accounting for two subsidiaries generating $40M in revenue. Directed team of ~10.
Instituted systems governing financial functions, billing, and collections in North, Latin and South America.
Analyzed customer financing issues and managed corporate relationship with 300+ customers spanning North and South America.
Led ERP system's deployment across both subsidiaries.
VP Finance & CFO
Nur Engineering USA
August 2000 - June 2001
Handpicked to relocate and establish first US-based manufacturing subsidiary following acquisition of Salsa Digital. Played key role in overall operations.
Led system and cultural transformation into NUR Engineering; consolidated Boston-based sales and marketing operation into centralized San Antonio location.
Formulated strategic business plan and oversaw account development, contract and vendor negotiations, tax issues, finance, credit, IT, HR and financial reporting.
Corporate Controller
Nur Macroprinters LTD.
November 1997 - July 2000
Recruited to direct accounting and tax planning for global $16M superwide digital printing industry, managing team of ~10. Established and managed relations with government institutions. Conducted financial due diligence for proposed worldwide mergers and acquisitions.
Audit Manager
Ernst & Young Israel (E&Y)
September 1993 - October 1997
Managed IPOs on NASDAQ and Tel Aviv Stock Exchange. Directed development of audit procedures and practices. Investigated tax issues and prepared corporate and private tax returns.
Total Points: 2497
Earned By
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