[ { "role": "Director", "company": "Quick Ratio CFO", "endYear": "", "endMonth": "", "location": "Newcastle, NSW", "startYear": "2024", "startMonth": " 7", "currentRole": true, "description": "Fractional CFO firm I founded to focus on finding fractional roles that align with my personal goals.\n\nQuickRatio is a boutique advisory firm specializing in delivering high-impact financial solutions through fractional CFO services, tailored to meet the unique needs of businesses at various stages of growth. We offer both short-term and long-term engagements, providing strategic financial leadership and operational expertise. Our services are designed to drive business success, from financial planning and analysis to capital raising, cash flow management, and operational scaling." }, { "role": "VP of Finance", "company": "Buildkite", "endYear": "2024", "endMonth": " 7", "location": "Remote", "startYear": "2022", "startMonth": " 7", "currentRole": false, "description": "VP of Finance of a large enterprise Saas company. Focused on international growth and fundraising.\n\nBuildkite is a cloud-native continuous integration and continuous delivery (CI/CD) platform designed to help development teams automate and streamline their software testing, building, and deployment processes. Buildkite allows developers to run their pipelines on their own infrastructure, ensuring privacy, security, and control while benefiting from a scalable, fast, and flexible CI/CD toolset.\n\nKey Responsibilities:\n- Implemented and optimised financial systems and processes, streamlining operations and enhancing accuracy across the organisation.\n- Prepared detailed board reports and investor presentations to support strategic decision-making.\n- Developed and executed comprehensive financial plans, forecasts, and budgets, aligning them with corporate strategy to drive growth.\n- Optimised finance and operational processes, enabling the organisation to scale from 50 to over 140 employees.\n- Collaborated with cross-functional teams to drive strategic initiatives and support overall business expansion.\n- Led financial due diligence for M&A activities, successfully managing the integration of the company's first acquisition.\n- Managed a finance team of 4, including external accounting partners, to ensure accurate reporting and compliance.\n\nAchievements:\n- Raised $32M in Series B funding, securing two new strategic investors.\n- Successfully acquired Packagecloud, overseeing the financial and operational integration.\n- Secured a term sheet for a venture debt facility.\n- Led secondary transactions, providing liquidity to early employees and investors.\n- Recovered $2M in R&D tax credits" }, { "role": "Head of Finance ", "company": "Coassemble", "endYear": "2022", "endMonth": " 7", "location": "Sydney ", "startYear": "2021", "startMonth": "11", "currentRole": false, "description": "SaaS learning management software.\n- Attended and present at monthly board meetings\n- Create monthly and quarterly Board reports \n- Manage the finance team\n- Set up US entity and PEO\n- Creation of financial models and budgets for various scenarios in consultation with CEO and Board \n- Work with engineering to automate billing processes to reduce human input \n- Implement a subscription tool to track key SaaS metrics \n- Consolidation of 4 entities including an IP entity, US entity, Holding company and an AU company \n- Roll out of new pricing with positive effect of increasing new APRA by 30% \n- Reduced OPEX by 40% month on month as part of corporate restructuring process " }, { "role": "Finance Manager ", "company": "Qwilr", "endYear": "2021", "endMonth": "11", "location": "Sydney ", "startYear": "2020", "startMonth": "2", "currentRole": false, "description": "SaaS cloud proposal software.\n- Managed team of outsourced bookkeepers \n- Created month end processes for improved monthly accounts \n- Coordinate R&D and EMDG grants \n- Implement and manage US payroll and HR software for US expansion \n- Work with EY on Transfer Pricing agreements for moving money between different entities \n- SaaS Metrics calculations and monitoring \n- Build and manage financial models and forecasts for different scenarios \n- Create company wide yearly budgets \n- Software used included Xero, Fathom Reporting, Stripe, ChartMogul, Hubspot\n- Implemented SaaS Chart of Accounts for improved reporting \n- Moved billing from Stripe AU to Stripe US for improved gross profit margins \n- Implement Airwallex multi currency accounts (saving $5K USD a month" }, { "role": "Product Manager + FP&A Manager ", "company": "Hipages", "endYear": "2020", "endMonth": "2", "location": "Sydney ", "startYear": "2017", "startMonth": "10", "currentRole": false, "description": "This role works alongside our marketing channel experts, tradie sales and service team to grow the number of tradies on our platform. As well as helping optimising existing channels, the core focus of this role identifies new opportunities and product experiences to fuel growth, reduce churn, lower the cost of service and increase tradie engagement with the platform (app and web).\n\n- Providing support to the Financial Controller and CFO with insights into the business\n- Giving analysis and commentary on key performances within the organisation\n- Managing the budgets and forecasts for the Australian business\n- Ensuring all reports including board and external reporting are accurate and timely\n- Liaising with Business Unit Managers to drive process improvement\n- Providing relevant and accurate analytical review of the Group’s data and key performance metrics \n- Providing comprehensive market, competitor and benchmarking research, assessment and financial analysis \n- Developing and maintaining financial models and system reporting tools \n- Assist in the half year and year end audits including annual report production\n- Calculate unit economics" }, { "role": "Financial Controller ", "company": "Triptease", "endYear": "2017", "endMonth": " 7", "location": "London", "startYear": "2016", "startMonth": "1", "currentRole": false, "description": "Travel tech startup with recurring revenue of $10M +. Offices in US, UK & Asia.\n- Managed Finance team of 5\n- Statutory Reporting and Compliance\n- FP & A creation and analysis\n- Manage general operations of the office\n- Oversee AP, AR, Reconciliations, Revenue Recognition\n- Board Reporting (Consolidating and GAAP Reporting)\n- Creation of Saas metrics measurements and benchmarking\n- Fundraising (Both Debt and Equity) and Due Diligence\n- Cohorts around Churn and MRR\n- HR and Employee Issues\n- Salesforce workflow for scaling\n- Management of employee options (UK and US) & cap table\n- Recruitment of a CFO\n- Cash flow management during funding rounds\n- Drive strategy around pricing and segments (new markets etc)\n- Business partnering with Sales and Marketing around ROI\n\nAchievements\n- Raised $9M in a Series B\n- Creation of reporting tool to manage and optimise conversions\n- Cash collection bonus scheme to improve debtors for working capital" } ]