Portfolio
Special Projects
A selection of initiatives where I led revenue strategy, implemented new systems, and delivered measurable business outcomes.
Zuora RevPro & ASC 606 Implementation
Worked closely with PwC to implement a new revenue reporting tool (RevPro) to our existing Oracle system, pulled data from 2001- 2020 to account for opening balances and adjustments for clarity, implemented projects-related revenue recognition system as part of RevPro (custom-build), transitioned existing customer accounts to the new revenue standard.
Mergers and Acquisitions
Information Builders Inc.: Partnered with PwC to manage opening balances in deferred, unbilled, and AR via journal entries, merged contracts with undelivered obligations into Oracle with 300+ set up in one month, created AR entries for existing invoices to ensure our balances aligned, adopted two new team members and trained them on TIBCO’s systems, new OU setups and testing.
Citrix: Liaise across the organization with high level leadership and operations from both BU’s to manage consulting and training revenue under a new joint entity, reviewed deferred balances in order to align for both BU’s, managed new team members while running separate systems, learned the revenue recognition and reconciliation process on the Citrix side.
Other company mergers include Arctera, Unicon, Device Trust, Strong Networks, VastLimits
Oracle RMCS & Fusion Rollout
Assisted with implementation of RMCS revenue module and transitioning of all data to the new system, built manual processes of billing and revenue recognition to support continued success of the professional services organization, partnered with cross functional teams to build new reports and procedures for a seamless transition
Global Revenue BI Dashboard
Architected and deployed a comprehensive Power BI suite for executive revenue monitoring. Provided real-time visibility into ARR, churn, and deferred revenue balances for global leadership.