Jake

Chief Operating Officer and Chief Financial Officer

SupportNinja

May 2024 - Current (2 years 6 months)

Chief Financial Officer

SupportNinja

Apr 2023 - May 2024 (1 year 2 months)

Vice President, Finance

SupportNinja

Dec 2021 - Apr 2023 (1 year 5 months)

SupportNinja provides best-in-class omnichannel support and customer experience solutions. SupportNinja's vision is to show the world a better way to outsource by developing the best people, implementing the latest technology, and challenging the status quo.

The group provides an economic advantage to growing and mature companies like AirBnb, Canon, and the Bill and Melinda Gates Foundation. Providing services such as outsourced support (BPO), content moderation, RPA, IVR, omnichannel support and much more. SupportNinja has been recognized nationally on Forbes and has been on the Inc. 500 Fastest growing companies in the United States two years in a row.

Vice President, Finance & Investor Relations

supportcom

Jul 2020 - Dec 2021 (1 year 6 months)

Support.com, Inc. (NASDAQ: SPRT) is a leader in customer and technical support solutions delivered by home-based employees. The company has more than 20 years of experience providing high-quality customer and technical support services to global enterprise clients, as well as small businesses and individual consumers. The company’s skilled home-based employees use Support.com’s secure, proprietary support platforms and tools to achieve industry-leading NPS scores and first call resolution rates.

Senior Director, Finance & Administration

Maana

Aug 2018 - Jul 2020 (2 years)

Served as the head of finance, reporting to the CEO, and was responsible for FP&A, accounting, sales ops, and administrative functions through a period of rapid growth.

Lead core FP&A processes including annual operating plan/budget, rolling monthly/quarterly forecasts, variance analysis and long-range strategic planning

Develop and maintain timely and accurate financial statements and reports that are appropriate for the users and in accordance with generally accepted accounting principles (GAAP)

Develop, implement, and ensure compliance with internal financial and accounting policies and procedures while preparing company to scale for growth

Ensure robust financial controls and systems are in p

Director, Finance

Maana

May 2017 - Aug 2018 (1 year 4 months)

Senior Manager, Finance and Investor Relations

supportcom

Jan 2016 - May 2017 (1 year 5 months)

Support.com, Inc. (NASDAQ: SPRT) is the leading provider of cloud-based software and services to deliver next-generation technical support. Support.com helps leading brands in software, electronics, communications, retail, Internet of Things (IoT) and other connected technology industries deepen their customer relationships. Customers want technology that works the way it’s intended. By using Support.com software and services, companies can deliver a fantastic customer

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FP&A Lead

PayLease

Mar 2015 - Jan 2016 (11 months)

PayLease is a leading electronic payments provider for the property management industry, specifically serving the multifamily, single family, HOA and commercial markets. PayLease provides property managers the ability to accept and manage rent payments and HOA payments through a secure online interface. With PayLease, residents are able to pay their property manager using an E-check, a credit card or with cash from a retail location. Since its inception in 2003, PayLease has grown to serve thousands of property management companies nationwide and is among the fastest growing technology companies in the United States.

Provide direct analysis support to the Executive team, develop and manage complex excel-based financial models, au

Senior Investor Relations Consultant

Market Street Partners

Sep 2012 - Mar 2015 (2 years 7 months)

Market Street Partners (MSP) is a boutique investor relations consulting firm headquartered in San Francisco. MSP seeks to develop long-term relationships with leading technology companies in order to effectively refine their communications strategy and help differentiate that message in the eyes of Wall Street.

Managed investor relations programs and strategies for several global technology companies

Partnered with C-suite to develop company positioning and messaging for the investment community (buy- and sell-side)

Research Associate

Fisher Investments

Feb 2011 - Sep 2012 (1 year 8 months)

Fisher Investments is a global money management firm with offices in Camas, WA, Woodside, CA and San Mateo, CA. Fisher Investments was founded over 30 years ago and manages over $50B for institutions and high net worth individuals.

The Portfolio Implementation Team was responsible for translating the investment strategies designed by the Investment Policy Committee (IPC) into executable orders for both Institutional and Private Client Group portfolios. The team’s primary mandate is to maintain the integrity of new and existing client portfolios by generating transaction orders consistent with the optimal portfolio structure determined by the IPC.

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Jake

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