Christopher Ortega

Key Accomplishments: • Achieved <90% forecasting accuracy in cash receipts and disbursement planning for last 15 months. • Assisted in closing two series B investment rounds producing $300K and $500K of equity capital. • Planned and Implemented Office 365 Migration for entire organization in 2 days. • Partner with Sales & Marketing to develop new sales pipeline analysis and reporting for measuring future KPI performance.

Key Accomplishments: • Planned and Worked with Executive Team to produce first 3 Year Strategic Business Plan. • Established new monthly business review presentation for entire company used in 2014 and forward. • Guided record year in cash collections with $6.8M which was strongest performance in company's history. • Designed new metrics reporting into sales opportunities, leads flow and throughput which resulted in reducing sales cycle from 180 to 120 days.

Key Accomplishments: • Oversaw budgets for Global Laboratory Services, Global Operations, and Global Commercial Services with budgets of $50M, $20M, and $8M respectively. • Adopted Oracle Hyperion Smart-View plugin with help reduced developing 12 month rolling estimate forecasting from 6 to 2 days. • Financial partner in process excellence initiatives for Global Laboratory Services that resulted in $1.2M in annual P&L savings.

Key Accomplishments: • Monitored capital expenditure budget of $25M for 5 Global Operational Units (Indianapolis, Geneva, Shanghai, Singapore, and Tokyo). • Created new commission reporting tool that managed over $2M in annual commission amounts which included five currencies (JPY, SGD, CHF, EUR, and USD). • Active contributor in Kaizen for month end close process which resulted in reducing month end close timeline from 8 to 4 business days.

Key Achievements: • Designed new monthly executive report to monitor key performance indicators should as cash burn, profitability, and contractor retention. • Actively engaged in two investment rounds (Series D & E) yielding $15M in equity capital to fund future expansion operations. • Directed team cash receipts efforts to collect over $4.3M in 2010 which reduced DSO from 60 to 36 days.

Key Accomplishments: • Implemented new 1099 tax document preparation software, which issued over 5K contractor tax documents yielding 30% cost savings from prior year. • Documented and implemented over +10 processes ranging from invoicing methods to product development project prioritization. • Created six new reports focused on business development, revenue tracking, and expenses in NetSuite.

• Conducted Sarbanes-Oxley (SOX) procedures related to process documentation, testing of controls, and process walkthroughs to conclude on the adequacy and effectiveness of company’s internal control environment. • Executed audits and quarterly reviews for SEC and Non-SEC clients in manufacturing (NIBCO), real estate (Simon Property Group), and healthcare industries (Eli Lilly & Company, and Ascension Health) to ensure accuracy and completeness of financial statements.