Washington, District of Columbia, United States
Experienced Corporate & Strategic Finance Vice President ▪Strong finance, management, and interpersonal skills ▪10 years of business valuation experience ▪Accredited Senior Appraiser of the American Society of Appraisers Specialties: Financial and Management Reporting Bottom's-Up & Consolidated Budgeting and Forecasting Strategy and Capital Planning Treasury and Working Capital Management Board and Investor Analysis and Support SaaS, Microfinance, Fintech, Business Valuation
• Budgeting & Forecasting: Design, build, and manage a bottom's up, three-statement budget and investor model (i.e., 8-yrs monthly, by account, by customer, by cost center). Model supports weekly, monthly, and quarterly financial reporting, Board/Investor presentations, and financial due diligence • Financial & Management Reporting: Develop and reimagine financial and management reporting for monthly close, executive management and board (e.g., P&L, B/S & CF variance & trend analysis, Department & Cost Center spend, SaaS KPIs, Annual & Monthly recurring revenue trend analysis, Customer & Site analytics, Bookings & Backlog, and Headcount analysis) • Investor & Board Reporting: Led modelling, presentation, and financial due diligence related to the $75.0M Series C Financing Round (led by Goldman Sachs). Develop & prepare flash, monthly and quarterly presentations. Conduct valuation, IRR, and share price sensitivities • Strategy & Product Management: Develop new product and service pricing and price increases. Analyze new pricing and product business cases. Develop customer cohort & unit economics (i.e., subscription pricing, margins, financing, cash vs accrual, payback, cost to acquire, IRR, & lifetime value).Build sales capacity and pipeline model • Treasury Management: Provide weekly cash flow forecasts and working capital analysis (e.g., A/R Aging, Collections, A/P disbursements, Payroll) • Human Resources: Build and manage headcount planning. Review/approve new hire requisitions and offer letters. Determine finance and accounting system changes pursuant to reorganizations • Sales Incentive Compensation: Develop & manage new, complex commission and incentive compensation models, monthly accrual, and payment process for sales employees • Audit Support: Going concern analysis, generate detailed financial statements, & warranty analysis/memo • Finance Department Leadership: Develop department's reporting and planning goals, interview potential hires
• Financial & Management Reporting: Develop and prepare monthly financial and management reporting for executive stakeholders and Board (e.g., Monthly Close Package, KPIs, Budget & Forecast variance analysis, Revenue trends, Customer retention & attrition, Site Count trends, Capital spend/variances, Headcount analysis, Cash position & outlook). Communicate monthly results to board • Strategy & Project Management: Build Business Case Models. Perform and advise on ROI & Business Case analysis in connection with new product initiatives and major capital investment (e.g., Product bundles, Tokenization as a service, Cloud migration). Develop product and sales channel level P&L reporting • Budgeting & Forecasting: Build and manage a bottom’s up three-statement financial model for executive management and Board (3yrs, monthly). Identify and report on cost savings initiatives • Revenue Analysis: Review and analyze sales cycle from a financial perspective (e.g., Track orders/site volumes, Model P&L impact of alternative product pricing proposals, Monitor sales pipeline in connection with product development) • Board Reporting: Prepare Board presentations and supporting materials • Treasury Management: Provide weekly cash flow forecasts and working capital analysis (e.g., A/R Aging, Revenue collections, A/P disbursements, Payroll). Review ACH & Wire transactions and purchase orders
• Financial & Management Reporting: Calculated, analyzed, and presented drivers of budget/forecast variances. Modeled intercompany transfer pricing and tax agreements. Conducted impairment analysis of subsidiary equity investments (e.g., discounted cash flow models). Identified foreign exchange (FX) impact on variance. Prepared Executive Management and Board Presentations • Budgeting, Forecasting & Consolidation Accounting: Produced and managed a consolidated, monthly three-statement forecast & budget model of 20 microfinance institutions, management and shared service companies, and a non-profit holding company with consolidated assets greater than $1.0BN for Board, Investors, & Lenders • Strategy & Project Management: Developed the Finca 2020 Strategic Plan. Developed a Consolidated Pan-African Digital Financial Bank Business Case (NPV, IRR, ROI, payback). Built Executive KPI Dashboards. Lead enterprise data warehouse (EDW) implementation. Developed IT Project Reporting and Variance Analysis • Management: Advised and educated Subsidiary bank CFOs regarding financial reporting, forecasts, and budgets. Identified technical issues and inconsistencies with financial statements recommending corrections and revisions. Managed regional analyst direct report and HQ finance staff • Senior Finance Manager: Finca DRC (November to December 2014) Finca’s largest African subsidiary with a loan portfolio of $67.0M. Completed biannual impairment analysis for monthly loan loss provisioning. Trained finance staff and reviewed monthly financial reporting. Reported to CEO during search for CFO
• Analyzed loan portfolio including calculating and analyzing break-even points, portfolio yields, fund and operating cost ratios, and lending/borrowing rates • Attended and participated in new and existing client site visits with Senior and Junior loan officers • Analyzed individual loan officers’ portfolios and annual financial performance to assess whether existing levels covered individual operating costs • Developed and taught fundamental business concepts including capital budgeting, break-even analysis, pricing, and financial statements to existing and potential foundation clients
• Assessed the fair value of private and public companies, reporting units, intangible assets, and equity using complex financial models (e.g., Public Company/M&A market multiples, discounted cash flow, option pricing) • Analyzed the financial statements of various sized companies from early stage to public • Assisted PwC audit teams with identifying accounting valuation issues such as goodwill impairment and the fair value of employee stock option grants • Created 50+ page client deliverables/presentations detailing valuation analysis, results, and economic/industry analysis • Responsible for staff training, project deliverables, day-to-day client and internal team communications with senior directors and partners, and due diligence • Managed annual project revenue between $1.0 and $2.0 million from US-based and international clients