Chief Financial Officer Resume Example

Lead all financial operations for $450M SaaS technology company with 800+ employees across North America and EuropeSpearheaded financial transformation that increased EBITDA margins from 18% to 32% over four years through strategic cost optimization and revenue enhancement initiativesOrchestrated successful Series D funding round raising $85M, achieving company valuation of $1.2BLed M&A strategy resulting in three strategic acquisitions totaling $175M, expanding market share by 35% and adding $60M in annual recurring revenueImplemented Oracle NetSuite ERP system reducing monthly close time from 15 days to 5 days and improving forecast accuracy to 97%Built and mentor finance team of 45 professionals across accounting, FP&A, treasury, tax, and investor relations functionsEstablished robust financial controls and SOX compliance framework in preparation for IPO, receiving zero material weaknesses in external auditNegotiated $150M credit facility with favorable terms, reducing cost of capital by 200 basis points

Directed financial planning, accounting operations, and compliance for $280M healthcare technology company with 450 employeesLed financial due diligence and integration for two strategic acquisitions valued at $95M, achieving 100% of projected synergies within 18 monthsReduced operating expenses by $12M annually through process optimization and strategic vendor negotiationsImplemented Adaptive Insights FP&A platform, enabling real-time financial reporting and scenario planning capabilitiesManaged relationships with PE investors, board of directors, and external auditors, delivering quarterly board presentationsRestructured debt portfolio saving $3.5M annually in interest expense and extending maturity profilesAchieved 99.8% accuracy in revenue recognition under ASC 606 implementation with zero restatements

Oversaw FP&A, treasury, and strategic initiatives for $180M financial services firm managing $4.2B in assetsDeveloped comprehensive financial models and business cases supporting strategic planning and capital allocation decisionsLed budgeting and forecasting processes for 12 business units, improving forecast accuracy from 82% to 94%Managed investor relations activities including quarterly earnings calls, investor presentations, and SEC filingsIdentified and executed cost savings initiatives totaling $8M over three years while maintaining service qualityCollaborated with business development team to evaluate 25+ potential acquisition targets with detailed financial analysis

Led audit engagements for Fortune 500 clients in technology, healthcare, and financial services sectors with revenues up to $2BManaged teams of 8-12 professionals delivering high-quality audit, SOX compliance, and technical accounting advisory servicesSpecialized in IPO readiness, M&A due diligence, and complex revenue recognition matters under ASC 605/606Developed trusted advisor relationships with C-level executives and audit committees on financial reporting and internal control mattersConsistently exceeded utilization and realization targets while maintaining 95%+ client satisfaction ratings