iVitaFiSr. Director of Financial Planning & Analysis
Jul. 2024Atlanta Metropolitan AreaLead finance for high-growth fintech startup, scaling financial infrastructure and securing $20M+ in funding. Strategic Finance & Leadership:
• Built and scaled the Finance department from inception, hiring and leading a high-performing team to establish FP&A, and strategic finance functions, supporting revenue growth of 300%+ YOY, through data-driven decision-making.
• Spearheaded 5-year financial models for investor funding, securing $20M+ and aligning valuation with growth targets. • Revamped revenue recognition policies, accelerating GAAP revenue by 60% and improving reporting accuracy, mirroring SaaS ASC 606 standards. • Partner with CEO to present financials to PE Investors, driving consensus on capital allocation and burn rate. FP&A & Operational Excellence:
• Reduced the annual net cash burn by 15% by realigning sales compensation with revenue targets. • Improved forecast accuracy by 25% by implementing rolling forecasts and driver-based budgeting.
• Built unit economic models to track product profitability, enabling data-driven pricing and product decisions. Cross-Functional Impact:
• Collaborated with sales to develop $100M+ TCV customer financial models, incorporating risk-adjusted pricing and ROI analysis. • Led monthly cash flow and EBITDA reporting, identifying $2M+ in cost-saving opportunities.