Apply Buddy
support@applybuddy.ai | (123) 456-7899 | Silicon Valley, CA
Professional Summary
Senior Chief Financial Officer with a track record of funding and scaling companies through capital allocation, M&A, and multi-round fundraising. Builds finance organizations, owns investor relations, and drives EBITDA and enterprise value at scale.
Professional Experience
- Scaled the finance organization to support revenue growth from $110M to $340M, building a SOX-ready control environment ahead of IPO readiness.
- Led financial due diligence and integration on three acquisitions totaling $80M, delivering targeted synergies within 12 months of each close.
- Negotiated a $60M credit facility at improved covenants, lowering blended cost of capital by 175 basis points to fund the value-creation plan.
- Owned FP&A, treasury, and board reporting for a $150M manufacturer, improving gross margin 6 points via cost accounting and inventory optimization.
- Raised a $40M Series C, building the three-statement model and leading investor relations for 15 institutional shareholders.
- Led the SAP ERP implementation across four entities, enabling consolidated reporting and a 5-day faster close.
- Built the company's driver-based three-statement model and rolling 18-month forecast, improving forecast accuracy to within 5%.
- Owned monthly variance analysis and board packages for a $90M P&L, holding budget-versus-actual variance under 3%.
- Standardized the month-end close and reduced the cycle from 12 to 7 days across two business units.
Skills
Capital Allocation, M&A & Due Diligence, Fundraising, Investor Relations, SOX Compliance, Treasury & Cash Management, Three-Statement Modeling, Financial Leadership
Education
Certifications
- CPA (Certified Public Accountant)
- CFA (Chartered Financial Analyst)