Alex K.

Alex K. Email and Phone Number

SENIOR EXECUTIVE: CHIEF FINANCIAL OFFICER with PE ExperienceBusiness Transformation | Start-Ups and Financial Turnarounds | Data-driven Decision Making |FP&A | Planning & Business Strategy | Business Development @ StackPath
Alex K.'s Location
Charlotte, North Carolina, United States, United States
About Alex K.

A SENIOR FINANCE EXECUTIVE WITH 18+ YEARS IN LEADERSHIP WITH DISTINCTIVE, HANDS-ON PERFORMANCE ACROSS ALL ASPECTS OF FINANCE AND ACCOUNTINGConsistent leadership successes at Fortune 100, mid-market, and PE-backed start-ups operating in the U.S. and abroad from $5M to >$5B in technologies across SaaS, cloud computing, telecommunications, cybersecurity and government contracting.Transformed business processes leveraging analytics to improve operations, scale, and reach organizational maturity.ERP implementations of Deltek, NetSuite, Oracle, and Dynamics.Business intelligence and visualization platform execution in Essbase, Tableau, Business Objects and Power BI to form KPIs and drive performance.Leverages analytics to achieve top-line results and operational efficiencies.Built, trained and mentored high-performing teams.Credible speaker at financial forums and technical trainings to over>2,000 participants.Executive | Strategic Leadership• Board Relations and Presentations• Cross-Functional Team Leadership• Finance Transformation / Business Process Reengineering• Corporate Governance / Policy FormulationFinancial Operations | Planning• Global FP&A• BU Profitability / Fiscal Management• Sales / Incentive Compensation Planning• Total Rewards & Benefits AssessmentsAccounting | Financial Reporting | Compliance• Controllership / U.S. GAAP and IFRS• SEC compliance support• Internal Controls & Enterprise-Wide Risk Management• General Ledger - Journal Entries - Account Reconciliation• PayrollBanking | Treasury | Credit Management• Liquidity / Cash Flow / DSO Management• Credit Lines / Bank Covenants• Debt Consolidation• Capital Management / LeasingProfitability | Performance Management• Firm-Wide and Business Unit Cost Reduction Strategies• Business Intelligence and KPIs• Vendor Contracts / Price NegotiationsStrategic Business Planning• M&A Due Diligence / IPO readiness• Business Case Financial Analysis• SaaS Business Development• Growth RoadmapsContacts: AEKleinCPA@gmail.com / 703-932-8180

Alex K.'s Current Company Details
StackPath

Stackpath

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SENIOR EXECUTIVE: CHIEF FINANCIAL OFFICER with PE ExperienceBusiness Transformation | Start-Ups and Financial Turnarounds | Data-driven Decision Making |FP&A | Planning & Business Strategy | Business Development
Alex K. Work Experience Details
  • Stackpath
    Interim Vp Global Controller
    Stackpath 2024 - Present
    Dallas, Tx, Us
    PE-BACKED, INFRASTRUCTURE AS A SERVICE, CLOUD EDGE COMPUTINGLead domestic and outsourced accounting of services across healthcare, financial services, gaming and cryptocurrency, in the UK, Netherlands, India, Israel, Brazil, Peru, Chile, Columbia, South Africa and UAE for consolidated reporting, transfer pricing, and external audits.
  • Dronesense, Inc.
    Cfo
    Dronesense, Inc. 2022 - 2024
    Austin, Texas, Us
    SERIES B - SAAS PLATFORM FOR UAS OPERATIONS & ANALYTICSLead accounting, financial operations, short and long-term planning, and treasury for this start-up SaaS provider.• Transitioned banking relationship to increase revolving credit, maximize earned interest, and reduce transaction costs. • Improved orders-to-cash (O2C) information between HubSpot and Maxio (SaaS Optics) resulting in a 30% reduction in re-work, throughput improvement of 50%, and harmonization of direct and partner / reseller account data. • Assumed responsibility of >$2.3M accounts receivable; reduced DSO by 83% in 6 months with over 75% now current. • Guided staff through year-end financial close assuring compliance with ASC 606 and in achieving a clean initial external audit; managed R&D tax credit filings; responsible for state business and tax registrations.• Developed a 3-year rolling forecast including quota-based sales plan, a subscription and services revenue plan, and headcount-based OpEx inputs, ensuring key SaaS performance metrics outputs for BOD review and periodic reporting.
  • Peraton
    Business Unit Cfo / Finance Vice President
    Peraton 2020 - 2022
    Reston, Virginia, Us
    PE-BACKED – FIBER AND SATELLITE COMMUNICATIONS FOR DOD AND CIVILIAN AGENCIESHeaded weekly executive management reporting and cash forecasting, monthly business reviews, budgeting and forecasting, and risk / impact analysis for both BU, Sector and Corporate management and Board of Directors / private equity owners for this $100M+ business unit.• Directly responsible for executive management reporting, variance analysis, cash forecasting, quarterly business reviews, budgeting and forecasting, and risk / impact analysis for both BU and Corporate management and private equity owners.• Set and attained fiscal targets for GM%, EBIT and DSO, performance (FTE billing and utilization >90%), and sales KPI.• Actively manage and mentor program financial analysts on >50 Firm Fixed Price (FFP) and Time & Materials (T&M) projects projects across the U.S., Europe and APAC, and shared services accountants for monthly financial close, project set-up, billing, DSO management, collections, accounts payable and audit.• Reduced monthly close process from 10 to 5 days by focusing on project controls and accounting team coordination.• Pricing and decision support for Bid & Proposal (B&P) efforts ranging from $1MM to $50MM with multiple, multi-year wins > $25M for domestic and global services.• Held Active Security Clearance
  • Leaseaccelerator
    Sr. Technical Software Sales Consultant
    Leaseaccelerator 2017 - 2020
    Reston, Virginia, Us
    PE-BACKED B2B ENTERPRISE SOFTWARE (SaaS)Subject Matter (SME) and Technical Accounting Expert to over 100 Fortune 500 and mid-size firms to facilitate understanding the complexities of the new U.S. GAAP ASC 842 and IASB IFRS 16 lease accounting policies including implications for ASC 606 Revenue Recognition.• Led CFOs and Controllers in problem identification and solutions for domestic and international holdings’ lease portfolios ranging from 100’s to over 10,000 assets.• Collaborated with stakeholders to implement software and codify company-wide practices including asset classifications and present value thresholds leading to full adoption of the new standards in-line with overall corporate governance.• Developed business alliances with accounting and consulting partners including Big 4, Vaco, RGP, RSM, Genpact, Effectus Group and others to provide professional implementation services and close over $3M in Annual Contract Value (ACV) and $1M+ global services sales; President’s Club FY 2019.
  • Accelera Solutions
    Chief Financial Officer
    Accelera Solutions 2014 - 2017
    Fairfax, Va, Us
    CLOUD, VIRTUALIZATION, CYBERSECURITY AND DATA ANALYTICS TO FEDERAL CIVILIAN, DOD AND INTELFinance and accounting head of this $50M, 130+ employee, IT firm delivering federal cloud and cybersecurity services.• Achieved margin gains of 10% and OpEx improvements of 6%, focusing on cost analysis and containment, project controls, strategic impact and cash management analysis, and increased practice area accountability.• Attained operating income profitably through margin gains of 10% and opex improvements of 6%.• Restructured debt through a new credit line; cut costs 20% through stringent cash flow forecasting, improved vendor and distributor relationships, and aggressive supplier and customer contract management. Rigorous adherence to bank covenant requirements.• Operationalized Dynamics NAV in 5 mos. improving internal controls and ensuring statutory FAR, CAS and DCAA compliance.Specific Challenges and Successes:Accelera struggled with determining overall practice area and project profitability due to system and data capture limitations, P&L organizational structure and lack of understanding of business drivers and trends.• Replaced SAP Business ByDesign with MS Dynamics NAV in 5 months to accurately generate project status reports, present gross profit and operating income for enterprise contracts, a low-cost business unit, as well as the consulting and product segments of the business.• Ensured DCAA-compliant timekeeping, cost recognition, incurred cost submission and regulatory compliance.• Enabled the Project Management Organization (PMO) to self-service their work break-down structure within the ERP thereby enabling better resource management, improved timekeeping and a greater focus on profitability.
  • Merlin International
    Vice President / Head Of Finance & Accounting (Cfo-Level)
    Merlin International 2012 - 2013
    Tysons, Va, Us
    NETWORK INFRASTRUCTURE AND CYBER SECURITY ENTERPRISE SAASDirect report to President/COO with responsibility for FP&A, accounting, and treasury of this $200M+, 200+ employee IT and cyber solutions provider. An ISO 9001 firm consisting of a $90M professional services business unit, a $110M+ product solutions business unit and affiliate Cybertap, a cybersecurity recon software company under a shared-services model.• Guided Controller and team compliance to Cost Accounting Standards (CAS) and FAR; directed ERP activities and upgrades of Deltek Costpoint 7.0 / Cognos 10, MS Dynamics GP, Concur and Ceridian.• Coordinated annual financial audit, compliance audit and reporting for DCAA, and state taxing authorities.• Managed $30MM in debt and advanced relationships with all bankers, debt holders and product financing partners.Specific Challenges and Successes:A fundamental business model change coupled with a suddenly challenging government procurement environment required creation of new planning and forecasting tools, key metrics and scorecard reporting to most quickly adapt.• Organized department structure in a newly upgraded Costpoint ERP to improve data capture and accountability.• Developed first detailed annual plan and forecast as well as business unit and departmental scorecards.• Achieved less than 0.5% variability to the operating expense budget during the first year of use. Increased manager accountability and focus on their financials.
  • Eloqua
    Director Accounting / Director Financial Reporting & Analysis
    Eloqua 2009 - 2012
    San Francisco, California, Us
    PE-BACKED – B2B ENTERPRISE SAAS MARKETING AUTOMATION CLOUD SOFTWAREMulti-entity accounting, reporting and analysis for this $80M global B-to-B Software-as-a-Service (SaaS) start-up under SOX §404 and ensuring proper revenue recognition of associated deliverables of product, maintenance and services.• Guided auditors’ (KPMG) understanding of processes and accounting for professional cost of service, commission amortization, FAS 123R stock options compensation, and multi-entity three statement financials.• Established the model for transfer pricing and royalties between U.S. parent and international subsidiaries.• Prepared key parts of the S1 IPO filing, creating 5-yr financials and management discussion & analysis (MD&A) for OpEx and Net Income ensuring auditor’s agreement. Effort resulted in a successful IPO and later acquisition by Oracle.Specific Challenges and Successes:Organizational, structural and accounting revenue recognition and pricing and demands necessitated implementation of a new financial ERP to address the SaaS business model. • Replaced Sage Intacct with NetSuite within 3 months and just 10 months following a prior ERP change to transform accounting processes.• Mapped financial data to facilitate creation of new chart of accounts and departmental / legal entity structure and provided for seamless, historical data to enable reporting for the past five years and IPO readiness.
  • Idirect Inc.
    Sr. Director Financial Operations, Planning And Analysis And Finance Information Technology
    Idirect Inc. 2006 - 2008
    VT IDIRECT / IDIRECT GOVERNMENT - VSAT MANUFACTURER Led FP&A including strategic analysis and Finance SDLC for this $250M satellite equipment and software manufacturer. • Developed an 18-month rolling forecast resulting in <1% variance to gross margin targets and opex, models for the three and five-year plans to influence operational decisions on HR, supply chain, sales, pricing, new products and CapEx.• Conducted M&A business valuation and due diligence on prospective international acquisitions through DCF modeling using NPV, IRR and ROI calculations including pre-launch sensitivity and risk analysis, and post-launch profitability assessment.• Monthly financials for internal reviews and decision analysis, banking compliance, and consolidation per U.S. and Singapore GAAP (IFRS).Specific Challenges and Successes:Rapid revenue growth, greater product offerings and increased sales cycle and orders-to-cash complexity required a Financial ERP to meet the distinct needs of the business across 8 functions, and revenue and profitability by product for commercial and public sector entities and 5 global regions including Europe-Middle East-Africa (EMEA) and Asia-Pacific (APAC).• Built from inception a finance team organized into FP&A, operations, business analysis / system development, and reporting under a matrix managed structure that provided department with financial expertise and strategic analysis.• Partnered with accounting to codify processes and guide accounting operations and internal controls for multiple entities according to U.S. and Singapore GAAP.• Led a team of internal SMEs, Oracle developers and consultants to capture existing Sales and Supply Chain Management processes and transform them to best practices and integrating with Agile PLM and Salesforce.com.• Implemented Oracle e-BS within five months including incentive compensation to improve orders-to-cash and establish a multi-entity scheme; integrated with BO data warehouse and Crystal Reports.
  • Sprint Nextel Inc.
    Operations Finance / Corporate Finance / Fp&A
    Sprint Nextel Inc. 2001 - 2006
    MOBILE ENTERPRISE AND B2C COMMUNICATIONSFinancial operations, planning, forecasting and business analysis for key business units of this Fortune 100 firm. • Owned annual and long-term plans corporate-wide; consolidated results of all lines of business (LOBs) totaling >$40B. • Business manager of $5B Industry Sales and Solution (ISS) matrix organization; provided finance leadership in developing strategic, operating, sales and compensation plans and the supporting corporate strategy through a balanced scorecard. • Identified savings of $500M a year through a corporate-wide, functional cost and productivity assessment, post-integration. • M&A integration team for the business combination of Nextel and Sprint. • Steered federal lobbying, actions, and initiatives on wireless and technology industry policy issues.

Alex K. Skills

Budgets Forecasting Strategy Strategic Planning Finance Financial Analysis Financial Reporting Due Diligence Mergers And Acquisitions Financial Modeling Analysis Managerial Finance Process Improvement Business Analysis Budgeting Business Process Improvement Business Planning Pricing Variance Analysis Cash Flow Enterprise Resource Planning Erp Project Management Cash Management Controllership Functions Working Capital Management Cash Receipts A/r Management Cash Flow Forecasting Benchmarking Data Warehousing Project Planning Capital Budgeting Treasury Management A/r Analysis Statistical Data Analysis

Alex K. Education Details

  • George Mason University
    George Mason University
    International Business / Trade / Commerce
  • Coastal Carolina University
    Coastal Carolina University
    Accounting And Marketing

Frequently Asked Questions about Alex K.

What company does Alex K. work for?

Alex K. works for Stackpath

What is Alex K.'s role at the current company?

Alex K.'s current role is SENIOR EXECUTIVE: CHIEF FINANCIAL OFFICER with PE ExperienceBusiness Transformation | Start-Ups and Financial Turnarounds | Data-driven Decision Making |FP&A | Planning & Business Strategy | Business Development.

What is Alex K.'s email address?

Alex K.'s email address is al****@****ton.com

What is Alex K.'s direct phone number?

Alex K.'s direct phone number is +170393*****

What schools did Alex K. attend?

Alex K. attended George Mason University, Coastal Carolina University.

What skills is Alex K. known for?

Alex K. has skills like Budgets, Forecasting, Strategy, Strategic Planning, Finance, Financial Analysis, Financial Reporting, Due Diligence, Mergers And Acquisitions, Financial Modeling, Analysis, Managerial Finance.

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