Brian Weisberg Email & Phone Number

Boston, MA, US

Boston, Massachusetts, United States

• During my tenure, I helped the business grow from less than a dozen employees to 70+, subsequent Series B and C rounds of equity funding totaling $58.5m, and multiple debt financings. I joined shortly after their.
• Led financial strategy through multiple successful funding rounds, totaling $73.5m from Tier 1 investors General Catalyst, Foundry Group, Dorilton Ventures, and others
• Leveraged prior relationships and experience to secure a $6 million dollar venture debt facility with Silicon Valley Bank and subsequent renewals, extensions, and amendments
• Developed scalable payment infrastructure for Tidelift’s unique partnership with 6k+ open source packages and 500+ individuals/small teams across the globe
• Collaborated with the CEO to explore, pursue, and secure $9m in revenue from the Small Business Innovation Research program, funded by the US Air Force and DARPA
• Designed and published a compensation philosophy and ladder in close partnership with people operations to ensure that employees are fairly and equitably compensated

Independent, invitation-only, community for CFOs of high growth companies and funds. As a founding member, I have helped foster collaboration among their national network of finance leaders from a variety of industries.

Greater New York City Area

As the first, dedicated finance hire, my primary responsibility was to internalize the finance function from a fractional resource and manage all of the full day-to-day accounting, financial planning, reporting, & forecasting, business operations, and people management aspects of the company. At the time the company had mostly relied on an inbound.

Raleigh-Durham, North Carolina Area

As the first employee, I developed a financial model to manage hiring, burn, and revenue planning as well as secure a $750,000 line of credit ahead of generating any revenue. Working with our Product and Sales teams, I was instrumental in developing our pricing and go-to-market strategy, as well as developing our quote-to-cash process. Additionally, I.

Raleigh-Durham, North Carolina Area

At Ansible, I led the comprehensive financial due diligence and disclosure process that culminated in the company's successful acquisition by Red Hat for over $100 million in October 2015. During my time running the finance function, I transformed the financial planning by implementing a sophisticated five-year driver-based financial model that included.

Raleigh-Durham, North Carolina Area

• Established a framework for tracking consumer behavior by cohort, integrating it into the business model and creating the custom SQL reports and extracting the live data
• Coached various disciplines (Business Development, Marketing, and Product) in the evaluation of current and new channel opportunities – building financial models, identifying hypotheses for testing, defining "success"
• Evaluated strategic partnerships with our vendors/suppliers to ensure alignment with both our near-term needs and long-term goals – e.g. proposed revisions to our unique financing arrangement with a key vendor to help.
• Supported Corporate Development and leadership in the evaluation of and planning for our capital needs – creating a 3-5 year view of the business for potential investors and aligning our KPIs with manageable business.
• Identified and prioritized opportunities for improvement, both for the product itself and improving the financial model by looking at subscribers as cohorts based on the month in which they signed up for service

Raleigh-Durham, North Carolina Area

• Created and established a framework for accelerating the Wholesale business’ ability to innovate and invest in new, disruptive opportunities (Bandwidth Incubator) – maintained a healthy backlog of investment.
• Hosted a recurring investment pitch competition (Big Idea Day) to provide a healthy source of innovative opportunities for the business, mentoring employees in the preparation of their pitches and research
• Led an assessment of the current addressable market ($10Bn) by segment, Advertising Services, Application Communications, Business and Residential Services, and Carrier Services, to better understand our positioning.
• Managed the development of the 2014 Business Plan Strategy, helping leadership frame the story for the board and how it aligns with the long-term vision for the company as a whole – evolving the business from a typical.

Raleigh-Durham, North Carolina Area

• Created and maintained detailed five-year forecast model for the business that grew from $30M to over $100M under my purview, building Finance function from a team of one to one plus four analysts
• Leveraged my financial model to evaluate product performance, assess pricing and partnership agreements, and make investment decisions, network modifications, and operational improvements among other decisions
• Produced monthly financial report to summarize the business’s performance to-date, highlight significant developments, offer guidance for the year, and assign areas of improvement for the operating team
• Improved visibility into the health of the business, facilitating better decision making: restructured the P&L to better reflect our operations focus, implemented a process to review and validate all invoices prior to.
• Aided in closing the company’s first successful acquisition in early 2011: helped integrate the Dash Carrier Services P&L ($15M in revenue and $6.5M in EBITDA) and identified and tracked synergies

Miami/Fort Lauderdale Area

• Negotiated with both sellers and advisors to acquire 31 sites generating $880k, analyzing tenant and ground leases, reviewing third-party structural analyses, site surveys, title commitments, and regulatory compliance
• Performed first-look analyses for over 500 communications sites to help determine initial bid amounts, extrapolating incremental annual tenant revenue per site, summarizing revenue concentration, and overall cash flow.
• Collaborated with all internal departments to aid in the successful integration of recently acquired sites

Greater Boston Area

Recommended and researched various niche industries for the search fund to further investigate in pursuit of a potential target that fit their investment criteria, writing a weekly one-page memos summarizing the industry, competitive dynamics, investment considerations, and comparable businesses performance stats and transactions

Greater New York City Area

• Analyzed the benefits of a debt repurchase including potential gains, leverage statistics, and consideration offered to bondholders for various scenarios
• Contributed to writing the dealbook and all created presentation materials for a $165 million refinancing and $55 million add-on financing for a wireless tower owner and operator (Global Tower Partners)
• Provided initial financing considerations for various media and communications businesses, analyzing current debt structures, trading valuations, and recent M&A transactions (American Tower, Crown Castle, Primedia)
• Tracked the specialty publishing and education services industries, assembled and maintained a series of media and communications market update slides, various debt issuance databases, and wrote a weekly high yield.

Greater New York City Area

• Organized and project managed the first-ever cigar and scotch tasting fundraiser benefiting the Greater New York City Affiliate of Susan G. Komen for the Cure, raising $17,500
• Authored short book summarizing event details, lessons learned, marketing materials, and forecast model

Greater New York City Area

• Performed financial due diligence for potential financial and strategic acquisitions, proposing working capital, EBITDA, and inventory reserve adjustments, analyzing budget-to-actual performance, and accounts.
• Taught a class of roughly 30 individuals from all levels of the firm about the “Anatomy of a Leveraged Buyout”, highlighting key valuation concerns for related stakeholders

Greater New York City Area

• Investigated for possible contract abuses, using five years of historical compensation data
• Performed Sarbanes-Oxley 404, SAS 70, IT General Controls, internal audit, and payphone compensation compliance testing (Sprint, Verizon Business, Citizens Communications, Warner Music Group)
• Increased team efficiency, constructing various tools to streamline scheduling and track control testing results

Greater Boston Area

• Created and implemented automated weekly, monthly and quarterly reports to support the Finance Directors in their tracking the performance and financing for a $450 million business
• Enhanced overall profit margins by approximately $1 million by developing a cost savings model to analyze international shipping costs, allowing the user to vary rates for testing multiple scenarios
• Developed relationships with all levels of the organization including the CFO, global business leaders, and Finance Directors by collaborating with each party to reformat current, forecast, and historical results

Mba, Entrepreneurship, Finance

Activities and Societies: Babson PE/VC Club and Babson Buyout Association where I led presentation detailing the "Anatomy of a Leveraged.

Bsba, Finance, Accounting

Activities and Societies: Boston University Accounting Association, Finance Club

Education record