Bobbi Holte   Cpa, Ca

Bobbi Holte Cpa, Ca Email and Phone Number

Senior Finance Professional / CFO @ Coconut Software
Bobbi Holte Cpa, Ca's Location
Canada, Canada
Bobbi Holte Cpa, Ca's Contact Details
About Bobbi Holte Cpa, Ca

20+ years of experience as a CFO in start-up and scale-up high-tech companies; have led significant PE, VC, debt, and angel equity transactions, executed M&A transactions, and managed foreign entities and contract negotiations.I am passionate about helping start-ups and scale-ups grow and achieve their strategic goals, by leveraging my expertise in development of corporate and financial strategy, operations, legal and other shared services. I enjoy working with talented and innovative teams, and I am committed to delivering value to our customers, investors, and other key stakeholders.

Bobbi Holte Cpa, Ca's Current Company Details
Coconut Software

Coconut Software

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Senior Finance Professional / CFO
Bobbi Holte Cpa, Ca Work Experience Details
  • Coconut Software
    Chief Financial Officer
    Coconut Software Oct 2023 - Present
    Saskatoon, Saskatchewan, Ca
    SaaS based customer engagement platform built for financial institutions. 2023 Deloitte Fast 50 recipient.
  • Dejero
    Chief Financial Officer
    Dejero Apr 2019 - Sep 2023
    Waterloo, Ontario, Ca
    Driven by a mission to reliable connectivity everywhere, Dejero delivers real time video and networking solutions that provide resilient, uninterrupted internet connectivity for critical communications. During my tenure, launched blended connectivity solutions into new market segments, significantly increasing TAM while maintaining minimal churn rates in initial market. Completed various financing transactions that resulted in 50% decrease in carrying costs. Key participant in PE based minority recapitalization transaction in 2021. Successfully negotiated $5M in government funding through FedDev.
  • Miovision
    Chief Financial Officer
    Miovision Nov 2014 - Apr 2018
    Kitchener, On, Ca
    Miovision is helping build tomorrow’s smart cities by transforming the way traffic networks are managed today. Backed by the world’s most advanced traffic AI, Miovision’s innovations in traffic planning and operations have made it possible for cities to improve the transportation experience for drivers, cyclists, and pedestrians since 2005. With offices in Kitchener, Canada and Cologne, Germany, Miovision serves over 17,000 municipalities. Oversight of Corporate Services Team, including finance strategy, finance operations, legal, HR, IS/IT, facilities. Responsible for investor relations and oversight of corporate governance. Led complex corporate reorganization in 2015 that included conversion of debt to equity, new equity injection, secondary liquidity, substantial tax planning and governance matters and negotiation of banking facilitiesOversight of mezzanine debt financing in 2017 and equity financing in 2018 to provide additional financing for growth initiatives; included investment by institutional investors and VCs Involved with successful applications to various Federal and Provincial funding programs, leading to funding for research, technology development, growth and capex expansion
  • Centre In The Square
    Chief Financial Officer / Chief Operating Officer
    Centre In The Square Jun 2013 - Oct 2014
    Kitchener, Ontario, Ca
    Performing arts venue located in Kitchener, OntarioResponsible for all aspects of internal operations (box office, IT/IS, HR, legal) and finance operations and strategy, including strategic planning related to diversification of program and extended community appeal
  • Fongo Inc.
    Chief Financial Officer
    Fongo Inc. May 2010 - May 2013
    Waterloo, Ontario, Ca
    A spin-off of Fibernetics CLEC, Fongo is disrupting the mobile communications world with one simple concept: Free. Customers save hundreds of dollars per year with free calling, free messaging, a free phone number and free premium services delivered via a rich content mobile media platform.Member of initial executive team when Fongo spun-out from Fibernetics. Successfully negotiated two round of financing with new investors and secured Fed Dev IBI financing
  • Fibernetics
    Chief Financial Officer
    Fibernetics Jun 2009 - Mar 2012
    Cambridge, Ontario, Ca
    Fibernetics is a Canadian CLEC (Competitive Local Exchange Carrier) providing low cost VoIP telecommunications services to hundreds of thousands of Canadians.Experience with M&A (completed acquisition of 2 telco providers), equity and lease financing, extensive contract negotiations.
  • Livehive Systems
    Chief Financial Officer
    Livehive Systems Sep 2007 - Jun 2009
    Ca
    LiveHive Systems was a pioneer in the social TV sector, bringing numerous firsts to the industry. LiveHive developed synchronized 2nd-screen services for the top media companies in the world, including NBC, ABC, ESPN, CNN, Turner, CBC, CTV, and more. LiveHive secured tens of millions of dollars in new sponsorship contracts with top brands including Coca Cola, Ford, Lexus, Heineken, and Budweiser. LiveHive also created one of the first and largest social TV platforms on Facebook with tvClickr. Raised growth financing from VC and angel investorsSuccessfully negotiated initial contracts and subsequent amendments with leading media companies
  • Accelerator Centre
    Chief Operating Officer
    Accelerator Centre Feb 2006 - Sep 2007
    Waterloo, Ontario, Ca
    The Accelerator Centre (AC) is a world-renowned, award-winning network of facilities dedicated to developing and commercializing technology startups. Joined the AC prior to completion of facility and grand opening. Involved in all strategic and operational aspects during the start-up phase; the AC hit 100% occupancy levels and exceeded financial forecast targets 18 months earlier than included in the initial business plan and financial forecastsProvided hands on assistance to approximately 20 client companies (resident and non-resident) re: strategy development, financing, contract negotiations and human resources. Approximately $8M in funding raised by client companies during my tenure with the AC; provided mentoring to these companies in completing financing dealsLiaison to the Board of Directors which included 20 high profile business and academic leaders from Waterloo Region.
  • Dspfactory Ltd.
    Vice President Finance & Administration
    Dspfactory Ltd. Mar 2001 - Feb 2005
    Dspfactory was a pioneer in the development of ultra low power, miniature digital signal processors which were initially geared towards the evolution of the hearing aid industry from analogue to digitalFirst finance professional hired to report directly to the President & CEO once company entered technology commercialization phase. Key member of the senior executive team responsible for strategic planning, execution of operating plan and hands-on development of strong finance and administrative functions in Canada and Switzerland. Dspfactory experienced tremendous growth upon technology commercialization and increased revenues by more than 2,000% in the span of two years (from $1.6M to $35M), grew operations from one location to two (Waterloo and Marin, Switzerland). Experience with private financing (various forms), government funding, taxation, finance and accounting issues related to high-tech industry and contract negotiation. Key member of team responsible for negotiating sale of Dspfactory to AMI Semiconductor (now ON Semiconductor) in 2004.
  • Maplesoft
    Director Of Finance
    Maplesoft Jan 1999 - Mar 2001
    Waterloo, Ontario, Ca
    Software developmentResponsible for all aspects of the Finance function including business planning and forecastingWorking closely with CEO, developed turnaround plan providing for internal financing of both core business and new business initiatives while improving bottom line profitability and increasing cash flow; worked closely with executive team to identify opportunities to increase revenues and decrease costs while maintaining strong customer service focus and positive work environment in time of change
  • Ey
    Manager
    Ey Sep 1991 - Jan 1999
    London, Gb
    Received CA designation while working with Ernst & Young. Member of the Assurance and Advisory Services and Corporate Finance teams.

Bobbi Holte Cpa, Ca Skills

Accounting Strategic Planning Mergers Financial Reporting Start Ups Business Strategy Financial Analysis Team Leadership Divestitures Business Planning Strategy Mergers And Acquisitions Finance Program Management Management Forecasting Project Planning Process Improvement Sales Business Development Corporate Finance Negotiation Business Process Improvement Contract Negotiation Human Resources Leadership Management Consulting Managerial Finance Nonprofits Public Speaking Strategic Partnerships Venture Capital

Bobbi Holte Cpa, Ca Education Details

  • Chartered Professional Accountants Of Canada (Cpa Canada)
    Chartered Professional Accountants Of Canada (Cpa Canada)
    Chartered Accountant
  • University Of Windsor
    University Of Windsor
    Finance And Accounting

Frequently Asked Questions about Bobbi Holte Cpa, Ca

What company does Bobbi Holte Cpa, Ca work for?

Bobbi Holte Cpa, Ca works for Coconut Software

What is Bobbi Holte Cpa, Ca's role at the current company?

Bobbi Holte Cpa, Ca's current role is Senior Finance Professional / CFO.

What is Bobbi Holte Cpa, Ca's email address?

Bobbi Holte Cpa, Ca's email address is bh****@****tre.com

What is Bobbi Holte Cpa, Ca's direct phone number?

Bobbi Holte Cpa, Ca's direct phone number is +151949*****

What schools did Bobbi Holte Cpa, Ca attend?

Bobbi Holte Cpa, Ca attended Chartered Professional Accountants Of Canada (Cpa Canada), University Of Windsor.

What skills is Bobbi Holte Cpa, Ca known for?

Bobbi Holte Cpa, Ca has skills like Accounting, Strategic Planning, Mergers, Financial Reporting, Start Ups, Business Strategy, Financial Analysis, Team Leadership, Divestitures, Business Planning, Strategy, Mergers And Acquisitions.

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