Chad Putnam Email and Phone Number
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"When you were made a leader, you weren't given a crown, you were given the responsibility to bring out the best in others." - Jack Welch My career success stems from my belief that we win as a team and each member has a contribution to make...and it is my personal accountability as an executive leader to bring out the best in others. I have applied this conviction to all facets of accounting, financial management, financial analysis, and controllership within high-profile corporations and startup environments. My specialty is successfully aligning financial objectives with Generally Accepted Accounting Principles while meeting and exceeding established goals and mission scope. I enjoy collaborating cross-functionally to achieve finance and business objectives, and I am instrumental in fundraising efforts, business planning, streamlining and improving processes, enhancing productivity, and implementing technology solutions.Simply put, my passion is my dedication to responsible leadership, and delivering value while bringing out the best in others. ✪ Specialties: Long-Term Strategic Planning | Budgeting | Cash Flow Management | Equity & Debt Financings | Financial Modeling | Mergers & Acquisitions | System Implementations (ERP) | P&L Management & Analysis | Treasury & Banking Relations | Financial Reporting | Corporate Integration | Process Improvement | Strategic Leadership | Team Building | Stock Option Plan Administration | SEC Compliance & Reporting | Risk Management
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Executive Vice President & Cfo ConsultantOptima Office 2023 - PresentSan Diego, Ca, UsOptima Office, Inc provides Accounting, HR, CFO, and COO Specialists and Experts on a part-time, ongoing, and onsite or remote basis to clients of all sizes. We take the time to hire carefully and focus our efforts on retaining our amazing team so they can deliver consistent and reliable accounting and HR services to our growing list of clients. Although we can provide an entire accounting or HR department to businesses in every industry, from start-ups to $50+ million-dollar businesses, we also fill the gaps and ensure we give our clients exactly what they need. We take pride in our slogan Happy Staff=Happy Clients.The amazing people on our team are proactive communicators, responsive and understanding, intelligent, quick-witted, and friendly. Our culture is flexible, caring, and loyal.
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Chief Financial OfficerMeco Diagnostics Oct 2023 - Present -
Financial ConsultantEiger Biopharmaceuticals, Inc. 2021 - 2023
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Director & West Region Lead, Finance & Accounting OutsourcingRsm Us Llp 2018 - 2020Chicago, Illinois, Us -
Cfo ConsultantNoble Financial Group, Inc. 2015 - 2018Carlsbad, California, UsFounded a financial consulting company that enables clients to take control of their financial and accounting well-being and maximize business strategies. Direct clients’ financial objectives by developing a solid strategic roadmap, representing company at financial meetings, and controlling cash flow. ♦ Selected by numerous clients to serve as Chief Financial Officer and as a representative during potential investor meetings and negotiations.♦ Positioned professional services client to recognize revenue according to the percentage-of-completion method and monitor profitability through the implementation of an innovative project accounting system and evaluation process.♦ Helped client secure $10M credit line by advising them how to accurately present financial standing and managing subsequent debt covenant reporting requirements.♦ Reconstructed a start-up business’ complete financial history that allowed them to report accurate financial standing, provide supporting evidence, and engage in discussions with potential customers, vendors and lending institutions.♦ Hired by the primary investor to engage with their portfolio company by evaluating records, recommending more effective strategies, and bringing financial reporting into alignment with Generally Accepted Accounting Principles.♦ Assisted in the implementation of various systems including Microsoft Dynamics GP, NetSuite and QuickBooks. -
Chief Financial OfficerEvofem Biosciences 2014 - 2015San Diego, Ca, UsRecruited by the CEO to lead the company through its proposed initial public offering. Responsible for the finance, accounting and information technology functions of this specialty biopharmaceutical company.♦ Represented company during pre-marketing IPO roadshow presentations given to prospective investors in the United Kingdom in anticipation of listing on the AIM (London Stock Exchange).♦ Managed relationships with the investment bank and other IPO advisors.♦ Built scenario sensitive cap table models used to determine best financing strategy for current investors.♦ Created cash flow forecasts to estimate available runway and present funding scenarios to potential investors.♦ Won sub-lease for new 16K ft² Class A headquarters by negotiating equitable contract, comparing alternate locations, and developing a solid negotiating strategy.♦ Directed information technology efforts including hiring and management of IT consultants. -
Vice President, FinanceProvidien 2013 - 2014Following its acquisition of Access Scientific, Inc., retained to spearhead the turnaround of Providien’s accounting operations and to provide solid leadership within this contract manufacturing company’s Shared Services group.♦ Led the Company’s Shared Services group overseeing all accounting and finance functions across five separate legal entities.♦ Established a defined month-end financial close process, dramatically improving the time to close from over 20 days to 5 days or fewer.♦ Integrated acquired companies into the Shared Services group and the financial close process in a seamless and timely manner.♦ Oversaw annual financial audit resulting in completion of audit in record time within first full year of employment.♦ Improved department morale through employee interactions and a mentoring-based leadership approach. ♦ Completed company-wide implementation of an electronic expense reporting system, increasing both administrative efficiency and employee satisfaction.♦ Established business processes and procedures.
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Chief Financial OfficerAccess Scientific 2010 - 2013San Diego, Ca, UsHired by the CEO to assist with fundraising efforts to drive the Company from its early development stage to product commercialization. Responsible for all financial, accounting, human resource, risk management, investor relations, legal and customer service functions of this medical device company.♦ Raised $20.9M through four preferred stock financings; coordinated all related due diligence efforts; negotiated and secured a $3.8M credit facility.♦ Worked in unison with the Chief Executive Officer to expeditiously complete the sale of the Company; led the due diligence efforts and acted as primary conduit for information sharing between the Company and the acquirer.♦ Participated and presented in all Board of Directors meetings; oversaw all human resource activities including implementation of company benefits program and conversion to a new 3ᴿᴰ party payroll processor.♦ Created a sophisticated, multi-year financial model used for budgeting and forecasting purposes; worked closely with executive team to achieve consensus on annual operating plan and communicated the plan to the Board of Directors.♦ Coordinated the Company’s risk management strategy including execution of multiple insurance policies.♦ Selected service providers to assist with company benefits program, risk management and real estate needs.♦ Acted as legal point person for contract review and negotiations.♦ Managed the Company’s customer service department. -
Vice President, Finance ('08 -'10) & Executive Director, Finance ('07 - '08)Patientsafe Solutions 2007 - 2010San Diego, Ca, UsPromoted as key member of the executive team, reporting directly to the CEO. Responsible for all financial, accounting, risk management, investor relations, legal, facility and purchasing functions of this healthcare information technology company.♦ Partnered with fellow executives to develop and execute corporate strategy and address other business concerns.♦ Participated in company board meetings and presented financial results to the Board of Directors; acted as primary financial contact for venture capital and angel investors.♦ Led financial efforts during convertible debt and preferred stock financings; worked closely with outside legal counsel during the due diligence process.♦ Created and maintained a dynamic five-year financial model; presented financial plan and related assumptions to potential outside investors.♦ Implemented policies and procedures around software revenue recognition, ensuring revenue was recognized appropriately and passed auditor review.♦ Managed company-wide cash burn and cash needs analysis; developed ongoing thirteen-week cash flow forecast.♦ Constructed an automated sales quoting tool resulting in dramatic efficiency gains. -
ControllerPatientsafe Solutions 2004 - 2007San Diego, Ca, UsHired to develop the Company’s financial and accounting infrastructure and to support the CFO in fundraising efforts while maintaining responsibility for all accounting, financial reporting, budgeting, treasury and audit functions.
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Successful Progression In Finance-Related RolesIn A Broad Range Of Industries 1995 - 2004Director of Accounting – Vivendi Universal Net USA | 3 years♦ Responsible for all accounting, financial reporting, treasury and purchasing functions of parent company and several media and internet-based subsidiaries. Company was established after Vivendi Universal’s acquisition of MP3.com.Assistant Controller – MP3.com | 2 years♦ Recruited to assist with the Company’s IPO and to assemble its accounting team. Responsible for accounting, financial reporting, treasury and purchasing functions of this music-based internet company.Accounting Manager - I-Bus, Inc. | 2 years♦ Responsible for general accounting activities, accounts payable and fixed assets for an industrial computing company. I-Bus was a subsidiary of Maxwell Technologies, Inc. (NASDAQ: MXWL)Senior Auditor - Ernst & Young | 2 years♦ Responsible for the daily management of client audit engagements including planning, audit strategy development and supervision of engagement team members for this Big 4 public accounting firm.
Chad Putnam Skills
Chad Putnam Education Details
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University Of San DiegoAccountancy
Frequently Asked Questions about Chad Putnam
What company does Chad Putnam work for?
Chad Putnam works for Optima Office
What is Chad Putnam's role at the current company?
Chad Putnam's current role is Finance Executive - Financial Stewardship I Strategic Planning I Leadership.
What is Chad Putnam's email address?
Chad Putnam's email address is cj****@****ail.com
What is Chad Putnam's direct phone number?
Chad Putnam's direct phone number is +185874*****
What schools did Chad Putnam attend?
Chad Putnam attended University Of San Diego.
What skills is Chad Putnam known for?
Chad Putnam has skills like Strategic Planning, Medical Devices, Start Ups, Revenue Recognition, Mergers, Sec Filings, Ipo, Accounting, Mergers And Acquisitions, Auditing, Due Diligence, Finance.
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