Svp, Finance
Current
Oct 2024 - Present
AeroLeads people directory · profile
Casey Heller Email & Phone Number
SVP, Finance
at
Definitive Healthcare
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
SVP, Finance
Location
New York City Metropolitan Area, United States
Who is Casey Heller? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Casey Heller is listed as SVP, Finance at Definitive Healthcare, based in New York City Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Casey Heller.
Casey Heller previously worked as Vice President of Financial Planning & Analysis at Definitive Healthcare and Vice President of Investor Relations at Ibm. Casey Heller holds Bachelor Of Science (Bs), Business Administration And Management, Finance from Marist College.
Company email context
Email format at Definitive Healthcare
This section adds company-level context without repeating Casey Heller's masked contact details.
Definitive Healthcare
Review company-level records connected to Casey Heller before choosing the right outreach path.
Profile bio
About Casey Heller
Highly motivated finance professional and experienced executive and leader with expertise in corporate models, portfolio management, acquisition integration and more. Passion for talent development.
Current workplace
Casey Heller's current company
Company context helps verify the profile and gives searchers a useful next step.
14 roles
Casey Heller work experience
A career timeline built from the work history available for this profile.
Vice President Of Financial Planning & Analysis
Jan 2024 - Oct 2024
Vice President Of Investor Relations
Aug 2023 - Dec 2023
Director Of Investor Relations
Feb 2022 - Aug 2023
Director Of Treasury Strategy
Responsible for IBM’s overall Treasury strategy – including capital structure, funding model, dividend policy, share repurchase program, and transformation initiatives across analytics and automationLed IBM’s liquidity planning and execution amid economic uncertainty related to COVID-19 impactsManage relationship with credit rating agencies, Moody's and S&PManage key banking relationships and IBM’s $10B Global Credit FacilityLed project office across all Treasury functions in preparation for spin-off of IBM’s $19B managed infrastructure services business into a separate public company (completed November 2021)– achieved investment grade credit rating, established banking infrastructure, cash management, FX, capital markets, banking relationships including revolver, client financing, and other working capital solutions
Jun 2019 - Mar 2022
Director Of Finance, Office Of The Ibm Cfo
Executive Assistant to Jim Kavanaugh, SVP Finance & Operations, IBM CFO
Nov 2018 - Sep 2019
Corporate Forecast Coordinator
Responsible for IBM’s revenue and earnings forecast for the CFO, Board of Directors and Investor RelationsDevelop and own forecast models and reporting of actuals across all of IBM’s business segmentsDirect global community of financial analysts in support of forecast and measurements processes
Jan 2017 - Nov 2018
Finance Manager, Ibm Watson
Finance manager supporting daily operations and portfolio of offeringsDeveloped and implemented bi-weekly revenue management system to improve accountability, transparency and accuracy in revenue outlooks, creating clarity and ownership of actions Created structure and metrics to better measure and manage investment aligned to business priorities
Nov 2015 - Jan 2017
Finance Manager, Worldwide Software Consolidation
Managed direct team responsible for forecasting, planning, and external reporting of IBM’s $20B+ Software business with both Income Statement and Cash Flow responsibilities
Feb 2015 - Nov 2015
Software Group Worldwide I&E Forecast Coordinator
Created monthly, quarterly and annual forecasts for IBM’s $20B+ Software business, leading consolidated reporting and analysis for all of IBM’s Software divisionsCreated analysis to monitor impact of changes in mix and margin as the software business expands and continues to shift to high growth areasEnhanced use of business analytics tools to provide additional clarity of performance goals and drivers by developing new reports as part of an Executive Dashboard
Oct 2013 - Feb 2015
Application & Integration Middleware Forecast Coordinator - Software Group
Forecasted revenue and profit for IBM’s $5B+ WebSphere Software Segment, assessing areas of risk using pipeline, historical attainment, and capacity metricsLed analysis on new client acquisitions, sales productivity, pipeline yields, and competitive pressures across the WebSphere portfolio
Jul 2012 - Sep 2013
Software Group Revenue Analyst & Metrics Coordinator
Enhanced pipeline metrics to drive more meaningful analysis and forecasts, including the addition of client segmentation metrics Coordinated bi-weekly presentations for IBM senior leadership team outlining progress on monthly and quarterly performance objectivesWorked on cross-brand teams to drive analysis around changes in competition, markets and pricing strategies
Jul 2011 - Jul 2012
Rational Development Coordinator / Expense Lead
Drove product line management to achieve annual financial objectives through effective financial management, detailed analysis and tight linkage with line and operations managersLed invest/divest analysis on product families leveraging Life Cycle Models and ROI requirements to improve profitability
Nov 2009 - Jul 2011
Acquisition Integration Analyst
Assisted executive teams of Watchfire and Ounce Labs in making decisions resulting in meeting profit goals while providing concise summary of the acquisitions’ healthCreated a metrics based assessment for acquisitions, providing a counter-point to Sales assessmentsReinvented compensation plans and processes, improving consistency and audit readiness
Jul 2009 - Nov 2009
2 education records
Casey Heller education
Bachelor Of Science (Bs), Business Administration And Management, Finance
Marist College
Executive Women In Leadership Certificate
Cornell University
FAQ
Frequently asked questions about Casey Heller
Quick answers generated from the profile data available on this page.
What company does Casey Heller work for?
Casey Heller works for Definitive Healthcare.
What is Casey Heller's role at Definitive Healthcare?
Casey Heller is listed as SVP, Finance at Definitive Healthcare.
Where is Casey Heller based?
Casey Heller is based in New York City Metropolitan Area, United States while working with Definitive Healthcare.
What companies has Casey Heller worked for?
Casey Heller has worked for Definitive Healthcare and Ibm.
How can I contact Casey Heller?
You can use AeroLeads to view verified contact signals for Casey Heller at Definitive Healthcare, including work email, phone, and LinkedIn data when available.
What schools did Casey Heller attend?
Casey Heller holds Bachelor Of Science (Bs), Business Administration And Management, Finance from Marist College.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial