Chris E. Caldwell Email & Phone Number

Chelmsford, Massachusetts, Us

Austin, Texas, Us

Austin, Texas, Us

Los Angeles, California, Us

I was retained in this executive leadership role following J2’s acquisition of Inspired eLearning—a sale I engineered as CFO of Inspired eLearning. Hold full fiduciary accountability for the Inspired eLearning $12M line of business for J2 Global—a $1.5B technology company, that provides Internet services to Cloud Business and Digital Media. I preside over Inspired eLearning’s budgeting, forecasting, and financial analysis, and I’m tasked with leading implementation of the strategic synergy plan, based on the acquisition deal model—ensuring realization of expected cost savings. I also lead all integration efforts for Finance, Accounting, Pricing and Human Resources into the J2 infrastructure, as well as partnering with Cybersecurity Business Unit leaders on integration of Sales and Revenue Forecasting, and collaborating with J2’s Finance leadership on integration into J2’s ERP system.My achievements included:• Leading strategy to deliver 10% reduction in costs.• Reduced tools & eliminated multiple reporting systems.• Cut billing errors 10% and truncated billing time by 5 days.• Improved Days Sales Outstanding (DSOs) nearly 20%.• Delivered performance to budget for 2 consecutive quarters during the COVID-19 pandemic.

New York, Ny, Us

As CFO, I held full financial accountability, including responsibility for Finance, Accounting, Treasury and Human Resource, for this $14M SaaS-based cybersecurity and awareness training company. I managed the GL, cash forecasting reporting, and budgeting—ensuring sufficient operational liquidity.My achievements included:• Successfully partnered with the Board of Directors on 2 rounds of investment funding equity raises.• Led the successful sale of a capital constrained business to a strategic buyer, J2 Global, at 7x go-forward EBITDA/14x EBITDA on TTM basis.• Secured deleveraged and improved interest rates in successfully refinancing $10M of private debt.• Led cost cutting efforts in March 2020 to ensure operational viability by transitioning from an on-hand monthly cash business to revenue generation focus.• Secured PPP Loan funds to ensure liquidity and sustainability during the COVID-19 market recession.• Reduced Customer Acquisition Costs (CAC) by 25%, resulting in improving ROI 45%.• Delivered 15% increase in revenue per user.• Restructured the accounting team, reducing by 50%, without impacting services to the business.• Revamped and streamlined the close process, reducing it 66%.• Reduced DSOs more than 25%—from 60+ days to 45 days—which improved cash flow.• Transformed $3M cash burn annually to generating up to $3M annually.

New York, Ny, Us

Responsible for leading the company's financial strategy to drive revenue growth, expand margins and increase cash flows. Manage all aspects of Accounting, Finance and Treasury activities.

San Antonio, Texas, Us

I was tapped for this executive leadership role and was tasked with steering efforts of Financial Analysts direct reports, while overseeing and ensuring the health of financial planning. My scope of leadership included monthly and quarterly financial reporting consolidation and analysis, including presentations to the Board of Directors and financial results to the external investors for this $4B+ annual revenue organization, comprised of 4 companies focused on optimizing customer relationships through multiple channels—recognized as leading providers of marketing services, transaction solutions, education services and intelligent media delivery. I also supported Shared Services functions in all matters pertaining to budgeting, planning and expense management, and I led the Corporate FP&A team, which reported to the SVP of Harland Clarke Holdings and Harland Clarke Finance. Finally, I analyzed M&A financial models for operating segments, ensuring sound financial principals were applied to accurately calculate Return on Investment (ROI).My achievements included:• Delivered performance at 100% to plan and attained 95% of revenue plan for $200M annual spend across Shared Services operations, and for $1B annual revenue plan.• Completed $4B+ in debt financing transactions, resulting in saving millions in interest and amortized loan expense by 10%.• Built the first Three Statement model to leverage understanding of capital requirements and inform senior leadership on overall financial impacts.• Automated the consolidation process, which reduced completion of financial reporting for the Board of Directors by a full day.• Played a key role in facilitating 10% reduction in G&A expense over 18 months.• Delivered 20% cost savings over 24 months by partnering with Shared Services leaders.

San Antonio, Texas, Us

I was promoted to steer business management of Global Marketing, and led 5 direct reports and a staff of 17, and managed $65M in annual marketing operations spend for this globally recognized cloud computing company generating $2B in annual revenue that employs 6K+ Rackers. I led all facets of operations, and was sharply focused on supporting the business unit to exceed revenue growth targets and drive improved ROI, through sound financial management and operational discipline.My achievements included:• Improved ROI 10% by shifting 25% of budgeted spend away from lower returning activities.• Re-engineered revenue models and refined benchmarking tools to accurately measure financial and operational performance, used to support the annual financial planning process and quarterly forecasting updates.• Developed team that was consistently rated as a top performing group and highly engaged as measured by semi-annual “pulse” checks.• Developed and mentored staff promoted into leadership roles.• Delivered 10% increase in closed deals.

San Antonio, Texas, Us

I was recruited and promoted to this leadership role to direct a staff of up to 15, while managing $65M annual spend.My achievements included:• Delivered an improved collaborative partnership with Finance pertaining to planning, budgeting and forecasting, as well as leveraged better operational support to the Marketing organization—by building and leading a centralized Operations function. • Reduced redundant tools across regions, resulting in $250K+ in savings.• Reduced time-to-market on product launches approximately 25%.

San Antonio, Texas, Us

I was promoted to lead a team of 4 Business Intelligence Analysts, and I managed a $65M annual spend. I also collaborated closely with analysts to set a clear vision and goals to successfully support business reporting and analytical needs.My achievements included:• Drove 100%+ increase in Partner and Marketing channel contributions to revenue.• Increased online revenue 15% without increasing spend.

San Antonio, Texas, Us

I was tapped for this leadership role to manage 5 Financial Analyst direct reports and held accountability for a $600M revenue plan. I also set monthly, quarterly and annual financial and operational targets for Sales, Marketing and Product, and I managed a $200M annual expense budget.My achievements included:• Managed financial aspects of $600M annual revenue operations for the U.S.• Delivered 99.5% to $600M revenue plan.• Developed and led team that ensured company performed to quota and within expense budgets for every single quarter.• Created product profitability and pricing models for new product launches, which included several services that reached $1M+ in recurring revenue in less than 12 months.• Guided Product, Sales and Marketing leadership team through the 2008-2009 recession by reducing costs 25%+ while continuing to deliver revenue growth of more than 20%.

New Braunfels, Us

Managed all aspects of Marketing departments financial related activities. Provided channel analysis and ROI metrics as well as corporate level revenue forecasts.

San Antonio, Texas, Us

Responsible for all accounting operations activities including month-end close, financial reporting and audit processes.Led a team of 15 administrators responsible for end-to-end administrative management, including sales quoting, order management, delivery and invoicing and inventory management.

Master Of Science, Finance

Bba, Corporate Finance