Chad Sands Email & Phone Number

United States

• Providing interim, consulting and fractional CFO services, primarily for early and growth stage technology startups
• Providing Consulting CFO services for an early stage fintech/web3/SaaS company
• Provided Consulting CFO services for an early stage B2B SaaS company concentrating on quote-to-cash and financial reporting
• Completed Interim CFO engagement (12-month) for Family Investment Partnership concentrating on strategic planning, investment evaluation/analysis and legal

• Growth-stage, VC/PE-backed, technology startup (founded Ireland, US headquartered with multiple global subsidiaries) in field service management industry offering made-for-mobile, cloud-based software-as-a-service.
• Reduced monthly cash burn rate from $1M to cash-flow positive from operations
• Improved EBITDA by over 80%; reduced DSO by over 50%
• Raised funding via both equity and debt instruments
• Co-led M&A and investor presentations, led due diligence process, supported initial integration activities
• Created improved Customer Legal Agreement and Partnership Framework Legal Agreement documentation

• Established company’s first formal budgeting process, including a rolling-forecast methodology thus providing improved and more timely insights to leadership and key stakeholders
• Built out the FP&A infrastructure from ground-up, thus providing the business insights required to drive to profitability
• Established and tracked all key company-level KPIs such as Annual Contract Value (ACV), ARR/MRR, Churn, Customer/User Roll-Forward, etc.
• Implemented initial version of Adaptive Planning creating model that could be readily run for both GAAP & Cash basis. Supported implementation of NetSuite ERP & CRM

Chicago, Illinois, US

• Digital division of one of country’s leading private equity (PE) backed multimedia companies with ~$225M in annual revenuePerformed various financial and budget analyses in the areas of profit/cost planning, capital.
• Created and managed $30M+ operating budgets; including ongoing detailed variance analyses, monthly projection updates, and accounting period close
• Oversaw financial management of $20-30M capital expenditure budget; including all performance tracking and ROI analyses

• Seed stage solid oxide fuel cell (SOFC)/cleantech development and manufacturing start-upProvided leadership over financial/managerial accounting, cash management, financial planning & analysis, strategic planning.
• Developed new technology/product development (manufacturing costs, sales, etc.) financial models and financial projections used in raising ~$2M in outside funding
• Negotiated strategic alliance with USC’s Solid Oxide Fuel Cell Center worth ~$8.5M

Houston, TX, US

• Early stage coal gasification technology company in China with $10M+ annual revenue*Work took place at same time as pursuing full-time MBA degree (2005-2008)Collaborated with executive team in business development.
• Developed global strategy and financial analysis report with recommendations on 29 developing countries for use in selecting next target markets for global business expansion; used as part of successful private.
• Participated with management team in successful contract negotiations for $100M JV in Inner Mongolia, China

• Work took place at same time as pursuing full-time MBA degree (2005-2008)Worked with client management of small and medium sized enterprises to develop global strategies by helping identify potential markets and.
• Created detailed financial models with global market analysis for a small US based glue and adhesive company. Identified and analyzed market opportunities in eight countries including trade data analysis, individual.

Kansas City, Missouri, US

• Global healthcare technology and electronic medical record (EMR) corporation with $1B+ annual revenue. Collaborated with client management to develop project approach for multi-solution, multi-hospital software.
• Managed project with 100+ team members, budget of $50M in successful implementation of 22 software applications
• Led team of 60+ members during implementation of 10+ software applications for client with 22 hospitals
• Managed implementation of lab software for an organization with eight hospitals processing over 7M lab procedures a year

Kansas City, Missouri, US

• Led clients through current-state review, future state analysis, and application design and build. Coordinated testing of software. Investigated and resolved software issues found during testing. Assisted client with.
• Successfully implemented software application with multiple interfaces for client in Saudi Arabia with multiple hospitals
• Developed detailed testing strategy for client with multiple hospitals in multiple states that reduced project timeline by two months
• Provided application conversion support for multiple clients throughout the United States

• Work took place at same time as pursuing full-time B.S. degreePerformed cost-analysis to determine products and suppliers and negotiated future contracts. Responsible for purchasing manufacturing goods from multiple.
• Negotiated contract offers from mobile phone providers for use by the sales force to save company $15,000 annually
• Assisted in development of just-in-time strategy that utilized local suppliers to provide inventory flexibility

International Master Of Business Administration (Imba), Finance, Entrepreneurship, Mandarin Chinese

Bachelor Of Science, Business Administration (International Business)

Japanese, Intensive Japanese Language &Amp; Business Training