Cory Woolf Email & Phone Number

Knoxville, Tn, Us

San Francisco, California, Us

Responsible for revenue and customer functions, including Marketing, Sales, Partnerships, Customer Success, Customer Support and Solutions.

San Francisco, California, Us

Responsible for Finance function, focused on building finance infrastructure and team to support growth.

Knoxville, Tennessee, Us

Red Stag Fulfillment is a high growth fulfillment company based in Knoxville, TN.Responsible for Finance function, focused on building finance infrastructure and processes to support recent growth and efficiently scale as company growth continues.• Created FP&A team to implement planning and analysis capabilities within the business• Expanded and enhanced monthly reporting to provide drill down abilities, KPI’s and unit and activity economics • Created 5-year long-term financial model to assist in scenario analysis and long-term capital planning• Led pricing analysis that resulted in first price increase and creation of new revenue streams• Created sales process based around ideal client profile (“ICP”) and profit profile to target profitable prospects• Assessed multiple accounting areas for process improvements, including accounting system upgrade

Knoxville, Tennessee, Us

Private equity-backed group of companies that provide various technology solutions to public and private customers in the transportation space.Responsible for Finance function, focused on building finance infrastructure and processes that can efficiently scale as the company grows both organically and through acquisition of additional businesses.• Acquired and integrated 9 companies, including converting all companies to GAAP• Selected accounting systems and implemented within 6 months• Selected auditor, tax and accounting providers and completed 1st and 2nd year audits and tax returns for acquired companies• Created individual company and consolidated budgets and monthly forecast templates• Managed lender reporting and covenant compliance• Created treasury function by consolidating to single bank, credit card provider and creating cash forecast process

Milwaukee, Wi, Us

Responsible for Finance function, focused on improving finance infrastructure and processes to free up time to provide decision support services to the business. • Initiated improvement initiatives, including procurement, A/R, budgeting, forecasting, new FP&A tool, pricing and deal desk, to increase efficiency and develop Finance team into more value-added, decision support function• Implement technical accounting guidance, including revenue recognition (ASC 606) and software capitalization• Restructured and mentored Finance team to develop team members and maximize output• Created investment budget to accelerate development of nextgen platform• Managed debt, including covenant compliance and lender interactions• Acted as interim corporate counsel in addition to CFO responsibilities

Minneapolis, Minnesota, Us

Private equity-backed SaaS start-up/roll up in the education software space. Responsible for Finance and Human Resources functions of private equity-backed start up, building the finance and HR infrastructure and integrating acquired companies.• Set up various functions for corporate entity, including payroll, benefits, commercial insurance, treasury• Selected new accounting system, auditors and tax providers and developed initial reporting packages for investors• Onboarded acquired companies, migrating functions to single platforms and team members to increase efficiency• Created consolidated budget as well as underlying supporting, bottom’s up subsidiary budgets• Initially oversaw day-to-day accounting for initial companies until Controller was hired and onboarded• Initiated operational metrics and processes, such as pipeline reviews, A/R reviews and project reviews to standardize and improve efficiency

Westlake, Texas, Us

~$100M business which provides software to insurers and collision repair shops in the US to manage their automotive collision repair and total loss estimates.Held executive responsibility for sales and worked with sales leader to create revenue budget and forecast, managed pipeline, sales reporting and dashboards, compensation plans, account plans, pricing templates, and sales presentations, and participated in sales presentations to strategic accounts. Reviewed and structured strategic business opportunities, including strategic partnerships, strategic initiatives, and large-customer deals. Oversaw finance function with director of FP&A and controller as direct reports, managing a team of 20-plus, including FP&A, accounting, billing, collections, cash applications, accounts payable, and accounting systems.• Coordinated with product team to develop medium-term road map and improve reporting processes aligned with management and development.• Drove creation and completion of improvement plans for data warehouse and QA functions as executive sponsor.

Westlake, Tx, Us

~$50+M group of businesses including Hollander, Hollander International, APU Solutions and DST, which provides locally installed and cloud-based software for managing automotive recycling yards and mechanical parts inventories, as well as automotive parts solutions for insurers, dealers and consumers in North America, Europe and Australia.Built and managed multiple finance teams to produce consolidated monthly results and forecasts, as well as create efficiencies across group. Oversaw corporate development, including integration of finance function for DST, negotiation of asset purchases, one in UK and another in Australia• Oversaw entire asset acquisition from two companies, which included negotiation, internal presentation for approval, legal document drafting, and due diligence.• Managed preparation of periodic reporting, KPIs, and strategic plan presentations to Solera Holdings and the North American Supervisory Board.• Stepped in as key backstop for business unit after management team left unexpectedly and supported finance and sales functions to stabilize company.

Westlake, Tx, Us

~$35M subsidiary that provides locally installed and cloud-based software for managing automotive recycling yards and locating automotive parts in North America, Europe and Australia.Developed annual company mission and goals with leadership team to increase focus on delivery of short-term software enhancements supporting current year revenue goals, as well as longer-term strategic products and platforms. Built relationships with key customers and partners to create and enhance existing revenue opportunities. • Created better alignment between sales and marketing, as well as product management and product development, through reformatting operational review structure and creating new strategic off-site meetings.• Oversaw review and reduction of development projects, which increased focus on core products and resulted in output from two releases in previous 18 months to 18 releases in subsequent 18 months.• Assisted new managing director in transition to new role.

Westlake, Tx, Us

Administered budget and monthly forecasting, improving budgeting of revenue by product and expense to achieve targets. Created, refined, and integrated budgets for acquired U.S. and international entities, developing consolidated budget to consolidate companies on separate systems. Integrated acquired companies on different accounting systems to Hollander systems to facilitate consolidated reporting. • Implemented drills in various functional areas to improve results, including accounts receivable (to drive down aged receivables), expenses (to identify and execute cost savings opportunities), and product management (to prioritize and ensure alignment on, and delivery of, the product road map).• Instituted monthly operational reviews to increase focus, alignment, and output of various functions, including product management, product development, IT, sales, marketing, and customer support.• Led all business unit corporate development activities at various levels, including creation of valuation models, negotiation of terms and legal agreements, due diligence, and integration of multiple acquisitions.• Managed legal matters, including review of customer contracts, partner and joint-marketing agreements, and various other issues.• Provided significant sales support, including development of commission plan and strategic pipeline and international sales pipeline processes, as well as involvement in pricing strategy and key terms of large deals. • Partnered with managing director to create informational and strategic presentations for CEO and board of directors, including business updates, acquisition business cases and new product investment pitches• Prepared various analyses and models as part of acquisitions and strategic initiatives, including assessment of adjacent markets and new products, as well as various ad hoc analyses to support key tactical decisions, such as product investments.

Westlake, Texas, Us

Oversaw day-to-day accounting for U.S. and Canadian operating and holding companies, as well as significant portion of Solera corporate accounting functions. Provided various monthly reports and analyses, using accounting system (Oracle), corporate reporting system (Cognos), and Excel. Directed cash management, including forecasting and U.S. and foreign inter-company cash movements for all corporate, U.S., and Canadian entities. Implemented investment policy to maximize income through various banking relationships and investments. Administered technical accounting issues, including revenue recognition and software capitalization. • Managed transition of accounting functions from northern California to San Diego, hiring new team while reducing head count 21% and learning three different roles as well as the business. • Stabilized department by replacing under-performing staff, promoting staff, hiring highly qualified accounting manager, and creating standardized close process.• Led procurement function for corporate, U.S., and Canada, as well as some large global enterprise purchases.• Oversaw corporate, U.S., and Canadian payrolls, including switch to hosted, self-service HRIS solution.• Served as SOX owner for finance functions, reviewing and updating controls for all processes and systems.• Managed global umbrella policies for property, casualty, and special risks. • Functioned as primary contact with broker, with responsibility for application preparation, pricing analysis, and administration. • Reduced insurance premiums and commission by more than 20% through RFP and review of risk exposure.• Directed real estate activities for various locations, including analysis and negotiation related to early termination, potential new leases, and subletting.• provided analysis and decision support for various functional areas, including benefits renewals, 401(k) administration, and transition to new provider, acquisitions, and sales and contract support.

I worked on a consulting basis for few companies in various capacities. One company was a start up technology company focused on developing a digital signage platform for the restaurant and post-secondary education markets. I was involved in fundraising efforts pitching investors as well as performing due diligence on a potential strategic merger. The other company was a public real estate company focused on office properties with $650MM in assets and another $2.6B under management. I also performed some advisory work for a public retail clothing company on integrating an acquisition.

Newport Beach, California, Us

Oversaw accounting, treasury, and information technology functions for three operating companies, two related party not-for-profits, and more than 50 U.S. and Japanese investment entities. Directed integration of two accounting groups as part of acquisition. Streamlined treasury function through consolidation of bank accounts and bank relationships. Worked with third-party investment advisor to manage $100,000,000 investment portfolio and forecasted cash needs for various entities. Managed tax preparation and planning for various operating companies, investment entities, and owner’s personal return. Worked with PwC through process, managing timelines and reviewing returns to ensure timely filing.• Rebalanced and reorganized workloads, resulting in reduction of about 25% of team. • Improved accounting process by moving all entities to single accounting platform from two other systems, reorganized staff by function, simplified sub-processes, and implemented new work-flow and document management system providing managers with online access and approval.• Simplified budget process to reduce time spent completing budgets and lowered time to approval by six months.• Performed analyses related to various investments and tax planning issues, including potential acquisitions, divestitures, and foreign currency transactions.

Public Real Estate Investment Trust (“REIT”) focused on large, multi-tenant retail properties with $4B in assets and $300M in revenue.Managed multiple audit engagements in various industries, including mortgage banking, broker/dealers, investment management, real estate, insurance, and technology. Assisted clients in planning for Sarbanes-Oxley Section 404 audits. Rated at top of class years two through five, despite lack of industry partners in local office. Assisted in advisory engagements, including derivative/hedge accounting, pension fund due diligence, acquisition support, and due diligence and internal audit. Reviewed client regulatory filings, including SEC 10-K and 10-Q filings, FDICIA, HUD, NASD, and ERISA. Led audit teams of up to five staff concurrently, including coaching, mentoring, training, and evaluating.

Gb

• I managed various audit engagements in various industries including: mortgage banking, broker/dealers, investment management, real estate and insurance. I assisted clients in planning for Sarbanes/Oxley Section 404 audits. I was rated at the top of class years 2 through 5, despite being in industries with no partners in the local office.• I assisted in various advisory engagements, including hedge accounting, pension fund due diligence, acquisition support and due diligence and internal audit.• I reviewed client regulatory filings, including SEC 10-K and 10-Q filings, FDICIA, HUD, NASD, and ERISA• I was responsible for managing audit teams of ranging from 1-5 staff concurrently. This includes coaching, mentoring, training and evaluating. I instructed multiple week-long training sessions for new and experienced associates

Bs, Business Administration, Accounting

Associate'S Degree