Chief Financial Officer And Chief Operating Officer | Bny Mellon Data And Analytics Solutions
New York, Ny, Us
In July 2019, Eagle Investment Systems became the foundation for an expanded and rebranded standalone SaaS technology entity called BNY Mellon Data and Analytics Solutions.Selected Executive Achievements:• As CFO and COO of Eagle Investment Systems LLC/BNY Mellon Data and Analytics Solutions, a standalone global FinTech software and services company, grew the organization to 1200+ employees across 19 global locations. • From 2000 to 2022, grew annual revenue from $10MM to over $225MM and consistently met or beat overall financial plan. Navigated through downturn of 2008 and COVID-19.• Transitioned the company to an annual recurring revenue (ARR) subscription model with variable upside. Grew ARR to over $175MM and 235+ clients and maintained gross revenue retention above 93% for over 15 consecutive years.• Increased EBITDA by 30% from 2019 to 2022 while simultaneously ramping up R&D investment in innovative new, cloud-native products. Drove efficiencies and reduced cost structure.• Managed and owned P&L for the $50MM+ Global Professional Services business with over 220 employees globally and 40%+ GMs. • Structured and negotiated multi-year, multi-million dollar license, hosting, and services agreements with the largest and most sophisticated clients globally, closing an average of 80 new deals and renewals annually representing ARR of over $75MM.• Introduced new OKRs and KPIs to measure the newly launched Data and Analytics Solutions business to track progress towards sales, financial and operational goals and drive data-driven decision making.• Architected strategic partner/alliance agreements with such enterprise firms as Snowflake, Microsoft, ServiceNow, Oracle, and Salesforce.• Led due diligence on potential acquisition targets, working closely with investment bankers, private equity firms, and other stakeholders.• Established Eagle’s legal entities in Singapore, Australia, Japan and China and served as lead Director/Chief Representative for each.