David Gens

David Gens Email and Phone Number

Sr. Financial & Operational Leader (CFO/COO): Expertise in Business Optimization, International Operations, Revenue Transformation, M&A, Change Management & Private Equity @ Everest Group
David Gens's Location
Dallas, Texas, United States, United States
David Gens's Contact Details
About David Gens

As a CPA with an MBA, I have over 25 years of experience creating and executing strategic plans to drive fast-growing companies across diverse industries. I like to join companies when they are at an inflection point and help guide them through substantial change -- and have acquired deep recent experience in the medical device, professional services, educational technology (EdTech), manufacturing, and management consulting sectors.Core competencies I bring to the table include:• Executive Leadership, Vision, Strategic Planning & Goal-Setting• Cross-Functional Team Hiring, Training, Mentoring & Leadership• Finance & Accounting Management• Revenue Transformation Initiatives | Corporate Pivots / Turnarounds • FP&A / Financial Modeling, Reporting & Analytics• Process Improvement, Restructuring & Automation• Change Management & Business Transformation• Mergers & Acquisitions (M&A) Due Diligence & Integration• Outsourcing & International Market Expansion• IT Management & ERP System Deployment• Employee Engagement, Development & Retention• Investor Relations / Board Relations & ReportingKey accomplishments include a proven track record of generating shareholder value above 25% annually, as well as the leadership of acquisition teams that have delivered 50% ROI. To date, have led the financial and operational transformation of multiple international companies, such as Higher Ed Partners, Frost & Sullivan, and ATL Technology -- applying a disciplined process and rigorous benchmarks and metrics to "raise the bar" on company profitability and performance.

David Gens's Current Company Details
Everest Group

Everest Group

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Sr. Financial & Operational Leader (CFO/COO): Expertise in Business Optimization, International Operations, Revenue Transformation, M&A, Change Management & Private Equity
Website:
everestgrp.com
David Gens Work Experience Details
  • Everest Group
    Chief Financial Officer
    Everest Group Mar 2024 - Present
    Dallas-Fort Worth Metroplex, Texas, Us
    Everest Group is a leading market research firm covering the technology and technology services verticals with 700 team members globally. Our clients include leading global companies, service providers, and investors. Clients use our services to guide their journeys to achieve heightened operational and financial performance, accelerated value delivery, and high-impact business outcomes. Details and in-depth content are available at www.everestgrp.com.
  • Dg Consulting Llc
    Strategic Financial Consultant | Interim Cfo & Coo
    Dg Consulting Llc 2020 - Present
    • Serve as operational/financial consultant, taking on interim executive roles for companies facing key inflection points; assist founders with strategic business planning, modeling, capital raising, and M&A due diligence needs—helping them structure/scale their businesses for optimal success• Retained as CFO (09/22-05/23) by Best Management Partners, a global EdTech company; oversaw financial operations of EdTech investments in UK, Spain, Colombia, Brazil, South Africa and Kenya• Took on interim EVP role leading strategic plan formulation for Landmark Group (9/23-Present), a fast-growing heavy civil construction firm; key contributions included leading a strategic bolt-on acquisition, revamping key HR processes, and leading implementation of an ERP system that improved visibility into the business• Served as a strategic advisor to SCIE (2020-Present), crafting strategic and financial plans for several early-stage medical device clients• Worked with a professional services provider to raise capital and establish operations in four countries
  • Frost & Sullivan
    Cfo - Strategic Cfo | Global Ops | Team Leadership | Turnaround | Transformation | Erp
    Frost & Sullivan 2020 - 2022
    San Antonio, Texas, Us
    • Recruited to help lead a transformational pivot of this market research and consulting firm; reversed several years of financial losses, shifting several product lines to a SaaS-based recurring revenue model that improved net profit and deleveraged the balance sheet
  • Atl Technology
    Chief Financial Officer (Cfo); Chief Operating Officer (Coo)
    Atl Technology 2015 - 2020
    Springville, Utah, Us
    • Hired as CFO in 2015 and took additional role as Chief Operating Officer (COO) in 2017• Partnered with the CEO to rebuild the global leadership team and champion the company's transition from a standard consumer electronics firm into an outsourced designer/manufacturer of medical devices, increasing GM% of revenue by 7% over 4 years and amplifying company value by ~450%• Transformed a 6% EBITDA transactional consumer electronics business model into a 15%+ EBITDA recurring revenue business.• Envisioned and launched a new engineering services revenue stream that generated an annual $2.5M in revenue and drove an additional $10M in manufacturing revenue•
  • Rpi
    Executive Vice President & Cfo
    Rpi 2009 - 2015
    • Led a long-range planning process that led to equity and subordinated debt capital raise, providing the funding platform needed for inorganic growth and expansion of this personalized products digital platform• Sourced, negotiated, and executed three acquisitions to expand the company's geographic footprint and enable additional product sales; acquisitions averaged 50% ROI and generated 71% growth• Expanded to East Coast and Continental Europe to be the sole source provider, gaining an average 25% wallet share of existing customers• Led M&A due diligence and integration, attaining 50% ROI and adding 40% to revenue and 33% to EBITDA• Generated significant buying synergies, reducing raw material costs by 22% of acquired firms• Implemented an EPICOR ERP system that eliminated 15% from Accounting/IT labor and overhead costs• Instituted a new forecasting process allowing greater accuracy and a 50% reduction in inventory, freeing up $2M cash while driving 200% revenue growth and a 40% product SKU increase• Reduced finance overhead by 12% by improving close processes. • Drove supply chain improvements and avoided 30% in Customer Service costs via process automation• Negotiated an average 12% reduction with global printing equipment vendors, in addition to consolidating paper SKUs in a manner that enabled 20% price improvement and reduced on-site inventory by 35%
  • Altify
    Chief Financial Officer
    Altify 2006 - 2008
    Austin, Texas, Us
    • Altify, headquartered in Dublin, Ireland, provides on-demand software solutions (SaaS) and sales effectiveness consulting to Global 1000 companies. The Company was formed by the merger of a startup with the sales training division of Seibel Systems. • Joined firm concurrently with significant investment by institutional (venture capital) shareholders.• Created the international organizational structure, established global banking relationships and audits, and created the international tax strategy including transfer pricing agreements and IP distribution agreements.• Reviewed/approved all customer and vendor contracts, negotiating improved terms and pricing, when appropriate.• Reported monthly financial results to Board and Irish investors. Created and implemented a new stock option program. Developed compensation and bonus plans for all employees.
  • Zango Inc (Now Part Of Tremor)
    Vice President Of Finance
    Zango Inc (Now Part Of Tremor) 2003 - 2005
    • Leadership team member of this innovative online marketing company, recognized in 2005 as a "Best Place to Work” by Washington CEO magazine and as the 7th fastest growing company by Inc. magazine.• Reported to CEO and scaled/managed the finance and admin functions during revenue growth from $3M to $70M. • Managed $40M investment process by a top-tier private equity firm in conjunction with handling the company's first audit, encompassing three prior years of financial data. Acquired $39M in debt financing for expansion. • Key leader in the fast-paced acquisition of three companies, the largest valued in excess of $20M. • Led team in successfully implementing a new accounting system within 120 days that allowed for full automation of the invoicing-revenue recognition process, generating cash in excess of $2.5M and reducing the need to hire additional headcount.• Led lease negotiations for 75,000 sf office space that represented a $5M commitment. Conducted related negotiations for leasing space in a new data center and oversaw key technology vendor negotiations.
  • International Strategies
    Senior Finance & Operations Consultant
    International Strategies 2001 - 2003
    • Worked on numerous intensive client engagements related to business and finance plan development, litigation support, capital formation and fundraising, M&A transaction leadership, and financial reporting.
  • Global Seafoods
    Vice President, Finance & Administration
    Global Seafoods 1995 - 2001
    • Recruited to VP role with Global Seafoods, one of the world’s largest producers of whitefish, wild salmon, and herring with 3,300 employees, over $450M in assets, and sales in excess of $170M. • Reported to the CEO and Co-Founder; helped guide the company’s growth from $20M in revenues in 1995 to over $170M in 1999, including the subsequent sale of the Russian division in 2001 to a strategic buyer.• Created and implemented the company's strategic planning and budgeting processes, banking relationships, and HR/IT functions to ensure smooth operations across sites in five countries. Created the international tax structure including establishing offshore entities and transfer pricing agreements. • Oversaw all legal affairs of the company, including contract management and the successful resolution of an 18-month litigation action occurring simultaneously in six countries. Acted as worldwide general counsel in management of contracts, business development agreements, and local compliance activities.• Provided a detailed business valuation to purchase shares of JV partner in 1997 and acquired $27M in financing to provide working capital and minimize foreign exchange risk. • Responsible for worldwide risk management. Created and managed an Offshore Captive Insurance subsidiary that insured assets in excess of $400M. Collected insurance claims in excess of $32M in 24 days from accident date.

David Gens Skills

Leadership Strategic Planning Mergers And Acquisitions Management Forecasting Business Planning Strategic Partnerships Strategy Finance Saas Business Development Due Diligence Financial Analysis New Business Development Corporate Finance Change Management Budgets Venture Capital Budgeting Contract Negotiation Account Management Turnaround Experience P&l Management International Business Operations Management Mergers Sales Process Acquisition Integration Team Leadership Mentoring Board Of Directors Reporting Board Development Board Governance International Trade Corporate Fp&a Business Intelligence Decision Support Business Expansion Investor Relations Shareholder Value Corporate Fundraising Emea Apac Performance Metrics General Management Vendor Management Banking Relationships Accounting System Corporate Development Business Alignment

David Gens Education Details

  • University Of Washington
    University Of Washington
    Executive Program
  • University Of Delaware
    University Of Delaware
    Accounting
  • Washington Society Of Certified Public Accountants
    Washington Society Of Certified Public Accountants
    Cpa (Inactive)

Frequently Asked Questions about David Gens

What company does David Gens work for?

David Gens works for Everest Group

What is David Gens's role at the current company?

David Gens's current role is Sr. Financial & Operational Leader (CFO/COO): Expertise in Business Optimization, International Operations, Revenue Transformation, M&A, Change Management & Private Equity.

What is David Gens's email address?

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What is David Gens's direct phone number?

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What schools did David Gens attend?

David Gens attended University Of Washington, University Of Delaware, Washington Society Of Certified Public Accountants.

What are some of David Gens's interests?

David Gens has interest in Education, Environment.

What skills is David Gens known for?

David Gens has skills like Leadership, Strategic Planning, Mergers And Acquisitions, Management, Forecasting, Business Planning, Strategic Partnerships, Strategy, Finance, Saas, Business Development, Due Diligence.

Who are David Gens's colleagues?

David Gens's colleagues are Doug Smith, Mateusz Bialecki, Heriberto Díaz Jiménez, Jeremy R. Rogers, Abhishek A.k., ליהי(עמית) לאופר, Vivian Mcarthur.

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