David Woolliscroft

David Woolliscroft Email and Phone Number

CEO | Trusted Advisor | Operating Partner | CFO | COO | Board Member | SaaS | M&A | Private Equity | Efficient Growth @ Exit Point Partners
David Woolliscroft's Location
Manhattan Beach, California, United States, United States
David Woolliscroft's Contact Details

David Woolliscroft work email

David Woolliscroft personal email

n/a
About David Woolliscroft

Finance Leader and Big 4 Managing Director with more than 20 years of building businesses and leading high performing Finance organizations in SaaS, Data Analytics, Information Services, Consumer Packaged Goods, Retail Financial Services and Pharmaceutical/Healthcare industries. Combines strategic, financial and operational expertise to create effective cross functional partnerships to achieve results leveraging data driven insights and critical thinking. Record of driving top line growth for emerging businesses, providing leadership to strategic acquisitions, taking existing finance organizations to the next level and capturing significant cost reductions through process redesign and performance enhancement.

David Woolliscroft's Current Company Details
Exit Point Partners

Exit Point Partners

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CEO | Trusted Advisor | Operating Partner | CFO | COO | Board Member | SaaS | M&A | Private Equity | Efficient Growth
David Woolliscroft Work Experience Details
  • Exit Point Partners
    Ceo And Founder
    Exit Point Partners Oct 2023 - Present
  • Emburse
    Board Advisor
    Emburse Jan 2019 - Sep 2023
    Portland, Maine, Us
    Helped hire, onboard and coached CFO, develop workforce transformation strategy, strengthen pricing, drive significant ebitda improvement, close the acquisition and develop the integration strategy for Tripbam.
  • K1 Operations
    Cfo Operating Partner, Board Member And Finance Practice Director
    K1 Operations Mar 2018 - Sep 2023
    Manhattan Beach, California, Us
    Responsibilities and achievements have included:• Hiring and mentoring 20+ CFOs across a portfolio of SaaS companies ranging in size from less than $5m ARR up to more than $200m, driving adoption of best practices and continuous maturity improvement• Acting as interim CFO for three different at-scale portfolio companies for a period of six months, addressing process, people and system shortcoming to fix critical issues in the business • Working with CEOs and CFOs to identify opportunities for ebitda improvement through a variety of initiatives including workforce transformation, pricing and strong execution• Guiding exec teams through integration planning to ensure alignment around delivering key investment thesis value levers through rapid execution• Supporting exec teams through exit processes to ensure that data is reliable and presented in the best fashion• Developing the Pricing practice to deliver key value creation opportunities in pricing, packaging and uplifts• Leading the annual Finance, Human Capital Management and Transformation summit, bringing together portfolio leaders to learn best practices and drive improvement in their businesses• Building the finance practice for K1 operations, including creating a standardized and efficient reporting and performance management process across the portfolio, and hiring the team to interface with portco CFOs
  • Gocanvas
    Board Member
    Gocanvas Jan 2020 - Aug 2023
    Reston, Va, Us
    Helped hire and onboard CFO, mature finance organization, conduct price uplifts, M&A and drive significant EBITDA improvement
  • Xtm International
    Board Member
    Xtm International Sep 2020 - Jul 2023
    London, Gb
    Helped hire and onboard CFO, mature the finance organization, develop new pricing strategy and provide performance oversight.
  • Deloitte Managed Risk Services
    Cfo And Coo, Managing Director - Deloitte Advisory Managed Risk Services
    Deloitte Managed Risk Services Jan 2016 - Mar 2018
    Responsible for Finance, Pricing, Deal Desk and Strategy & Innovation for recurring revenue BPaaS (Business Process as a Service) entity. Partnered with Solution Leaders to develop and grow a variety of offerings serving client needs in Cyber Risk, Financial Accounting, Life Sciences and Retail.
  • Deloitte Investments Llc - Deloitte New-Venture Accelerator
    Cfo-In-Residence And Managing Director
    Deloitte Investments Llc - Deloitte New-Venture Accelerator Jun 2013 - Mar 2016
    Worldwide, Oo
    Responsible for building and leading a team of Hybrid business (combination of SaaS and services) experts to work with Deloitte’s major lines of business to successfully execute the firm’s Hybrid growth strategy. Partnered on growing businesses in Cyber Security, Healthcare Analytics, Regulatory and Compliance Managed Services, Talent Information Services and Digital Marketing and Analytics through acquisition and organic start up investments. Led the strategic planning, due diligence, business case and integration processes for Hybrid acquisitions.
  • Deloitte Investments Llc - Deloitte New-Venture Accelerator
    Cfo And Coo
    Deloitte Investments Llc - Deloitte New-Venture Accelerator Jul 2011 - Jun 2013
    Worldwide, Oo
    CFO and Business Operations leader (COO) for a portfolio of new Technology/Information Services businesses in Deloitte focused in Oil and Gas, Life Sciences and Cloud Analytics. Responsible for improving financial performance and developing growth plans for four acquired and one start up business as well as the successful sale of non core businesses.
  • Deloitte Consulting
    Senior Manager, Strategy And Operations
    Deloitte Consulting 2004 - Jul 2011
    Responsible for the sale and delivery of multiple strategic or large finance transformations and turnarounds at a number of clients. Trusted advisor to CFO and Board of Directors at the clients I served, bringing business focused solutions to enable my clients to drive value in their organizations.
  • Barclays Bank
    Senior Manager, Finance
    Barclays Bank 2000 - 2003
    London, Gb
    Responsible for leading strategic initiatives including the creation of new equity products, optimizing effective use of equity and debt capital, and leading acquisitions and divestitures.
  • Ford Motor Company
    Treasury Manager
    Ford Motor Company Mar 1999 - Mar 2000
    Dearborn, Michigan, Us
    Responsible for cash management for all of Ford of Europe
  • Ford Credit
    Senior Financial Analyst
    Ford Credit Jan 1998 - Mar 1999
    Dearborn, Michigan, Us
  • Ford Motor Company
    Snr Financial Analyst
    Ford Motor Company Jul 1996 - Jan 1998
    Dearborn, Michigan, Us
    Senior Financial Analyst for investment analysis and budget analysis

David Woolliscroft Skills

M&a Due Diligence Shared Services Acquisition Integration Us Gaap Sox Financial Analysis Business Strategy Business Process Improvement Due Diligence Mergers And Acquisitions Finance Business Transformation Financial Modeling Management Consulting Managerial Finance Financial Reporting Sarbanes Oxley Act Strategy Sec Filings Internal Controls Auditing Enterprise Risk Management Performance Management Management

David Woolliscroft Education Details

  • Cardiff University / Prifysgol Caerdydd
    Cardiff University / Prifysgol Caerdydd
    Accounting

Frequently Asked Questions about David Woolliscroft

What company does David Woolliscroft work for?

David Woolliscroft works for Exit Point Partners

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

David Woolliscroft's current role is CEO | Trusted Advisor | Operating Partner | CFO | COO | Board Member | SaaS | M&A | Private Equity | Efficient Growth.

What is David Woolliscroft's email address?

David Woolliscroft's email address is dw****@****tte.com

What schools did David Woolliscroft attend?

David Woolliscroft attended Cardiff University / Prifysgol Caerdydd.

What skills is David Woolliscroft known for?

David Woolliscroft has skills like M&a Due Diligence, Shared Services, Acquisition Integration, Us Gaap, Sox, Financial Analysis, Business Strategy, Business Process Improvement, Due Diligence, Mergers And Acquisitions, Finance, Business Transformation.

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