David Sears Email & Phone Number

Gardner, Ma, Us

- Lead & manage cash flow, budget & scenario planning for multiple high growth organizations- Identify, select, measure, analyze and report upon SaaS KPI (key performance indicators)- Ensure the accuracy of financial and SaaS metric data on multiple software platforms- Coach non-finance client executives on strategic SaaS KPI usage and management of their respective department’s budget- Financial scenario modeling to drive strategic decisions - Manage client vendor and bank relationships- Execute strategic projects (eg: due diligence, fundraising requests) - Own, evolve internal client finance processes to promote efficiency, ensure data accuracy- Manage accounting and finance-related technology from QuickBooks to subscription management tool to credit card processor to business intelligence toolset

Zionsville, Indiana, Us

- Managing the budgeting, forecasting, strategic planning and treasury operations for high growth organization, growing annual bookings more than 340% during tenure- Leading banking, insurance, outside accounting & regulatory authority relationships- Overseeing outsourced accounting operations and professional employer organization (PEO)- Implementing new systems for equity management and for talent acquisition processes- Partnering with sales leadership on structuring strategic partnership agreements- Enhancing internal control procedures to ensure timely monthly accounting closes

Fishers, In, Us

- Managing the budgeting, forecasting, strategic planning and treasury operations for dynamic, high growth organization - Advising executive management on strategic decisions- Leading banking, insurance, outside accounting & regulatory authority relationships- Managing investor relations- Coordinating financial audits and procedural improvements- Establishing short- and long-range departmental goals, objectives, policies, and operating procedures- Evaluating and developing internal control environment, processes and system implementation to ensure timely monthly closes and financial reporting- Partnering with CEO to secure capital resources

Fishers, In, Us

- Revising sales contract process to strengthen enforceability of contracts, consistency and reporting - Designing and implementing compensation plans to align employee incentives with company objectives- Preparing monthly results, quarterly budgets and forecasts, annual operating plans, and strategic planning- Implementing new systems for invoicing and expense report management processes- Supporting financial diligence for $3.75 million capital raises and disposition of $8 million of business lines- Designing, implementing and administering equity incentive plan

London, Gb

Audit Manager for public and private company audits, including financial statement audits and integrated audits, including audits of internal controls in accourdance with SOX 404.

London, Gb

London, Gb

Audit Senior for public and private company audits, including financial statement audits and integrated audits, including audits of internal controls in accourdance with SOX 404.

Mbaa, Accounting

Master Of Business Administration (M.B.A.), Accounting