David Weiner Email & Phone Number

Austin, TX, US

New York, NY, US

Miami, Florida, US

San Francisco, CA, US

Austin, Texas, US

Brooklyn, NY, US

New York, NY, US

• Led the financial operations of the company through its expansion from a 20 person domestic enterprise with less than $1 Million in revenue, to a 100 person multi-national generating nearly $20 Million in revenue.
• Reported directly to the CEO and provided regular reporting to the Chairman of the Board.
• Established operations in over 20 states and Canada, France, Singapore, and the United Kingdom for field sales teams and support of nearly 1,600 worldwide customers.
• Financially led the company through three separate acquisition attempts and successful exit via acquisition by Oracle in November 2010; including management of the financial due diligence process, review of the.

New York, NY, US

• Produced the company’s annual financial forecast in concert with department heads. Collaborated on each department’s business plan, projected revenue, expenses and headcount.
• Handled all matters relating to the company’s capitalization, corporate governance and investor relations including management of the corporate stock option plan, board resolutions and investor communications.
• As a management team member, collaborated on strategy, annual business and budget planning, financial options, cost management and budget versus actual analysis.
• Implemented a new accounting system (NetSuite) to streamline accounting functions and more efficiently manage the revenue recognition process in accordance with GAAP.
• Oversaw all financial and accounting operations including annual audit and domestic and international tax filings.
• Managed the team responsible for facilitating global financial and administrative operations including; accounting, human resources, payroll and office operations.

• Involved in all aspects of building the organization for the CFO and VP of Business Development.
• Responsible for a wide range of duties including M&A, system implementation, and Investor Relations.
• Wrote the business plan outlining the industry, opportunity, competitors, financials, and valuation.
• Created and maintained the company’s multi-departmental budget and forecast. Converted the budgets and forecasts for three entities, requiring three different processes, into one uniform corporate budget. Budget.
• Evaluated multiple acquisition and alliance candidates. Evaluation included meetings with senior management, scrutiny of their revenue and business models, and analysis of all financials.
• Conducted competitive analysis as well as research on the alliance strategies of competitors.

• Provided support to two Managing Directors by covering a broad range of pharmaceutical and biotechnology companies. Promoted to Assistant Vice President in the third year with sole responsibility for the coverage of.
• Completed detailed analyses of company financial statements and created, updated and forecasted income statements, balance sheets, statements of cash flow, and valuation models.
• Composed over 500 notes and full reports on both individual companies and the pharmaceutical industry.
• Formed relationships and maintained close contact with the senior management of companies under coverage to gather intelligence on the companies, industry, and competitors.
• Presented comments for daily morning call to company leadership and institutional sales force.
• Directed interaction with both the institutional and retail sales force, as well as traders, portfolio managers, and buy-side analysts in the marketing of research ideas and daily market analysis.