Gregory Dos Santos Email and Phone Number
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A creative, analytical and well rounded operationally minded Chartered Accountant offering over 20 years of professional experience building, leading and managing teams in both public and private companies at an international level. Enjoy working with entrepreneurs and I crave building and growing sustainable businesses! Working closely with the leadership team and private equity in navigating a Company from early stages to a successful exit valuation. This was followed up with integration and leading a buy side acquisition. Skilled in delivering presentations to raise both debt and equity capital. Expert knowledge of SaaS and professional services consultancy metrics as well as advertising technology media platforms/metrics that drive various business models. Strong command of strategic planning, corporate reporting, IFRS, US GAAP, SOX, budgeting and cash flow forecasting, financial analysis, risk management, corporate governance, information technology and human resources. Significant role in tax planning projects related to divestitures, acquisitions, amalgamations and cross border transactions.
Incubeta
View- Website:
- incubeta.com
- Employees:
- 768
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Chief Financial Officer, AmericasIncubetaVancouver, Bc, Ca
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Chief Financial OfficerUnbounce Jul 2021 - Nov 2023Vancouver, British Columbia, CaWorking closely with leadership to drive the strategic plan. Unbounce is the global leading conversion intelligence platform powered by machine learning and artificial intelligence offering multiple SaaS products including landing pages, copy writing assistant and marketing attribution software to marketers, agencies, brands, resellers and affiliates.Unbounce is a people-first company and one of Canada's most admired corporate cultures. Overseeing Finance, Operations, Legal, IT & Security and partnering with People and Culture to support execution of strategic plan.• Overseeing a revenue delivery project to expand partnerships/reseller and to optimize the existing billing platform to improve credit card acceptance rates, reduce cross border fees and manage multi-currency • Leading post acquisition finance and operational integration related to a US based SaaS company.• Improved Private Equity reporting package to include a marketing score card and detailed cohort analysis across various customer segments, sizes and industries. • Leading internal monthly business health meetings tracking both financial and operational KPI insights to drive action.• Reviewing month end close commentary, flash reports and approving all treasury transactions • Sourced and implemented new offshore partners to support development, customer support and back office functions. • Managing tax compliance, cross border tax planning and transfer pricing. -
Chief Financial OfficerMerkle | Cardinal Path Jun 2012 - Jun 2021Vancouver, Bc, CaOverseeing Finance and Operations (HR, IT, & Legal) with heavy involvement in strategic planning running two separate divisions (SaaS and Professional Services Consultancy) Cardinal Path leverages digital analytics to deliver insight, understanding and outcomes that create competitive advantage for our clients. We engage at the strategic, business, and technical level to generate tangible and quantifiable value for our partners. Working closely with CEO, Executive Team, and Board to formulate strategic vision of Company, lay out financial road map, implement Netsuite ERP and Open Air PSA, and build tools and process to ensure timely financial reporting to support critical management decisions.Attend Board Meetings and drive all reporting related to financial position and performance. First point of contact on financial matters to Board and Investors.Manage tax compliance and planning strategies of the company including transfer pricing.Manage and forecast short term and medium term cash inflows and out flows to ensure Company requirements are met. Drive decision-making around strategies to maximize Company cash positions.Work closely with Operations Team to build dashboards and track key metrics and performance measures to ensure efficient and effective execution of tactical plans and processes to drive accountability.Cardinal Path has operations and remote staff across the US, Canada, Cairo, India and the Philippines. The company is part of the Dentsu Network of over 45,000 professionals across the globe. Our line of business rolls up through Merkle. -
Vice President FinanceBlast Radius Nov 2010 - May 2012Vancouver, Bc, UsResponsible for corporate accounting and reporting functions across all global entities, this includes financial reporting processes, information systems, financial controls, and accounting policies. Manage a team of 12 in financial reporting under IFRS, budgeting, treasury & financial analysis and SOX.Operations in the US, Europe and Canada with headcount >500. -
Director Of FinanceMaximizer Software, Inc. Mar 2007 - Nov 2010Vancouver, British Columbia, CaPrepare all of the consolidated public company filings of Maximizer which was listed on the Toronto Stock Exchange. The company has subsidiaries in the UK, Hong Kong, and Australia. Managed a team of 9 in the Finance, Customer Relationship and the Office Services Department. -
Financial ControllerPeoples Pharmacy Ltd. (Private) Mar 2005 - Feb 2007Responsible for all accounting, treasury functions and disaster recovery planning of the company and associated companies as well as management of Information Technology needs. Managed a team of 4.
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Financial ControllerWhite & Sons Ltd. (Private) Jun 2002 - Feb 2005Responsible for all accounting and treasury functions of multiple supermarket locations. Preparation of monthly management reports by department and presentation to Directors and managers. Managed a team of 10.
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Account ExecutiveIas Park Group Jul 2000 - Jun 2002(Formerly known as Mutual Risk Management and listed on the New York Stock Exchange offering insurance services in general, professional and property liability) Prepared quarterly consolidated financial statements including notes in accordance with US GAAP; provided reports to management, such as quarterly budgets and variance analysis; assisted with the preparation of the annual report; monitored cash position of existing clients and dealt with the collection of overdue balances.
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Tax SeniorKpmg 1997 - 2000New York, Ny, Us• Significant involvement with tax efficient divestiture planning for the sale of a large retail company and high tech company realizing significant tax savings and deferral to clients.• Performed due diligence on proposed purchase of a company and provided recommendations to client. • Implemented strategies such as mergers, wind-ups and other corporate reorganizations to streamline operations and achieve tax savings. Strategies also included executing compliance related requirements.• Dealt with cross border tax issues between Canada and the U.S. such as intercompany management fees, relocation of employees to the U.S., withholding tax, transfer pricing and Foreign Accrual Property Income. • Implemented corporate partnership structure and capital tax plan for large private manufacturing client. • Implemented family trusts and capital gains crystallization transactions for various clients.• Reviewed and prepared Corporate income tax returns for private and public companies. • Calculated safe income and paid up capital for large public company shares.• Prepared foreign affiliate reporting forms including computation of surplus balances. • Prepared and filed research and development claims for corporations and dealt with Accounting for Income Taxes.
Gregory Dos Santos Skills
Gregory Dos Santos Education Details
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Institute Of Chartered AccountantsTaxation -
Simon Fraser UniversityAccounting
Frequently Asked Questions about Gregory Dos Santos
What company does Gregory Dos Santos work for?
Gregory Dos Santos works for Incubeta
What is Gregory Dos Santos's role at the current company?
Gregory Dos Santos's current role is Chief Financial Officer, Americas.
What is Gregory Dos Santos's email address?
Gregory Dos Santos's email address is gr****@****ath.com
What is Gregory Dos Santos's direct phone number?
Gregory Dos Santos's direct phone number is +148028*****
What schools did Gregory Dos Santos attend?
Gregory Dos Santos attended Institute Of Chartered Accountants, Simon Fraser University.
What skills is Gregory Dos Santos known for?
Gregory Dos Santos has skills like Financial Reporting, Financial Analysis, Accounting, Finance, Mergers And Acquisitions, Sarbanes Oxley Act, Corporate Finance, Forecasting, Variance Analysis, Budgets, Us Gaap, Consolidation.
Who are Gregory Dos Santos's colleagues?
Gregory Dos Santos's colleagues are Jinesh Soni, Mohammed Faris K P, Merel V., Matthew Nixon, Ahmed Madkour, Logan Africa, Sinovuyo Tete.
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