Heather Hall, Cpa, Cgma Email & Phone Number

California, United States

Spearhead financial leadership as the CFO of a high-growth SaaS company, overseeing all aspects of financial management, including budgeting, forecasting, and financial reporting alongside human resources and operations. Orchestrate successful financial strategies and market initiatives, driving revenue growth and market expansion. Provide bespoke, novel solutions in a dynamic market environment, and play a pivotal role in the company's GTM initiatives.Implemented strategic financial planning, contributing to a 154% increase in YoY revenue, optimizing pricing models, and driving profitability in a competitive SaaS market.Developed and executed comprehensive financial controls, ensuring compliance with accounting standards and establishing scalable financial processes to support the company's rapid growth.Lead GTM initiatives supporting the company's expansion plans and product development efforts.Collaborate cross-functionally to align financial strategies with overall business objectives, providing actionable insights to support key decision-making processes and enhance operational efficiency.Implemented advanced financial modeling and analytics, enabling data-driven decision-making and forecasting accuracy, critical for steering the company through dynamic market conditions.Partner with executive leadership to create and implement KPIs, fostering a culture of accountability and transparency throughout the organization.Establish and maintain relationships with external stakeholders, including investors, auditors, investment bankers, and other financial institutions, ensuring strong financial governance and compliance with industry regulations.Proactively manage risk by identifying and managing potential financial challenges, contributing to the company's resilience in a rapidly evolving SaaS landscape.

San Francisco, Ca, Us

Improving corporate sustainability, advancing ESG capabilities, and building sustainable and impactful investment portfolios earning market rates of return.

Responsible for oversight of financial operations and reporting, member interests and related taxation, and investor relations for the holding company formed post-280 CapMarkets LLC and Incapital Holdings LLC merger.

Chicago, Il, Us

Strategic partner to the CTO, promoting vision and guiding rapid growth. Delivered financial expertise and leadership to the fintech company formed by merging Incapital and 280 CapMarkets (280), the firm I co-founded and led as CFO. Headed and was solely responsible for the post-merger integration of 280’s finance, human resources, and legal functions concurrent with assuming the CAO role of InspereX Technologies. Partnered with the CTO and executive leadership to tailor integration approach, priorities, and operating model to enable strategic growth. Built all financial planning, operating, monitoring, and reporting processes by integrating innovative technology solutions into operational framework at the enterprise level to maximize efficiency, enhance transparency, and cultivate data-driven decision-making.Collaborated with the executive management team to craft and execute technology business plans, objectives and milestones, and operating initiatives. Partnered with the CTO to set sustainable headcount growth targets and performance initiatives for an all-star team of professionals. Developed and motivated employees by ensuring they had the tools, incentives, and training to foster excellence. Implemented a full-feature performance review technology solution to streamline the evaluation process and achieve engagement and goal alignment.Created firm-wide complex financial and operating models, analysis, and presentation material for the executive team and board of directors. Generated significant cost savings, enhanced margins, and streamlined operations by renegotiating numerous partner/vendor agreements resulting in cost savings of $1M+ in the first year post-merger.Performed business impact analysis and created Business Continuity Plan for technology organization. Led training initiatives.

Co-founded pioneering fintech start-up 280 CapMarkets (280), developing the first cloud-native platform for bonds, BondNav®, leveraging SaaS technology and disrupting a $100 trillion industry. As CFO, set vision and developed financial strategy leading to the recent merger with Incapital and newly formed fintech firm, InspereX, in February 2021.Led all financial management, accounting, and human resources functions across the organization.Collaborated with the executive team and established objectives and key results for the entire organization, and implemented financial and operational strategies to fulfill these goals.Developed and scaled financial infrastructure supporting triple-digit year over year revenue growth since inception and a 60+ person global team.Identified, acquired, and implemented systems and software delivering critical financial and operational information.Created leading performance measures and management reporting — including KPIs, dashboards, business trends, and actual versus plan/forecast. Implemented best practice processes and controls to support short-/long-term growth, drive performance, and establish accountability for financial results. Supported growth of the business through complex due diligence and skilled analysis of fundraising and other strategic investment opportunities in partnership with the CEO. Created financial models, analysis, commentary, and presentation material for executive team, advisory board, and investors. Partnered cross-functionally providing breadth of insight and financial decision support across the organization.Provided mentoring and leadership across the company.

San Francisco, Ca, Us

Set vision, developed financial strategy, and led growth initiatives for privately-owned, multi-boutique asset manager. Contributed financial, operational, and strategic guidance as trusted advisor to the CEO, overseeing all financial management, accounting, and human resources. Controlled and evaluated finance strategy and capital structure to use equity and leverage effectively to fund growth objectives. Built and revamped financial and operational processes supporting asset growth from $8B to $14B and a 25%-plus increase in staff to over 80 full-time personnel. Maintained internal financial safeguards and coordinated all audit activities. Managed six direct-reports, including three directors.

San Mateo, California, Us

Hand-picked by senior leaders for executive leadership development rotation program. Spearheaded global initiatives focused on business process redesign of the company’s underwriting and distribution channel supporting over $623B in assets under management. Executed strategic vision, recruited and trained global teams, established and managed budgets, reformed processes, and enhanced systems and controls. Forged partnerships, boosted productivity, and ensured accurate reporting and disclosures.

San Mateo, California, Us

Promoted after 1 year to develop transfer pricing strategies to optimize cost savings. Saved $5M+ by collaborating with business leaders in US, India, Korea and identifying alternative cost allocation drivers. Enhanced analysis, target-setting, opportunity assessments, resource allocations. Created and delivered presentations to senior executives in the US, Canada, Asia, Europe and the Middle East.

San Mateo, California, Us

Led projects to address increased demand for enhanced profitability and management reporting. Executed corporate transfer pricing model generating cost allocations to over 75 subsidiaries worldwide. Collaborated with senior staff in 29 countries to create transfer pricing compliance solutions meeting local tax and regulatory requirements. Built strong, cross-functional relationships with senior leaders and colleagues globally.

San Francisco, Ca, Us

Liaison between the Finance Division and all business units domiciled in the San Francisco region, assisting with high-level accounting, reporting and control matters.

Zurich, Ch

Set vision and developed strategy for dynamic, financial services team skilled at crafting optimal investment strategies for affluent investors ranging in net worth from $5M to $100M. Production ranked within the top 1/2 of 1% company-wide.

Oakland, California, Us

Interpreted various literature related to risk management activities; prepared research memorandums and analytical reports assessing potential impact on all lines of business.

Gb

Senior auditor possessing technical and industry concentration in financial services with exposure to a broad range of derivative instruments. Major clients: Barclays Global Investors and Franklin Templeton Investments.

Bachelor'S Degree, Anthropology

Master Of Science (Ms), Accountancy