Jared Huff Email & Phone Number

San Francisco, Ca, Us

• 20+ years of experience leading strategy, finance and operations for high growth companies in enterprise software (SaaS), IT infrastructure (IaaS), and Cyber Security with principle responsibilities for strategic planning, finance, accounting, HR, legal, and business operations. A “hands-on” metrics driven operator with the unique ability to lead the development and execution of the corporate strategy across all levels of the organization.

Greater Toronto Area, Ontario, Ca

CFO of a private equity portfolio company offering ERP SaaS (Software as a Service) software to heavy equipment dealerships and equipment rental companies.Responsible for all finance, accounting, and legal activities for 7 companies in the US, Canada, Australia, and Germany. Collaborate with the board and CEO on strategic initiatives.• Responsible for integrating financial operations of all 7 acquisitions post-purchase.• Implemented NetSuite, integrating the finance operations of 5 companies into a single set of books for consolidated reporting and financial management.• Created an integrated model for consolidated reporting and scenario planning across 5 companies and 10 departments.• Purchased and implemented an Accounts Payable workflow solution for efficient management, approval, and payment of vendor invoices and employee expense reimbursements.• Installed a virtual credit card program to improve spend management and realize $50k+ cash back on credit card transactions.• Partnered with CEO on strategic initiatives including customer price increases, office relocation, travel policy, and collections.• Provided treasury and cash management structure for better cash flow management.• Reduced month-end close time from 45+ days to 3.

Edina, Mn, Us

Private equity firm and operator of B2B SaaS software products in multiple categories including payments, business productivity, and e-commerce sales productivity.• Revenue grew from $11 million in 2019, to $22 million in 2021, with $29 million forecasted in 2022.• Performed due diligence and strategic analysis on 10 acquisitions and 12 divestitures.• Conducted all legal review and finance activities for SureSwift Capital Fund B, a $35 million private equity fund raised in March 2020.• Created and rolled out the company’s first budgeting, forecasting, and reporting model to go along with its first strategic planning cycle.• Provided treasury and cash management structure to ensure positive cash flow.• Worked with the COO to restructure the organization, saving $1.2 million in expenses, and returning the company to sustainable profitability.• Saved over $500,000 in interest expense by refinancing bank debt.• Reduced month-end close time from 45+ days to under 10.

Enterprise SaaS software manufacturer of budgeting, forecasting, and corporate planning applications.Led Accounting, Finance, Operations, Legal, and Human Resources activities. Partnered with CEO, Board of Directors, and Leadership team to set and achieve strategic objectives and operational goals.• Directed development of Riivos Tech (a tech industry enterprise planning application) for use in decision-making, monthly business reviews, quarterly forecasting, and annual planning.• Established and maintained banking/creditor relationships for critical working capital management.• Improved short-term cash management by creating a rolling 13-week cash flow forecast model.• Contributed to the raise and close of $10 million of debt and equity capital.• Negotiated below market sublease resulting in savings of $500,000/year.• Established SaaS & operational metrics and KPIs and created board and investor reporting.

General manager for Riivos Mortgage, a SaaS enterprise planning application for mortgage lenders. Developed and directed execution of financial, sales, personnel, and operational plans for the business unit.• Grew Riivos Mortgage from scratch to 15 employees, 35 customers, and $2.5 million in ARR.• Achieved record sales in 2016, more than doubling the customer base, increasing ARR by 1,200%.• Created Riivos Mortgage, Riivos’ first industry application for planning and forecasting.• Taught CEOs and CFOs best practices for managing risk by using scenarios and what-if analysis.

FP&A consultant. Implemented custom Riivos applications. Developed complex, driver-based planning models that included rolling forecasts, strategic plans, budgets, and decision analysis using scenarios and what-ifs. Instructed clients on FP&A best practices and management reporting.• Developed executive reporting and dashboard packages enabling rapid, informed decision making. • Created budgeting models to consolidate forecast and actuals for 5 international subsidiaries.• Provided $300,000 savings to a client by enabling proactive optimization of headcount and credit lines.

Assist clients in implementing the Riivos enterprise planning software to improve planning processes and results. Develop and implement complex, driver-based planning models for a wide variety of planning activities that include rolling forecasts, strategic plans, budgets, and decision analysis.

Phoenix, Az, Us

Instructor for Accounting 280, Accounting 290/291, Accounting 300, Accounting 561, Finance 370, Finance 571

Rexburg, Idaho, Us

Taught the Entrepreneurial Management course consisting of 24 Harvard Business Case Studies.

Seattle, Wa, Us

International global asset manager with over $250 billion of assets under management; annual revenue of $700 million.Partnered with CFO on FP&A for Russell Investments Canada Limited. Responsibilities included long-range strategic planning; annual operating plans; forecasting; month end close and variance analysis; modeling of pricing strategies, strategic initiatives, and project investments; and ad hoc analysis.• Built a model analyzing sales compensation plans for 150+ employees across 5 sales channels, 33 regions, and 25 sales positions that enabled rapid scenario analysis and saved 40 hours of executive evaluation time.• Created a dynamic tool allowing management to identify minimum profitable investment account size which opened a new market segment.• Established a monthly reporting package for the Russell Investments Canada executive committee.

Seattle, Wa, Us

Fortune 100 (2006), international manufacturing company; annual revenue of $23 billion.Corporate development work consisting of strategic analysis and financial modeling for investments and capital projects ranging in value from $8 million to $250 million. Managed the corporate annual plan and forecasting.• Performed due diligence, strategic analysis, and financial valuation for acquisitions and divestitures: Acquisitions: 1) Coated paperboard manufacturing plant valued at $50 million; 2) Residential construction company valued at $30 million; 3) International timber company valued at $80 million. Divestiture: Five short line railroads valued at $15 million.• Created complex financial models and business plans for new technologies and business opportunities.

Commercial construction, general contractor for commercial buildiManaged P&L and accounting for $150 million in annual construction projects. Analyzed and forecasted financial and production data. Performed percent complete accounting. Prepared annual budget. Managed daily activities of two staff members.• Improved monthly forecasting accuracy from 24% variance to less than 10%.• Reduced month-end close process by 2 days through streamlined invoice approval and data entry process.ngs; annual revenue of $400 million.

Provo, Ut, Us

ERP software manufacturer for equipment service dealers (Sharp, Konica-Minolta, etc.)Managed ERP software implementation process. Used accounting knowledge and skills to implement software and teach clients best practices. Implementation activities included data migration, scrubbing and validation. Trained consulting team and taught “e-ssentials” advanced user training course. • Directed development of implementation software reducing implementation time by 80% (13 weeks) and eliminated an 8-month backlog.Managed team of three customer support representatives. Provided all second tier and internal technical support for e-automate software. Provided database upgrades and problem resolution via SQL scripts.• Reduced average ticket resolution time from one week to 24 hours by directing design and implementation of proprietary support ticket management software.• Achieved recognition for industry-leading customer support as noted by a leading trade publication.

Salt Lake City, Us

Mba, Finance

Bachelor, Accounting

Associate Of Arts And Sciences (A.A.S.), Accounting