Jason Lloyd Email & Phone Number

Boise, Idaho, Us

San Jose, California, Us

Mountain View, California, Us

Waterline Data, Inc is a Big Data company capitalizing on the trend that data will increase in volume, velocity and variety which will make it difficult for companies to effectively use its data. The Waterline SAAS based platform profiles data sets,"fingerprints" the data by using machine learning and ultimately categorizes the data. Users then have the ability to refine, search and utilize their data and maximize ROI on its most valuable asset.Waterline's mission is to help our customers connect the right people to the right data.

San Jose, California, Us

I led the financial M&A efforts for PernixData Inc. related to the acquisition by Nutanix Inc. Main areas of focus included:- Managed financial and accounting integration related to the merger- Main liaison between both company's legal teams pre and post merger- Led system integration between two companies (Netsuite, HRIS, Payroll, Equity)- Wind down of PernixData operations (A/P, A/R, Facilities, International Operations)- Worked with Deloitte audit team on purchase price adjustments and finalized the GAAP financial statements

Areas of focus:- Independently drove all FP&A duties including all strategic planning, financial modeling, management reporting, cash flow projections and executive presentations- Led accounting team: policies and procedures, monthly close, international consolidation, technical accounting guidance and successful completion of two financial audits (Deloitte)- World-Wide sales compensation: partnered with the VP of Sales to set the compensation strategy, execution, payment process and accounting treatment (deferred commissions)- Funding: led financial due diligence related to Series C funding of $35M; negotiated $7M term loan and $5M line of credit with leading financial institution- System Implementations: Netsuite (ERP), Xactly (Compensation) and Namely (HRIS), Certent (Equity)- International operations: led expansion into EMEA and APJ. In particular, set up operations in India allowing company to expand its development team into Bangalore- Managed and optimized the company's legal exposure (insurance, patents, contract review, employee terminations)- Led the company through multiple cost reduction scenarios and effectively managed to strict liquidity targets- Individually led the M&A financial due diligence related to acquisition by Nutanix, Inc.; upon close of merger, drove all financial integration (systems, purchase price accounting and wind down of the business)

Santa Clara, California, Us

Areas of focus:- Led all FP&A related duties including P&L management (Revenue, Gross Margin, OPEX), financial modeling, management reporting, annual planning, cash flow projections, business level support, pricing analysis and board presentations- Managed stealth accounting team (2 employees) that streamlined monthly close process, implemented policies and procedures, offered technical accounting guidance, transitioned to Netsuite and successfully competed company’s first financial audit (E&Y) - Drove financial due diligence related to $100M in Series D and E financing as well as negotiated extremely favorable terms for a term loan and line of credit with Silicon Valley Bank.- Coordinated and managed cap table, equity grants, exercises, re-purchases and 409A valuations; eventually implemented Option Admin as the company’s equity portal- Set up EMEA entity to allow company to expand its overseas operations to fuel top line growth

Round Rock, Texas, Us

Areas of focus (pre-acquisition):- Led FP&A team responsible for all strategic planning, forecasting, reporting and internal/external audit support- Responsible for quarterly call scripts, financial guidance (Revenue, Margins, Net Income, Cash Flow, EPS) and preparation of related SEC filings (S1, 10Q, 10K)- Key contributor to the company’s successful secondary public offering which generated proceeds of $78M- Successfully implemented SAP BPC financial module resulting in automation of the company’s internal/external financial reportingAreas of focus (post-acquisition by EMC):- Managed the FP&A team for the Backup and Recovery Services Division of EMC responsible for strategic planning, forecasting, reporting and consolidation (division was 6 product lines; annual revenues ~$3B)- Finance lead in transitioning and integrating all financial reporting tools of Data Domain into EMC. Worked cross-functionally across accounting, IT and product management

Sunnyvale, Ca, Us

Areas of focus:- Worked in numerous capacities throughout the finance organization from corporate FP&A to supporting high growth business units with all financial planning, reporting, KPI's, executive reviews and business model changes- Responsible for dashboard design, tracking and reporting all key performance indicators which became a key component of executive reporting package and drove investment decisions- Partnered with key business unit exec management to model make vs buy investment scenarios and the feasibility within the company's corporate targets and business units operating plan