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.

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.

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.

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.

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.

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.