Jason Davis Email & Phone Number

Kalispell, Montana, US

• Led the digital transformation of core finance and accounting systems, driving efficiency and scalability in response to 300% growth in revenue and commercial lending activity. Overhauled business processes to ensure.
• Digitized business management systems and optimized project management workflows to enable seamless back-office integration and regulatory compliance. Enhanced Indirect Rate management and adherence to CAS, FAR, and.

Bozeman, Montana, US

• Corporate Strategy Specialist and CFO Advisor for statewide manufacturing assistance center expanding Montana’s economy by helping manufacturers grow, innovate, and enhance their businesses nationally and globally.
• Learn more at: https://www.montana.edu/mmec/

• Led a high-stakes turnaround of a post-Seed VC-backed SaaS company at the request of the Founder/CEO and a former Sequoia Capital partner. Overhauled business strategy, reorganized technology and financial operations.
• Reduced monthly P&L expenses by 50% and extended the capital runway 6x through strategic financial FP&A, capital efficiency measures, P&L optimization, 13-week cash flow modeling, and enhanced ARR strategies.
• Turnaround leader and fundraising expert serving as CEO and CFO for a SaaS startup leveraging Exabyte-scale data and OpenAI LLMs to modernize deal flow and due diligence for venture capital, private equity, private.
• Delivered operational excellence by aligning overall business strategy, fiscal management, and technology development with investor and board priorities, ensuring policy implementation and organizational effectiveness.
• Accelerated product development lifecycle by 75% through Agile methodologies, strategic international outsourcing, product-market fit focus, and alignment of GTM and marketing strategies with turnaround goals.
• Fostered strategic investor and board relationships, enabling a positive turnaround and long-term growth dynamics.

NZ

• Developed sustainable revenue strategy for international nonprofit seeking to monetize proprietary risk management data under IRS 4943(g) provisions and novel for-profit SaaS model. Strategy resulted in successful B2B.
• Architected and drove financial FP&A and consulted on sustainable business strategies for international non-profit seeking to overcome COVID-induced financial realities, resulting in sustainable business operations.
• Quantified risk-management opportunity costs for publicly traded companies in support to client's revenue strategy, employing Event Impact financial analysis techniques to identify $100B in shareholder risks in 2020.
• Delivered C-Suite advisory and fractional CFO services to SaaS startups and non-profits pursuing enhanced business strategies, go-to-market solutions, financial modeling, financial valuation, technology leadership.
• Empathetically addressed executive questions, operating concerns, and maintained client confidentiality. Built long-term, quality relationships based on earned trust and demonstrated expertise.

• Elective personal sabbatical to serve as primary family caregiver in response to spouse's critical health needs.

Great Falls, Virginia, US

• Acquired by @Chainalysis. Founded and grew expert management consulting firm from initial concept to profitability in less than one year and over $5 million in annual revenue in 4 years, achieving 10X growth in net.
• Captured 5-year, $25M engagement with classified federal client and supplied over 170k billable hours across 20+ expert consultants delivering big data expertise, financial data forensics, advanced data ETL, big data.
• Captured key commercial Silicon Valley FINTECH clients requiring C-suite level expertise related to financial regulatory compliance, resulting in validated regulatory compliance plans and procedures for business.
• Shepherded San Francisco based digital gaming firm through ambiguous federal and state regulatory requirements related to virtual currency and digital exchanges, ultimately eliminating client’s regulatory exposure and.
• Recruited by Office of Director of National Intelligence to support senior executive strategy and implementation related to enterprise data management and financial intelligence. Candidate for NSC Principal role.
• Led key client engagements in 20+ countries worldwide, delivering data analysis and financial analysis expertise to foreign audiences and strategic partners.

Mclean, VA, US

• Delivered client-facing management consulting and subject matter expertise to leading US Money Center banks, digital payment system providers, classified US government agencies, and Fortune 100 clients in data.
• Subject matter expert for engagement with multi-national US Money Center Bank headquartered in London, resulting in de-risk assessment protocols, client KYC onboarding policies, and internal procedures for foreign.
• Deputy Director of Booz Allen’s Cyber Threat Intelligence Center with responsibility for day-to-day management of cybersecurity analysts and cyber incident response team (CIRT) pursuing malicious cyber activity within.
• Authored and implemented operational playbook on 'Strategic Roadmap for Advanced Analytics' for classified national security client, culminating in organizational redesign, $50M budget realignment, and human resource.
• Researched and analyzed client's business challenges and technologies to better understand their needs and advise accordingly. Identified milestones and required resources to meet project objectives. Determined and.
• Recipient of “Values in Practice Award”, the company’s highest and most coveted award for exemplifying firm core values, exemplary professional interactions with colleagues and clients, and personal conduct.

Ft. Meade, MD, US

• Recruited from technology industry and served with distinction as civilian intelligence analyst and subject matter expert for senior US policymakers on classified and highly sensitive national security issues.
• Hand-picked by Senior Executive leadership to serve on internal management consulting team directed to tackle Agency’s most pressing intelligence gathering and analysis challenges..

Basking Ridge, NJ, US

• Formerly XO Communications. Outside Sales Executive within Enterprise Services segment responsible for identifying, validating, developing, and capturing key customers seeking converged telecommunications services and.
• Awarded for delivering sales exceeding 200% of quota.

Master Of Business Administration, Mba

Master Of Science, Finance

Bs, Business And Life Sciences