Jason Davis Email and Phone Number
Jason Davis personal email
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"Jason is a rare gem in the professional landscape – intelligent, resilient, and a natural leader. When faced with challenges, he is the person you want on your team, ready to collaborate and guide others toward growth." -GC @ Velodrome Finance + Adjunct Professor @ W&L Law"In short, Jason’s impact was nothing short of transformative. He is a dynamic leader who excels in every aspect of executive leadership, business operations, and technology leadership." -Founder @ VERAFI.ai++++++With 20 years of experience in management consulting, financial technology, executive leadership, corporate finance, FP&A, enterprise data, AI, data analytics, and people management, Jason is an energetic, versatile, and visionary CEO, CFO, Founder, and expert management consultant. He is adept at transforming big data, FinTech, and SaaS enterprises through the application of authentic executive leadership, AI, advanced analytics, financial discipline, and operational excellence. He held a TS/SCI+Poly security clearance for over 18 years and his professional superpowers are the twin prime principles of 'Lead with Listening' and 'Ask Good Questions'. He is recently the CEO and CFO of VERAFĪ.ai, a venture capital backed SaaS startup sponsored by a former Sequoia Capital partner, leveraging Exabyte-scale data and OpenAI to modernize diligence and dealmaking for the VC, PE, M&A, and Private Credit industries. Jason successfully orchestrated the turnaround of VERAFĪ in 14 months, raising $1M in additional capital, driving SaaS tech development and GTM product launch from 0 to 1, executing a strategic marketing campaign, and deal exit. Jason holds an MBA and MS in Finance from a respected US business school, with professional pedigree that includes Booz Allen Hamilton serving Fortune 500 clients, Office of the Director of National Intelligence, NSA Tailored Access Operations (TAO), Federal Reserve Board of Governors, Verizon, and multiple startup CEO roles. He brings deep expertise at the intersections of technology, finance, analytics, and executive leadership. After a decade at Booz Allen in ascending roles, he launched his own boutique management consulting firm (acquired) where he grew net income by 10x and revenue by $5M in 4 years. As a consultant he has delivered CEO and CFO advisory, big data analysis, FinTech, financial regulation, and cyber solutions to Fortune 500 corporations, classified Federal clients, nonprofits, Silicon Valley startups , and international partners- acquiring significant business experience and cultural awareness in 25+ countries.
Montana West Economic Development (Mwed)
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Director Of FinanceMontana West Economic Development (Mwed) Feb 2024 - PresentKalispell, 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 compliance with GAAP, DCAA, CASB, treasury management, FP&A, commercial lending, and federal FAR standards. Personally selected by the CEO to spearhead finance modernization, including SaaS adoption and strategic outsourcing, achieving a 90% reduction in financial processing time and 100% data reliability while improving financial reporting efficiency.• 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 DCAA standards while reducing manual errors by over 95%. Delivered real-time financial and programmatic insights and cut overall G&A expenses by 20%.
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Cfo AdvisorMontana Manufacturing Extension Center Aug 2023 - PresentBozeman, 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/ -
Chief Executive OfficerVerafī.Ai Jun 2021 - Dec 2023• 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, raised $1M in venture capital, and drove the product from concept to market launch with an integrated GTM and marketing campaign.• 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 credit, and M&A sectors.• 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.• Collaborated cross-functionally on key initiatives, including orchestrating financial turnaround, refining Product Market Fit, strengthening Product Led Growth strategy, driving GTM execution, cultivating strategic partnerships, refining pricing and revenue strategy, and scaling technical operations.
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Fractional Cfo + Corporate Strategy AdvisorManagement Consulting Mar 2020 - May 2021Nz• 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 product launch to marquee Fortune 500 clients in hospitality, travel, real estate, social media, and financial services segments and separate retail D2C app launch, achieving over $1M in annual sales from sustainable revenue streams.• 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, validated financial forecasts, and cost center estimates for $2.5M operating budget. Efforts ensured solvency, enhanced strategic planning, refined donation forecasts, and codified financial budgets.• 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; Established clear value propositions for development of marketing strategy and revenue strategy.• 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, executive coaching, pitch deck enhancements, and general management consulting services. • Empathetically addressed executive questions, operating concerns, and maintained client confidentiality. Built long-term, quality relationships based on earned trust and demonstrated expertise. -
CaregivingCareer Break Jun 2019 - Mar 2020• Elective personal sabbatical to serve as primary family caregiver in response to spouse's critical health needs.
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Chief Executive Officer + Co-FounderAbaxx Associates, Llc May 2015 - May 2019Great 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 income, $1M in EBITDA, and $250k in revenue per employee, delivering solutions in data analysis, FINTECH, and international business development. • 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 ontology, commercial finance, commercial banking, trade finance, and international business development support. • 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 planning and go-to-market strategy development.• 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 realignment of company’s overall GTM strategy.• 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.• Choreographed all strategy, planning, and business operations requiring executive leadership, including client service delivery on large and complex DCAA complaint projects exceeding $100M, P&L management, sales growth, teaming and alliances business strategy, go-to-market plan, legal issues, taxes, hiring, contracts, negotiations, and compliance with Federal FAR, ITAR, and DCAA. -
Management ConsultantBooz Allen Hamilton Mar 2006 - May 2015Mclean, 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 analysis, data science, cybersecurity, and financial regulation. • 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 accounts to assure adherence to US Patriot Act requirements. • 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 Fortune 100 financial services, resulting in containment of over a dozen advanced persistent threats (APTs) and prevention of system critical cyber-attacks.• 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 realignment in support to global cyber mission.• 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 communicated with internal and external work groups regarding products and projects. Established trusted relationships with key stakeholders, staff, and project teams. Delivered training and presentations to audiences ranging from C-Suite executives to forums of 400+ professionals. Provided respectful feedback to company management. Encouraged workable solutions. • 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. -
Intelligence AnalystNational Security Agency Jul 2002 - Mar 2006Ft. 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 concerning global telecommunications, global economics, commercial banking, informal banking systems, data forensics, financial data, and data networking technology. • 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. ======================https://www.nsa.gov/careers/======================"NSA Hacker Chief Explains How to Keep Him Out of Your System" https://www.wired.com/2016/01/nsa-hacker-chief-explains-how-to-keep-him-out-of-your-system/====================== -
Outside Enterprise SalesVerizon Jul 2000 - Sep 2001Basking 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 Tier 1 data networking solutions.• Awarded for delivering sales exceeding 200% of quota.
Jason Davis Skills
Jason Davis Education Details
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University Of Maryland - Robert H. Smith School Of BusinessMba -
University Of Maryland - Robert H. Smith School Of BusinessFinance
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Texas A&M UniversityBusiness And Life Sciences
Frequently Asked Questions about Jason Davis
What company does Jason Davis work for?
Jason Davis works for Montana West Economic Development (Mwed)
What is Jason Davis's role at the current company?
Jason Davis's current role is Fractional Executive. Founder. Management Consultant. | Proven P&L Leader Driving Growth & Operational Excellence @ intersections of strategy, innovative tech, and corporate finance | IC Veteran.
What is Jason Davis's email address?
Jason Davis's email address is jc****@****ail.com
What schools did Jason Davis attend?
Jason Davis attended University Of Maryland - Robert H. Smith School Of Business, University Of Maryland - Robert H. Smith School Of Business, Texas A&m University.
What are some of Jason Davis's interests?
Jason Davis has interest in Civil Rights And Social Action.
What skills is Jason Davis known for?
Jason Davis has skills like Management Consulting, Financial Analysis, Business Analysis, Strategy, Management, Data Analysis, Analysis, Strategic Planning, Business Development, Financial Modeling, Valuation, Government.
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