Jeff Stephens Email & Phone Number

Herndon, Virginia, Us

Member of the executive team for a private equity enterprise SaaS software company with responsibility for driving business strategy and profit growth. Led finance, accounting, and contracting and legal. Worked closely with private equity investors, executive leadership, and the Board to ensure alignment on goals and financial results.• Responded to all financial and legal due diligence for company sale and quarterbacked all other areas of due diligence. • Upgraded company controller and created well-functioning accounting team.• Due to missed sales, restructured company twice to achieve positive EBITDA.• Moved company financial system from Quick Books to Net Suite creating more robust accounting and reporting functionality withing the company.• Implemented Conga, a contract licensing management system, replacing Dropbox and SharePoint. Also updated standard MSA and subscription license contracting templates.• Produced multiple forecasts and plans for Board consideration and approval.• Coached/mentored other executives and department managers to bring companywide fiscal responsibility to all levels of management and not just the finance team.• Planned and executing plan to change SaaS revenue as a % of total revenue, to date have changed from 25% to 62%• Led bank relationships, set up and renewal of company line of credit at multiple banks.• Work 100% remote from home base in Utah for Virgina based company, collarborating and building wonderful peopole connections across the company and finance team

Lehi, Ut, Us

Financial leader and key member of the finance department for this private equity backed organization. Oversee all rolling forecasting, strategic planning, BOD presentations, system optimization, and analysis to ensure growth and profitability.• Designed and oversaw implementation of companies first FPA software planning solution.• Prepared companies first multi-year forecast with associated metrics.• Monitored and analyzed each hire, responsible for budget approval.• Prepared monthly and quarterly BOD presentations.• Conducted financial due diligence and forecasting on company acquisitions.

Toronto, On, Ca

Responsible for enterprise and SaaS software products where I was a member of the executive committee and the financial leader within the division, business units, and finance groups. ** Senior Director of Finance, Tax & Accounting Division | 2016 – 2020**• Promoted from managing expense and capital for one business unit to the entire $1B division.• Manage special projects such as auditing and renegotiating a contract with SAP—saving $2M; led division reorganization of 3,200 employees by determining financial targets for each subsegment and then managing implementation in new organization.** Senior Director of Finance, Indirect Tax Business Unit | 2009 – 2016 **• Oversaw strategic planning and financial performance to ensure growth and profitability—led business unit growth from $30M to $100M in revenue and achieved CAGR revenue growth of 17.9% over 8 years.• Led annual forecasting and budgeting across all departments; own and manage month and quarter closings including journal entries, financial analyses, and reports for business unit.• Partnered with sales leaders to forecast, track revenue performance, manage resources, develop compensation plans, and fund initiatives.• Led operational excellence initiatives; created and optimized processes that increased efficiency and reduced expenses—improved business unit EBITA by 22%.• Oversaw integration of acquired companies’ financial management and operations.• Managed a high performing team of financial analysts and program managers; trained in regulatory and best practices; managed performance and led career development.

Carrollton, Tx, Us

Sabrix is an enterprise and SaaS software company backed by prestigous venture capital groups which was acquired by Thomson Reuters in 2009. Some of my duties included:• Oversaw all accounting ensuring compliance with GAAP.• Oversaw all accounting entries, AR, payroll, AP, revenue recognition, and financial statement reporting.• Coordinated tax reporting for income, property, sales and use, and other governmental informational required returns. • Acted as company lead for five funding rounds (Series A–E); led due diligence and merger teams. Prepared all financial information for funding rounds including forward-looking financial statements—achieved successful financial audits, always with a clean opinion.• Implemented stock option program, 401(k) plan, and company health/dental/vision insurance benefits.• Set up software escrow account for customers and acquired necessary E&O insurance to protect the business.• Negotiated and obtained Letter of Credit funding from bank and administered draw downs and reporting.• Led RFP to evaluate and select accounting system; architected and implemented system; built additional application for more detailed revenue recognition—increasing efficiency and productivity. • Led and managed a multi-disciplinary team of finance, HR, IT and facilities professionals; trained in regulatory and best practices; managed performance and lead career development—had lowest turnover in the company. • Led and managed strategic planning, forecasting, analysis, and budgeting; partnered with CEO and sales executive to develop growth strategies and structure customer deals—contributing to revenue growth from zero to $30M; developed sales quotas and compensation model. • Served as trusted advisor and partner to executive team to determine KPIs and reporting; developed strategies and plans to achieve objectives and improved processes to streamline operations and increase efficiency.

Brookfield, Wisc., Us

Responsible for joint venture between First Data Corporation and First Security Bank called First Security Merchant Services

Worked on integration after acquisition by ADP.

Salt Lake City, Utah, Us

Lead auditor for many various companies

Lead auditor for many various companies