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.
• 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.

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.
• 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.
• 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.
• 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.

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.
• Implemented stock option program, 401(k) plan, and company health/dental/vision insurance benefits.

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