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Senior finance executive transforming organizations and consistently delivering results in business turnarounds, growth stimulation, and creation of robust financial infrastructures with inspired teams helping companies to achieve ambitious goals.Skills: M&A, fundraising, financial reporting, leadership, investor relations, audit, financial analysis, financial modeling, investment banking, sell-side, buy-side, budgets, strategic planning, acquisitions, managerial finance, venture capital, startups, divestitures, private equity, corporate finance, corporate development, financial planning.
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Chief Financial OfficerUniphi.Io 2024 - Present -
Chief Financial OfficerBezyl® 2024 - PresentPhoenix, Az, Us -
Managing DirectorAdaptive Capital Partners 2023 - Present -
CfoSnapiot 2020 - 2023San Diego, California, UsResponsible for finance, accounting, legal, and operations for the business. -
Global Head, Product & Commercial, EclinicalLabcorp Drug Development 2020 - 2023Burlington, North Carolina, Us -
Corporate ControllerCognitive Medical Systems, Inc. 2018 - 2020San Diego, Ca, Us -
Corporate ControllerParallel 6 2013 - 2018San Diego, Ca, Us∞ Banking Relationships – Secure, manage, and maintain banking relationships with both Commercial and Investment Bankers.∞ Vendor Management – Negotiate direct with vendors to ensure company is provided most advantageous terms for agreements.∞ Manage Insurance Policies – Manage and renew insurance policies for Professional Liability, Workers’ Compensation, Directors & Officers, and Cyber Liability.∞ Financial Reporting – Manage monthly close process and provided monthly financial reporting package to investors and banks to maintain compliance with covenants.∞ Revenue Recognition – Design revenue recognition methodology to comply with ASC-606 while maintaining company ability to effectively scale and maintain growth post-606 implementation.∞ Pricing Structure – Develop and design the pricing structure to coincide with the revenue recognition for the software of the company for all 3 revenue streams the company has. Help to match pricing with profitability prior to the provisioning of estimates to the sales team.∞ Financial Planning & Analysis – Responsible for overall budgeting process and modeling, defining company growth objectives, and measuring company performance across reporting periods.∞ Mergers & Acquisitions - 2 buy-side and 1 sell-side transaction during tenure; 2 niche tuck-in acquisitions to create robust product offering culminating with sale to PRA Health Sciences.∞ Compliance & Oversight - Ensured consistent record of audit results, including and not limited to CPA and OSHA audits.∞ Investor Relations - Maintain positive relationships with company shareholders, addressing questions and concerns in a timely and efficient manner to ensure transparency across the organization and shareholders.Previous titles with business: Financial Analyst & Senior Financial Analyst
John Cassidy Skills
John Cassidy Education Details
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University Of Michigan - Stephen M. Ross School Of BusinessMaster Of Business Administration - Mba -
University Of North Carolina At Chapel HillAccounting
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San Diego State UniversityEconomics
Frequently Asked Questions about John Cassidy
What company does John Cassidy work for?
John Cassidy works for Uniphi.io
What is John Cassidy's role at the current company?
John Cassidy's current role is eClinical/Digital Health Executive.
What is John Cassidy's email address?
John Cassidy's email address is jo****@****orp.com
What is John Cassidy's direct phone number?
John Cassidy's direct phone number is (619) 452*****
What schools did John Cassidy attend?
John Cassidy attended University Of Michigan - Stephen M. Ross School Of Business, University Of North Carolina At Chapel Hill, San Diego State University.
What skills is John Cassidy known for?
John Cassidy has skills like Financial Analysis, Finance, Financial Reporting, Microsoft Office, Management, Leadership, Budgets, Treasury Management, Accounting, Financial Modeling, Customer Service, Start Ups.
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