Jon Purdy Email & Phone Number

Atlanta, Ga, Us

Boston, Ma, Us

Chief Financial Officer

Düsseldorf, North Rhine-Westphalia, De

TKE North America is a $3 billion division of Germany based TK Elevator. In July of 2020, the Private Equity firms Advent and Cinven completed the purchase of TK Elevator for $18.7B. TKE is a global provider of innovative passenger transportation solutions including advanced cableless magnetic drive elevators.-Liaised with North America CFO, staff and internal stakeholders to understand the budgeting process for a $3 Billion North America Division consisting of 4 major Operating Units. Created a consolidated planning calendar for 4 Operating Units and now managing the overall budgeting process.-Working in collaboration with external consulting firm(s) and internal stakeholders to validate key Value Creation Programs (VCPs) and integrate associated strategic initiatives into current and future operating plan.

Boston, Ma, Us

Chief Financial Officer for rapidly growing cloud based software and services company based in Boston, Massachusetts. MOCA Systems provides SaaS based software, collaboration, material and resource planning solutions to U.S. and International customers in the non-residential construction industry. MOCA Systems software solution is marketed as Touchplan. MOCA Systems services division provides program, project and construction management services to commercial, federal, state and local customers across North America. Both the services and software offerings enable customers to gain cost savings, manage risk and facilitate planning and execution of construction projects through better team organization and improved processes.Led a successful capital fund-raising effort resulting in a multi-million $MM investment of growth capital from external investors. Investment in growth initiatives led to year over year growth of Annual Recurring Revenue (ARR) of +38%.Managed relationships with external investors.Designed and implemented standardized business processes across multiple functions to include SaaS bookings, revenue and expense forecasting, talent acquisition, complex deal review and approval.Implemented company-wide SaaS key performance indicators (KPI's) to include monthly recurring revenue, new customer acquisition, gross / net revenue retention, customer life-time value and other organizational productivity measures.Automated the SaaS KPI calculations by implementing data analytics software from AcctTwo which was integrated directly with our existing accounting and financial reporting system Sage Intacct.Established compensation and incentive program for sales team; Implemented bonus program for executive leadership; Completed corporate stock option pool top up.Managed financial and accounting functions for MOCA Systems to include audit, tax, 409A valuation, cash management and forecasting, annual budgeting and cap table management.

Milwaukee, Wisconsin, Us

Division CFO and lead finance business partner covering strategy development, budgeting, forecasting, revenue growth, and cost control initiatives for one of Fiserv's most complex divisions. Division portfolio consists of 10 distinct product lines with over 30 products and hundreds of solutions. Division revenue streams include SaaS, Hosted solutions, On Premise License, Professional Services, Maintenance, and Hardware. Increased annual division revenues by spearheading cross-functional implementation of revenue growth / go-to-market strategies and large deal negotiation and valuations across 10 FRMS product lines. Achieved one of the highest revenue growth rates among Fiserv’s 12 divisions.Championed Cloud investment initiatives driving substantial annual revenue growth representing nearly 19% of division revenues via SaaS data center multi-tenancy funding, increased capacity, economies of scale, and investments in sales and professional services capacity.Partnered with leadership and sales teams, optimizing investments among product line executives. Directed the divisional, multi-product capital allocation process for an investment portfolio of over $200M.Designed and implemented margin improvement plans across 3 distinct businesses; Aligned a large R&D investment portfolio toward products with highest future revenue prospects across division product line; Implemented forecast process enhancements for a high-volume segment of business.

Austin, Texas, Us

After building years of multi-disciplinary experience at Oracle (i.e., support to various software, hardware, cloud, consulting, and development revenue streams), and recent achievement in helping the Retail Global Business Unit (RGBU) integrate Micros Systems Retail acquisition and work within the division to transition to the cloud, selected to serve as Senior Finance Director for the North America Technology Consulting organization.Served as lead finance business partner to Division President and staffAccelerated organizational transformation to Cloud (SaaS / PaaS / IaaS)Championed strategic investments in proprietary technologies that facilitated revenue growth and predicable cost of deliveryIncreased Professional Services Cloud bookings and revenue; Improved division margin performanceGrew division services backlog via key investments in selling and delivery capacityBuilt and mentored a large, high performing team of finance professionals.

Austin, Texas, Us

Following completion of integration work in the CGBU, promoted to strategic partner/financial advisor to the RGBU SVP. Led integration of the recently acquired Micros Systems Retail vertical, a combined $660M in annual revenue and 2,100 employees (41% operating margin) across sales, consulting, development, and operations functions. Oversaw an 11-member team and all business income across product lines (i.e., license, cloud, hardware, consulting).Restructured 55-person Co-Prime Sales team, advocating for a new selling model (sales/pre-sales) and recommending transfer of sales reps to the Oracle regions broaden product sales. Liaised with Finance, Operations, and Sales leads in Europe, North America, and Latin America to effect the HR/budget changes commensurate with $14.5M in savings.Following business reviews/analyses emphasizing operating margin challenges, restructured Development and Prime Sales teams. Identified redundancies, reduced headcount, and ramped up hiring in off-shore locations, saving $22M annually. Developed with Operations a go-to-market plan for the sales organization assigning 300+ staff to Enterprise or Omni Channel product segments; oversaw analysis/presentation of results to stakeholders. In tandem with HR, Development, and Consulting, led Finance team through an extensive review that classified and aligned acquired Micros Systems employees into standardized roles, effecting divisional transfers for nearly 1K staff. Developed a new strategic planning process enabling critical decisions to occur well in advance of the corporate planning process.

Austin, Texas, Us

Requested to move into M&A-focused role to provide financial leadership and decision support for the integration of a Global Business Unit with two recently acquired companies (combined $670M in annual revenue and 1,750 personnel) forming the new CGBU ($1B/year in revenue/3,350 employees). Managed a mixed, 14-member business team (License, Hardware, Development) concurrently served as interim Finance lead for four months in early 2014.Established CGBU’s financial/operating budget, including driving the budgeting process to optimize allocation and investment of an $850M R&D portfolio with 800+ software and hardware development professionals. Introduced a revised forecast process that incorporated three separate business entities. Partnered with the Revenue Recognition team to implement a review process for acquired customer backlog, improving revenue forecasting. Proactively engaged with the team following the identification of contract issues, ultimately preserving $1.8M in revenue.

Austin, Texas, Us

As business partner/financial advisor to the Sales SVP/staff of a $360M selling unit (11 regional businesses), ensured optimization of sales/pre-sales resources in the go-to-market strategy and provided P&L insight. Designed and implemented a revised weekly forecast process, completed integration of Sun Microsystems Hardware into the Oracle ecosystem, and provided strategy/incentive systems that drove 31% annual revenue growth in the Oracle Engineered Systems strategic product sector.

Palo Alto, Ca, Us

Sun Microsystems was acquired by Oracle in February of 2010.Director of Finance, Software Portfolio / Business Planning Team Lead 2008-2010Senior Finance Manager, OEM Business Unit 2006-2008Finance Manager/Sun Network Systems Gr. 2004-2006Senior Finance Analyst/Sun Netra Telecom Gr. 2001-2004Recruited to Sun Microsystems as Senior Financial Analyst and promoted rapidly to Finance Director. Various roles in Financial Operations supporting Research & Development, Product and Sales organizations. Drove $1B post-acquisition integration of MySQL. Liaised with stakeholder groups to establish requirements, metrics, and capabilities for an integrated portfolio management process (11 product teams), creating a competitive analysis forming the backbone for strategic investment/disinvestment decisions.

Lynchburg, Va, Us

Implemented a corporate ERP system running on an Oracle database with Citrix thin client to connect multiple locations in North America.

Chicago, Il, Us

Consulting Engagement Lead for Navigant Consulting

Jacksonville, Fl, Us

Sales Account Manager

Deployed with Tactical Air Control Squadron 12 (TACRON 12) aboard the flagship of the U.S. Navy's Seventh Fleet the USS Blue Ridge. Conducted joint exercises focused on providing centralized planning, control, and integration of all air operations in support of amphibious operations, training and transits with South Korean, British and Australian forces.TACRON 12 provides fixed and rotary-wing aircraft provide Close Air Support (CAS) for friendly troops and ensure that air superiority exist in the area of the amphibious operation.

Completed Aviation Officer Candidate School (AOCS) in Pensacola FL. Completed primary flight training in Pensacola and was assigned to Helicopter Combat Support Squadron Eleven (HC 11) San Diego, CA flying the H46 Sea Knight. Completed 2 extended deployments in the Western Pacific while attached to HC 11; Transitioned to the Beechcraft Super King Air (C12 Navy designation) and was then assigned to Naval Air Station Roosevelt Roads in Puerto Rico flying internationally throughout the Caribbean basin. While at NAS Roosevelt Roads I managed an Operations Department consisting of 140 personnel. After completing active duty, I continued in the Naval Reserve with Tactical Air Control Squadron 12 (TACRON 12) in San Diego; Reserve deployments included joint operations in exercises in the South China Sea and Northern Pacific Ocean.

Ba, Economics

Mba, Finance