Jon Potter

Jon Potter Email and Phone Number

Fractional CFO and accounting for tech companies < $50M in revenue @ Grandview CFO
Jon Potter's Location
Lehi, Utah, United States, United States
Jon Potter's Contact Details
About Jon Potter

I am a Finance executive bringing years of in-the-trenches SaaS experience. I build rapport across the company, tell the story from the numbers, and offer inspiring leadership that empowers growth.Finance Exec.From fundraising to KPIs, I tell the story for the numbers. I remember my knees rattling as I presented for the first time to a board of directors, worried they would want every detail of our financial statements. I have since learned that the most important aspect in presenting financial reports and metrics is the story. CEOs, investors, and the management team want to know where we’ve been and where we will go. I break the numbers down, so that we can make decisions that dominate markets, raise capital, create great products, and make happy employees.Inspiring Leader.I have lead Junior Jazz teams to victory, rock bands to ruckus applause, and church teams to faithful service. In the office, I am happy to dig into the details or wrangle with the next high-level, strategic decision. The most important thing to me is that we all win as a team. I believe this approach to leadership is why a former CEO told me that people are willing to work better and harder for me. I inspire people to bring their best and elevate their performance out of the joy of team success.Renaissance Man.I have had a lot of brutal jobs - ditches in the desert, cell towers hundreds of feet high, support calls, mind-numbing hours as a CPA, and, hardest of all, little league baseball umpire. I have been told several times by my CEO that I am a Renaissance Man. My vast experiences in the Finance world (tax, audit, financial operations, systems, FP&A, etc.) enable me to bring great insights, and my broad work experiences, SaaS and otherwise, help me bring perspective and build rapport.If I sound like the kind of Finance pro that you want to know better, please send me a message. AKA: Jonathan, Po, Coach

Jon Potter's Current Company Details
Grandview CFO

Grandview Cfo

View
Fractional CFO and accounting for tech companies < $50M in revenue
Jon Potter Work Experience Details
  • Grandview Cfo
    Founder
    Grandview Cfo Apr 2024 - Present
    At Grandview CFO, we offer fractional finance and accounting services to tech companies. I established the firm after holding pivotal roles in startups and mid-market companies in Silicon Valley and Utah's Silicon Slopes. Alongside myself, the firm's partners bring a wealth of experience with decades of leadership in startups and high-growth tech companies. Partners have played key roles in companies through operational expertise, sell-side diligence processes, and acquisitions. Throughout their careers, the partners at Grandview CFO have been instrumental in mobilizing hundreds of millions of dollars through fundraising efforts and successful exits. This depth of experience and proven track record positions Grandview CFO as a leader in outsourced financial services for the tech sector.Check us out at grandviewcfo.com
  • Goreact
    Vp Of Finance And Operations
    Goreact Jun 2023 - Present
    Orem, Utah, Us
  • Hg Insights
    Corporate Controller
    Hg Insights Apr 2022 - May 2023
    Santa Barbara, Ca, Us
  • Intricately (Acquired By Hg Insights)
    Financial Controller
    Intricately (Acquired By Hg Insights) Oct 2021 - Apr 2022
  • Boostability
    Corporate Controller
    Boostability Jul 2019 - Oct 2021
    Lehi, Ut, Us
  • Omadi (Acquired By Traxero)
    Vp Finance & Strategy
    Omadi (Acquired By Traxero) Oct 2018 - Jul 2019
  • Omadi (Acquired By Traxero)
    Vp Finance/Controller
    Omadi (Acquired By Traxero) Aug 2017 - Sep 2018
  • Omadi (Acquired By Traxero)
    Director Of Finance And Operations
    Omadi (Acquired By Traxero) Mar 2016 - Jul 2017
  • Omadi (Acquired By Traxero)
    Accounting Manager
    Omadi (Acquired By Traxero) Oct 2015 - Mar 2016
  • Grant Thornton Llp
    Audit Senior Associate
    Grant Thornton Llp Aug 2015 - Oct 2015
    Chicago, Il, Us
  • Grant Thornton Llp
    Audit Associate
    Grant Thornton Llp Oct 2014 - Aug 2015
    Chicago, Il, Us
  • Grant Thornton Llp
    Tax Associate
    Grant Thornton Llp May 2013 - Oct 2014
    Chicago, Il, Us
  • Grant Thornton Llp
    Tax Intern
    Grant Thornton Llp Jan 2012 - Apr 2012
    Chicago, Il, Us
    Tax Compliance

Jon Potter Skills

Accounting Financial Accounting Financial Analysis Microsoft Excel Financial Reporting Tax Auditing Financial Statements Management Gaap Quickbooks Financial Modeling Accounts Payable Powerpoint Access General Ledger Accounts Receivable Internal Controls Microsoft Access Microsoft Word Budgets Us Gaap Microsoft Office Analytical Skills Data Analysis Corporate Tax Tax Preparation Finance Generally Accepted Accounting Principles Cpa Tax Accounting Spreadsheets Sarbanes Oxley Act Partnership Taxation Analysis Income Tax Account Reconciliation Tax Research Tax Returns Bookkeeping Assurance External Audit Leadership Customer Service Strategic Planning Revenue Recognition Cash Flow Training Cost Accounting Internal Audit

Jon Potter Education Details

  • Brigham Young University
    Brigham Young University
    Master Of Accountancy
  • Brigham Young University
    Brigham Young University
    Accounting

Frequently Asked Questions about Jon Potter

What company does Jon Potter work for?

Jon Potter works for Grandview Cfo

What is Jon Potter's role at the current company?

Jon Potter's current role is Fractional CFO and accounting for tech companies < $50M in revenue.

What is Jon Potter's email address?

Jon Potter's email address is jo****@****ail.com

What is Jon Potter's direct phone number?

Jon Potter's direct phone number is +180180*****

What schools did Jon Potter attend?

Jon Potter attended Brigham Young University, Brigham Young University.

What are some of Jon Potter's interests?

Jon Potter has interest in Social Services, Children, Football, Snowboarding, Education, Basketball, Hiking, Camping, Running, Health.

What skills is Jon Potter known for?

Jon Potter has skills like Accounting, Financial Accounting, Financial Analysis, Microsoft Excel, Financial Reporting, Tax, Auditing, Financial Statements, Management, Gaap, Quickbooks, Financial Modeling.

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