Joseph Alberts Email & Phone Number

Washington, Dc, Us

Build and scale Finance, Operations, HR, and Legal teams from ground up. Led Series A Financing in September 2023.

San Diego, Ca, Us

Radicle Growth is an early stage Tech venture fund. Provide advisory services for portfolio companies (SaaS investments), including operational and financial modeling, metrics & KPIs, fund-raising and valuation-support.

Setagaya-Ku, Tokyo, Jp

Build and grow finance and accounting functions for mid-9-figure, global digital advertising and affiliate marketing business. Built and led 30+ person finance and accounting team. Reporting to CEO; executive team member. • Introduced product line profitability analyses to inform 2021 pricing strategy, sales compensation, and opex budget. Drove double-digit YTD revenue and CPM growth; currently on track to meet/beat 2021 plan. • Drove 500 basis point EBITDA growth in 2020, with additional 700 bps forecasted for 2021, by focusing executive attention on margin drivers, related KPIs, and variances. Directed build of Adaptive Planning dashboards, scorecards and reports to improve decision support. • Formed capex steering committee and developed analytical tools to guide investment decisions. Ensured $100,000+ investments satisfied ROI requirements. • Directed finance process transformation. Improved forecasting accuracy to +/- 2% across all periods. Prioritized and corrected items noted in internal and external audit reports.

Setagaya-Ku, Tokyo, Jp

Setagaya-Ku, Tokyo, Jp

First finance hire at Slice Technologies, a mobile app and e-commerce analytics platform (acquired by Rakuten). Reporting to the founding CFO/COO, tasked with building the team, tools and processes from the ground up while partnering with Executives to catalyze growth and improve profitability. • Played vital role in growing business from low-7-figure revenue to mid-8-figures. Owned full P&L and exceeded all financial targets.• Built and scaled financial planning & analysis function and infrastructure. Managed outsourced accounting vendor and subsequent migration to internal systems and team.• Led 8-figure M&A of competitor (Aviso). Negotiated executive earn-out plan that incentivized double-digit growth and achieved 4-year retention and accretion goals.

Acquired by Concentrix. ServiceSource offers a B2B customer retention SaaS platform and sales performance consulting, earning $250M in revenue through 500 FT employees globally. Led corporate planning, forecasting, budget management for entire-P&L and decision-support. Built and mentored a team of 7 managers and analysts while focusing heavily on creating new tools and processes to improve operating efficiency and but investor trust through reliability and transparency in the numbers.• Designed and implemented a financial planning, reporting and analytics software (Anaplan) used to conduct extensive scenario modelling and build KPI dashboards to help drive a $43M reduction in annual operating expenses.• Established a standardized cost-allocation methodology to derive customer acquisition costs (CAC) and guide pricing decisions, contributing to a 2.5% ($2M) quarterly gross margin improvement. • Prepared Board of Director (BOD) and Investor presentations and worked with CFO on business transformation communication strategy for quarterly earnings calls, setting investor guidance, and capital raising efforts.

Toronto, Ontario, Ca

First FP&A hire for high-growth Cloud start-up (acquired by Cogeco Inc.). • Played key role in increasing valuation 2.4X, from $260 million to $650 million acquisition price (14X EBITDA). • Developed, presented and won buy-in for strategy to shift from small business to enterprise customers. Partnered with product, marketing, and engineering to launch hybrid-cloud products that grew annual recurring revenue (ARR) from $120 million to $250 million. • Ensured strategic and cross-functional alignment by identifying and reporting revenue and cost drivers to executives and investors. Provided colleagues with pricing and capex analytical tools that improved CAC payback, LTV and net retention.

Toronto, Ontario, Ca

Promoted to Director of Finance in FY2012.

London, Gb

Partnered cross-functionally to implement Oracle Hyperion ERP suite and establish key business drivers and metrics. • Collaborated with retail business unit leaders to build scorecards that drove insight into customer segment behavior, which was used to influence new product adoption, improve conversion rates and maximize customer share-of-wallet.• Partnered with IT and Accounting teams to transform and automate month-end close and financial reporting package, highlighting key drivers of changes in yields (net interest margin), liquidity, and operating efficiency ratio.

Vancouver, Bc, Ca

Vancity is a financial services provider with approximately $20B in assets and 3000 employees. Operations include full-scale brokerage, consumer & commercial lending, and venture financing. Worked with senior leaders to achieve board-mandated operational improvement targets. Provided financial management and decision support, and led several leadership sponsored projects. NOTABLE ACHIEVEMENTS:• Collaborated with senior leaders to find operational efficiency improvements within a $300M operating budget and grow to $500M in annual revenue. • Led a cross-functional team to implement an ERP system (SAP) that contributed to a 5.6% ($21.3M) reduction in operating expenses between FY2007 and FY2009. • Prepared financial model for a merger of the mutual fund division, which eliminated overhead expenses and increased earnings by approximately 160%.

Vancouver, Bc, Ca

As part of corporate FP&A team, provided Investments division with decision support and financial analysis. Owned the monthly and quarterly variance analysis and forecasts, performed ad hoc financial analysis on projects and initiatives, provided guidance on annual operating budget while partnering closely with executive leadership throughout the planning cycle, and collaborated with Accounting on month and quarter-end close. .

Master Of Science - Ms, Management

Bachelor Of Arts (B.A.), International Economics

Certificate, Negotation