Kent Schofield work email
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• 20 years of financial leadership and analysis across 40 technology companies, including operational finance at Welcome Tech, Uber, and ShipBob. Analysis and engagement with dozens of CEO/CFOs and their strategic decisions across three technology sectors: Software (10 years), Internet/eCommerce (5 years), and IT Hardware (2 years). • $10+ billion in tech IPO experience: Head of Investor Relations for Uber’s $8.1 billion IPO, three-time Goldman Sachs’ IPO syndicate lead equity analyst, and worked on a dozen others, including VMware’s $1 billion IPO. • 30+ technology company financial models – including Uber’s long-range planning (LRP) model with full P&Ls for 15 global regions – each built and maintained for years with published analyst models recognized by Reuters for accuracy. Professional Bio: Kent is the CFO at Welcome Tech where he joined in 2022. He leads Finance, Accounting, Investor Relations, and Treasury functions. Before Welcome Tech, he was the VP of Finance and Strategy at ShipBob where he built and led the Commercial/Strategic and Corporate Finance/FP&A functions. Prior to ShipBob, he was a Director, Strategic Finance at Uber Technologies, Inc., where he joined in 2017. He was a Financial, Planning, and Analysis (FP&A) leader partnering with several business units. Kent was also Uber's Head of Investor Relations during Uber's $8 billion top 3 tech IPO of all time in 2019 where he was one of four management representatives for the IPO roadshow. Prior to Uber, he was a Vice President at Goldman Sachs. During his tenure as a lead technology equity analyst, Kent published research on thirteen companies and was consistently recognized by Reuters' for earnings estimate accuracy, including as one of the top ten most accurate analysts on all of Wall Street. He led or participated in more than a dozen technology IPOs during his eleven years with Goldman Sachs (Communications’ Technology), Citigroup's Global Investment Research (Software & Enterprise IT Hardware), and Prudential Financial Equity Research (Software). Kent serves on the Board of Directors for 7GC and Co. Holdings (NASDAQ: VII) and holds a Bachelor's Degree in Economics from UCLA.Specialties: scaling and leading finance teams, financial and strategic analysis, financial reporting, FP&A, corporate finance, investor relations, strategic finance, financial systems implementation (Tableau), technology product and go-to-market strategy, executive communication, Excel financial modeling, fast-paced environments, verbal and written presentation, and global team coordination
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Chief Financial OfficerSwaySan Francisco, Ca, Us -
Board Member (Nasdaq Listed)Banzai Sep 2024 - PresentSeattle, Washington, UsBanzai is a Marketing Technology (MarTech) software company that produces data-driven marketing and sales solutions for enterprises of all sizes.Audit Committee Chairman -
Chief Financial OfficerWelcome Tech Dec 2022 - PresentLos Angeles, California, UsWelcome Technologies serves US immigrants and hourly wage workers with a Health and Financial Wellness Subscription through B2B2C resellers, B2B employers, and D2C channels. The company has 4.5 million registered users and has raised $60 million from investors, including Softbank, Mubadala Capital, TTV Capital, and Owl Ventures.• Helped pivot the company away from a low-margin FinTech business model to a high-margin and ROI Subscription business through B2B2C and B2B channels. • As part of Product Finance oversight, improved core subscription offering's GAAP gross margins by over 3x through price optimization, vendor negotiation, and internal resource allocation. • Series B extension closed with Mubadala Capital, TTV Capital, and Next Legacy during a very difficult time in the private tech capital market cycle. • Led Business Development negotiations and contracting efforts for the company's five largest B2B2C and B2B partnerships in aggregate valued at double-digits $ millions.• Responsible for B2B revenue operations (RevOps) overseeing quota-carrying reps' key metrics and pipeline progression. -
Board Member (Nasdaq Listed)7Gc & Co. Holdings (Nasdaq Listed) Dec 2020 - Dec 2022Special Purpose Acquisition Company (SPAC) targeting high-growth technology companies. Successfully de-SPAC'd through a combination with Banzai International, a marketing technology software company, on December 2023. • NASDAQ IPO (ticker: VII) on December 23, 2020, raising $230 million with 4.5x oversubscription.• Audit Committee Chairperson and Compensation Committee member.
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Vice President, Finance And StrategyShipbob, Inc. Sep 2021 - Jun 2022Chicago, Il, UsJoined in conjunction with a new CFO. Led the Commercial/Strategic and Corporate Finance (FP&A) functions for ShipBob, a software platform for eCommerce fulfillment connecting merchants, carriers, and 3PLs.• Built Commercial/Corporate Finance teams to six professionals from one.• Ran 2022 budget/planning, set up monthly reporting to business units, completed first quarterly forecasting, and provided the business with financial visibility not previously available, e.g. headcount forecasting. • Completed several strategic finance projects, including cost optimization. • Worked with Accounting team to review gross/net P&L treatments and reorganize the GAAP P&L and management reporting. -
Director, Strategic Finance (Fp&A)Uber Aug 2020 - Sep 2021San Francisco, California, UsFinancial Planning & Analysis (FP&A) team leader within Strategic Finance responsible for $2 billion in P&Ls across four C-level business partners. • Annual budget planning with over 30 business partners' leaders across four orgs culminating in CEO/CFO presentations. • Responsible for total company (~20,000 employees) financial budgeting and forecasting. • Strategic Finance lead for Tableau (Salesforce.com's financial data visualization platform) system front-end visualization design, implementation, initial rollout, and championing to budget owners and delegates across Uber. -
Director, Investor Relations And Corporate DevelopmentUber Oct 2019 - Aug 2020San Francisco, California, Us
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Head Of Investor RelationsUber Apr 2017 - Oct 2019San Francisco, California, UsExtensive financial analysis, quarterly investor earnings call reporting process leader, and primary point of contact for a large, global investor base ($30 billion in debt/equity capital raised) as well as thirty-five public company research analysts. • Involved in all facets of Uber’s top 3 largest tech IPO and top 10 of all time ($8.1 billion raised), including as one of four on the IPO roadshow traveling team (CEO/CFO/CLO). In addition, four debt capital raises ($3 billion).• Responsible for Long-Range Planning financial model with 10-year P&Ls down to EBITDA for four businesses (Rides, Eats, Freight, and New Mobility) with up to 15 countries/regions for the largest business. • Performed extensive marketplace user cohort engagement analysis to understand multi-year engagement trends and sustainable growth potential going forward. • Benchmarking analysis of up to 20 tech peers including revenue, cost, expense, margin, profitability, actives users, engagement/transactions, and valuation. • Drove the investor financial disclosure process to successfully help investors understand the business model, in particular the company’s “path to profitability”. • 500 to 600 calls and meetings (over 30 minutes in length) annually with institutional investors with 90%+ conducted solo, i.e. without management participation.• Led quarterly earnings call process including financials preparation, supplementary slides creation, script and press release writing, and prepare CEO/CFO and other company leaders for investor questions.
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Vice President - Lead Equity/Stock AnalystGoldman Sachs Jan 2012 - Jun 2015New York, New York, UsLead equity analyst for dynamic software and hardware technology companies. I conducted deep analysis of financial and technology trends, published reports for thousands of external/internal clients including C-level executives and the world's largest institutional investors, and became a trusted source of expertise for a wide-range of industry participants. I helped direct a team of up to 4 global analysts/associates. Tenure includes industry standard garden leave for lead analysts. • Published and maintained 13 publicly traded companies’ full financial Excel models utilized by some of the world’s largest institutional investors for investment decisions.• Led 3 IPO’s where I collaborated with executive management and heavily influenced the IPO valuation ranges through growth and profitability metrics comparables analysis, including historical results and future business-model potential. • Analyzed the short- and long-term financial impact of many acquisitions and capital structure changes including Riverbed’s $1 billion acquisition of Opnet, Cisco’s $5 bn acquisition of NDS, and JDSU’s split into two publicly traded companies. • Built a comprehensive industry and company model showing the impact of a government K-12 Wi-Fi program to impact industry participants including Aruba Networks, Ruckus Wireless, and Aerohive with expected quarterly timing of funding. • Setup a framework showing the potential for activist investor or private equity involvement in Communication Technology companies prior to activist involvement in JDSU and private equity’s acquisition of Riverbed. • Laid out the path for an Ericsson and Ciena partnership to achieve meaningful international wins before they materialized. -
Associate Equity Research - Communications Software And HardwareGoldman Sachs Sep 2010 - Dec 2011New York, New York, UsLaunched research coverage of 10 companies while working on the team's large-cap (Cisco, Juniper Networks, etc) research initiative.
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Analyst Equity Research - SoftwarePrudential Financial Nov 2004 - Mar 2006Newark, New Jersey, UsProvided research assistance to two senior software equity analysts.
Kent Schofield Skills
Kent Schofield Education Details
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UclaEconomics -
Harvard Business School OnlineLeadership And Strategy
Frequently Asked Questions about Kent Schofield
What company does Kent Schofield work for?
Kent Schofield works for Sway
What is Kent Schofield's role at the current company?
Kent Schofield's current role is Chief Financial Officer.
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What schools did Kent Schofield attend?
Kent Schofield attended Ucla, Harvard Business School Online.
What skills is Kent Schofield known for?
Kent Schofield has skills like Capital Markets, Investment Banking, Corporate Finance, Financial Modeling, Financial Services, Venture Capital, Business Development, Equity Research, Leadership, Bloomberg, Financial Analysis, Mergers And Acquisitions.
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