Kent Schofield Email & Phone Number

San Francisco, CA, US

Seattle, Washington, US

Banzai is a Marketing Technology (MarTech) software company that produces data-driven marketing and sales solutions for enterprises of all sizes.Audit Committee Chairman

Los Angeles, California, US

• Welcome 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.
• 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.

• Special 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.

Chicago, IL, US

• Joined 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.

San Francisco, California, US

• Financial 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.

San Francisco, California, US

San Francisco, California, US

• Extensive 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.
• 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.
• 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”.

New York, New York, US

• Lead 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.
• 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.
• 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.
• 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.
• 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.

New York, New York, US

Launched research coverage of 10 companies while working on the team's large-cap (Cisco, Juniper Networks, etc) research initiative.

Newark, New Jersey, US

Provided research assistance to two senior software equity analysts.

Bachelor'S Degree, Economics

Uber Executive Education Graduate, Leadership And Strategy