Kevin Held

Kevin Held Email and Phone Number

Head of Finance @ Versana
New York, NY, US
Kevin Held's Location
New York, New York, United States, United States
Kevin Held's Contact Details
About Kevin Held

As an entrepreneurial financial executive with experience in SaaS, Fintech, Crypto-Blockchain, Financial Services and Technology, I have worked with VC and PE backed companies from start-ups to mature international organizations with revenues from $10M - $400M. My background includes working with management teams on exits/recaps, sales growth, capital and debt raises, M&A integration, establishing credit lines, board matters, systems and process improvements and establishing FP&A among other areas.Additionally, being involved in many facets of operational and strategic finance as well as corporate development, I have built global finance teams which have encompassed Controllership, Tax and FP&A. This has enabled supporting growth across the globe for the companies I have been with. Please email me at kcheld101@gmail.com if you would like to connect outside of Linkedin. I am open to new opportunities.

Kevin Held's Current Company Details
Versana

Versana

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Head of Finance
New York, NY, US
Kevin Held Work Experience Details
  • Versana
    Head Of Finance
    Versana
    New York, Ny, Us
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  • Kck Cfo Consulting, Llc
    Principal
    Kck Cfo Consulting, Llc Jan 2020 - Present
    Providing Chief Financial Officer consulting services to small and mid size companies.
  • Hazeltree
    Chief Financial Officer
    Hazeltree Sep 2022 - Oct 2024
    New York, Ny, Us
    Hazeltree provides a global innovative cloud-based treasury and portfolio finance technology solution delivering enhanced transparency, liquidity, improved performance, and risk mitigation. to alternative asset managers including hedge funds, private equity funds, private debt, real estate funds, infrastructure funds, pensions and endowments, and their service providers.My work at Hazeltree included improving the financial infrastructure and management systems for better reporting to the board, investors as well as the management team. This enabled the implementation of metric and KPI reporting, expanding the budget to be departmental as well as multi period. I established the FPA function and worked with the CEO on defining new strategic paths to enhance growth.
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  • Vehlo
    Chief Financial Officer
    Vehlo Mar 2020 - Sep 2022
    Knoxville, Tennessee, Us
    Vehlo is a leading provider of software and financial solutions for the automotive repair industry.While at Vehlo, I implemented the finance/accounting infrastructure and financial controls which supported the acquisition and integration of 7 companies into the existing portfolio. This included hiring a team of 20 across Controllership, Billing, FPA, Integrations and Payroll. Converted the portfolio from legacy accounting platforms to Intacct with integrations to Salesforce, Paycom, banking and payments processing. Managed the compliance with credit facilities of $150m+. This all culminated with a PE backed recap resulting from a 3.5x increase in BEV since March 2020.
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  • Crosstower
    Fractional Chief Financial Officer
    Crosstower Dec 2019 - Mar 2020
    Jersey City, Nj, Us
    Provided Chief Financial Officer services to CrossTower – A Crypto currency exchange in its startup stage. This included establishing controls documentation, audit support and guidance on accounting matters.
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  • Alphapoint
    Chief Financial Officer
    Alphapoint Jul 2018 - Oct 2019
    New York, New York, Us
    AlphaPoint is a VC backed SaaS based financial technology company focusing on the asset digitization and tokenization space. The company has customers across 5 continents with offices in New York, Charlotte, San Francisco. I joined the company as the first CFO to build the infrastructure supporting the company’s growth. This included evaluating the needs of the firm from a finance department perspective, enhancing financial and KPI reporting to leadership and the board, reducing the financial closing time, establishing firm wide risk management process to identify and mitigate internal and external factors and establishing core analysis and accounting functions which did not exist previously.
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  • Tradingscreen
    Chief Financial Officer
    Tradingscreen Dec 2014 - Jul 2018
    New York, Ny, Us
    TradingScreen is a leading PE backed SaaS based independent provider of liquidity, trading and investment technology to the financial community. TradingScreen brings the major, global sell-side participants and leading regional brokers to a common environment, delivering market access and order- and liquidity-management to the buy side.While at TradingScreen, I worked to realign the organization in a strategic restructuring to realize hidden product value, revised business plans to provide management an accurate view of the opportunities, established an accounts receivable based line of credit, implemented a BI platform to deliver relevant information to support and manage new business lines, enhanced reporting to the Board of Directors, Executive Committees, PE investors and management team and put efficiencies in to reduce the financial close time.
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  • Liquidnet
    Chief Financial Officer
    Liquidnet Jan 2002 - Dec 2014
    New York, Ny, Us
    Liquidnet is a global institutional brokerage and software development firm with its headquarters in NY and offices worldwide.I was instrumental in building the finance department from 2 employees to a global group 20. We developed an international finance infrastructure which supported the global expansion of the company. During my time with Liquidnet, I was involved in a Private Equity led $250MM equity recapitalization (at the time, this was the largest in the fintech industry), readying the company for an IPO, completing a $150M term loan debt issuance, financial systems integration, initiated new business development and strategic planning throughout the organization, driving process improvements ensuring that businesses were successful and met goals, conducting due diligence and integrations of two company acquisitions.
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  • Financial Resource Group
    Chief Financial Officer/ Chief Operating Officer
    Financial Resource Group 2000 - 2002
    A boutique financial services firm with a focus on investment banking, private equity/ venture capital funding. Responsible for the finance, accounting and HR functions, including budgeting/ forecasting, financial statement preparation, HR/EE policies, and compliance with all FINRA and SEC securities regulations.
  • Various Brokerage Firms
    Chief Financial Officer/ Finop Consultant
    Various Brokerage Firms 1996 - 2000
    I worked with a number of smaller boutique brokerage firms during this time serving as their CFO and regulatory Financial and Operations Principal
  • Sandler O'Neill And Partners
    Vice President
    Sandler O'Neill And Partners 1995 - 1996
    New York, Ny, Us
    A full-service investment banking firm and broker-dealer focused on the financial services sector. I was a member of the investment banking team responsible for the management and organization of initial public offerings for banks.
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  • Adams Cohen Securities
    Chief Financial Officer/ Chief Compliance Officer
    Adams Cohen Securities 1987 - 1995
    A boutique investment bank with a focus on initial public offerings for banks and thirfts. Responsible for all financial activities, FINRA and SEC regulatory compliance, HR and office management.

Kevin Held Skills

Financial Analysis Finance Financial Services Ipo Securities Start Ups Accounting Strategic Planning Banking Capital Markets Financial Reporting Investment Banking Internal Controls Private Equity Financial Operations Process Improvement Investments International Operations Corporate Governance Audit Committee Budgeting Forecasting Ipo Readiness Management Leadership Mergers And Acquisitions Financial Modeling Acquisition Integration Strategy Risk Management Cash Management

Kevin Held Education Details

  • Adelphi University
    Adelphi University
    Accounting And Finance

Frequently Asked Questions about Kevin Held

What company does Kevin Held work for?

Kevin Held works for Versana

What is Kevin Held's role at the current company?

Kevin Held's current role is Head of Finance.

What is Kevin Held's email address?

Kevin Held's email address is kc****@****ine.net

What is Kevin Held's direct phone number?

Kevin Held's direct phone number is 164667*****

What schools did Kevin Held attend?

Kevin Held attended Adelphi University.

What are some of Kevin Held's interests?

Kevin Held has interest in Children.

What skills is Kevin Held known for?

Kevin Held has skills like Financial Analysis, Finance, Financial Services, Ipo, Securities, Start Ups, Accounting, Strategic Planning, Banking, Capital Markets, Financial Reporting, Investment Banking.

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