Lyle M. Henderson, Cpa work email
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Lyle M. Henderson, Cpa personal email
Lyle M. Henderson, Cpa phone numbers
PE/VC-back, SaaS CFO. Significant M&A experience with successful exits on the buy side, sell side and IPOs. Focus on taking PE/VC-backed companies from pre/around $10m ARR to $50m+ ARR through organic and inorganic growth. Hands on CFO with strong operational muscle. Expertise in working with Go To Market (GTM) leaders to drive optimal unit economics and SaaS metrics through data driven business intelligence. Expertise includes: -> Significant M&A, including buy side and sell side. Pre-Acquisition corporate development, due diligence, financial modeling and Post-Acquisition integration. Capital raises. Private Equity pitch decks. Board communications/decks. -> SaaS metrics and data driven GTM business intelligence. -> Global expertise with subsidiaries in the UK, Canada, India, Denmark, Germany and Australia.-> Big 4 Audits and Tax consultation, including topics such as Purchase Accounting, State and Local (SALT) Tax, Sales and Use (SUT) Taxes, Tax Compliance, Statutory Audits. -> System Implementations; Organizational Structure.
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Chief Financial OfficerEasy Metrics Inc. Jun 2024 - PresentBellevue, Washington, Us -
Saas Cfo ConsultantSelf-Employed Mar 2024 - Jun 202415+ years SaaS experience as a hands on finance leader with successful M&A on the buy side, sell side and IPOs. Focus is on PE/VC-backed companies going from < $10m ARR to $50m+ ARR through a mix of organic and inorganic growth. Expertise as follows: SaaS Metrics; Financial/budget Modeling (FP&A); Private Equity Communications (Board Decks); Corporate Development and M&A, including Pre-Acquisition Marketing, Due Diligence and Transaction work as well as Post-Acquisition Integration. Audit and Tax; Treasury and Insurance. HR/culture, Legal, Administrative and Revenue Operations; Credit Facilities; Cross Functional Collaboration; System Implementations; Data Driven Business Intelligence and Dashboards.
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Saas CfoAllbound Mar 2023 - Feb 2024Atlanta, Georgia, UsAllbound is a leading provider of Partner Relationship Management (PRM) and other channel software solutions to enterprise, mid-market and commercial businesses with Global operations in the UK, India, Ireland and US. Channel Mechanics is a leading provider of incentive automation and other channel software solutions to enterprise businesses. Allbound and Channel Mechanics joined forces via M&A in Q1 2024, thereby creating a powerful force within the channel software space. -
Saas Cfo (Optimere - Exit W/ Civicplus)Civicplus Jun 2020 - Mar 2023Manhattan, Kansas, UsOptimere was backed by private equity sponsor Level Equity and is a GovTech compliance platform for Government with global operations in the US, UK, Denmark and Australia. The Company was founded out of ArchiveSocial, and in connection with the acquisition of NextRequest and merger with Monsido, the Company rebranded under the name Optimere. Optimere sold to CivicPlus (backed by private equity sponsor Insight Partners) in Q2 2022. The combination of Optimere and CivicPlus allows the two companies to provide a comprehensive GovTech compliance and enablement platform for Government. -
Corporate ControllerBioagilytix Jan 2019 - Jun 2020Durham, Nc, UsBioAgilytix is a leading provider of healthcare technology to pharmaceutical and biotechnology businesses with global operations in Germany and in the US. BioAgilytix was backed by private equity firm Cobepa and previous to that Riverside Partners (Boston). BioAgilytix acquired Cambridge Biomedical in Q4 2019 to expand its product capabilities. -
Finance And Hr/Administration Leader - Corporate & North AmericaE-Emphasys Technologies Jul 2018 - Jan 2019Cary, North Carolina, Use-Emphasys Technologies is a leading provider of ERP software and other technologies for enterprise businesses with global operations in India and the US. -
Senior Director Of Finance & AccountingNetsertive Nov 2013 - Jul 2018Morrisville, Nc, UsPartner with executive leadership to lead maturation of high growth, earlier stage organization through oversight of financial/business/accounting operations, treasury, audit/tax and FP&A. Partner with cross functional leaders to assess operational matters and provide recommendations. Work with product leadership to transform the business from sales led to product driven. - Led integration of financial and accounting operations of technology company, including systems, personnel and processes. - Leader of a high performing, scaled finance team. Core values include inspired standards, professional will, discipline, accountability and humility. Focus on hiring the right people that fit culturally. - Oversee operationally driven FP&A efforts partnering with the business to model out implications on revenue, EBITDA and working capital, including harmonization with the Company’s strategic forecast. - Empower executive leadership with meaningful, efficient presentation of key financial results. -
Director Of Finance And AccountingNetsertive 2013 - Aug 2017Morrisville, Nc, UsDetermine resource allocations to optimize fiscal health of business. Oversee Risk/Treasury and FP&A encompassing EBITDA forecasting, head count administration, business case approval, value proposition modeling support, and 409a valuation process. Support preparation and execution of semi-annual kickoff events. Hold check authority. Manage vendor/customer contracts and collections. Work with brokers and investment firms on buying decisions to maximize ROI. Head audit process.- Partnered with executive leaders and peers to scale business operations to accommodate growth. Contributed to strategic planning providing budgets, forecasts/variances, and financial models to guide decision making.- Led execution of monthly business reviews for operational leaders to communicate results of business. Provided forward-looking forecasts based on indicators and measured against budget, plan, and strategy.- Oversaw risk and treasury including debt construction and compliance reporting. Handled annual insurance renewals (E&O, property, casualty) and solicited brokers to secure quotes and review coverages/policies.- Mentored 7-member team for success in high-performance organization. Strategically hired right person for right role, then provided onboarding with launch plan that set expectations with guide for first 30 days.- Collaborated with FP&A team to build out new departmental budgeting process with integration into accounting process/systems that empowered stakeholders with ownership over budget development. -
Senior Manager Of FinanceNetsertive 2013 - 2015Morrisville, Nc, UsInstituted solid finance and accounting framework to support rapid growth while reducing risk. Stewarded financial resources, and helped mature company building out scale, rigor, systems, and new processes for financial operations. Collaborated with leaders to review agreements and projects to assess impact on strategic position, technical accounting, and accounting operations. Supported CFO in raising venture capital through Series B and Series C offering. - Expanded lean 2-member team to 5 and inspired staff to perform through delegation, empowerment, and mentoring. Instilled culture of trust and commitment to foster loyalty and passion for excellence.- Set up performance metrics to consistently measure business across 4 distinct industry segments. Designed dashboard/KPIs for sales and operations teams to measure effectiveness of sales activities.- Matured processes, including implementing 2 systems and definable, scalable billing process. Installed eShares platform and RJ Metrics to extract insights from ERP/CRM.- Oversaw tax and accounting, including expense report policy evolution, GL coding scheme, AP/AR monthly close process, technical accounting, and federal, state, and Secretary of State annual compliance fillings.- Formulated first short-term revenue and EBITDA forecasting and worked with business leaders to maintain monthly update cadence. Reviewed financial results and discussed with stakeholders to analyze impacts.- Created logical workflow for operations and finance to execute against. Reduced labor hours/complexity, helping bring products to market faster, improving service, and delighting customers. -
Audit Manager/Audit Senior/Staff AuditorErnst And Young Dec 2007 - Nov 2013London, GbManaged audit engagements for small, medium, and Fortune companies with revenues from $25M to over $1B in the software, biotechnology, manufacturing, asset management, and contract research industries. Managed relationships with customers to optimize resources and ensure job profitability. Interfaced with CFOs, Controllers, and financial stakeholders and participated in board meetings to present audit results. Mentored junior staff and assisted with performance evaluations. - Consulted on technical accounting encompassing revenue recognition, business combinations, EPS, debt modification/extinguishment, share-based compensation, leases, goodwill, and segment reporting.- Performed SEC financial reporting, risk assessment/mitigation, and process development/improvement. Prepared initial public and shelf registration offerings, including comfort letters procedures.- Led team on 3 IPOs throughout process stages and worked with client attorneys and bankers. Conducted 3-year reaudit to satisfy IPO registration requirements and submitted initial IPO S1 and responded to comment letters. - Organized cross-departmental resources including tax, IT/systems, and internal/global audit teams to expedite on-time deliverables. Led training for CPEU courses. Exposed to projects with IFRS audits and conversion from GAAP. -
Financial AdvisorRaymond James Financial Inc. May 2005 - Mar 2006St. Petersburg, Florida, UsMarketed to, advised, and managed the financial assets of RJF clients. Grew portfolio of clients from zero to 7 in 6month’s time representing $500K in assets managed. Developed and presented IRA, corporate cash management, hedging, and retirement plan proposals. Earned client trust by analyzing financial situation, identifying weaknesses, and making recommendations for improving financial status. Communicated with wholesalers and opened and maintained brokerage accounts.
Lyle M. Henderson, Cpa Skills
Lyle M. Henderson, Cpa Education Details
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University Of South FloridaAccounting And Finance
Frequently Asked Questions about Lyle M. Henderson, Cpa
What company does Lyle M. Henderson, Cpa work for?
Lyle M. Henderson, Cpa works for Easy Metrics Inc.
What is Lyle M. Henderson, Cpa's role at the current company?
Lyle M. Henderson, Cpa's current role is Private Equity SaaS CFO.
What is Lyle M. Henderson, Cpa's email address?
Lyle M. Henderson, Cpa's email address is ly****@****ere.com
What is Lyle M. Henderson, Cpa's direct phone number?
Lyle M. Henderson, Cpa's direct phone number is +191970*****
What schools did Lyle M. Henderson, Cpa attend?
Lyle M. Henderson, Cpa attended University Of South Florida.
What skills is Lyle M. Henderson, Cpa known for?
Lyle M. Henderson, Cpa has skills like Certified Public Accountant, Series 7, Account Management, Marketing Management, Customer Presentation, Event Organization, Accounting, Mergers And Acquisitions, Cpa, Internal Controls, Auditing, Analysis.
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