Martin Pearson, Cpa Email and Phone Number
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Results driven finance leader in domestic and international startup/small entities in SaaS and technology sectors. Expertise in establishing and managing financial infrastructure (systems, organization, processes and policies etc) in the Venture backed, high-growth technology sector (Software as a Services (SaaS), mobile, training and web based). Experienced in the venture capital process and key strategic partner to businesses. Have reported to the CEO for most of the last 15 years.I help companies grow and scale with data-driven decision making through budgeting, forecasting, reporting, financial modeling, analytics and FP&A processes.SPECIALTIES:SaaSCorporate FinanceASC 606Software revenue recognitionFinancial ModelingFP&AVariance AnalysisFinancial AnalysisIntegrationKey Metrics (KPI)Cash ManagementBudgetingForecastingFinancial ReportingCash Flow ForecastingPlanningVenture CapitalMonth End CloseNegotiationBusiness StrategyBanking RelationshipsManaging Rapid GrowthMulti-Site/Multi-LocationAuditAccountingEmployee DevelopmentMobileVenture DebtTeam BuildingConsolidationsTreasury FunctionDigital TransformationB2C MarketspaceComplianceKey Performance Indicators (KPI)Policies and ProceduresSYSTEMS:Great PlainsSolomonQuickBooksPeachtreeIntacctExcel (advanced)WordSalesforce.comOutlookMicrosoft OfficeMaxioPlace TechnologiesCERTIFICATIONS: Certified Public Accountant (CPA)email: martinpearson.cpa@gmail.com
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Interim Financial ControllerMiva, Inc.Atlanta, Ga, Us -
Vp Of FinanceTevixmd Corporation Jun 2023 - Jul 2024Jupiter, Fl, Us■ SaaS Platform that Empowers Providers to realize revenue through AI-Driven Patient Verification Solutions. tevixMD serves multiple provider segments including Laboratories, Urgent Care, Imaging Centers, Hospitals, Speciality Practices, Ambulance Services and Revenue Cycle Management companies. The company provides intelligent real-time, real world patient demographics and insurance/MBI coverage information using minimal patient identification information. -
Gap YearCareer Break Nov 2022 - Jun 2023
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Director Of FinanceOrtec Usa Mar 2016 - Oct 2022Atlanta, Ga, Us■ A Dutch owned company who is a leader in supply chain and optimization SaaS software.As Director of Finance I manage all facets of finance and accounting department including audited financial statements, budgeting and forecasting, tax compliance, staff development, ad hoc analysis and Treasury functions. Primary audit contact. As Director of Finance, I had these accomplishments and made these improvements:-Developed and implemented financial reporting and KPI systems to drive business decisions and optimize performance.-Led the strategic transition from perpetual license model to a SaaS subscription model aligning financial operations with best practices. -Designed financial model to accommodate better visibility into company drivers for the forecasting process. -Prepare and present monthly key metrics report for treasury, financial and human resources to - management team.-Developed accounting procedures to increase efficiency and reduce close cycle to 6 business days.-Maintain multi-year capital budget.-Successfully migrated Accounts Payable function/Process from paper to electronic.-Grew high performance accounting, reporting and administration team from 1 to 6 staff members.- I was the lead finance person for ORTEC Americas. They did not have a Chief Financial Officer (CFO) or a Vice President of Finance role. However, I indirectly reported to the Chief Financial Officer (CFO) at the Netherlands office. -
ContractorLow T Center Oct 2015 - Feb 2016Southlake, Tx, Us■ Consulting and support role on all facets of accounting and finance.■ I reported to the Chief Financial Officer and worked closely with the Director of Finance. -
Vp Finance And Human ResourcesAzalea Health (Acquired Simplfymd) May 2013 - Feb 2015■ SaaS based full suite software and solutions provider for medical practices.VP Finance and Human Resources - simplifyMD - May 2013 to July 2014(Azalea Health acquired simplifyMD July '14)Manage all facets of finance and accounting department including audited financial statements, budgeting and forecasting, tax compliance, staff development, ad hoc analysis and Treasury functions. Primary audit contact.-Managed all post-merger aspects related to financial modeling, budgeting, accounting and human resources. -Extended company’s financial runway by revising accounting procedures for revenue recognition, securing second funding tranche and whereby allowing company to complete the merger timely.-Ongoing development, implementation and management of all facets of the accounting department including financial statements, financial modeling, financial and business analysis, budgets/forecasting, -Treasury function, Human Resources, payroll, benefits, tax compliance, and policies and procedures improvements. Primary audit contact. -Member of leadership team.-I was the lead finance person. SimplifyMD did not have a Chief Financial Officer (CFO) or a Director of Finance role.
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Board Member - Corporate Development SocietyTechnology Association Of Georgia Jul 2011 - May 2013Atlanta, Georgia, Us -
Business OwnerRevcon Alliances May 2011 - May 2013Clients included: SpeedTracs America LLC■ Independent consulting focused on alliances and partnerships, business development and financial/accounting support for technology, fitness and Healthcare IT companies.■ Consulted to build the alliances and partnership strategy, contract to implement the strategy and manage the alliances and then assure client self-sufficiency.■ The focus of RevCon Alliances was to either help our Health IT clients improve existing revenue producing strategic alliances and partnerships or to develop new alliances and partnerships. We use a defined methodology to produce results and then help our clients apply these methods on their own.
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ControllerOrtec Usa May 2009 - Feb 2011Atlanta, Ga, Us■ A Dutch owned company who is a leader in supply chain and optimization SaaS software.Managed all facets of accounting department including audited financial statements, tax compliance, staff development and Treasury functions. Primary audit contact. -Developed procedures to increase efficiency and reduce close cycle by 10 business days.-Staffed accounting department with top talent-Developed Senior Accountant to Assistant Controller level-Responsible for completing system conversion and developing internal expertise -Designed financial model to accommodate better visibility into company drivers-I was the lead finance person. ORTEC Americas did not have a Chief Financial Officer (CFO) or a Vice President of Finance role. However, I indirectly reported to the Chief Financial Officer (CFO) at the Netherlands office. -
Director Of Finance And AccountingBetter World Books Feb 2007 - May 2009Mishawaka, In, Us■ Top 5 seller of used books on Amazon.com-Managed 300% revenue growth and headcount in a three fiscal year period.-Responsible for all facets of accounting, finance, financial modeling, payroll, taxes and benefits-Played key role in closing $4M series A round.-I reported directly to the CEO of the company. Better World Books did not have Chief Financial Officer (CFO) or Vice President of Finance roles. -
Financial ControllerTechnology Start-Ups - Venture Capital Funded Feb 2000 - Feb 2007AppForge - Controller($2M/yr rev/45 employees)AppForge’s premier product, Crossfire, enabled Microsoft Visual Studio developers to create mobile applications one time that could run on more than 600 mobile devices. Crossfire was sold to Oracle Corporation (NASDAQ: ORCL) in April 2007. ■ Enterprise mobile and wireless application development solutions.■ Responsible for all facets of accounting, finance, financial modeling, payroll, taxes and benefits.■ Played key supporting role in closing $2M series B round and bridge debt financing. ■ Reported directly to the Chief Financial Officer (CFO). AppForge did not have Vice President of Finance or Director of Finance roles.Media1st.com - Controller, Investor($1.8M/yr rev/45 employees)■ Online multi-media learning. ■ Responsible for all facets of accounting, finance, financial modeling, payroll, taxes and benefits.■ Played key supporting role in closing Series B round and bridge debt financing.■ Reported directly to the Chief Financial Officer(CFO). Media1st did not have Vice President of Finance or Director of Finance roles.i2go.com - Controller($1.5M/yr rev/50 employees)■ World's first mass-market interactive MP3 Player. Provided online portal to customers where they could download custom news, education and other content.■ Included advertising business model.■ Responsible for all facets of accounting, finance, financial modeling, payroll, taxes and benefits.■ Played key supporting role in closing bridge debt financing.■ Reported directly to the Chief Financial Officer(CFO). i2go.com did not have Vice President of Finance or Director of Finance roles.
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Senior AccountantExecutrain Aug 1995 - Feb 2000Lexington, Kentucky, Us■ International computer training organization offering software training to Fortune 500. ($180M/500 employees - worldwide organization)Senior Accountant (8/97 to 2/00)International Accountant (2/96 to 8/97)Staff Accountant (8/95 to 2/96) -
Staff AccountantPublic Accounting 1991 - 1995
Martin Pearson, Cpa Skills
Martin Pearson, Cpa Education Details
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University Of FloridaAccounting
Frequently Asked Questions about Martin Pearson, Cpa
What company does Martin Pearson, Cpa work for?
Martin Pearson, Cpa works for Miva, Inc.
What is Martin Pearson, Cpa's role at the current company?
Martin Pearson, Cpa's current role is Interim Financial Controller.
What is Martin Pearson, Cpa's email address?
Martin Pearson, Cpa's email address is ma****@****tec.com
What is Martin Pearson, Cpa's direct phone number?
Martin Pearson, Cpa's direct phone number is +157425*****
What schools did Martin Pearson, Cpa attend?
Martin Pearson, Cpa attended University Of Florida.
What are some of Martin Pearson, Cpa's interests?
Martin Pearson, Cpa has interest in Saas, Sports (Especially Soccer), Canoeing And Essays, Entrepreneurship, Nutrition, Fitness, Hiking, Music, Health It, Travel.
What skills is Martin Pearson, Cpa known for?
Martin Pearson, Cpa has skills like Saas, Financial Modeling, Start Ups, Venture Capital, Finance, Business Development, Mergers And Acquisitions, Management, Forecasting, Us Gaap, Consolidation, Strategic Partnerships.
Who are Martin Pearson, Cpa's colleagues?
Martin Pearson, Cpa's colleagues are Kaitlynn Byrnes, Ann Morell, Pmp, Wayne J Smith, Serena Pereyra, Camp Miva, Katharine Mindigo, Rajesh Yerrapati.
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