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Senior financial executive with a demonstrated record of achievement in managing all aspects of finance and administration for both private and publicly held companies, including public and private equity/debt financings, treasury functions, M&A expertise, and the IPO process. Strategic thinker with significant Wall Street analyst, financial, and operational expertise. Taken privately held companies with little accounting, legal, or management infrastructure transforming them into well-managed publicly traded firms with proper internal controls and systems. Manage entire finance, tax, treasury, legal, human resources, office administration, MIS operations. Strong leadership abilities including hiring and mentoring high-quality, loyal managers and staff. High energy and passionate with a proven ability working with cross-functional teams to implement practices, tools, and disciplines.Specialties: • Initiated and managed the entire process for two IPO’s• Lead and managed several VC financings• Public company CFO for over 10 years managing public filings, IR, SOX implementation• M&A expertise; both buy and sell side• Software revenue recognition expertise including SaaS revenue issues• International operations expertise• Financial roadmap development and management, including SaaS financial models• Contract creation, review, and negotiation expertise
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Chief Financial OfficerHazelcastCampbell, Ca, Us -
Chief Financial OfficerCloudian Inc Apr 2018 - PresentSan Mateo, Ca, Us -
Chief Financial OfficerTegile Systems Nov 2015 - Mar 2018Newark, California, Us -
Chief Financial OfficerPanzura Nov 2012 - Nov 2015San Francisco, California, Us -
Svp & Chief Financial OfficerModel N Oct 2010 - Oct 2012San Mateo, California, UsModel N is the leader in Revenue Management solutions, offering an integrated suite of applications for analytics, pricing, contracts, compliance, and settlements optimized for the industry practices of Life Science and High Tech companies. Enabling the creation of a seamless, end-to-end process from price setting through settlements payment to analytics, Model N's uniquely integrated approach eliminates revenue leakage and delivers the visibility and controls needed to avoid the risks of non-compliance to government reporting regulations such as Sarbanes-Oxley and government pricing requirements. Customers include: Atmel Corp.; Boston Scientific Corp.; Bristol-Myers Squibb Company; Cypress Semiconductor; Medtronic, Inc.; Microchip Technology Inc.; Ortho-Clinical Diagnostics, a Johnson & Johnson company; Pfizer, Inc.; and STMicroelectronics. -
CfoSkybox Security 2005 - Oct 2010San Francisco, California, UsSkybox Security, Inc. is the leader in automated security risk and compliance management solutions, helping IT organizations pinpoint and prioritize security risks, compliance, and availability exposures within minutes.Created the company’s organizational and financial infrastructure, as the company prepared for moving from early startup phase to a mature revenue producing organization. Instituted all financial controls and procedures while managing rapid revenue growth. Secured and managed three venture financing rounds of over $30 million from top tier VC firms, with increasing post-money valuations and attractive terms. Instrumental in helping drive the strategic direction of the company as we’ve entered new markets, changed product strategies, and introduced new markets and channels. Negotiate all major license and partner agreements, including strategic relationships with IBM, BT, Citigroup, and other Global 2000 companies. -
CfoBackweb Technologies 2002 - 2004San Jose, Ca, UsBackWeb Technologies was a leading offline web software company, extending the value of technology investments by offering mobile and remote employees offline access to portals, intranets and other web-based applications and content.Hired to completely re-structure the company and streamline the company’s organizational and financial infrastructure, as the company underwent a major strategic product shift and new product launch. Effectively reduced the company’s burn, implemented strong financial controls, and positioned the company well for a turnaround. Successfully articulated the company’s changes to Wall Street allowing for a 10x stock price increase during this transition. -
CfoTalarian Corp 1999 - 2002Talarian Corporation (Nasdaq:TALR) provided leading infrastructure software solutions that deliver data and content in real-time over any network to any device. Talarian's high performance, scalable products are deployed by hundreds of the world's largest organizations in their most demanding applications. Talarian was acquired by Tibco Software (Nasdaq: TIBX) in April 2002.Hired specifically to develop the company’s financial strategy and direction including taking the company public. Within eleven months of hire led the company on two corporate acquisitions and an IPO. Initiated and managed the entire process of a successful $70 million IPO, including drafting prospectus and roadshow presentations; authored all SEC filings including S-1, Proxy Statements, and Annual Reports. Managed the entire process of the sale of the company to TIBCO Software (representing a 165% premium over company's stock price); including negotiating major deal provisions, managing the anti-trust process, creating the data room and managing all due diligence, and heading up the transition team.
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CfoEnlighten Software 1991 - 1999St Louis, Mo 63141, Mo, UsEnlighten was a publicly traded network and systems management software vendor, competing with Tivoli and Unicenter.As one of the two original executives, revamped all financial systems and legal structure and led the company's successful IPO. During this time period, both revenue and employee base doubled. In October 1997, the company divested its legacy product line (which represented 93% of its revenue at the time) in order to focus on UNIX/NT system administration software. Following the divestiture, was instrumental in negotiating OEM/VAR relationships with major hardware vendors completing a significant turnaround. Enlighten was sold to Maden Technologies a private 300 person Washington DC based network and systems management contract services provider. -
Chief Financial OfficerSoftware Professionals 1991 - 1999UsSoftware Professionals was re-named ENlighten Software Solutions, see description under that company title. -
ManagerKpmg 1985 - 1991New York, Ny, UsClient expertise concentrated in high technology enterprises (software and manufacturing), start-up ventures, high wealth individuals, real estate, and agribusiness. Guided companies from start-up phase, to VC financing, and through public offering and consulted clients on day-to-day business operations, cash flow management, budget analysis, asset management, financial reporting and analysis, tax compliance and planning with respect to alternative structuring of business reorganizations, acquisitions and dispositions.
Mike Morgan Skills
Mike Morgan Education Details
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San José State UniversityBusiness/Accounting
Frequently Asked Questions about Mike Morgan
What company does Mike Morgan work for?
Mike Morgan works for Hazelcast
What is Mike Morgan's role at the current company?
Mike Morgan's current role is Chief Financial Officer.
What is Mike Morgan's email address?
Mike Morgan's email address is mo****@****aol.com
What is Mike Morgan's direct phone number?
Mike Morgan's direct phone number is +151079*****
What schools did Mike Morgan attend?
Mike Morgan attended San José State University.
What skills is Mike Morgan known for?
Mike Morgan has skills like Start Ups, Mergers And Acquisitions, Saas, Venture Capital, Strategy, Revenue Recognition, Finance, Management, Ipo, Mergers, Financial Modeling, Due Diligence.
Who are Mike Morgan's colleagues?
Mike Morgan's colleagues are Anthony Griffin, Granville Barnett, Jim O'connell, Jakki Glivicky Geiger, Caitlin Trigwell, Gökhan Sarı, Dan Young.
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