Michael Levin

Michael Levin Email and Phone Number

VP Finance at Qventus @ Qventus, Inc
Michael Levin's Location
San Francisco, California, United States, United States
Michael Levin's Contact Details
About Michael Levin

Strategic finance executive who fosters collaboration among business partners to develop clear operating/financial plans –> produces transparency and accountability throughout the organization. Deep experience with financial transformation having led the formation and re-build of teams at both private / pre-IPO (<$100m revenue) and public companies (~$500m revenue). Establish finance as a trusted thought partner that provides value-added insight to the business, not just financial results.Over 20 years of experience that spans across a broad range of financial disciplines including FP&A, accounting/auditing, investment banking, M&A, private equity, and transaction due diligence.Earned a Master of Business Administration (MBA) in Finance and Strategic Management from The Wharton School at the University of Pennsylvania, and a Bachelor of Science in Accounting from the University of Delaware. Certified Public Accountant (CPA) licensed in Pennsylvania (inactive). Areas of expertise include:BUSINESS PARTNERSHIP: Utilize over a decade of client service experience to effectively build partnerships throughout all parts of an organization; and leverage that same client service approach to deliver value-added and insightful analysisSTRATEGIC THINKER WITH SLEEVES UP APPROACH: Ability to see beyond the numbers and understand the strategic pros/cons of corporate actions, while analyzing large data sets to distill key drivers to support decisionsPLANNING & ANALYSIS: Develop ‘bottoms-up’ detailed financial modeling that enables timely, insightful analysis and clear line of sight on performance vs. plan; managed budget/forecast process for both private / pre-IPO (<$100m revenue) and public companies (~$500m revenue) – all of which achieved 20+% CAGR and profit margin expansion during involvementFINANCIAL LEADERSHIP: Broad expertise in finance and accounting – with experience in budgeting/forecasting, financial reporting, investment banking and principal investing – needed to provide executive-level leadership to organizations in various stages of growth and development

Michael Levin's Current Company Details
Qventus, Inc

Qventus, Inc

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VP Finance at Qventus
Michael Levin Work Experience Details
  • Qventus, Inc
    Vice President Finance
    Qventus, Inc Jan 2023 - Present
    Mountain View, California, Us
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  • Artera
    Vice President Finance
    Artera Feb 2022 - Jan 2023
    Santa Barbara, California, Us
    Artera is the patient engagement platform that allows enterprise healthcare systems to communicate with patients in their preferred medium, whether that’s text, email, phone, or Live Chat. It enables secure, interactive text conversations using existing practice phone numbers — making it as easy for patients to communicate with their doctors as they would with a friend. Founded in 2015, Artera is utilized by some of the leading healthcare systems, including Houston Methodist and Sansum Clinic.
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  • Open Systems
    Vice President Finance
    Open Systems Sep 2018 - Jan 2022
    Zürich, Ch
    Cybersecurity technology leader that provides AI-based, cloud-delivered secure access service edge (SASE) and XDR managed solutions.- Led formation of global FP&A function and business partner relationships – the first of their kind for 20+ year-old company – designed to establish greater accountability and visibility into financial performance and business metrics- As the first finance hire in the U.S., developed, documented and executed financial operations and accounting processes to support investment and growth in the North American market- Stabilized business that was net cash flow negative upon joining through ROI analysis for each business unit and development of operational KPIs; closed $25M debt facility to support growth initiatives and achieved profitability- Managed deal desk and commercial contract management function, and initiated on-boarding of U.S. customers- Partnered with heads of sales and marketing to develop go-to-market strategies to accelerate a prolonged sales cycle, and with the head of development to reduce up-front cash investment for hardware commitment at new customers- Analyzed M&A targets and led due diligence efforts that resulted to two acquisitions, one in the U.S. and one in Europe
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  • Wageworks
    Vice President, Financial Planning & Analysis (Fp&A)
    Wageworks Oct 2014 - Sep 2018
    San Mateo, Ca, Us
    Industry leading platform for servicing consumer-direct benefits (FSA/HSA/HRA). Formerly NYSE: WAGE, acquired by HealthEquity.- Led complete transformation of FP&A function to support high-growth, public company- Managed budget/forecast for overall company with revenues and EBITDA in excess of $470M and $140M, respectively; both topline and bottom line nearly doubled during involvement- Built bottoms-up financial modeling methodology for all income statement accounts and guidance framework; met or exceeded top end of guidance range during each reporting period- Partnered closely with Executive Team (CEO, COO, CFO) as well as senior leadership including heads of Client Service, Vendor Management, IT, Sales, Corporate Communications, Relationship Management, Compliance, Legal and HR- Supported corporate development activities with due diligence expertise and valuation work to analyze financial impact of potential transactions; closed $235M acquisition of ADP’s CHSA and COBRA business in November 2016- Performed integration work on prior acquisitions; managed annualized cost savings of $7M and expanded margins at underperforming business unit by nearly 50%- Collaborated with accounting team to shorten the monthly financial close process by over 25%- Guided business leaders with limited financial background on budgeting and forecasting processes – helping to understand financial drivers in the operating model – that led to greater accuracy in financial planning- Participated in the evaluation and implementation of ERP suite – the first of its kind at the Company- Developed uniform policies and procedures around business metric and financial reporting for various business units and subsidiaries to compensate for lack of integrated technology solution to measure health of the business
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  • London Bay Capital Llc
    Principal
    London Bay Capital Llc Jun 2009 - Oct 2014
    Private equity firm – managed by partners who were members of the BoD at McKesson, Stifel Financial Group – with focus on middle-market investments in technology and services sectors.- Actively managed portfolio through collaboration with executives and operating team members to resolve business, financial and legal issues facing each company; contributed to strategic planning, business development, and M&A- Served on the Board of Directors of online data backup business; board observer of digital marketing company, profits of which doubled during involvement- Evaluated opportunity for branded campaign in alternative financial services sector; increased margins by 100% by disintermediating the marketing channel and transforming the business model - Completed financings of portfolio investments including debt and equity, managed follow-on share purchases, and advised on add-on acquisitions
  • Gamesthatgive, Inc.
    Co-Founder
    Gamesthatgive, Inc. Jul 2008 - May 2009
    Us
    Social gaming platform designed to engage users in charitable activities through branded-gaming experiences- Co-founded online casual video gaming company that empowered users to generate charitable donations – through innovative partnerships with brand advertisers such as PepsiCo, Quaker and MasterCard – during gameplay- Developed company’s strategic vision, user experience, business and financial models, and corporate structure- Established formal partnerships with leading not-for-profit organizations- Closed seed funding round in December 2008- Acquired by Vitrue Inc., a subsidiary of Oracle Corp.
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  • Credit Suisse
    Associate, Technology M&A
    Credit Suisse Aug 2006 - Jul 2008
    Zurich, Ch
    The Technology Group – part of the investment banking division of Credit Suisse – provided strategic and financial advisory services to boards of directors and senior management teams at leading technology companies.- Constructed and supervised the build out of complex financial and valuation analyses including detailed operating and LBO models, discounted cash flow, accretion/dilution, sensitivity and other merger consequence analyses- Evaluated potential acquisition targets across technology verticals including software, digital and semiconductors- Developed information memoranda, management and advocacy presentations, as well as other deal marketing materials- Analyzed structural defenses and advised board on strategic alternatives in response to activist shareholders
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  • Ernst & Young
    Manager, Transaction Advisory Services
    Ernst & Young Oct 2000 - Jul 2004
    London, Gb
    Managed teams responsible for buy-side due diligence for private equity and strategic acquirers to normalize earnings and identify areas of transaction risk in historical and projected financials- Participated in due diligence of more than 40 executed or potential transactions in software and technology, healthcare, manufacturing, casual dining, direct marketing and distribution, and media- Awarded promotion to Manager in four years (one year early); achieved firm’s highest rating on each annual review- Performed post-investment financial investigation that led to the discovery of accounting techniques used to manage earnings and generate paperless profits; business subsequently filed for bankruptcy protection – engagement represented our first with leading private equity investor and subsequently performed all diligence work for the fund
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  • Ernst & Young
    Senior Auditor, Assurance & Advisory Business Services
    Ernst & Young Sep 1997 - Oct 2000
    London, Gb
    - Led teams providing audit services to clients in industrial chemicals, transportation, and pharmaceutical industries- Managed all aspects of audit engagement of client with over $2B in revenues, including planning, budgeting, supervision of eight staff and client relationship development
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Michael Levin Skills

Financial Analysis Mergers And Acquisitions Valuation Due Diligence Accounting Private Equity Financial Modeling Business Strategy Venture Capital Leadership Corporate Finance Finance Investment Banking Analysis Strategy Divestitures Acquisitions Entrepreneurial Finance Investments Mergers Management Forecasting Strategic Planning Budgeting Financial Reporting Financial Planning Auditing Start Ups Financial Services

Michael Levin Education Details

  • The Wharton School
    The Wharton School
    Finance & Strategic Management
  • University Of Delaware
    University Of Delaware
    Accounting

Frequently Asked Questions about Michael Levin

What company does Michael Levin work for?

Michael Levin works for Qventus, Inc

What is Michael Levin's role at the current company?

Michael Levin's current role is VP Finance at Qventus.

What is Michael Levin's email address?

Michael Levin's email address is mi****@****ail.com

What is Michael Levin's direct phone number?

Michael Levin's direct phone number is +191764*****

What schools did Michael Levin attend?

Michael Levin attended The Wharton School, University Of Delaware.

What are some of Michael Levin's interests?

Michael Levin has interest in Home Improvement, Home Decoration, Electronics.

What skills is Michael Levin known for?

Michael Levin has skills like Financial Analysis, Mergers And Acquisitions, Valuation, Due Diligence, Accounting, Private Equity, Financial Modeling, Business Strategy, Venture Capital, Leadership, Corporate Finance, Finance.

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