Michael Levin Email & Phone Number

Mountain View, California, Us

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.

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

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

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

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.

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

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

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

Mba, Finance & Strategic Management

B.S., Accounting