Head Of Finance
Current
Oct 2024 - Present
AeroLeads people directory · profile
Nik Crossman Email & Phone Number
Finance & BizOps Leader
at
Prepared
2 work emails found
@groopt.com
3 phones found area 415 and 760
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Finance & BizOps Leader
Location
Walnut Creek, California, United States
Who is Nik Crossman? Overview
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Quick answer
Nik Crossman is listed as Finance & BizOps Leader at Prepared, based in Walnut Creek, California, United States. AeroLeads shows a work email signal at groopt.com, phone signal with area code 415, 760, and a matched LinkedIn profile for Nik Crossman.
Nik Crossman previously worked as Head of Finance at Prepared and Sr. Director, Finance & BizOps at Rockbot. Nik Crossman holds Master’S Degree, Financial Engineering from Drucker School Of Management.
Company email context
Email format at Prepared
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{first}@groopt.com
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AeroLeads found 2 current-domain work email signals for Nik Crossman. Compare company email patterns before reaching out.
Profile bio
About Nik Crossman
Seasoned Finance & BizOps Leader with 15+ years of experience driving results. I believe instincts influence and data verify. With a strong quantitative background coupled with emotional intelligence, I roll up my sleeves and apply insights from data analysis to drive strategic, data-informed decisions. Without compromising the value of autonomy, I inspire my team to produce results beyond my ability. I champion continuous learning, progress & health as the foundation of success.
Listed skills include Market Research, Microsoft Excel, Entrepreneurship, Management, and 43 others.
Current workplace
Nik Crossman's current company
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9 roles · 19 years
Nik Crossman work experience
A career timeline built from the work history available for this profile.
Sr. Director, Finance & Bizops
Rockbot provides licensed media streaming for brick & mortar businesses to enhance customer experience and engagement. Working "behind the scenes," I enable leadership and the rest of the organization to drive strategic initiatives through data-informed decisions and insights. I champion my team to thrive in both their professional and personal lives. Notable achievements→ First finance hire, built out finance & bizops function to a team of 7 FTEs→ Managed outsourced accounting firm and brought accounting in-house→ Engineered bottoms-up financial budget and operating model → Co-led fundraising rounds and diligent prep with CEO→ Prepare quarterly BOD presentations, manage investor relations, cap table & 409A→ Treasury management and navigated recent SVB challenges → Navigated COVID-related challenges & secured PPP funding → Help manage data quality and structure to drive performance management→ Ad-hoc reporting and analysis to support strategic initiatives→ Co-lead annual financial audit and cross-department collaboration→ Implementing new ERP to streamline processes & replace the current system(s)
Jul 2019 - Oct 2024
Director Of Finance
Jul 2018 - Jul 2019
Sr. Manager, Revenue Operations, Analytics & Strategy
Apr 2016 - Jul 2018
Director Of Finance And Operations
Groopt is a payment and data management app for non-profit, member-based organizations. Achievements- Implemented Objective and Key Results (OKR) Initiative company-wide.- Engineered & presented proforma with CEO to closed VC funding.- Developed & launched the beta program with 20% of free accounts converting to paid. - Restructured AWS configuration to decrease annual server costs by 44%.- Increased Adwords CTR by 26% & decreased CPA by 64% during beta launch.ResponsibilitiesFinancial Planning & Analysis- Engineered bottoms-up financial blueprint to model revenue and expense drivers, forecast strategic business initiatives and perform cost-benefit analysis for potential market opportunities.- Prepared Quarterly Business Reports (QBR) for the Board of Directors; identified challenges and presented strategies to improve Key Performance Indicators (KPI).- Established annual & quarterly budgets to drive efficient department spending and hiring schedules based on long and short-term company objectives.- Identified seasonality of new accounts and user trends to effectively time marketing initiatives.Operations & Management- Supervised Customer Success and Sales Teams; managed KPI reporting to improve sales productivity and customer lifecycle based on Objectives and Key Results (OKR).- Implemented HR Information Management System to establish performance review policies, organize sensitive information and simplify employee onboarding.- Streamlined development sprints, bug reporting and user-feedback processes to refine communication between departments and enhanced team camaraderie.
2013 - 2015
~2 yrs
Senior Manager, Fp&A
2012 - 2013
~1 yr
Operations Manager
Environmental Control System repair facility for commercial aircraft.Achievements:- Customized the Enterprise Resource Planning (ERP) System company-wide.- Pioneered component capabilities database to support sales and business development initiatives.Responsibilities:- Managed shop operations during Grad School; shifted to as-needed project management in 2010.- Routinely cut material costs by forecasting purchase schedules to negotiate with vendors.
2008 - 2015
~7 yrs
Manager, Fp&A
WebGreek is a web development and design consulting firm for professional associations. Achievements:- Explored user data and expanded pricing tiers to increase monthly recurring revenue by 10%. - Reduced sales cycle by 30% with efficient, automated workflows.- Optimize web-design processes and increased development capacity by 50%.Responsibilities:- Developed revenue and expense forecasting models to guide strategic business initiatives.- Maintained library of SQL queries to regularly pull user data for analysis. - Leveraged user data to support product development and feature focus. - Managed Sales and Customer Support teams to drive user engagement.- Presented strategic reports to executives and business partners to support short and long term objectives.
2010 - 2012
~2 yrs
Private Equity Associate
Southern California Angel Group interested in Seed, Early Stage and Later Stage Venture Investments.- Performed financial due diligence and analysis. - Managed operations during fast pitch presentations. - Prepared summaries and analysis of presenting companies.
May 2009 - Jul 2009
6 education records
Nik Crossman education
Master’S Degree, Financial Engineering
Drucker School Of Management
Master Of Business Administration (M.B.A.)
Drucker School Of Management
Ms, Quantitative Finance
University Of St.Gallen
Bachelor’S Degree, Mathematics
University Of Redlands
Bachelor’S Degree, Managerial Studies
University Of Redlands
200-Hr Yoga Teacher, Health And Physical Education/Fitness
Yoga Works
FAQ
Frequently asked questions about Nik Crossman
Quick answers generated from the profile data available on this page.
What company does Nik Crossman work for?
Nik Crossman works for Prepared.
What is Nik Crossman's role at Prepared?
Nik Crossman is listed as Finance & BizOps Leader at Prepared.
What is Nik Crossman's email address?
AeroLeads has found 2 work email signals at @groopt.com for Nik Crossman at Prepared.
What is Nik Crossman's phone number?
AeroLeads has found 3 phone signal(s) with area code 415, 760 for Nik Crossman at Prepared.
Where is Nik Crossman based?
Nik Crossman is based in Walnut Creek, California, United States while working with Prepared.
What companies has Nik Crossman worked for?
Nik Crossman has worked for Prepared, Rockbot, Nerdwallet, Groopt, and Qtc.
How can I contact Nik Crossman?
You can use AeroLeads to view verified contact signals for Nik Crossman at Prepared, including work email, phone, and LinkedIn data when available.
What schools did Nik Crossman attend?
Nik Crossman holds Master’S Degree, Financial Engineering from Drucker School Of Management.
What skills is Nik Crossman known for?
Nik Crossman is listed with skills including Market Research, Microsoft Excel, Entrepreneurship, Management, Business Development, Marketing, Financial Analysis, and Data Analysis.
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