Andy Levinson Email and Phone Number
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As a seasoned CFO and Corporate Finance Consultant, I bring over two decades of experience in shaping financial strategies, articulating corporate stories, and optimizing operational performance. My expertise spans the finance and accounting disciplines, from strategic financial leadership and risk management to accounting operational efficiency and compliance. Over the years, I've honed my skills in addressing complex accounting challenges and creating robust financial models that align with organizational objectives.As a Corporate Finance and Accounting Consultant, I have had partnered with a variety of technology-driven companies, including Bluesight, Inc. (f/k/a Kit Check Inc.), a portfolio company of New Leaf Venture Partners and Thoma Bravo; 3 Step Sports, a portfolio company of Juggernaut Capital Partners and Fertitta Capital; Level Access Inc., a portfolio company of JMI; WeddingWire Inc, a portfolio company of Spectrum Equity; Orchestro Inc. a portfolio company of Novak Biddle Venture Partners, and Roostify Inc., a portfolio company of Cota Capital. Across this portfolio, I've helped companies and teams address the common challenges faced by SaaS, software, and service-oriented businesses. My passion for financial management is driven by the belief that it tells the corporate story. I help companies craft that story and establish the strategic vision and efficient processes that support it. This enables companies to engage audiences, such as Private Equity (PE) or Venture Capital (VC) investors. I firmly believe in the power of data-driven decision-making and the critical role of finance in achieving organizational goals.Beyond my professional pursuits, I have served as the President of Friends of Maiden Lane Park, a 401(c)(3) organization, and the treasurer of Bannockburn Swim Club. I have technical skills with Adaptive Planning, NetSuite, QuickBooks, and Excel.I invite you to connect with me to explore opportunities for collaboration, share insights, or discuss how I can contribute to your organization's financial success.Core Skills Financial Strategy | Financial Modeling | Risk Management | Operational Leadership | Compliance | ERP Implementation | Data Consolidation | Audit Preparation | Budgeting | Due Diligence | Revenue Recognition | Financial Reporting | Treasury Management | Equity Management | Financial Analysis | SaaS Metrics | Adaptive Planning | Multinational Finance | Financial Efficiency | Acquisition Integration | Compensation Planning
Bluesight
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Chief Financial OfficerBluesight 2023 - PresentAlexandria, Virginia, UsPE-backed SaaS provider of electronic health information for hospitals and pharmaceutical companies. Investors included Thoma Bravo and New Leaf Venture Partners.• Integrated the accounting operations of a competitor acquired concurrently with the Thoma Bravo investment, Medacist Solutions Group.• Revamped of the financial model, monthly reporting, and budget processes.
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Corporate Finance ConsultantBluesight 2019 - 2023Alexandria, Virginia, Us• Established the monthly close schedule, underlying processes, and reconciliation schedules, cutting the close time in half and providing transparency to the financial statements.• Hired and trained the accounting team, ensuring consistent and repeatable processing and reporting.• Administered all equity transactions in Shareworks, providing visibility to employee and institutional shareholders.• Restructured the corporate debt and operating bank relationship, ensuring sufficient runway for growth.• Managed the annual financial statement audits and bank audits.
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Corporate Finance And Accounting Consultant- 2013 - Present• Address challenges common to venture-backed SaaS, software, and services companies, with deliverables including:• Buy-side due diligence and sell-side due diligence data room organization, management and communications; • Multi-year financial models for external audiences;• Pro-forma consolidations for M&A transactions;• Process documentation and improvement;• Systems implementation;• Budget models featuring account-level financials and supporting schedules to facilitate department participation;• Cash-flow forecasting for the management of short-term liquidity;• Profitability analyses by customer and by product; and• Equity “waterfalls” for potential returns to investors.
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Corporate Finance Consultant3Step Sports 2021 - 2023Andover, Massachusetts, UsLargest youth sports operating platform in the United States . Investors included Fiume Capital and Juggernaut Capital Partners.• Coordinated a cross-functional team to implement NetSuite, replacing four Quickbooks instances, integrating with existing back office systems including a proprietary SaaS platform. -
Corporate Finance ConsultantRoostify 2020 - 2021
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Corporate Finance Consultant20/20 Teknology 2020 - 2021
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Corporate Finance ConsultantRemine 2019 - 2020Vienna, Virginia, Us -
Corporate Finance ConsultantLevel Access 2017 - 2019Vienna, Virginia, UsPE-backed SaaS and professional services provider of digital accessibility compliance solutions. Investors included JMI.• Established the accounting close schedule, underlying processes, and reconciliation schedules.• Built and documented the financial model and reporting package to support GAAP and KPI needs of a SaaS software and professional services organization.• Designed the commission calculator and process, reducing the time to process commissions and providing full transparency to the sales team.• Served as point-person on all board decks and investor reporting.• Managed the implementation of NetSuite and integration with Salesforce. -
Director Of Finance And AccountingCredible Behavioral Health Software 2016 - 2017PE-backed SaaS provider of electronic health records for the behavioral health market. Investors included Goldman Sachs.• Evaluated systems and recommended ERP selection and implementation plan;• Unified data from disparate sources to produce the company’s first SaaS performance metrics;• Completed the company’s first audit, restating financials from inception to comply with GAAP (revenue recognition, deferred revenue, software capitalization);• Prepared the company’s first “bottoms-up” budget by revenue line item and department.
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Sr. Director, Financial Planning & AnalysisWeddingwire 2015 - 2016Chevy Chase, Md, UsVenture-backed vertical global marketplace connecting engaged couples with wedding vendors. Investors included Spectrum Equity, Catalyst Investors, and Southern Capitol Ventures.Created the Financial Planning and Analysis function:• Transitioned the financial model and budget process to a bottoms-up model, linking operational and financial drivers, facilitating monthly analysis and management reporting;• Introduced and maintained processes to manage global corporate personnel changes and the related financial drivers;• Implemented Adaptive Planning across the global entity for budget planning, long-term forecasting, and reporting. -
ConsultantWeddingwire 2013 - 2015Chevy Chase, Md, Us
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ConsultantOrchestro 2013 - 2014
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ConsultantCapital Kombucha 2013 - 2014
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ConsultantDecision Lens 2013 - 2014Arlington, Va, Us -
Director Of Financial Planning & AnalysisMetalogix Software 2010 - 2013Washington, Dc, Us• Performed financial due diligence and developed pro-forma models for multiple potential acquisitions. Advised against acquisitions that did not justify the proposed valuation, and supported an acquisition that proved accretive.• Developed the first fully articulated financial model for the business. The model supported the multi-national, multi-currency, and matrix structure of organization. It enabled the company to secure a round of venture debt.• Coordinated both the selection of auditors and the first independent audit of the consolidated financial statements. Worked with staff and consultants to address the following accounting topics: establishment of VSOE, revenue recognition, purchase accounting, common stock valuation, reconciliation of intercompany transactions, foreign currency translation, and documentation of internal controls. • Implemented Netsuite, consolidating eight multi-currency sub-ledgers previously maintained in separate packages. This allowed the company to close the books on a monthly basis, to consolidate a globally dispersed accounting organization into a Swiss trading company, and to establish centralized internal controls.• Cleaned-up several administrative aspects of the organization including assessing nexus, establishing state tax reporting compliance, implementing a hiring and on-boarding process, and restructuring the 401k plan. -
Director Of FinanceFishbowl Marketing 2009 - 2010Alexandria, Virginia, Us• Implemented budgeting models and processes, including an articulated financial model and multi-year plan. • Leveraged the financial model to support the financial and legal due diligence for a capital raise.• Performed due diligence on potential acquisitions, and developed pro-forma combined financial statements.• Analyzed sales pipeline and historical sales to establish ASP and performance metrics. Devised commission plans that increased sales representative consistency and productivity.• Performed detailed analyses of key profit and cost drivers for SaaS software, professional services, and ancillary offerings. Persuaded leaders to exit non-core businesses resulting in gross margin improvements greater than 10%.• Provided monthly financial reporting to C-level executives, lenders, venture investors and board of directors.• Restated nine years of revenue recognition to comply with SOP 97-2 and EITF 0021 (ASC 985-605, ASC 605-25).• Managed equity reporting: maintained capitalization table, and implemented SFAS 123R reporting (ASC 718). -
Interim Cfo And Secretary Of The Board Of DirectorsFishbowl Marketing Aug 2009 - Oct 2009Alexandria, Virginia, Us• Managed all finance and accounting resources: restructured department and improved operations with fewer resources; reduced monthly close from eleven to six days; and reduced accounts receivable by 25%.• Produced minutes for board of director meetings.• Presented 2008 audit report to the audit committee.
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Sr. Manager, FinanceBlackboard Mar 2007 - Dec 2008Boca Raton, Florida, Us• Provided financial management for department P&L including development of the annual budget, accounting support for monthly close, variance analysis and recommendations for performance improvement. • Reviewed, documented and improved revenue recognition processes to streamline close. -
Director, FinanceThomson Prometric Oct 2004 - Mar 2007White Marsh, Md, Us• Led revenue forecasting efforts for a $300MM business unit, improving visibility from weeks to months.• Provided financial guidance for the business unit’s global services organization of more than 100 sales, marketing, and client delivery personnel. • Uncovered and collected $1MM in current year revenue through an audit of underperforming contracts.• Managed incentive compensation and commission plans. -
Director, FinanceThomson Prometric 2004 - 2007White Marsh, Md, Us
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Project ManagerProxicom, Inc. Aug 1998 - Mar 2002UsProject manager and business process consultant for IT projects focusing on Internet applications, and wireless technology. Clients included: Black & Decker, Aether Systems, Ericsson, Piaggio, "la Caixa", Merant, Marriott -
Project ManagerEunosia 1999 - 2000
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Project ManagerEunosia-Proxicom 1999 - 2000
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Project ManagerEunosia Internet Architects 1999 - 2000
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Business AnalystAt&T Solutions Aug 1996 - Jul 1998Dallas, Tx, UsResearch analyst and systems analyst
Andy Levinson Skills
Andy Levinson Education Details
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Duke University - The Fuqua School Of BusinessFinance And Accounting -
The Wharton SchoolEconomics
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Pikesville High School
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The University Of Edinburgh
Frequently Asked Questions about Andy Levinson
What company does Andy Levinson work for?
Andy Levinson works for Bluesight
What is Andy Levinson's role at the current company?
Andy Levinson's current role is Corporate Finance and Accounting Consultant / Fractional CFO | B2B | SaaS | Venture Capital & Private Equity | Expertise in Financial Strategy and Operational Leadership.
What is Andy Levinson's email address?
Andy Levinson's email address is an****@****uke.edu
What is Andy Levinson's direct phone number?
Andy Levinson's direct phone number is +191754*****
What schools did Andy Levinson attend?
Andy Levinson attended Duke University - The Fuqua School Of Business, The Wharton School, Pikesville High School, The University Of Edinburgh.
What skills is Andy Levinson known for?
Andy Levinson has skills like Leadership, Auditing, Variance Analysis, Powerpoint, Restructuring, Accounting, Generally Accepted Accounting Principles, Executive Management, Corporate Finance, Valuation, Financial Planning, Start Ups.
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