Ray Estep, Cpa, Mba

Ray Estep, Cpa, Mba Email and Phone Number

Growth CFO COO, Board Member, Advisor, SaaS, AI, M&A, PE, Middle Market, Liquidity, Venture, Mentor @ Techstars Physical Health Fort Worth Accelerator
Ray Estep, Cpa, Mba's Location
Dallas, Texas, United States, United States
About Ray Estep, Cpa, Mba

Ray is an experienced leader in orchestrating company growth, scale and value creation for emerging and middle market SaaS, AI, and innovative tech enabled services companies. He is Managing Director for Estep Growth Partners, LLC, where his firm serves as partner and advisor to companies, investors and boards in the B2B software arena, in both strategic and operational capacities. Ray's background includes Private Equity, Corporate Venture and public company leadership, he also mentors and coaches emerging leadership teams for high growth early stage ventures, at times taking on Board and interim CEO/CFO/COO engagements.He brings 25 years of extensive competencies in M&A, corporate development, strategy, finance, and operations that has resulted in increased economic value and successful liquidity events for 5 companies ($1B+), with recent acquisitions by Leonard, Green & Partners in 2020 (PE, SaaS), Google in 2015 (FinTech - Google Pay) and a 2010 sale of a tech enabled supply chain services company now owned by Fedex. He has also enabled organizations to obtain significant equity and debt funding as an advisor to CEOs, CFOs and management teams.As a previous co-founder and CFO for a global media company, and CEO Advisor to high growth services companies, Ray exudes creative energy and a deep passion for building successful businesses. With a distinctive industry track record encompassing technology / software (SaaS, AI), manufacturing / logistics / supply chain, media, consumer products, retail and industrial, his efforts have demonstrated a clear understanding of how to collaborate, scale and generate tremendous returns successfully in these sectors.--------------Specialties:Board MemberBoard AdvisorM&A AdvisorMentorCoachGrowthScaleM&AInternationalCEOCFOCOOCPAMBAAcquisitionsLiquidity EventsDue DiligenceIntegrationsTech Enabled ServicesAISaaSFinTechRetail / Hospitality TechWeb3Consumer ProductsHealthcare WellnessTransformationCloudSoftwareSupply chainDistributionManufacturingLogisticsAR VR TechnologyBlockchainCryptoCPGGlobalBig 4ConsultingLeadershipMulti locationMulti-unitFinancial ReportingForecasting FP&AFinancial AnalysisAccountingBudgetingCashTreasuryLegalTaxAuditAccounting SystemsCEO AdvisorStrategyCorporate DevelopmentVenturePrivate EquityMultinationalVice PresidentPwC

Ray Estep, Cpa, Mba's Current Company Details
Techstars Physical Health Fort Worth Accelerator

Techstars Physical Health Fort Worth Accelerator

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Growth CFO COO, Board Member, Advisor, SaaS, AI, M&A, PE, Middle Market, Liquidity, Venture, Mentor
Ray Estep, Cpa, Mba Work Experience Details
  • Estep Growth Partners Llc
    Managing Director
    Estep Growth Partners Llc Jan 2024 - Present
    Advising emerging and middle market SaaS, AI and tech enabled service companies for growth, scale and liquidity events. Private Equity, Corporate Venture, Venture Capital.
  • Techstars Physical Health Fort Worth Accelerator
    Mentor & Cfo Advisor
    Techstars Physical Health Fort Worth Accelerator Sep 2022 - Present
    Fort Worth, Texas, Us
    Serving high growth portfolio company leadership teams with coaching and mentoring to propel and accelerate company performance and outcomes. Sharing lessons learned, contacts/network and experiences surrounding pitfalls to avoid in order to build great companies.
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  • Transmira
    Chief Financial Officer / Chief Operating Officer
    Transmira Jun 2021 - Present
    Raleigh, Nc, Us
    Leadership for financial planning, growth, governance and operational scale for a B2B enterprise software tool set and platform backed by patented blockchain / Web3 technologies. Drive and lead Board communications, organizational development, new business, partnership assessment, product economic strategy, SaaS and recurring revenue models, growth planning, financial outlook, reporting and systems.
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  • Ambipar Holding Usa, Inc.
    Chief Financial Officer
    Ambipar Holding Usa, Inc. 2020 - 2021
    Aggressively developed a leading enterprise services market position through M&A and organic growth creating a $100 million middle market brand. Led multiple M&A opportunities for due diligence and cross functional integration. Led post-acquisition assimilation for acquired leadership teams and staff across multiple disciplines, entities and countries driving consistent assimilation, communications and integration for structure, process and systems.Created Board deck and reporting, led daily/monthly/quarterly cadences and communications. Developed holding company processes and governance creating efficiencies and blueprint for M&A analysis and integration.
  • Nbs Agtech Llc
    Chief Financial Officer
    Nbs Agtech Llc 2018 - 2020
    Henderson, Nevada, Us
    CFO and operational leadership for a privately backed SaaS solutions company focused on rapid growth and data-driven insights with tremendous customer attention. Early Board advisor to CEO and leadership team.Drove decision support through analysis and planning of business strategies and operations aligned with vision and company intent.NBS enables downstream producers to develop highest quality product offerings, run more predictable operations and improve profitability through use of our genetics, compliance, business management and education software services.
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  • Eci Software Solutions
    Vice President Finance And Global Controller
    Eci Software Solutions 2018 - 2019
    Westlake, Texas, Us
    Global finance leadership for a $200M middle market, Private Equity backed, SaaS company. Oversaw global team of 50 for reporting, forecasting, budget and performance management. Lead programs for M&A Integration, ASC 606 revenue recognition, bank covenant compliance and transformation initiatives supporting executive team. Managed and drove company's first successful clean and timely audit for fiscal year 2018.Transformed a global team that lacked vision and motivation, to one of confidence, purpose and productivity within 6 months. Coached regional controllers, managers and department heads resulting in improved team efficiencies for management, reporting and accounting operations.Led treasury operations and cash flow management improving forecasting processes, implementation of new support services and management of existing data flows to develop more comprehensive regional and global cash flow forecasting and planning.Managed compliance with debt covenants including lender and auditor reporting and analysis. Oversaw ASC 606 compliance implementation program, and percentage of completion accounting treatment.Managed reporting, performance systems and processes for board, lender and stakeholders. Successfully implemented Netsuite and developed ERP plan for future development.Created efficiencies in close process resulting in reducing the number of days to close from 20 to 5. Built out and created more mature processes and controls for reporting, analysis, systems, controllership, treasury, tax and audit.Developed transformation strategies enabling scale of finance operations and capital utilization. Lead M&A integration playbook driving finance synergies / efficiencies.Country finance operations advisor spanning UK, Australia, Malaysia, Canada and Mexico. Lead, coached and mentored teams, managers and staff.Lead sales program, monthly speaker to new sales executives for customer approach and value proposition for SaaS solutions.
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  • Health Wildcatters
    Cfo And Board Advisor / Mentor
    Health Wildcatters 2013 - 2018
    Dallas, Texas, Us
    Currently active mentor and CFO / board advisor to tech enabled high growth portfolio companies for the leading seed fund accelerator of Health Care growth companies in the Southwest. HealthWildcatters is a mentor-driven program focused on innovative healthcare driven startups that are improving quality of care and saving lives.Lead strategic growth, development planning and execution to drive scale and share gain in health tech services: SaaS, data analytics, AI, digital health, mobile health (mHealth), medical devices, diagnostics, wellness and pharma. CEO advisor, CFO advisor, CFO duties, Advisory Boards, mentor, coach, fund raising, capital, planning, pitch deck, executive summary. http://healthwildcatters.com/
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  • Tech Wildcatters
    Cfo And Board Advisor / Mentor
    Tech Wildcatters 2011 - 2017
    Dallas, Texas, Us
    Mentor and advisor for the leading seed fund and technology accelerator for promising early stage companies in Dallas, Texas. CEO advisor, CFO advisor, CFO duties, interim CFO activities, mentor, coach, advisory boards, fund raising, investment return ROI / IRR analysis, pitch deck creation, executive summary narrator. Tech Wildcatters is a mentorship driven technology startup accelerator with focus in the B2B sector. Forbes magazine has recognized TW as one of the 10 hottest startup incubators/accelerators. Tech Wildcatters provides companies with intensive top notch mentorship, seed funding and the opportunity for entrepreneurs and company founders to get in front of angel investors, venture capitalists and corporate development teams. TechWildcatters was winner of the Tech Titans award for top Investment Catalyst by the largest technology trade association in Texas. Mentors guide and teach founders and entrepreneurs how to build and grow successful businesses.http://techwildcatters.com/
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  • Softcard
    Regional Cfo, Director, Financial Operations, Dallas
    Softcard 2013 - 2015
    Early Fintech company, acquired by Google in 2015. Developer of the Google Pay solution.Drove scalable growth and performance management activities for Softcard, an AT&T Mobility LLC, T-Mobile USA, Inc. and Verizon Wireless corporate venture backed company. Activities included combination of tactical and strategic leadership for special projects cross functionally under the office of the CFO ensuring proper development and returns of platforms, software, data flows, processes and services to support $1B growth plans. Advisor to CFO on performance, key activities and KPIs. Managed compliance and regulatory activities supporting ISO9000 and PCI security standards. Owned risk management and corporate insurance portfolio ensuring appropriate coverage levels and timely renewals in support of business growth. Led team of professionals for accounting and finance operations implementing new processes, training personnel and improving team morale in first 6 months.Prior to the Google acquisition, Softcard, whose technology is the core component and led to creation of Google's launch in late 2015 of Android Pay, was a mobile wallet and mobile retail loyalty solutions leader with the first and only NFC-based mobile wallet app supported on multiple mobile operating systems (OSs). The Softcard Platform was available to all merchants / retailers, banks, credit card issuers, payment networks and mobile carriers / operators. With 20,000 SoftCard Wallet unique user activations daily, availability of the NFC based mobile solution was on more than 100 devices and preloaded on dozens of smartphones and integrated into merchant and bank card issuer's ecosystem – McDonald's, Subway, Jamba Juice, American Express, Wells Fargo, Chase.https://www.android.com/pay/
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  • Rje Partners
    Cfo, Board Advisor
    Rje Partners 2010 - 2013
    CFO, interim CFO to leadership teams of small/middle market ($20M-$1B) companies, Private Equity, venture and angel. Guide and deliver value to the CEO, board and management teams through CFO activities and operational performance management and planning. Assist investors with due diligence for deal flow in small to middle market companies in sectors (supply chain / manufacturing, business services, healthcare, consumer goods / retail) often experiencing economic inefficiencies and ripe for maximizing creation of new competitive differentiators. Interim CFO (Chief Financial Officer), COO (Chief Operating Officer), President. Active focus on Blockchain technology assessment and development of models/cases that leverage Blockchain advantages. Advisor for Blockchain technology initiatives.Mentor, advisor, coach for RevTech Ventures and portfolio companies, a venture capital, seed fund and accelerator developing high growth companies in retail/hospitality. CEO, CFO advisor.http://www.revtechaccelerator.com/Advisory Board Member, Axios Angels (formerly InvestIn Forum), a Dallas based Angel Network with national syndication connecting best of breed growth companies with Accredited investors. Advisor to CEO, CFO, leadership teams. CFO, COO mindset and perspective assessing deal quality, risk, opportunity. http://www.axiosadv.com/6.htmlBoard Member, Vintner Group, global brand businesses, initial focus on China market. Interim CFO (Chief Financial Officer) during start up and capital raise phase. Advisor to CEO and Board. Investor presentations.Additional projects in manufacturing, consumer products / CPG, healthcare, robotics, AI, software, encompassing CFO / COO / President activities, planning and strategic activities with management teams, cross functional leaders.CPA - Certified Public Accountant
  • Genco
    Cfo, Vice President, Finance, Atcle Inc Unit
    Genco 2007 - 2010
    Cranberry Township, Pa, Us
    Exited to Genco in 2010. Leadership team partner, CFO (Chief Financial Officer) for Ft. Worth based ATC Logistics and Electronics unit for growth and development of customer, market and service offering. Company acquired by Genco. Genco went on to be acquired by FedEx creating Fedex Supply Chain Services. Successfully grew business during economic downturn of 2007-2010 resulting in 18 sequential quarters of revenue growth with record setting margins and EBITDA. Led financial and operational initiatives that shaped vision, management focus, performance improvement, margins and cash flow. Led and managed team of 25-30 persons for FP&A, Controllership and financial systems. Indirectly managed and oversaw teams for procurement, quality, production, IT, engineering and sales/marketing consisting of 2,000+ persons. Collaborated with business development team, coached and mentored management, to secure major service and solution contracts creating more than $1B in pipeline revenue with mobile operators and mobile device OEMs which led to successful sale of the company. Partnered with IT and COO to create more than $20M in cost savings though successful cost reduction program management and investments in production efficiency and business intelligence systems. Managed real estate portfolio for multi location production, remanufacturing and logistical services comprising of more than 1M square feet of warehouse and operations facilities. Enabled and commercialized use of an FTZ (Free Trade Zone) creating customer value and efficient operations. Supported holding company CEO, Board and SEC reporting (NASDAQ) for narratives, MD&A, board presentations and comments regarding operational status, quarterly results and forecast of operational volume, pricing, revenue, profit, capital and cash.
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  • Nokia
    Cfo, Multimedia Business Unit, Latin America
    Nokia 2003 - 2007
    Espoo, Southern Finland, Fi
    Co leader and CFO for new N Series sub brand in Latin American / South American markets including Brazil, Mexico, Argentina, Chile, Colombia, Venezuela and others. Lead multi-unit multi-location finance teams for forecast, planning, budgeting, analysis, reporting, audit, systems and performance management. Member and management team partner for product/technology investment ROI/IRR, product roadmapping, long term strategy development, global pricing, P&L management and process improvement as Six Sigma Champion. Coordinated plans and expected results with Asia, Europe, Middle East/Africa and North America for international supply and production requirements, international demand and volume planning and ensuring risk mitigation for product inventory and end of life. Created a $300M business unit with 80 customers across 30 countries.
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  • Nokia
    Controller, U.S., Director, Business Development, Americas
    Nokia 1999 - 2003
    Espoo, Southern Finland, Fi
    Led US entity during growth and maturation stage from $1B to $3B+ for performance management, reporting, planning, budgeting and results consisting of product manufacturing, sales and distribution. Collaborated with manufacturing plant leaders globally and in Mexico and US for margin expectations, efficiency KPIs, product end of life, inventory management, E&O reductions and supply chain. Nominated to and graduated from a global management training program geared toward accelerating development and learning while capitalizing on future succession planning for high performing managers and leaders. Nominated to Six Sigma (6 Sigma) program as key representative for Americas market as Six Sigma Champion for unit project selection, management and reporting. Led SOX (Sarbanes Oxley) rollout, orchestrated teams for policy development, process creation and documentation. Managed tax activities with outside legal and CPA counsel. Led audit activities for team coordination of delivery write ups, documentation and reports resulting in clean audit findings and processes aligned with company growth.Board member for Americas Business Development Board, P&L responsibility for business lines up to $3b in sales. Led market assessments, product/software long term investment ROI/IRR and startup of new ventures and roll outs creating market share position in new markets. Cross functional leadership for technology, sales, finance and operations, multiple product line strategy development, international business development over 3 continents, creator of IP (patent inventor), team member for MMS solution development, Nokia software developer community, Symbian/Java platform and application strategy development, camera cellular product introductions to Americas/U.S., wireless data strategy development and modelling for mobile operator customer ARPU development.
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  • Sony Bmg
    Cfo, Sr. Vice President, Co-Founder And Board Of Director Member
    Sony Bmg 1996 - 1999
    New York, Ny, Us
    Acquired by Sanctuary Entertainment. CFO (Chief Financial Officer) and Board of Director member, Co-founder with President/CEO, for CMC International Records, Inc., a BMG majority owned equity sponsored company. As CFO, obtained several rounds of private funding from private equity capital sources and strategic (BMG/Bertelsmann). Launched the company simultaneously across 3 continents. Identified and closed 60 acquisitions of global media properties and licenses. Generated $10m revenue Year 1. By Year 4 company on pace for annualized revenue of $40m. Company sold in Year 4. Led corporate development, strategy and finance for this digital media, entertainment and consumer product company. Led multi site teams for accounting, close, financial planning, budgeting and cash flow. Oversaw cross functional activities for sales, manufacturing, distribution, marketing, human resources and real estate.
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  • Pwc
    Senior Consultant
    Pwc 1993 - 1996
    Gb
    PwC Consulting (formerly Coopers & Lybrand Consulting) Practice for Privatization, investment banking, credit risk analysis. Advised private capital investors and major international development banks on deal flow, due diligence and portfolio management. Advised global leaders, CEOs and CFOs on new business ventures. Guided development of client business cases and business plans. Closed more than $1B in buyside M&A deals extending capital to international growth companies in agriculture, energy and consumer products. Evaluated a major international energy project and collaborated with other bank advisors to close an $800M financing for a refurbishment and new production of a gas fired power plant in Termobarranquilla Colombia, South America. Led a client facing portfolio management contract that resulted in high customer service ratings and award of contract extensions and expanded scope of services.
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Ray Estep, Cpa, Mba Education Details

  • University Of Maryland
    University Of Maryland
    Finance & International Business
  • University Of Maryland
    University Of Maryland
    Accounting And Business/Management

Frequently Asked Questions about Ray Estep, Cpa, Mba

What company does Ray Estep, Cpa, Mba work for?

Ray Estep, Cpa, Mba works for Techstars Physical Health Fort Worth Accelerator

What is Ray Estep, Cpa, Mba's role at the current company?

Ray Estep, Cpa, Mba's current role is Growth CFO COO, Board Member, Advisor, SaaS, AI, M&A, PE, Middle Market, Liquidity, Venture, Mentor.

What schools did Ray Estep, Cpa, Mba attend?

Ray Estep, Cpa, Mba attended University Of Maryland, University Of Maryland.

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