Richard Weissmann Email and Phone Number
High EQ executive leadership of finance and accounting departments with special emphasis on business analysis, strategic planning, revenue recognition accounting (ASC 606), OTC management, budgeting, reporting, process improvement, cash burn management, audit & SOX compliance.Proven track record: driving the budgeting and planning process, financial forecasts, financial modeling, prospective financials, cost control, revenue deals desk, effectively managing audits, improving processes to shorten the accounting close, working capital management, raising capital, cap table management, IPO readiness, M&A support, provide better reporting more quickly, building FP&A and accounting teams from scratch. "Fire-drill" expert.Held leadership positions in large public, multi-national companies, as well as several start-ups. • Team leader, cross-functional leadership, business partner • Two IPO's, S1 preparation • AICPA and PCAOB audit managementSystems implementations: Intacct, Oracle Project Accounting, RevPro (revenue automation), Financial Force (for PS), home-grown distributor sell-through reporting, Cognos, QuickBooks.Good presentation skills: dashboards, financial, sales, board, investor, and technical accounting & Excel instructional presentations.Industry experience: software/SaaS, IoT, biotech, healthcare, robotics, semiconductor, data storage, publishing, digital advertising, accounting services, manufacturing, telecommunications, other high tech (e.g., drone delivery, cloud services)
Countsy
View- Website:
- countsy.com
- Employees:
- 113
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Startup CfoCountsy Apr 2024 - PresentFractional CFO and business transition planning advisor for startup companies.Building financial plans, cash forecasting, accounting oversight, preparation for audits and M&A transactions (buyer and seller), due diligence, tax management, board presentations, building policies and procedures. -
Fractional Cfo & Technical Accounting AdvisorFiscal Solace Sep 2020 - PresentSan Jose, California, United StatesTechnical and operational accounting and finance advisory - policies, accounting position memos. Hands-on fractional CFO, Controllership, and Finance support. Specialize in assisting early-stage companies develop key controls, budgets, forecasts, financial planning and analysis (FP&A), funding support, cash forecasts, M&A support, and GAAP financial reporting for audit and IPO readiness. Pre-IPO and public company experience.Revenue subject matter expert (ASC 606, ASC 842, ASC 340-40). Full Order-to-Cash process oversight: deals desk, pricing, order management, revenue recognition, contract review, invoicing, sales tax, collection, reporting, revenue and cash forecasting, SOX compliance, SEC reporting.
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Senior Director, Technical AccountingSoaprojects, Inc May 2021 - Oct 2023Sunnyvale, California, United StatesTechnical accounting and finance advisory services. Interim & fractional CFO/Controller/Revenue Director/Finance Director. Business development: prospecting, client relations, webinar presentationsClients supported: Google Cloud, Intuit, ARM, Amplitude, Bloom Energy, mmTron, Replay Biotech, Novome Biotech, Inflammatix, Zipline, Ironclad, Silvaco, Commsignia, C3 Nano, Gluware, Bright Machines, Matterport -
Corporate ControllerAyla Networks Apr 2018 - Jul 2021Santa Clara, CaOversaw all aspects of accounting, tax, treasury, & financial reporting. Exec team member. Managed investor relations.
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Revenue Management SpecialistConsulting & Full Time 2008 - 2017Sf Bay AreaTechnical and operational revenue accounting: deals desk, policy, full Order-to-Cash management, reporting, forecasting, technical position papers, audit support, SEC reporting - schedules, disclosuresSoftware, hardware, SaaS, professional services, IPClients Supported: Wind River, Guidewire, Bytemobile, Leeyo Software, Chegg, mBlox, Silicon Graphics, OpenTV
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Director Of Financial Planning And AnalysisSipex Corporation (Aqcuired By Exar) 2005 - 2007Oversaw worldwide budgeting and planning process, and provided SEC support schedules.Worked through a 3-year financial restatement that got the company re-listed on NASDAQ.
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Controller, Information Technology And Consulting ServicesFlextronics 2003 - 2005- Worldwide IT and Consulting business unit - budgeting, planning, and financial management. - Created Activity Based Costing (ABC) model for worldwide IT allocations. - Investment analysis / NPV, financial modeling. -
Revenue And Accounting ManagerClients: Knight Ridder Digital; Guidant 2001 - 2003Knight Ridder Digital - Revenue ManagerGuidant - Accounting Manager
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Controller, Information Technology And Personal ComputingHitachi Data Systems 1997 - 2001- Corporate Financial Planning: worldwide budget roll-ups, worldwide KPI scorecard.- Corporate budgeting, investment analysis, monthly executive reporting package and presentation.- IT & PC business unit budgeting and planning, headcount planning, financial analysis -
General ManagerAgenda Usa, Inc. 1992 - 1996New YorkPublishing start-up - oversaw: business administration, operations, accounting, finance, treasury, marketing, IT, facilities, and HR management.
Richard Weissmann Education Details
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Cpe - ~30+ Hours/Year Of Seminars, Webinars, And Workshops Through Fei And Acs -
Business Administration -
Accounting
Frequently Asked Questions about Richard Weissmann
What company does Richard Weissmann work for?
Richard Weissmann works for Countsy
What is Richard Weissmann's role at the current company?
Richard Weissmann's current role is Fractional CFO and Technical accounting advisor for early-stage startup companies..
What schools did Richard Weissmann attend?
Richard Weissmann attended Cpe - ~30+ Hours/year Of Seminars, Webinars, And Workshops Through Fei And Acs, University Of Phoenix, Pace University - Lubin School Of Business.
Who are Richard Weissmann's colleagues?
Richard Weissmann's colleagues are Reyann May Lamina, Kimberley Wong, Mshrd, Tammy Kinsey, Vianca Nella W., Ariadne Sodi Miranda, Ria Muhi - Espiritu, Cpa, Rodelyn Villapando.
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3wisehrstrategies.com, kslcapital.com, kslcapital.com
1 (310) 6XXXXXXX
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Richard Weissmann
United States -
Richard Weissmann
Ashburn, Va -
Rich Weissmann
Clark, Nj
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