Samantha Greenberg

Samantha Greenberg Email and Phone Number

CFO @ ID.me | Board Member @ CSG Systems @ ID.me
Samantha Greenberg's Location
New York, New York, United States, United States
Samantha Greenberg's Contact Details

Samantha Greenberg work email

Samantha Greenberg personal email

About Samantha Greenberg

Performance-driven, value creation-focused SaaS / Tech CFO with over 20 years’ experience leading financial operations in public and private markets. Proven success delivering growth, profitability and operational improvements at scale, and leading all financial activities including FP&A, strategic planning, M&A, investor relations, accounting/audit, corporate finance and tax. Extensive SOX and SEC reporting experience, including serving on Audit Committee of publicly-traded Software company. Founded and scaled SEC-registered investment management firm Margate Capital Management LP, growing it into the 3rd-largest female-run hedge fund in U.S. Extensive experience executing M&A transactions, negotiating equity and debt financings, and performing detailed forecasting of operating scenarios and unit economics to drive data insights and decision-making. Expert IR lead and fundraiser, authoring all investor presentations and leading financial reporting. Seasoned presenter on technology companies and trends, including CNBC Delivering Alpha, Reuters Newsmaker, Milken Global Conference. Named to DCA Live’s “2023 Tech CFO Stars”, Stanford University Graduate School of Business’ “Top 100 Alumni in Investing & Finance,” Ernst & Young’s “50 Leading Women in Hedge Funds,” and Institutional Investor’s “Hedge Fund Rising Stars”. MBA from Stanford University's Graduate School of Business, and BS in Economics, Summa Cum Laude, from the Wharton School at the University of Pennsylvania with dual concentration in Finance and Strategic Management.

Samantha Greenberg's Current Company Details
ID.me

Id.Me

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CFO @ ID.me | Board Member @ CSG Systems
Samantha Greenberg Work Experience Details
  • Id.Me
    Chief Financial Officer
    Id.Me Apr 2023 - Present
    Mclean, Va, Us
    • CFO responsible for leading all financial activities including financial and strategic planning, M&A, capital markets, accounting and audit, investor relations, procurement, treasury and tax. • Spearhead investor relations activities, authoring investor presentations and communications, overseeing financial reporting and presenting at investor conferences and events.• Manage capital markets and capital raising activities, including secondary tender and term loan refinancing• Serve on ID.me’s Risk Council reporting to the Cybersecurity and Risk committee on the monitoring and assessment of enterprise risk tolerances and execution of mitigations.• Oversee accounting and ICFR functions, led function through 2 consecutive successful audits (clean unmodified opinion, no adjustments or control findings), lead SOX and IPO readiness.
  • Csg
    Board Member
    Csg May 2024 - Present
    Englewood, Colorado, Us
    Member: Audit Committee https://ir.csgi.com/investors/press-releases/press-release-details/2024/CSG-Appoints-Finance-Veteran-Samantha-Greenberg-to-Board-of-Directors/default.aspx
  • Mint House
    Chief Financial Officer
    Mint House Dec 2021 - Apr 2023
    New York, Ny, Us
    • CFO responsible for leading all financial activities including forecasting, financial planning and analysis, investor relations, capital markets, accounting, audit, board reporting, treasury and tax. • Authored all investor presentations, materials and communications, as well as preparing macroeconomic and industry presentations for customer advisory board. Presented at industry conferences, led investor meetings and equity research analyst teach-ins, conduct business press interviews to drive awareness in the institutional investor marketplace. • Significantly improved forecasting process improvements to maximize data-driven insights for decision-making, leading to operational improvements in GTM, salesforce efficiency and profitability of unit economics. Improved organization's forecasting accuracy and provision of reliable investor guidance. Expanded Board materials and financial reporting to extremely positive feedback. • Prepared and executed cost reduction program reducing operating expenses by 20%, and built detailed contingency planning to implement across deteriorating economic environments.• Led highly successful Series B fundraise, largest in company’s history, through challenging market conditions. • Deployed systems upgrades including implementation of integrated capital/operating expense platform, unification of payroll systems, migration to multi-entity AP and outsourcing of transactional accounting. • Oversaw Audits, including Company’s first Audit by a national Big 4 accounting firm• Analyzed and executed M&A and asset purchase transactions of industry peers
  • Citadel
    Portfolio Manager, Technology, Media & Telecom
    Citadel Feb 2019 - Dec 2021
    Miami, Florida, Us
    • Managed multi-billion dollar portfolio and large investment team investing in technology companies. • Deployed rigorous fundamental investment process including detailed financial modeling and forecasting of operating/scenario analyses and capital structure, extensive primary research, data science insights and value chain diligence.• Researched multi-year secular forces, sector TAMs and growth, competitive dynamics, companies’ product differentiation and value proposition, out-year unit economics, margins and cash flow generation, and management diligence. • Managed team P&L, budgeting, forecasting and compensation. Mentored, trained and developed analysts and associates.
  • Margate Capital Management Lp
    Managing Partner And Chief Investment Officer
    Margate Capital Management Lp Jan 2016 - Feb 2019
    New York, Us
    Founder and Chief Investment Officer of Margate Capital Management LP ("Margate"), an SEC-registered investment adviser that pursued a fundamental long/short equity strategy focused on investments across the technology, internet/media and consumer sectors. Grew Margate to 3x its size from its October 2016 launch and the 3rd-largest female-run hedge fund in the country. Investment responsibilities: Designed, implemented and managed all of Margate's investment processes. Sole portfolio manager responsible for investment decision making, portfolio construction and risk management. Managed team’s earnings models, risk/reward frameworks, company and industry diligence processes and data vetting. Marketing / Investor Relations responsibilities: Led Margate’s investor relations, communications and fund-raising. Authored all of Margate's investor letters and investment presentations. Presented and spoke about technology companies and investing at public events including CNBC Delivering Alpha, Reuters Newsmaker, The Milken Institute's Global Conference and Sohn Canada. Operating responsibilities: Supervised the firm's operating processes, managing a team of 30 professionals across accounting, fund operations, marketing, HR and legal/compliance professionals. Partnered with outside counsel and internal legal/compliance team to have regular risk assessments and compliance training performed. Served on the boards of Margate Capital Partners Fund Ltd. and Margate Capital Partners Master Fund Ltd. and prepared / delivered board presentations to the board, which included a majority of independent directors.
  • Margate Capital Partners Master Fund Ltd
    Board Member
    Margate Capital Partners Master Fund Ltd Jan 2016 - Feb 2019
  • Paulson & Co.
    Partner, Investment Team, Tmt/Consumer Sector Head.
    Paulson & Co. Jul 2009 - Jan 2016
    Generated and managed long and short equity investment ideas across Technology, Media/Internet and Consumer sectors. Identified and analyzed industry and company themes, inflection points and catalysts. Performed extensive fundamental research, including detailed bottoms-up financial modeling and scenarios analyses, capital structure and financial/accounting analysis, legal/regulatory analysis and valuation and risk/reward assessments. Diligenced industry trends and macroeconomic factors and correlations. Presented portfolio investments and discussed sector themes at Paulson & Co. investor conferences and in investor meetings and calls. Managed a team of analysts dedicated to sectors under coverage.
  • Goldman Sachs Special Situations Group
    Vice President, Credit/Distressed And Equities Investment Analyst
    Goldman Sachs Special Situations Group Apr 2007 - Jul 2009
    New York, New York, Us
    Generated equity and credit/distressed investment ideas in the TMT and Consumer sectors. Prepared and presented investment materials. Negotiated credit agreements, bond indentures and intercreditor agreements, covenant amendments, forbearance agreements, DIP and rescue financings. Structured rescue and takeout financings. Led Steering Committees for restructurings where Goldman Sachs was largest creditor.
  • Chilton Investment Company
    Vice President, Equity Long/Short Investment Analyst
    Chilton Investment Company Jun 2003 - Mar 2007
    Generated equity long and short investment recommendations in the Media/Telecom/Internet/Gaming sectors. Performed detailed fundamental research including building financial models and operating analyses; interviewing management teams and performing channel diligence and customer checks; tracked and analyzed sector data points to identify inflection points. Ranked in top quartile of analysts on the investment team, received equity grant reflecting performance.
  • Francisco Partners
    Private Equity Associate
    Francisco Partners Nov 1999 - Jun 2001
    San Francisco, Ca, Us
    Evaluated leveraged buyout transactions. Built detailed models of various capital structures, operating scenarios and returns. Performed due diligence including industry analysis, customer and management interviews, and accounting and legal analysis. Participated in the negotiation and execution of contracts, and raised debt financing. One of the first 2 associates hired at Francisco Partners prior to the launch of the first fund, assisted with firm-building operations and marketing effort.
  • Goldman Sachs
    Investment Banking Analyst, Mergers & Acquisitions Department
    Goldman Sachs Jul 1998 - Nov 1999
    New York, New York, Us
    Detailed financial modeling and transactions analyses. Worked on buy-side, sell-side, restructuring, and raid defense assignments. Led the technical training of Goldman Sachs' investment banking's summer intern class. Performed and coordinated comprehensive diligence. Prepared client and Board presentation materials, selling memoranda, roadshow and management presentations, committee memoranda and sales force marketing materials

Samantha Greenberg Skills

Private Equity Financial Modeling Investment Banking Advisory Investments Mergers And Acquisitions Valuation

Samantha Greenberg Education Details

  • Stanford University Graduate School Of Business
    Stanford University Graduate School Of Business
    Mba
  • The Wharton School
    The Wharton School
    Finance And Strategic Management

Frequently Asked Questions about Samantha Greenberg

What company does Samantha Greenberg work for?

Samantha Greenberg works for Id.me

What is Samantha Greenberg's role at the current company?

Samantha Greenberg's current role is CFO @ ID.me | Board Member @ CSG Systems.

What is Samantha Greenberg's email address?

Samantha Greenberg's email address is sa****@****ail.com

What schools did Samantha Greenberg attend?

Samantha Greenberg attended Stanford University Graduate School Of Business, The Wharton School.

What are some of Samantha Greenberg's interests?

Samantha Greenberg has interest in Board Of Directors 14th Street Y, Leadership Council High Water Women.

What skills is Samantha Greenberg known for?

Samantha Greenberg has skills like Private Equity, Financial Modeling, Investment Banking, Advisory, Investments, Mergers And Acquisitions, Valuation.

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