Jay Soni Email & Phone Number

United States

San Francisco Bay Area

Financial Operations • Oversaw FP&A, accounting, cash flow, pricing, metrics, while scaling HR, ERP, IT, legal functions with 25 staff. • Enabled strategic decision-making by the CEO and the board of directors by creating KPI dashboards and establishing reporting cadence. • Partnered and oversaw day-to-day sales, professional services performance metrics with executive leadership. • Developed and maintained five-year financial model and operational plans and budgets. • Reviewed, negotiated and approved contracts with customers, vendors, parterners. • Established a $6M credit facility for working capital and to pursue acquisitions. • Managed audit, insurance, tax, banking, and compliance functions, including 401k audits and 409a valuations. Corporate Development, M&A • Achieved 4x plus multiple of annual recurring revenue in 2021 sale to a strategic buyer backed by a private equity firm • Managed exit process in collaboration with investment advisors/executive management, including pre-LOI due diligence, valuation, and investor communication. • Managed due diligence activity including legal, financial, operations with cross-functional domestic & offshore teams. • Managed recapitalizations - converting $7M of debt to Series D; and preferred share buyback. • Supported 300% growth in Annual Recurring Revenue (ARR) by disciplined P&L and operational management resulting in $25M ARR (excludes non-recurring revenue) by transitioning legacy software license revenue model to subscription-SaaS model Infrastructure Development• Established and oversaw an offshore subsidiary in India hiring 140 mostly development staff, providing ~$6M annual cost leverage. • Led implementation of Oracle NetSuite ERP, Open Air, Salesforce.com/CPQ, Insight captable sofware and FP&A Adaptive Insights/Workday software improving efficiency and internal controls. • Built and scaled finance, IT, and HR teams to support business growth/operations and transition to SaaS model.

San Francisco Bay Area

Health and wellness products B2C provider in the emerging e-commerce industry with $40M revenue and ~250 staff. • Managed finance, accounting, board reporting, month-end close, tax, audit, banking, metrics & FP&A functions, and 15 staff. • Supported CFO/CEO with $100M VC funding for series C, D, and E rounds via effective due diligence, accounting, cash management, and FP&A. • Led preparations for potential IPO via staffing, training, and compliance eventually leading due diligence in sale to a strategic buyer.

San Francisco Bay Area

Provides brokerage, banking, wealth management, and financial advisory services with $16B revenue and 19,500 staff.• Oversaw process, functional, and compliance audits of mutual funds, capital market, trading, finance, retail, securities, and electronic brokerage operations.• Led as a subject-matter expert in mutual fund, retail, and brokerage operation enterprises.

New York, New York, United States

Provides professional services in accounting, audit, consulting, strategy, and tax with $43B revenue and 284,000 employees.• While employed at Coopers & Lybrand, later acquired by PwC, audited real estate, not-for-profit and retail industries. • Led due diligence reviews pursuant to SEC filings, venture capital funding, M&A forensic accounting, and litigation. • As an MBA recruit, performed rotations in Tax, Consulting and Audit groups.

Master Of Business Administration - Mba, Accounting And Finance

Master Of Science - Ms, Accounting

Bachelor Of Commerce - Bcom, Accounting And Finance