Jay Soni
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Jay Soni Email & Phone Number

Proven CFO: Strategy, Finance, Accounting, ARR, M&A, VC-PE, Financial Modeling, Recapitalization, Audit, Valuation, SaaS, Technology, Startups at Glassbeam, Inc
Location: Pleasanton, California, United States 5 work roles 3 schools
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Current company
Glassbeam, Inc
Role
Proven CFO: Strategy, Finance, Accounting, ARR, M&A, VC-PE, Financial Modeling, Recapitalization, Audit, Valuation, SaaS, Technology, Startups
Location
Pleasanton, California, United States
Company size
49 employees

Who is Jay Soni? Overview

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Quick answer

Jay Soni is listed as Proven CFO: Strategy, Finance, Accounting, ARR, M&A, VC-PE, Financial Modeling, Recapitalization, Audit, Valuation, SaaS, Technology, Startups at Glassbeam, Inc, a company with 49 employees, based in Pleasanton, California, United States. AeroLeads shows a matched LinkedIn profile for Jay Soni.

Jay Soni previously worked as Chief Financial Officer at Glassbeam, Inc and Chief Financial Officer 2005-21, VP Finance 2001-2005 at Lumedx. Jay Soni holds Master Of Business Administration - Mba, Accounting And Finance from Long Island University.

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Glassbeam, Inc

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About Jay Soni

Self-directed and driven financial executive with comprehensive accomplishments in M&A, planning, operational scaling, financial reporting, ERP, investor relations and cross-functional teams to achieve enterprise goals. Innovative thinker with strong healthcare technology, financial services, and SaaS industry acumen. Demonstrated success in developing and executing plans in fast-growing early and late-stage startup organizations. Experienced in managing multimillion-dollar financial roadmaps, M&A processes, fund raising, recapitalizations and restructurings. Recent Accomplishments:• Led the M&A process as CFO in the successful sale of a late-stage HealthCare Technology SaaS company to a strategic buyer/private equity firm, maximizing shareholder value • Enabled Board and Executive management to drive optimal financial outcomes by disciplined monitoring/ communication of KPIs & operational management leading to 300% growth in Annual Recuring Revenue.• Recapitalized debt/equity structure with original strategic investors/VCs and established credit facility to pursue M&A • Established 200 employee capacity offshore development and operations facility enabling multimillion $ in annual savings• Built, scaled, and managed Finance, IT, HR teams and led deployment of ERP infrastructure utilizing best of breed solutions from NetSuite, SalesForce, Workday. Areas of Expertise:Financial Planning & Analysis FP&A • Revenue Recognition (ASC 606) • Data Analysis, Modeling / Visualization • KPI & Financial Reporting • Mergers & Acquisitions Valuations/Due Diligence • Board Communication • GAAP • Internal Controls • Contract Negotiation • Vendor Management • Restructurings • Recapitalization • Tax • Audit • Cost Reduction • Compensation planning

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Jay Soni's current company

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Glassbeam, Inc
Glassbeam, Inc
Proven CFO: Strategy, Finance, Accounting, ARR, M&A, VC-PE, Financial Modeling, Recapitalization, Audit, Valuation, SaaS, Technology, Startups
santa clara, california, united states
Website
glassbeam.com
Employees
49
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5 roles · 35 years

Jay Soni work experience

A career timeline built from the work history available for this profile.

Chief Financial Officer

Current
Glassbeam, Inc

United States

Jun 2022 - Present

Chief Financial Officer 2005-21, Vp Finance 2001-2005

Lumedx

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.
2001 - 2021 ~20 yrs

Controller

Selfcare

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.
1997 - 2001 ~4 yrs

Senior Manager, Audit

Charles Schwab

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.
1994 - 1997 ~3 yrs

Senior Associate, Audit

Pwc

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.
1991 - 1994 ~3 yrs
Team & coworkers

Colleagues at Glassbeam, Inc

Other employees you can reach at glassbeam.com. View company contacts for 49 employees →

DN Deepak Nailwal Deepak Nailwal Colleague at Glassbeam, Inc Bengaluru, Karnataka, India, India View → CV Chaitra V Chaitra V Colleague at Glassbeam, Inc Bengaluru, Karnataka, India, India View → LC Likhith C R Likhith C R Colleague at Glassbeam, Inc Bengaluru, Karnataka, India, India View → GD Garth Donaldson Garth Donaldson Colleague at Glassbeam, Inc Springfield, Pennsylvania, United States, United States View → RD Ritesh Dobhal Ritesh Dobhal Colleague at Glassbeam, Inc Bengaluru, Karnataka, India, India View → SM Susi Manimaran Susi Manimaran Colleague at Glassbeam, Inc Bengaluru, Karnataka, India, India View → NM Naveen Mahantesh Ankasadaddi Naveen Mahantesh Ankasadaddi Colleague at Glassbeam, Inc Bengaluru, Karnataka, India, India View → BS Balaji Sanapa Balaji Sanapa Colleague at Glassbeam, Inc Anantapur, Andhra Pradesh, India, India View → RD Raji Desai Raji Desai Colleague at Glassbeam, Inc Bengaluru, Karnataka, India, India View → NG Naveen Govinda Rao Naveen Govinda Rao Colleague at Glassbeam, Inc Bengaluru, Karnataka, India, India View →
3 education records

Jay Soni education

FAQ

Frequently asked questions about Jay Soni

Quick answers generated from the profile data available on this page.

What company does Jay Soni work for?

Jay Soni works for Glassbeam, Inc.

What is Jay Soni's role at Glassbeam, Inc?

Jay Soni is listed as Proven CFO: Strategy, Finance, Accounting, ARR, M&A, VC-PE, Financial Modeling, Recapitalization, Audit, Valuation, SaaS, Technology, Startups at Glassbeam, Inc.

Where is Jay Soni based?

Jay Soni is based in Pleasanton, California, United States while working with Glassbeam, Inc.

What companies has Jay Soni worked for?

Jay Soni has worked for Glassbeam, Inc, Lumedx, Selfcare, Charles Schwab, and Pwc.

Who are Jay Soni's colleagues at Glassbeam, Inc?

Jay Soni's colleagues at Glassbeam, Inc include Deepak Nailwal, Chaitra V, Likhith C R, Garth Donaldson, and Ritesh Dobhal.

How can I contact Jay Soni?

You can use AeroLeads to view verified contact signals for Jay Soni at Glassbeam, Inc, including work email, phone, and LinkedIn data when available.

What schools did Jay Soni attend?

Jay Soni holds Master Of Business Administration - Mba, Accounting And Finance from Long Island University.

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