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My early experience in the military taught me to thrive under pressure, to recognize the value of assembling a diverse team, to lead with integrity, and to act decisively. These skills have translated into my civilian career, and I am known for my ability to stay calm and clear-headed in times of crisis and to focus on advancing toward the end goal. These inherent traits drive me to excellence and position me to make a swift and immediate contribution to any organization that is interested in seeing real results.Most recently, I led all financial planning and analysis (FP&A) for clients in the cloud software space. I partnered with the management team of Conversica and with investment bankers to drive equity investments and position the company for its series D funding. While advising cloud security services company Qualys, I helped to transform the customer experience and to realize a 5% increase in conversion rates. In a previous role with YuMe, I facilitated the company’s sale to RhythmOne. Subsequently, in my role as senior finance director with RhythmOne, I led post-acquisition integration and the cultural transformation of the company. I ask tough questions. I challenge the status quo. I bear accountability for my decisions. Doing the right thing means not always doing the popular thing, but it also means leading with purpose and principle.I am excited about the next phase of my career. If you would like to connect, please contact me at spivey.jim@gmail.com. Core Competencies: Long-range & Annual Strategy & PlanningProfit Maximization & Complex NegotiationsAdvanced Financial & Business ModelingBusiness Partnership & Executive AdvisoryInvestment Decision Analysis & InsightsStakeholder Relationship ManagementCross-functional Team LeadershipInterpersonal Skills & Presentations
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Vp Of FinanceSocio (Part Of Webex)Nashville, Tn, Us -
Vp Finance & OperationsFort Robotics May 2022 - Feb 2024Philadelphia, Pennsylvania, Us -
Vp Of FinanceSocio (Part Of Webex) 2020 - 2021San Jose, California, Us -
Finance Executive ConsultantCv Partners 2019 - 2020CzAdvised, guided, and led FP&A functions on interim engagements for Qualys, Inc. (NASDAQ: QLYS, cloud security services company) and Conversica, Inc. (privately held, cloud software engineering company) to streamline financial operations and enhance data quality, timeliness, and accuracy. -
Sr. Director Of FinanceRhythmone 2018 - 2019Oversaw finance function for publicly traded digital advertising company acquired by Israeli technology company Taptica International (AIM: TRMR) in 2019. Advised CEO, CFO, and board of directors, managing and owning all planning, budgeting, forecasting, and management reporting; ran sales finance and treasury.
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Senior Director, Finance (2016-2018); Senior Manager, Financial Planning & Analysis (2013-2015)Yume 2013 - 2018Headed financial planning, budgeting, analysis, and sales performance forecasting for publicly traded television advertising data analysis platform provider acquired by RhythmOne in 2017 (LSE: RTHM) for $185M. Oversaw management reporting, compiled presentations for board of directors, and drove strategic initiatives. Performed financial due diligence on all inbound and outbound partnerships, mergers and acquisitions (M&A), and joint venture opportunities.
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Financial Planning And Analysis ManagerBridgelux, Inc. 2010 - 2013Fremont, Ca, UsLed $105M capital raise for leading provider of industrial LED lighting solutions. Ran strategic planning, budgeting, and forecasting, advising leadership on company sales performance trends and trajectories. Collaborated with external advisors and investment bankers; managed three finance and business analysts. -
Financial Planning And Analysis ManagerEsilicon 2008 - 2010San Jose, Ca, UsManaged and led company-wide financial planning, forecasting, budgeting, and management reporting for privately held designer and manufacturer of advanced semiconductors and electronics (key supplier to Apple). Authored board of director presentations and presented to CFO; performed valuation and due diligence on M&A targets and evaluated corporate finance (debt vs. equity) strategies. -
Analyst, Corporate FinanceVmware 2007 - 2008Palo Alto, Ca, UsExecuted financial planning, budgeting, and forecasting functions for large, publicly traded cloud computing and virtualization software services provider (NYSE: VMW) that generates $9B in revenue per year. Built financial models and scenario analyses; partnered closely with HR, legal, and global support services.
James Spivey Skills
James Spivey Education Details
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University Of RochesterFinance -
United States Naval AcademyMechanical Engineering
Frequently Asked Questions about James Spivey
What company does James Spivey work for?
James Spivey works for Socio (Part Of Webex)
What is James Spivey's role at the current company?
James Spivey's current role is VP of Finance.
What is James Spivey's email address?
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What is James Spivey's direct phone number?
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What schools did James Spivey attend?
James Spivey attended University Of Rochester, United States Naval Academy.
What skills is James Spivey known for?
James Spivey has skills like Financial Modeling, Forecasting, Finance, Analysis, Microsoft Excel, Management, Financial Analysis, Business Process Improvement, Access, Strategy, Business Modeling, Mergers And Acquisitions.
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