Steve Baker

Steve Baker Email and Phone Number

President @ Baker Financial Consulting LLC
Carlsbad, CA, US
Steve Baker's Location
Carlsbad, California, United States, United States
About Steve Baker

Senior Finance and Operations executive with over 25 years of progressive responsibilities.• Industry experience - software, SaaS, telecom, hardware, medical devices & biotech.• $112M of equity raised in 8 transactions.• $102M of debt raised in 2 transactions.• $130M of buy side M&A in 4 transactions.• $14B of sell side M&A in 5 transactions.• $1.8B of divestitures in 3 transactions.• International experience with 17 countries setting up &/or managing subsidiaries.Key skills include:• Strategy and planning experience, including: IPO readiness, private placements, debt and equity financing, joint ventures, mergers and acquisitions, divestitures and spin-offs.• Public and private, large company and start-up experience.• Wall Street analyst and investor relations experience.• Software revenue recognition and Sarbanes Oxley (SOX) implementation experience. • Building and leading organizations through rapid growth and significant changes.• Turning around financial performance - revenue, net income and cashflow.• Designing and implementing financial and operational systems.

Steve Baker's Current Company Details
Baker Financial Consulting LLC

Baker Financial Consulting Llc

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President
Carlsbad, CA, US
Website:
carlsbad.org
Employees:
46
Steve Baker Work Experience Details
  • Baker Financial Consulting Llc
    President
    Baker Financial Consulting Llc
    Carlsbad, Ca, Us
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  • Bright Pattern
    Chief Financial Officer
    Bright Pattern 2021 - Present
    South San Francisco, California, Us
    Bright Pattern provides the simplest and most powerful AI-powered omnichannel contact center software and service management solutions for innovative midsize and enterprise companies. To make customer service brighter, easier, and faster than ever before, Bright Pattern offers the only true omnichannel cloud platform with embedded AI that can be deployed quickly and nimbly by business users—without costly professional services. Bright Pattern allows companies to offer an effortless and personal customer experience across channels like voice, text, chat, email, video, messengers, and bots. Bright Pattern also allows companies to measure and act on every interaction on every channel with embedded AI omnichannel quality management. The company was founded by a team of industry veterans who pioneered the leading contact center solutions and are now delivering an architecture for the future with an advanced cloud-first approach. Bright Pattern’s cloud contact center solution is used globally in over 26 countries.
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  • Pleasanton Chamber Of Commerce
    Board Director & Treasurer
    Pleasanton Chamber Of Commerce Jan 2020 - Aug 2024
    Pleasanton, Ca, Us
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  • Mercator Medsystems, Inc.
    Chief Financial Officer
    Mercator Medsystems, Inc. Jan 2014 - 2024
    Us
    Mercator MedSystems, Inc. (www.mercatormed.com) is a venture-backed, privately held medical technology company delivering innovative, customizable, treatment solutions for intractable problems associated with some of the world's most significant diseases. The company develops catheter-guided micro-infusion systems for targeted delivery of drugs and biologics deep inside the body to treat the root cause of a growing portfolio of medical conditions, including cardiovascular disease, cancer, hypertension and heart disease.
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  • Agylytyx (Formerly Funding Profiles)
    Advisor, Chairman Of The Product Advisory Council
    Agylytyx (Formerly Funding Profiles) 2012 - 2020
    San Jose, Ca, Us
    Agylytyx makes solutions for finance departments that want to contribute to an enterprise's strategy beyond just numbers. Agylytyx solutions integrate with existing business applications and data sources to continuously translate traditional financial metrics into the language of business strategy. Using solutions from Agylytyx, finance teams can express plans, targets, actuals, forecasts, or scenarios in strategic perspectives any business leader can appreciate.
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  • Peerless Analytics
    Cfo & Advisor
    Peerless Analytics 2013 - 2018
  • I-Gate Innovation Hub
    Venture Advisory Board
    I-Gate Innovation Hub 2014 - 2017
    Livermore, California, Us
    Pursuing, evaluating, mentoring and supporting entrepreneurship and startup developments at the i-GATE Innovation Hub in Livermore, California. i-GATE is a regional public-private partnership supporting the growth of new local high technology companies. It works closely with Sandia and Lawrence Livermore National Laboratories (LLNL) and hosts the Robot Garden community workshop.
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  • Plug And Play Tech Center
    Executive In Residence
    Plug And Play Tech Center 2012 - 2017
    Sunnyvale, Ca, Us
    Plug and Play Tech Center is a business accelerator that specializes in growing technology startups and includes 300+ technology startups. Startup advisor, mentor, executive and entrepreneur. Work closely with startups providing guidance on business plans, revenue models, fund raising, market opportunities and business development.
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  • Tatum, A Randstad Company
    Partner
    Tatum, A Randstad Company Jan 2013 - Aug 2015
    Atlanta, Ga, Us
    Tatum, a national professional services firm, offers clients financial, operational and technological solutions designed to enhance business performance and drive results in small to mid-size organizations. Often partnering wtih investors, we focus on the offices of the CFO and CIO to drive critical initiatives, challenges and transitions such as rapid growth, M&A, sale and IPO readiness through our interim leadership and our advisory service offerings across industries.
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  • Wafergen
    Interim Chief Financial Officer
    Wafergen Mar 2014 - Sep 2014
    Fremont, California, Us
    WaferGen Bio-systems, Inc. is an innovative public life science company that offers innovative genomic solutions for clinical testing and research. • Filed an S-1 and raised $20M and listed the company’s stock on the NASDAQ Exchange.• Completed Q1 and Q2 audits with no issues and remediated prior quarter’s material weaknesses and significant deficiencies.
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  • Daegis
    Interim Chief Financial Officer
    Daegis Jan 2013 - Jul 2013
    Irving, Tx, Us
    Daegis delivers eDiscovery and information management solutions. Daegis’ eDiscovery Platform combines technology and on-demand services to deliver end-to-end and cost-effective solutions for corporations and law firms. The Company’s information management business delivers solutions for developing, managing, modernizing, and archiving applications and business data.Directed and managed all financial, tax and treasury functions for a $40 Million public international software and SaaS company providing eDiscovery and archiving solutions.• Led the divestiture of a non-strategic division.• Implemented the NetSuite SaaS ERP system.• Improved accounting and operational processes and procedures to remediate several significant deficiencies and material weaknesses.
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  • Valley Children'S Museum
    Board Director & Treasurer
    Valley Children'S Museum 2011 - 2013
    Board Director & Treasurer (2011 - 2013)Board Director and Chair of the Board Governance Committee, 2003 - 2007.Valley Children’s Museum is a non-profit organization aimed at providing this educational advantage to the under-10 children of the Tri-Valley and surrounding communities. The Moving Mission program is just the first wave. Valley Children’s Museum expects to open the doors of a permanent museum in Dublin, California within a few years.
  • Frontrange Solutions
    Vp & Cfo
    Frontrange Solutions 2006 - 2011
    Milpitas, Ca, Us
    Directed and managed all financial, tax, treasury, HR, facilities, and IT functions for a $100+ Million private equity owned international software company providing premise and SaaS IT Service Management, IT Asset Management and Customer Service Management solutions.Led the acquisition analysis, negotiation, due diligence and integration of Enteo Software, a German software company and Centennial Software, a UK software company.• Increased revenue by 27%. • Managed 2 breakeven businesses to 20% EBITDA in the first year post acquisition.Raised $100M of bank debt to fund the acquisition, refinance debt and fund operations.Implemented and transitioned to NetSuite SaaS ERP system in 4 months.
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  • Peoplesoft
    Vp, Revenue Operations (Acquired By Oracle)
    Peoplesoft 2004 - 2005
    Austin, Texas, Us
    Directed and managed worldwide revenue recognition, revenue accounting and credit and collections functions for a $2.8 Billion enterprise applications software company.Led Sarbanes-Oxley Section 404 compliance activities for all of the order to cash processes: • Cash receipts, billing and collections.• Revenue recognition and accounting for license, consulting, training and maintenance transactions.
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  • Roamware
    Evp & Cfo
    Roamware 2003 - 2004
    Cupertino, Ca, Us
    Directed and managed all financial, tax, treasury, HR, facilities, IT and legal functions for an international start-up provider of voice roaming software solutions for mobile operators.Implemented planning, forecasting and reporting processes to monitor, assess and improve financial performance.• Grew revenue from less than $1 Million in 2002 to over $20 Million in 2004. • Achieved positive cashflow and breakeven net income.Instituted a number of improvements and enhancements to cash management. • Implemented a $1.5 Million receivables line of credit with Silicon Valley Bank. • Lowered average days past due from 50 to 10 days in one year.
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  • Geoworks
    Board Director, President & Coo, Vp & Cfo
    Geoworks 1998 - 2002
    Board Director (1999 - 2002)President & COO (2000 - 2001)VP & CFO (1998 - 2000)Directed and managed sales, marketing, product development, business development, human resources, consulting and finance functions for a public wireless software company. Defined and directed the strategic transition and financial turnaround. • 7 consecutive quarters of revenue improvements.• Achieved the first quarter of positive cashflow in company history.• Market capitalization increased from $20 Million to over $1 Billion.• Raised $5 Million in equity financing from Amazon.com to support new strategy.Led the acquisition analysis, negotiation and integration of the AirBoss Business Unit from Telcordia Technologies, a subsidiary of SAIC.Raised $10 Million in equity financing from Integral Capital Partners and Toshiba.
  • Octel Communications (Acquired By Lucent Technologies)
    Vp & Division Controller
    Octel Communications (Acquired By Lucent Technologies) 1996 - 1998
    Us
    Directed the finance team for a $600 Million division of a $1 Billion public global voice messaging company.Created business plan and P&L reporting to drive division revenue and profitability growth.Performed financial analyses, profitability studies, revenue and cashflow analyses resulting in elimination of products, restructuring of division and a return to profitability.
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  • Telcordia Technologies (Acquired By Saic)
    Cfo, Software Systems Group
    Telcordia Technologies (Acquired By Saic) 1995 - 1996
    Bridgewater, New Jersey, Us
    Directed the finance team for a $620 Million telecommunication and software business that was part of a $1.5 Billion private company owned by the seven Regional Bell Operating Companies.Presented financials on roadshow leading to the $1.5 Billion sale of the company to SAIC.Developed the company’s first five year business plan for operating in an unregulated post divestiture environment.Developed the offering memorandum leading to the sale of the company.
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  • Novell (Acquired Unix System Laboratories)
    Controller, Eastern Region
    Novell (Acquired Unix System Laboratories) 1993 - 1995
    Provo, Ut, Us
    Developed a strategy and directed the merger and integration of Unix System Laboratories into Novell, a $1 Billion public network operating system software company and assumed responsibility for licensing, contracting and manufacturing.Reengineered finance, licensing and contract administration functions resulting in a $3 Million saving and 24 person, or 40%, reduction in headcount.Directed the purchase price analysis study with Ernst and Young, resulting in a write-off of $269 Million, or 79% of the purchase price.Substantially improved productivity by designing and implementing a CD-ROM based imaging system to automate over 30,000 contracts and license agreements.
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  • Unix System Laboratories (At&T Spin-Off)
    Cfo
    Unix System Laboratories (At&T Spin-Off) 1991 - 1993
    Directed and managed all financial, accounting, tax, treasury and IT functions for a leading worldwide software company with revenue in excess of $100 Million. Significantly improved net income and cashflow through working capital and expense management, with last 4 quarters prior to acquisition being positive.Implemented a customer auditing program recovering $5 Million in unreported revenues.Designed and implemented a Business Unit financial planning and reporting process that drove accountability and responsibility to lower level managers.Established four joint ventures - Univel, USL-France, USL-China and USL-Mexico.Developed and issued the company's first annual report.Implemented company's first fixed asset, inventory and order entry systems.
  • At&T
    Cfo/Controller - Unix Software Operations
    At&T 1981 - 1991
    Dallas, Tx, Us
    CFO/Controller - Unix Software Operations (1989-1991)Controller Workstation Division (1986-1988) Financial Planning and Analysis Manager (1981-1986) Built and led the financial, human resources, facilities and IT organizations to support the newly created Unix Software Operations Business Unit. Managed the successful private placement of 22% of the company to 11 major computer companies worldwide, raising $64 Million.Developed offering memorandum, S1 filing, carve-out audited financial results and participated in the roadshow presentations.Developed a system strategy and implemented Oracle financial systems - General Ledger, Accounts Receivables, Billing, Accounts Payables and Purchasing.Designed and implemented new compensation programs to attract 500 employees to new venture. Programs included: 401K, stock unit, stock option and signing bonus.
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Steve Baker Education Details

  • Columbia Business School
    Columbia Business School
    Finance & Accounting
  • University Of Pennsylvania
    University Of Pennsylvania
    Molecular Biology

Frequently Asked Questions about Steve Baker

What company does Steve Baker work for?

Steve Baker works for Baker Financial Consulting Llc

What is Steve Baker's role at the current company?

Steve Baker's current role is President.

What schools did Steve Baker attend?

Steve Baker attended Columbia Business School, University Of Pennsylvania.

Who are Steve Baker's colleagues?

Steve Baker's colleagues are Darryl Reitmeyer, Lizyvette Munoz, Margery Benkaci, Ted Owen, Brenda Whiteaker, Edgar Rodriguez, Carolyn Reinmiller.

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