Steve Baker
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Steve Baker Email & Phone Number

Location: Carlsbad, California, United States 21 work roles 2 schools
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Role
President
Location
Carlsbad, California, United States
Company size

Who is Steve Baker? Overview

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Steve Baker is listed as President at Baker Financial Consulting LLC, a company with 46 employees, based in Carlsbad, California, United States. AeroLeads shows a matched LinkedIn profile for Steve Baker.

Steve Baker previously worked as Chief Financial Officer at Bright Pattern and Board Director & Treasurer at Pleasanton Chamber Of Commerce. Steve Baker holds Mba, Finance & Accounting from Columbia Business School.

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Baker Financial Consulting LLC

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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.

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Baker Financial Consulting LLC
Baker Financial Consulting Llc
President
Carlsbad, CA, US
Website
Employees
46
AeroLeads page
21 roles · 45 years

Steve Baker work experience

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

Chief Financial Officer

Current

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.

2021 - Present ~5 yrs 4 mos

Chief Financial Officer

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.

Jan 2014 - 2024

Advisor, Chairman Of The Product Advisory Council

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.

2012 - 2020 ~8 yrs

Cfo & Advisor

Peerless Analytics
2013 - 2018 ~5 yrs

Venture Advisory Board

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.

2014 - 2017 ~3 yrs

Executive In Residence

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.

2012 - 2017 ~5 yrs

Partner

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.

Jan 2013 - Aug 2015

Interim Chief Financial Officer

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.
Mar 2014 - Sep 2014

Interim Chief Financial Officer

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..
  • 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.
Jan 2013 - Jul 2013

Board Director & Treasurer

Valley Children'S Museum

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.

2011 - 2013 ~2 yrs

Vp & Cfo

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.
  • 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.
2006 - 2011 ~5 yrs

Vp, Revenue Operations (Acquired By Oracle)

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.
  • Cash receipts, billing and collections.
  • Revenue recognition and accounting for license, consulting, training and maintenance transactions.
2004 - 2005 ~1 yr

Evp & Cfo

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.
  • 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.
2003 - 2004 ~1 yr

Board Director, President & Coo, Vp & Cfo

Geoworks
  • 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.
  • 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.
1998 - 2002 ~4 yrs

Vp & Division Controller

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.

1996 - 1998 ~2 yrs

Cfo, Software Systems Group

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.

1995 - 1996 ~1 yr

Controller, Eastern Region

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.

1993 - 1995 ~2 yrs

Cfo

Unix System Laboratories (At&T Spin-Off)

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.

1991 - 1993 ~2 yrs

Cfo/Controller - Unix Software Operations

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.

1981 - 1991 ~10 yrs
Team & coworkers

Colleagues at Baker Financial Consulting LLC

Other employees you can reach at carlsbad.org. View company contacts for 46 employees →

2 education records

Steve Baker education

Mba, Finance & Accounting

Columbia Business School

Ba, Molecular Biology

University Of Pennsylvania
FAQ

Frequently asked questions about Steve Baker

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

What company does Steve Baker work for?

Steve Baker works for Baker Financial Consulting LLC.

What is Steve Baker's role at Baker Financial Consulting LLC?

Steve Baker is listed as President at Baker Financial Consulting LLC.

Where is Steve Baker based?

Steve Baker is based in Carlsbad, California, United States while working with Baker Financial Consulting LLC.

What companies has Steve Baker worked for?

Steve Baker has worked for Baker Financial Consulting Llc, Bright Pattern, Pleasanton Chamber Of Commerce, Mercator Medsystems, Inc., and Agylytyx (Formerly Funding Profiles).

Who are Steve Baker's colleagues at Baker Financial Consulting LLC?

Steve Baker's colleagues at Baker Financial Consulting LLC include Salmonella Smith, Ted Owen, Jose Pembroke, Darryl Reitmeyer, and Ivan Horvat.

How can I contact Steve Baker?

You can use AeroLeads to view verified contact signals for Steve Baker at Baker Financial Consulting LLC, including work email, phone, and LinkedIn data when available.

What schools did Steve Baker attend?

Steve Baker holds Mba, Finance & Accounting from Columbia Business School.

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