Tim Harvey

Tim Harvey Email and Phone Number

Principal - CFO Consultant @ Penn Street Advisors
Indianapolis, IN, US
Tim Harvey's Location
Indianapolis, Indiana, United States, United States
About Tim Harvey

My core passion and experience are in helping businesses drive to-and-through key growth stages. As a leader at several game-changing organizations, from early stage to large public, have effectively partnered with fellow senior execs to help those high-growth businesses achieve success. Primary focus has been at highly innovative tech players, particularly post-Series A/B as well as publicly traded.A Senior Finance and Business Executive with 30-plus years in the broader technology space (SaaS, SW, HW; B2B and B2C). Have developed and led high-performing Finance teams for both public and privately-held growth businesses. Able to lead high-growth initiatives, working as key member of C-Suite efforts to execute strategy for market leading tech businesses. Experience focused on business planning and support (strategy + operational execution), investor relations and Board support (buy-side, sell-side, and private), fund-raising (Series A - Series X), international growth, and team and organizational development. Over the years have developed an extensive network within the broader tech community, as well as with investors.Specialties: Business strategy, Financial planning and models, Investor Relations, Technology-related businesses, SaaS business models, International business - particularly Latin America and Europe, HR function and organizational development.

Tim Harvey's Current Company Details
Penn Street Advisors

Penn Street Advisors

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Principal - CFO Consultant
Indianapolis, IN, US
Tim Harvey Work Experience Details
  • Penn Street Advisors
    Principal - Cfo Consultant
    Penn Street Advisors
    Indianapolis, In, Us
  • Milestone Business Solutions Inc.
    Managing Director
    Milestone Business Solutions Inc. Jun 2024 - Present
    Carmel, In, Us
    Milestone is the latest version of fractional finance and HR services founded by Tom Gabbert, who helped create the fractional support category over 20 years ago. As Managing Director of Milestone's new national CFO practice, Mr. Harvey is responsible for building out the business' go-to-market plan, helping create networks of support for the Milestone portfolio, and ensuring the firm brings in the right talent to position Milestone's clients for success. Adding the CFO layer to Milestone's core Accounting and HR expertise brings senior-level business and finance experience to creative, growing businesses, helping to make a difference "for the entrepreneurs out there making a difference every day".
  • Penn Street Advisors, Llc
    Principal - Cfo Consultant
    Penn Street Advisors, Llc Aug 2023 - Jul 2024
    Penn Street Advisors, LLC helps technology companies define their vision, outline their business strategy, develop operating plans and supporting financial models, and prepare for investor discussions and funding.
  • Moxo
    Chief Financial Officer
    Moxo Apr 2021 - Feb 2023
    Cupertino, Ca, Us
    Responsible for all aspects of corporate Finance (including Accounting, Reporting, Analysis, and Planning), HR, Legal, and Facilities activities, as well as supporting Business Operations. Moxo was founded to deliver a new generation of collaboration experiences. Moxo provides a OneStop Client Hub for managing client interactions through modern digital experiences. With OneStop, businesses can bring structure to client interactions that are stuck in fragmented silos, helping control the chaos of managing relationships and avoiding significant manual intervention. Designed for the next-gen mobile world, Moxo helps organizations manage highly-interactive relationships, on-board and grow customer accounts, service those accounts through 'soft automation' and document-centric workflows, and help guide exception handling. All with the mission to raise client interaction quality and lower the cost of doing business.
  • Scale Computing
    Chief Financial Officer
    Scale Computing Jun 2013 - Aug 2020
    Indianapolis, In, Us
    Responsible for all aspects of Financial Management (Accounting, Reporting, Planning & Analysis, and Investor Relations), HR, Legal, and Facilities.Scale Computing is the leader in hyperconverged infrastructure for midsized organizations and Edge Computing. Scale's HC3™ platform seamlessly integrates servers, virtualization and storage into a single system that is easy to use and highly scalable, dramatically lowering the barriers and costs involved in keeping applications running in a highly available and scalable manner.
  • Penn Street Advisors, Llc
    Principal - Cfo Consultant
    Penn Street Advisors, Llc Aug 2010 - May 2013
    Penn Street Advisors, LLC helps young technology companies define their vision, outline their business strategy, develop operating plans and supporting financial models, and prepare for investor discussions and funding.
  • Angie'S List
    Chief Financial Officer
    Angie'S List Sep 2008 - Jun 2010
    Denver, Co, Us
    Responsible for all aspects of Financial Management (Accounting, Reporting, Planning & Analysis, and Investor Relations), HR, Legal, and Facilities. Helped drive the conversion of the Company from an LLC to a C-Corp, and close final funding, in anticipation of the eventual IPO (2011). Angie's List was developed into an innovative home services website. Founded in 1995, it is an online directory that allowed users to read and publish crowd-sourced reviews of local businesses and contractors.
  • Webex
    Vice President, Planning
    Webex Oct 2005 - Aug 2008
    San Jose, California, Us
    Responsible for all financial planning and analysis activities, management reporting, as well as strategic planning and investor relations support. Led the integration team for WebEx as part of the post-acquisition process (Cisco 2007, $3.2B) with Cisco's M&A Integration Team.
  • Veritas Technologies Llc
    Sr. Director, Finance And Investor Relations
    Veritas Technologies Llc Feb 2000 - Jul 2005
    Santa Clara, California, Us
    Originally, VERITAS Software, Inc., acquired by Symantec in 2005 ($13.2B).1.5 years as Sr. Director, Investor Relations, supported the strategy presentation and 'road show' for the merger with Symantec to VRTS and SYMC investors. 4 years as Director, then Sr. Director, of Corporate Financial Planning and Analysis; helping achieve the $1B Revenue mark in 2000, including 25% YTY growth during the post "dot com" bubble disruption, and then through to the $2B level prior to the merger with SYMC.
  • Silicon Graphics, Inc.
    Sr. Manager, Corporate Finance
    Silicon Graphics, Inc. Nov 1995 - Feb 2000
    Milpitas, Ca, Us
    Regional Controller (International), then Sr. Manager of Corporate FP&A Team.
  • International Business Machines Corp. (Ibm)
    Manager
    International Business Machines Corp. (Ibm) Feb 1989 - Nov 1995
    Armonk, New York, Ny, Us
    IBM World Trade Group - Latin America Headquarters, various roles and management in accounting, planning, and pricing. Country experience in Brazil, Venezuela, Argentina, Peru, Ecuador, Honduras.
  • Deloitte Haskins & Sells
    Sr. Auditor
    Deloitte Haskins & Sells 1986 - 1989
    Worldwide, Oo
    Sr. Auditor in the New York Practice Office, 1 World Trade Center.Sponsored by the firm for graduate work at NYU Stern School of Business.
  • With Free-Lance Journalist, Penny Lernoux (Bogota, Colombia)
    Investigative Journalist
    With Free-Lance Journalist, Penny Lernoux (Bogota, Colombia) Jul 1985 - Jun 1986

Tim Harvey Skills

Financial Modeling Executive Management Analytics Business Strategy Leadership Management Finance Saas Strategic Planning Venture Capital Start Ups Strategic Partnerships Analysis Investor Relations Managerial Finance Strategy Entrepreneurship Corporate Finance Financial Analysis Business Planning Strategic Financial Planning International Business Mergers And Acquisitions Investments Financial Planning Financial Services Portfolio Management

Tim Harvey Education Details

  • Nyu Stern School Of Business
    Nyu Stern School Of Business
    Finance
  • Wesleyan University
    Wesleyan University
    Government - International Politics
  • Polytechnic School
    Polytechnic School

Frequently Asked Questions about Tim Harvey

What company does Tim Harvey work for?

Tim Harvey works for Penn Street Advisors

What is Tim Harvey's role at the current company?

Tim Harvey's current role is Principal - CFO Consultant.

What is Tim Harvey's email address?

Tim Harvey's email address is th****@****ing.com

What is Tim Harvey's direct phone number?

Tim Harvey's direct phone number is +131773*****

What schools did Tim Harvey attend?

Tim Harvey attended Nyu Stern School Of Business, Wesleyan University, Polytechnic School.

What skills is Tim Harvey known for?

Tim Harvey has skills like Financial Modeling, Executive Management, Analytics, Business Strategy, Leadership, Management, Finance, Saas, Strategic Planning, Venture Capital, Start Ups, Strategic Partnerships.

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