Theresa A. Matacia, Cfa, Qrd®

Theresa A. Matacia, Cfa, Qrd® Email and Phone Number

Chief Financial Officer (CFO) and Strategic Consultant @ Indian Hills Advisors, LLC
California, United States
Theresa A. Matacia, Cfa, Qrd®'s Location
San Francisco Bay Area, United States, United States
Theresa A. Matacia, Cfa, Qrd®'s Contact Details
About Theresa A. Matacia, Cfa, Qrd®

Early-Mid Stage CFO with extensive experience in global Technology Software and Services companies. Established record of raising capital, building scalable infrastructure and processes, driving strategy, and leading operations. Hands-on, outcomes driven leader with a talent for solving complex problems in rapidly changing and ambiguous environments. Focused on building the financial and operational framework and strategy to support the long term vision of the CEO. Completed $3Bil in equity transactions (IPO/MA/capital raises). Skills include:Strategic, Financial and Operational PlanningFinancial & Operational Metrics/AnalyticsBudget Planning & PreparationKPIsStrategy RoadmapsBusiness Portfolio Diversification Strategic AlliancesBoard-Shareholder RelationsM&A Strategy & ExecutionPost-Merger IntegrationCapital StrategiesRisk Management

Theresa A. Matacia, Cfa, Qrd®'s Current Company Details
Indian Hills Advisors, LLC

Indian Hills Advisors, Llc

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Chief Financial Officer (CFO) and Strategic Consultant
California, United States
Theresa A. Matacia, Cfa, Qrd® Work Experience Details
  • Indian Hills Advisors, Llc
    Chief Financial Officer (Cfo) And Strategic Consultant
    Indian Hills Advisors, Llc
    California, United States
    View
  • Momentum For Health
    Chief Financial Officer
    Momentum For Health Nov 2022 - Present
    San Jose, California, Us
    View
  • Mariadb Corporation
    Consulting Cfo
    Mariadb Corporation Feb 2022 - Nov 2022
    Redwood City, California, Us
    View
  • American Nurses Association
    Interim Cfo
    American Nurses Association May 2021 - Oct 2021
    Silver Spring, Md, Us
    View
  • Energy Foundation
    Interim Cfo
    Energy Foundation May 2019 - Jan 2021
    San Francisco, California, Us
    Created/Executed plan to spin off $35M China operation to independent entityBuilt capacity and implemented systems in ChinaLed optimization and integration of 3 siloed US enterprise platformsImproved budgeting and forecasting processes
    View
  • Limelight Health
    Interim Cfo
    Limelight Health Mar 2018 - Feb 2019
    Joined executive team in raising over-subscribed Series C capital raise; created $60M 3 year forecast; worked with board to close transaction; managed investor relations
  • Anita Borg Institute For Women And Technology
    Interim Cfo
    Anita Borg Institute For Women And Technology Feb 2017 - Feb 2018
    Ran finance/accounting, HR, Legal; spearheaded large strategic project to diversify revenue and funding strategy.Collaborated on building position leveling infrastructure to scale foundation for performance management and professional development
  • Declara
    Chief Financial Officer
    Declara Jan 2015 - Nov 2015
    Palo Alto, Ca, Us
    Analysis on customer LTV and SAAS economic metric analysis uncovered need to raise additional capital to support operations; managed Singapore and LatAm operations; completed organizational restructuring.
    View
  • Securieon Group
    Strategic Cfo/Managing Director
    Securieon Group Jul 2005 - Jan 2015
    Gilroy, Ca, Us
    Advise early-to- mid-stage companies on:Strategic growth initiatives and implementationCapital raising/M&AStrategic, financial and operational planning and analysisBusiness model rationalizationFinancial controlsMarket segment research and analysisProcess improvement
    View
  • Adp
    Vp, Strategic And Corporate Finance
    Adp Sep 2001 - Jul 2005
    Roseland, New Jersey, Us
    As partner to CEO, led collaborative business unit strategic, financial and operating planning and analysis for global provider of SAAS applications and information solutions.
    View
  • Scient
    Vp, Finance, Corporate Development & Investor Relations
    Scient Sep 2000 - Sep 2001
    New York, Ny, Us
    As partner to CEO of this global ebusiness systems integrator, provided analysis and execution of growth initiatives as well as development of strategy, financial plans and execution of investor relations program.
    View
  • Investment Banking
    Vp, Sr. Equity Research Analyst
    Investment Banking 1985 - 2000
    RBC CAPITAL MARKETSMONTGOMERY SECURITIESSUTRO & COPRUDENTIAL SECURITIESBuilt widely recognized and highly profitable corporate finance practice in the $500B Professional and Technology Software/Service (SAAS) industry. Advised and prepared executive management teams on strategy, positioning and execution of IPO/M&A transactions. Completed over $2.5B in equity transactions.

Theresa A. Matacia, Cfa, Qrd® Skills

Leadership Shareholder Value Information Technology International Business Restructuring Strategic Partnerships Corporate Finance Executive Management Thought Leadership Start Ups Capital Markets Market Research Business Services Negotiation Competitive Analysis Finance Cfos Investor Relations Strategic Planning Strategy Financial Services Management Consulting Capital Raising Entrepreneurship P&l Management Nonprofits Cross Functional Team Leadership Segmentation Go To Market Strategy Business Alliances Acquisition Integration Non Profits Private Equity Business Strategy Strategic Consulting Management Investment Banking Due Diligence Strategic Alliances Corporate Development Ipo Venture Capital Mergers And Acquisitions Business Modeling Divestitures Private Placements

Theresa A. Matacia, Cfa, Qrd® Education Details

  • Harvard Business School Executive Education
    Harvard Business School Executive Education
    Strategic Negotiations
  • Harvard Business School Executive Education
    Harvard Business School Executive Education
    Leading Change And Organizational Renewal
  • San Francisco State University
    San Francisco State University
    Finance And Management
  • Virginia Commonwealth University
    Virginia Commonwealth University
    Psychology

Frequently Asked Questions about Theresa A. Matacia, Cfa, Qrd®

What company does Theresa A. Matacia, Cfa, Qrd® work for?

Theresa A. Matacia, Cfa, Qrd® works for Indian Hills Advisors, Llc

What is Theresa A. Matacia, Cfa, Qrd®'s role at the current company?

Theresa A. Matacia, Cfa, Qrd®'s current role is Chief Financial Officer (CFO) and Strategic Consultant.

What is Theresa A. Matacia, Cfa, Qrd®'s email address?

Theresa A. Matacia, Cfa, Qrd®'s email address is th****@****adb.com

What is Theresa A. Matacia, Cfa, Qrd®'s direct phone number?

Theresa A. Matacia, Cfa, Qrd®'s direct phone number is +141560*****

What schools did Theresa A. Matacia, Cfa, Qrd® attend?

Theresa A. Matacia, Cfa, Qrd® attended Harvard Business School Executive Education, Harvard Business School Executive Education, San Francisco State University, Virginia Commonwealth University.

What skills is Theresa A. Matacia, Cfa, Qrd® known for?

Theresa A. Matacia, Cfa, Qrd® has skills like Leadership, Shareholder Value, Information Technology, International Business, Restructuring, Strategic Partnerships, Corporate Finance, Executive Management, Thought Leadership, Start Ups, Capital Markets, Market Research.

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