William Newman Email and Phone Number
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William Newman personal email
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Chief Financial Officer with over twenty-five years of experience leading finance teams of high-growth software as a service companies in both private and public company settings and guiding companies through various transactions, including initial public offerings, take-private transactions, M&A and debt financing. As an executive leadership team member and trusted business partner, skilled in providing financial leadership and strategic insights to all parts of an organization to drive organic and inorganic growth. Key skills and areas of expertise include:▪ Executive Finance Leadership▪ Investor/Lender Relations▪ Private Equity Relations▪ Board of Director Relations▪ Go-Public Preparation and Execution▪ Public Company Reporting▪ Debt Financing▪ Mergers & Acquisitions▪ Financial Planning & Analysis▪ Finance Systems Implementations
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Chief Financial OfficerRedwood SoftwareRichmond, Va, Us -
Svp, Chief Financial OfficerCvent Aug 2020 - PresentTysons Corner, Va, UsCvent is a leading cloud-based event management technology company, with over 4,800 employees and more than 21,000 customers worldwide. Cvent’s suite of products automate and simplify the entire event management process and maximize the impact of in-person, virtual, and hybrid events. Hotels and venues use Cvent’s solutions to win more group and corporate travel business. Serve on the company's executive team and lead all aspects of the Company’s finance and operations functions. -
Svp, Finance And Acting Chief Financial OfficerCvent 2018 - Aug 2020Tysons Corner, Va, UsLead all aspects of the Company’s finance and operations functions.
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Vp, Financial Planning & AnalysisCvent 2014 - 2018Tysons Corner, Va, UsLead all aspects of the Company’s financial planning and analysis function.
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Consultant And Interim CfoAlkami Technology 2014 - 2014Plano, Tx, UsPublicly-traded (NASDAQ: ALKT) (previously privately-held - went public in April 2021) SaaS provider of online and mobile banking software solutions to financial institutions.Serving in a consultative capacity on an interim basis, provided executive financial leadership and direction, overseeing the accounting, financial planning & analysis, human resources and administrative functions. Completed audit of 2013 financial statements, converted Company's accounting books and forecasting methodology from cash to GAAP, increased Company's debt capacity from $500 thousand to $5 million, completed 409A valuation and helped Company raise $4 million in Series B equity financing. -
Vp, FinanceOnline Resources 2008 - 2013Publicly-traded (NASDAQ: ORCC) SaaS provider of financial technology services and software to financial institution, biller and card issuer and creditor clients. Acquired by ACI Worldwide in 2013.Developed and oversaw a robust and strategic financial planning and analysis function, which provided management reporting, forecasting and budgeting services to the executive team and Board of Directors. Additionally, managed Company’s investor relations function and served as the principal financial contact at analyst conferences, on earnings calls and in capital raising and potential sale discussions. Served as Co-CFO with VP, Accounting from 2012 to 2013. -
Senior Director And Corporate ControllerOnline Resources 2004 - 2008Publicly-traded (NASDAQ: ORCC) SaaS provider of financial technology services and software to financial institution, biller and card issuer and creditor clients.Directed all accounting, financial planning and analysis, SEC reporting, Sarbanes-Oxley compliance and tax compliance activities. During tenure participated in the due diligence, deal term negotiation and post-acquisition integration of four acquisitions totaling $250M in value. In addition, implemented Sarbanes-Oxley, converted Company’s accounting and billing systems from Microsoft Dynamics Great Plains to Oracle and managed finance and accounting function as Company’s annual revenue grew from $42M to over $150M in less than three years.
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Senior Financial AnalystOnline Resources 2002 - 2004Publicly-traded (NASDAQ: ORCC) SaaS provider of financial technology services and software to financial institution, biller and card issuer and creditor clients.Responsible for monthly financial reporting and forecasting, annual budgeting and preparation of the MD&A section of Company’s SEC filings.
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Senior Financial AnalystPedestal Inc. 2000 - 2002Private company engaged in the creation of online business-to-business exchanges for use in the secondary mortgage market.Responsible for forecasting and budgeting.
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Consultant - Financial Advisory Services GroupPricewaterhousecoopers 1998 - 2000GbInternational public accounting and consulting firm.Provided financial advisory consulting services.
William Newman Skills
William Newman Education Details
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University Of VirginiaAccounting -
University Of VirginiaAccounting
Frequently Asked Questions about William Newman
What company does William Newman work for?
William Newman works for Redwood Software
What is William Newman's role at the current company?
William Newman's current role is Chief Financial Officer.
What is William Newman's email address?
William Newman's email address is bn****@****ent.com
What is William Newman's direct phone number?
William Newman's direct phone number is +130149*****
What schools did William Newman attend?
William Newman attended University Of Virginia, University Of Virginia.
What are some of William Newman's interests?
William Newman has interest in Kids, Cooking, Exercise, Investing, Gardening, Outdoors, Electronics, Home Improvement, Reading, Crafts.
What skills is William Newman known for?
William Newman has skills like Finance, Mergers And Acquisitions, Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Sarbanes Oxley Act, Forecasting, Auditing, Analysis, Budgets, Strategic Planning.
Who are William Newman's colleagues?
William Newman's colleagues are Liora Sims, Manan Mehta, Vikrant Tiwari, Rahul Pant, Vidul Kumar, Andrew Yoo, Sneha Chopra.
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