Jim Wiseman, Cpa Email & Phone Number

Rockville, Maryland, Us

Web, SEO, SEM and ancillary marketing services to automotive, legal, home services and others.• Managed and participated in M&A preparation and transactions • Created financial objectives that aligned company plans for growth and expansion (55% revenue growth in four years; 375% EBITDA growth; employee growth from 300 to 531)• Assessed performance regarding operational goals, budgets and forecasts (weekly forecasting and expenditure monitoring; focus on cost to acquire, attrition that resulted in planned and achieved monthly and annual recurring revenue)• Acquired and implemented systems and software to provide critical financial and operational information (Quickbooks; implemented NetSuite in November 2023)• Supervised accounting to ensure proper functioning of all systems, databases and financial software (managed audit by BDO/Crowe)• Managed cash flow/banking planning process to ensure funds availability (frequent lender communication)• Represented company to banks, financial partners, investors, public auditors and others• Mentored and developed teams, managing work allocation, systems training and building an effective team dynamic (12 professionals in finance/accounting)• Structured, negotiated and implemented complex transactions including financings and other relationships critical to securing and enhancing long-term growth (includes complex equity/debt structures)

Increase effectiveness and implement new process and systems to scale, specifically in large multi-national environments. Significant experience with private equity (PE) backed (or newly PE backed) companies.Hands-on, detailed work and leadership with strategic insight that comes from experience at large multi-national public companies (LifeScan, Sigura, RTI, Discovery, MicroStrategy and LightSquared) as well as early-stage high growth companies (DealerOn, ControlCase, Ethical Electric, Surety).CFO for $500M software SaaS providing web, SEO and SEM to automotive industry (DealerOn). Grew revenue 55% and EBITDA 375%.CFO for $490M carve-out from large public med-tech (RTI).CFO for $650M carve-out from large public company (Sigura). Stand-up all finance and related processes for 1,300 employees and operations in 20 countries. Grew revenue from $550M to $850M and EBITDA from $25M to $160M.Finance lead for $2.1B carve-out from Fortune 35 company (LifeScan). Stand-up all finance and related processes with operations in 50 countries.CFO for 280 employee multinational high-growth cyber security SaaS technology firm serving clients in 40 countries (ControlCase). Duties include:• Develop strategy, tactical action plans, budgets; implement tax and cash flow strategies• Convert data into information; actionable metrics/plans; drive continuous improvement• Grow strategic initiatives; ensure appropriate capital investment• Structure, negotiate and implement complex transactions including financing• Manage banking, audit, investor, and other critical relationships• Optimize tax and compliance• Develop policies and procedures, establish and maintain internal controls• Implement ERP and other key technology• Create reporting in compliance with industry/regulatory requirements• Perform contract and legal negotiations, office and facilities management, compensation plans• Lead Board meetings with analysis of business plans, objectives and progress

Retail energy provider specializing in data-driven direct response marketing efforts. Responsible for finance, legal, human resources, administration and IT. Built all process and systems from ground up.• Raised capital and debt funding ($20 million equity; $35 million debt)• Created financial objectives that aligned company plans for growth and expansion (growth from $0 to $55 million revenue in three years; customer growth from 0 to 72,500; employee growth from 5 to 45)• Assessed performance regarding operational goals, budgets and forecasts (weekly forecasting and expenditure monitoring; focus on cost to acquire, attrition that resulted in planned and achieved monthly and annual recurring revenue)• Acquired and implemented systems and software to provide critical financial and operational information (Quickbooks from 2012 to 2016; Intacct in early 2016)• Supervised accounting to ensure proper functioning of all systems, databases and financial software (managed audit by Grant Thornton)• Managed cash flow/banking planning process to ensure funds availability (frequent lender communication on facility improvements for liquidity)• Represented company to banks, financial partners, investors, public auditors and others• Mentored and developed teams, managing work allocation, systems training and building an effective team dynamic (5 young professionals in finance/accounting)• Structured, negotiated and implemented complex transactions including financings and other relationships critical to securing and enhancing long-term growth (includes complex equity/debt structures and power derivatives; other structured finance)• Developed accounting policies and procedures, established and maintained internal controls/processes and implemented compliance programs• Resolved HR issues, contract and legal negotiations, office/facilities management, compensation and bonus plans, and investor communication• Executive advisor June '16 to June '17

Reston, Va, Us

Publicly-held (OTC: SKYT) until taken private in March 2011. Apollo shop until acquired by Harbinger Capital Partners.Managed 5 direct reports and a staff of 20 employees. Participated in all debt and equity capital activities culminating in $3 billion raised. Participated in the sale / take-private transaction at $1.85 billion enterprise value. Had leadership role in subsequent IPO process (S-1) until effort curtailed. Led areas including:Forecasting, planning and budgeting• Redesigned planning and forecasting process saving thousands of man-hours; reduced cycle by weeks• Integrated budget and purchase order process/systems improving visibility and control over cash spending• Implemented Hyperion to coordinate and systemize complex planning across multiple divisionsFinancial and SEC reporting; Sarbanes-Oxley• Increased accuracy of financial reporting; decreased time to close and publish by over 50%• Led production and filing of all Forms 10-K and 10-Q, including MD&A• After take private transaction, had leadership role in IPO process for offering up to $1 billion• Improved internal controls (Sarbanes-Oxley) from many significant deficiencies to none• Led communication with Big 4 National Offices on complex accounting matters that were important to the businessBusiness planning/modeling; asset and business valuation• Developed long-term business plan financial model including integration with budget and forecast• Led all valuations of the Company’s $4 billion business and complex assets• Coordinated business and asset valuations with equity owners and internal constituentsTax planning, optimization and compliance• Structured intercompany transactions to optimize tax and cash• Structured IP ownership for tax efficiency across US and foreign jurisdictions• Managed transfer pricing risks with respect to $2 billion intangible / $0.5 billion tangible assets

Tysons Corner, Va, Us

Managed 7 direct reports and a staff of 65 employees; supervised all finance personnel in all US and international locations. Developed accounting operations and support structure for businesses in new markets (China, Poland). Led development of European shared service center for accounting operations to significantly reduce G&A costs. Developed accounting operations productivity reports and benchmarks to compare foreign regions and evaluate performance and effectiveness with industry benchmarks and peersImproved the close the books cycle decreasing time to close and publish significantly. Improved contract approval process to eliminate non-value added effort to speed time to close sales.Developed implementation plans for ERP systems (JD Edwards) in all worldwide locations for seamless analysis, reporting, and future reductions in time to close. Upgraded JD Edwards to add web-based tools, centralize and automate allocations, facilitate central processing of accounting in preparation for shared service centers and speed US management reporting.Increased accuracy, timeliness and visibility of sales commissions through changes in technology and business processes.Accelerated completion of foreign statutory audits by several months over previous years performance. Maintained continual evaluation of multi-jurisdictional Sarbanes-Oxley processes resulting in no significant deficiencies in any year.Developed risk-based audit model to reduce time and effort of both internal staff and external audit firm. Completed all SEC filings and external audits in an issue-free and timely fashion while dealing with very significant issues. Reduced time to file for SEC filings as compared to previous years.

New York, Us

Discovery Communications is the home to The Discovery Channel, TLC, Animal Planet and many more cable television networks. Led all budget, planning and forecasting processes. Reduced budget cycle through implementation of Cognos. Participated in all due diligence with respect to M&A activity, principally related to targets in Discovery Education.Previous to the above role led worldwide enterprise close and consolidation, including oversight of all complex matters under US GAAP. Managed worldwide ERP systems and all internal and external reporting. Led evaluation and financial reporting for all cable television joint ventures including partnerships with BBC, New York Times and Comcast.Led resolution of all significant accounting issues including • complex revenue recognition (multiple and bundled deliverables as well as bundled equity/revenue transactions)• joint venture accounting and business analysis (both US and International; complex joint ventures generated over $270M in 2003 revenue)• acquisition purchase accounting and analysis (acquisitions in US, Germany, Spain, and Asia; made acquisitions of over $325M in 2003-2005)• review and analysis of debt/credit facilities ($2.5B facility)• vendor consideration (over $300M in vendor consideration in 2003 including inducement payments, co-op marketing, vendor credit pools)• capitalized software (internally developed and outside vendors, total spend over $85M in 2003)• FX reporting for internal management analysis and external reportingResponsible for and supervised the financial portion of the Discovery ERP system (SAP R/3), including hierarchy and set up of all legal entities (over 60 legal entities), company codes, profit centers, and cost centers. Led the implementation of Business Warehouse (SAP reporting tool) to reduce time to create and distribute internal management reporting by over 80%.

Naples, Florida, Us

Led the following areas for this startup software developer; Treasury, Planning, Accounting, Accounting Operations, Human Resources, Information Systems, and Legal.Monitored capital and credit resources to ensure that the Company had sufficient resources for operating needs. Negotiated terms of capital and credit infusions.Ensured the financial reporting and accounting of the Company would meet standards required by an Initial Public Offering of its shares. Selected and directed the installation and testing of the Company’s financial information systems (Solomon IV). Supervised the daily operation and maintenance of the information systems.Developed reporting and forecasting processes to provide meaningful and timely management information and satisfied internal and external reporting and controlsParticipated in strategic planning. Led the forecast of financial impact of strategies for new and expanded business opportunities. Managed all aspects of investor relations, including all correspondence with investors and lenders.

Performed audits and business consulting at the largest public and private companies in metro Washington DC including Best Software, Deltek, Software AG, GTSI, Carr America, Marriott.Was selected from nationwide pool of candidates to spend eighteen months leading internal process improvement at World Headquarters in Chicago, IL. Resulting process was implemented worldwide. As the leading expert of the revised audit methodology, presented to practice leadership in the United States and Europe as well as local office staff with attendance as large as several hundred attendees.Prepared and reviewed 10-K and 10-Q filings for the SEC. Provided management with analysis of existing accounting pronouncements and their required presentation format within SEC filings. Researched upcoming pronouncements and provided management with details of these pronouncements and effect on financial reporting.Analyzed complex high-tech software and hardware sales contracts for GAAP revenue recognition issues and compliance with complex SEC guidelines. Analyzed tax position to provide accounting treatment for complex tax transactions.Sold over $1.2 million of financial consulting and audit service work in 1998 to multiple new and upsell services resulting in #1 sales ranking of all managers in Washington DC practice.