Management Manager

STEVE GOLDYAK

*** **** ****** #*, *** Francisco, CA 94121● Mobile: 415-***-****● ************@*******.***

Qualifications Profile

• Over nine years of extensive experience in Corporate Financial Management; five years in

Financial Services industry

• Thorough understanding of financial processes and methodology

• Proficiency in M & A planning and execution in venture, mature private and public firms

• Substantial expertise in strategic planning and analysis in partnership with senior management

and external consultants

• Wide-ranging experience in project management and team leadership

Professional Experience

Reval, Inc., New York, NY 2005- 2009

Finance Manager/Consultant

• Responsible for company-wide financial reporting and planning functions; oversight of the day

to day operations and supervision of the employees of the Finance Department

• Lead the planning and analysis activities across the entire organization; revamped and

decentralized the existing planning process, leading to greater accountability standards for cost

center managers and significantly decreasing actuals to plan variances

• Prepared and documented a round of venture capital financing, resulting in the sale of all

existing shares to two funds and an injection of additional capital into the firm

• Composed multiple sections of the Offering Memorandum including: Financial Projections,

Management Discussion and Analysis, Legal Representations; evaluated eight submitted terms

sheets based on financial terms and strategic fit and presented recommendations to the

management team

• Prepared due diligence materials for the firm’s investment bankers and subsequently for

prospective investors

• Completed a three year independent audit of financial statements in under two months,

allowing early release of transaction proceeds held in escrow

• Managed Investor Relations with over 40 individual and 6 institutional investors

• Designed incentive compensation plans for Sales and Professional Services teams

• Established subsidiary entities in United Kingdom and Australia

Medley Global Advisors, LLC, New York, NY 2003 - 2005

Finance Manager

• Played an integral role in positioning the company for eventual buyout by constructing a long-

term financial plan, writing components of Teaser Package, Offering Memorandum and

conducting investor due diligence

• Constructed financial models and made strategic recommendations to senior management in the

areas of budget allocation, business development and financial management

• Established a related broker-dealer to allow processing of directed trade payments, which

ultimately constituted 18% of client deposits

• Developed new procedures in the areas of cost analysis, client retention, budget allocation, and

research outsourcing

• Analyzed financial statements and developed bench-marking and tracking tools

• Produced and presented monthly financial reports for discussion during Executive Committee

meetings

• Developed client and subscriptions databases reducing research time and enhancing

productivity, resulting in 45% cost savings in Sales resource allocation

• Compiled projections, built budgets, and tracked forecasts for all business units

GlobespanVirata Corporation, Santa Clara, CA 2001 – 2002

Sr. GL Accountant

• Responsible for the daily maintenance and periodic functions of the GL module of Oracle

Financials

• Maintained close schedule and documentation with respect to completion and relevance, and

produced month-end reports

• Wrote and reviewed SEC required reports (10-Q, 10-K)

• Securitized, tracked and adjusted capital leases in seven locations, improving annual cash flow

by 10%

• Performed trended and variance analyses on monthly reports in preparation for management

meetings

• Led a due diligence effort for the company’s merger process

• Facilitated various independent and government audits

Snowball.com, San Francisco, CA 1999-2001

Staff Accountant II

• Prepared financial disclosures for government agencies and underwriters in advance to public

offering

• Initiated and led a project to complete the firm’s first 1099 process

• Vouched and input payables as well as approved those processed by other staff

• Prepared month-end accruals for all expense accounts based on budgeted expense, management

meetings and historical variance

• Recognized revenue under three different methods based upon the service or product provided

• Forecasted monthly cash flow and implemented policies on achieving set cash positions

• Analyzed weekly check runs as compared to forecast for variance and timing

Education

New York University, New York, NY

Leonard N. Stern School of Business

M.B.A., Finance, Entrepreneurship, January 2008

University of San Francisco, San Francisco, CA

B.S. Finance, May 2000

Additional

Software Packages: MS Office, Crystal Ball, E-Views, Adaptive Planning, Oracle Financials, Solomon,

Hyperion Pillar, Salesforce, QuickBooks

Activities: Stern Private Equity Club, Stern Investment Management Association, Stern Soccer Club, New

Brunswick Sputnik Soccer Club (Team Capitan)

Languages: Fluent in Russian and Ukrainian

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