Sales Accounting

JEFFERSON KEITH, CPA

**** *. ******* ***** *******@**.***

Englewood, Colorado 80111

Phone: 303-***-****

Finance Executive

Hands-on results-oriented executive with more than 15 years of progressive experience in accounting, finance,

information technology and operations management within start-ups and global multi-billion dollar

organizations. Strategic leader with demonstrated ability to enact change through collaboration, streamline

business processes and improve operational effectiveness. Multi-industry experience including; Internet

commerce, Software-as-a-Service (“SaaS”), software development, distribution, telecommunications, banking,

credit card processing, consulting, professional services, venture funds, manufacturing, and construction.

Core Knowledge and Skills

Financial Reporting & Analysis Budgeting Financial Modeling Capital Management Cost Analysis and

Reduction Business Process Development Revenue Recognition Consolidations Financial Controls

Technology Implementation Project Management Staffing Training Personnel Management

Experienced with: Oracle, Siebel, SAP, MS Dynamics GP, Visio and MS Office Suite

PROFESSIONAL EXPERIENCE

Pax8, Inc., Lone Tree, CO (a Development Stage Enterprise) – March 2013 to May 2014

Vice President, Finance - Overall responsibility for all finance, accounting, human resources, sales

operations, and IT functions for this privately held cloud commerce marketplace startup. Key

accomplishments include:

Developed administrative processes to support rapid employee growth of 40+ employees

over 8 months.

Implemented FP&A processes and controls enabling timely and accurate monthly reporting.

Completed initial financial statement audit on-time and on-budget.

Developed internal processes around sales operations and order provisioning to support new

cloud distribution model.

Executed a successful new facility technology infrastructure rollout for corporate

headquarters.

McAfee, Inc., Santa Clara, CA (Acquired MX Logic) – September 2009 to March 2013

Sr. Director, Global SaaS Operations - Directed operational staff of 9 responsible for the end-to-end

processing of global SaaS orders of this publicly traded security technology company. Key

accomplishments include:

Led cross-functional team responsible for the integration of the back office systems, and

finance and accounting functions into the corporate systems SAP ERP.

Lead visionary for operational support of corporate SaaS rollout globally.

Integrated separate legacy business unit resulting in 60% decrease in headcount.

Led global team to integrate SaaS ordering infrastructure with leading European technology

distributors.

Developed processes to ensure SaaS adherence to export compliance regulations.

MX Logic, Inc., Englewood, CO – June 2005 to September 2009 (Acquired by McAfee, Inc.)

Vice President, Finance - Responsible for the integrity of financial information and operational

systems for this privately held, venture capital funded SaaS E-mail and Web defense service provider.

Overall responsibility for general accounting, budgeting and forecasting, financial reporting, credit

and collections, operational data integrity, channel sales support and managing and developing staff of

10. Key accomplishments:

Finance lead for successful $170 million acquisition by McAfee, Inc.

Oversaw the development of new billing system allowing company to add minimal

headcount while increasing customer base from 7K to 40K customers and annualized

growth of revenue from $7M to $35M.

JEFFERSON KEITH, CPA

*******@**.*** Phone: 303-***-****

Developed financial plans used to raise $17.2 million in venture funding.

Redesigned and simplified internal sales commission plans that reduced processing time.

from fourteen days to two days while allowing the sales organization to more easily review

payments resulting in increased satisfaction and productivity.

Successfully integrated multiple acquisitions.

Finance lead for successful role out of new partner programs and distribution model.

Improved partner-commissioning process that reduced the processing time from ten days to

three days.

Redesigned budgeting and forecasting processes that increased simplicity, accuracy and

effectiveness.

First Data Corporation, Englewood, CO – January 2002 to June 2005

Director, Domestic Accounting - Responsible for the integrity of accounting information for the

Integrated Payments Systems business unit of this publicly traded (now privately held) payment

processing provider. Managed and developed a 24 person team responsible for all day-to-day general

ledger and settlement accounting activities. Key accomplishments included:

Cross-functional team lead for corporate IT project prioritization processes that reduced

overall infrastructure costs and increased team effectiveness.

Prepared business unit financial results for 10-Q & 10-K SEC reporting.

Delivered quarterly financial results to senior executive team.

Integrated billing system and settlement processes of $90 million acquisition.

Developed and delivered Intermediate and Advanced Excel training classes, Time

Management training and Employee Development Plan training within Payments

Accounting and Payments CFO. This training enabled the entire accounting organization

(200+ employees) to more effectively utilize the tools available to them.

Implemented process improvements to increase accuracy and reduce time required for:

billing IPS clients, month end close, month end internal reporting, monthly account

reconciliations, inventory management, and contract management.

Ensured business unit Sarbanes-Oxley Act compliance.

Advisory Committee Chairman for implementation of new Oracle commission system.

Agilera, Inc., Englewood, CO – June 2000 to December 2001 (Lost funding)

Senior Finance Manager - Responsible for the integrity of revenue accounting, receivables, partner

contracts and corporate Oracle ERP of this privately held, venture capital funded application start up

service provider. Key accomplishments included:

Developed payables and receivables accounting processes and procedures.

Created corporate and client revenue forecasts.

Designed corporate general ledger and management reporting structure across multiple

divisions and operating units.

Successfully implemented Oracle core financial and project accounting modules.

Successfully coordinated integration of an acquired entity.

Arthur Andersen, LLP, Denver, CO – December 1996 to June 2000

Audit Senior - Managed engagements from single entity stand-alone companies to international

consolidated entities involving multiple international locations and offices. Serviced clients in the

Telecommunications, High Tech, Construction, Manufacturing, Venture Capital, and Retail industries

gaining extensive SEC experience. Clients ranged from developmental stage enterprise to $9 billion

in market capitalization. Managed audit teams ranging from two to ten staff.

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JEFFERSON KEITH, CPA

*******@**.*** Phone: 303-***-****

EDUCATION/CERTIFICATION

University of Colorado at Denver, Bachelor's of Science, Accounting, Summa Cum Laude

Certified Public Accountant, Colorado

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