JIM O'BRIEN

Exton, Pennsylvania

Mobile: 610-***-****

acqe77@r.postjobfree.com

Chief Financial Officer - Vice President, Finance

Strategic Partner...Cloud Software…Professional Services…Information Technology

Private and public company finance executive with diverse experience partnering with other business leaders to achieve profitable growth. Track record of raising capital to fund strategic investments by a high-growth cloud software services company by streamlining business processes to accelerate payments from existing customers and from government grants, venture capital, specialty lenders and commercial banks. Known as a serial debt refinancer as a result of achieving significant reductions to cost of capital through numerous rounds of refinancing with a series of lenders.

2000 - 2014 (Present) SYNYGY, INC.

Chester, Pennsylvania

Synygy is the leading global provider of sales performance management cloud software and outsourcing services to Fortune 500 companies.

Chief Financial Officer and Vice President of Finance

Report to the President and have led all aspects of the finance function for 14 years as the company’s revenues and profits have increased over 300% through expansion of operations to Europe and Asia. Company has evolved from a small domestic company providing incentive compensation outsourcing services exclusively to the pharmaceutical industry to a global provider of sales performance management SaaS software and professional services to multi-national companies in many industries.

Created strategic plans and partnered with the President to present plans to potential investors and lenders. Closed on A and B financing rounds totaling $7.5 million to finance investments in software and infrastructure. Negotiated loan agreements with various lenders and banks which enabled an early exit from venture agreements and resulted in the founding shareholders maintaining 100% ownership. The refinancing ultimately reduced cost of capital to 3% and positioned the company to successfully repay all debt during 2013 as scheduled.

Partnered with President to obtain $2 million in Pennsylvania grants and tax credits

Led complex lease negotiations which resulted in an amendment to a disputed lease that reduced rent by $1.9 million through a gross lease with a 24% lower rental rate and fixed 3% annual increases over ten years

Generated $1.5 million of cash flow by streamlining the customer contract-to-cash process and eliminating constraints which delayed invoices

Developed strategic plans, annual operating and capital budgets and rolling monthly forecasts to facilitate timely revisions to business plans

Worked with general counsel and sales to close contracts with prospective customers

Designed and implemented a new customer contract management, forecasting, invoicing and SaaS revenue recognition system and two cloud software systems (payroll and accounting)

Slashed administrative costs by migrating basic accounting functions to an affiliate in India

Led risk management including maintenance of adequate insurance to cover exposures to business interruption, errors and omissions, and data center cyber risks

1986 - 2000 IMS HEALTH INC.

Plymouth Meeting, Pennsylvania

IMS, operating in 90 countries, is the world's leading source of information and technology solutions for the pharmaceutical and healthcare industries.

Vice President & Corporate Controller, North America 1996 - 2000

Vice President and Controller, IMS America 1992 - 1996

Vice President Finance, Pharmaceutical Division 1990 - 1992

Controller 1988 - 1990

Director, Financial Accounting 1986 - 1988

Reported to the North America CFO and led each area of the company’s finance function during 14 year tenure. With total revenues in 1999 of $1.4 billion, the company had fourteen years of consistent growth from a small NASDAQ listed company, which was acquired by and integrated into Dun & Bradstreet, through its spin-off as a NYSE traded company. Revenues of the North America Region in 1999 were $385 million, up from $98 million in 1986, with an operating margin of close to 30%.

Partnered with other executives in achieving or exceeding company's profit targets for last six years and twelve of fourteen years

Worked with the President and CFO to obtain corporate approval for $45 million in investments to develop new products, reduce costs and restructure complex data supplier contracts; tracking, reporting and controlling costs and payback for each program

Persuaded President and IT leaders to investigate distributed processing alternatives to traditional mainframe solutions to accommodate processing demands of a new strategic product -- shared mainframe and client/server implementation yielded a significant competitive advantage

Teamed with CFO to evolve finance from a basic accounting function to a strong business partner role through frequent organization changes, adapting to the varied styles of four Presidents

Prepared acquisition target analysis for the President, resulting in successful 1998 completion of two large acquisitions (Walsh and PMSI) that increased market share in target markets

Achieved superior results from thirteen years of external and internal audits with no financial statement adjustments and the only internal audit in company's history with a one-page clean report

Oversaw work for an IPO, numerous business unit spin-offs and several product line divestitures (Synavant, Dun & Bradstreet, Nielsen Media, ACNielsen, Cognizant Technology Solutions)

Recommended and implemented innovative tax treatment for three-year $65 million Xponent database investment, postponing $25 million in tax payments an average of four years which yielded $7 million in incremental interest income

1984 - 1986 WINDSOR COMMUNICATIONS GROUP, INC.

Controller Exton, Pennsylvania

1980 - 1984 RHONE-POULENC RORER INC.

Accounting Manager Fort Washington, Pennsylvania

1977 - 1980 DELOITTE & TOUCHE LLP

Auditor Philadelphia, Pennsylvania

EDUCATION AND CERTIFICATIONS

Villanova University, Villanova, Pennsylvania

Master of Business Administration, 1988

Bachelor of Science in Accounting, 1978, magna cum laude

Certified Public Accountant, Commonwealth of Pennsylvania

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