David A. Walters

Miami, Florida *****

LinkedIn - linkedin.com/in/david-rauceo-walters-33431b19

Mobile USA: +1-914-***-****

Email: ad3eiv@r.postjobfree.com

Executive Summary

Finance Executive: Strategy / Planning / Analysis

With over 14 years of experience in the finance sector, David is a seasoned financial leader responsible for developing teams and executing corporate, strategic and global go-to-market initiatives. He is well versed in aligning finance, sales, marketing, and product teams to optimize revenue, gross margin and net income performance. 3

Global Leadership & Staff Development

Cross Functional Business Partnering

ERP Implementations (Hyperion/SAP/CaptivateIQ)

Budget & Forecast Development

SaaS industry experience / metrics /modeling

Decision Maker & Problem Solver

Business Valuation & Predictive Modeling

Mergers & Acquisitions

Cash & Working Capital Management

GTM Strategy / Planning / Quota Setting

David is known for building and motivating cross functional teams that exceed expectations through superior planning and laser focused execution. He has the proven ability to lead highly effective teams, work independently and as a team member. Professional Experience

Kaseya (Senior Manager GTM, Miami, Florida) 2022 – Present

$20B Software Services Company

• Trusted advisor and business partner to CEO, CFO and COO whose team paved the way for a $6B acquisition through strategic & financial analytical support

• Managed team to successfully implement and deploy unified goaling, sales territory alignment, and commission planning driving 30% YoY organic growth while ensuring sales team cohesion and productivity post-acquisition

• Identified a significant area of exposure followed by a recommended solution via the alignment of revenue recognition and commission payouts which reduced the annual commission spend by over 25% or $15MM

• Leveraged teams under sound corporate principles identifying efficiencies via a hiring strategy which maximized profitability across the sales team producing an incremental $500MM ARR

• Hired a team to establish the commission planning function ensuring over 2,500 reps were operating in accordance with company initiatives maximizing sales, which supported an annual commission spend of $60MM

• Executed initiatives (monthly/quarterly/annually), yielding a 15% sales increase ($45MM) Intermex Wire Transfer (Manager GTM FP&A, Miami Florida) 2018 – 2022

$1B Financial Remittance Services Company

• Forged a resounding team establishing Intermex’s Sales Planning and Analysis function which led the company to its IPO

• Managed team to streamline reporting cadences presenting strategic initiatives to the CEO and CRO bolstering 20% YoY organic revenue growth

• Established interdepartmental collaboration between Finance and Sales to deploy tactical strategies within commission plans to drive organic wire sales growth of over 20% YoY

• Implemented the company’s first 3-year strategic plan including plans for Intermex’s acquisition of La Nacional to establish its global presence

• Managed the team to run the annual budgeting process empowering senior leadership with core P&L fundamentals ensuring impressive Net Income and EPS performance for the Board of Directors Harvard Shared Services – Manager FP&A (Miami, Florida) 2015 – 2018

$1B Janitorial Cleaning Services Company

• Recruited, hired and established the FP&A function to deliver insights and recommendations on cost cutting measures to increase annual net income by 5%

• Managed team to identify a local Florida acquisition, perform due diligence, and measure performance post-acquisition wherein further efficiencies and profits were discovered through refined revenue & cost management dropping an additional $2MM to net income

• Led team to discover and recognize the company’s first recorded vacation liability expense ($3.5MM) ensuring the company recognized accurate costs to better evaluate future transactions and labor costs Norwegian Cruise Line (NCL) – Senior Financial Analyst FP&A (Miami, Florida) 2013 – 2015

$7.6B Global Cruise Line Company

• Led the SG&A P&L, budget, and forecasting processes for a $6B billion-dollar cruise line

• Introduced Hyperion Planning software establishing reporting efficiencies and automation across the department driving double digit YoY growth

• Prepared and presented financial reporting packages by ship giving breadth to understanding the effect of newly released ships on Net Income and EPS expectations

Rockwell Automation - Financial Analyst FP&A (Miami, Florida) 2010 – 2013

$34B Manufacturing Company

• Prepared financial packages for monthly / quarterly reviews with senior leadership

• Established price realization across all Latin America ensuring all products were priced accordingly and accurately vs market Education

University of Miami 2010, Coral Gables, FL 33146 2006 – 2010

• Bachelor of Administration in Finance/ Business Law Minor – Finance & Business Law

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