JOSEPH ROBIE

808-***-**** adownf@r.postjobfree.com https://www.linkedin.com/in/joerobie

EXPERIENCE

GoSite – SaaS Software for Services-Based Companies, Raised $60M in Capital San Diego, CA Sr. Director, Finance January 2021 – September 2021

• Oversaw the entire Finance and Accounting department and managed the delivery of key projects, which included implementing a new accounting system (NetSuite) and improving cross-functional system reporting accuracy.

• Established a regular reporting cadence with the executive team and Board of Directors to deliver financial packages that included variance analyses and SaaS metric trends such as customer acquisition cost (CAC) and net revenue retention.

• Built the company’s 3-statement financial model used to set department budgets. Created unit economic analyses to help with the shift toward a product-led growth (PLG) model aimed at achieving an LTV:CAC ratio of >3:1. Procore Technologies – Cloud-Based Construction Software Company (NYSE: PCOR) Santa Barbara, CA Sr. Manager, Corporate Strategy September 2018 – January 2021

• Built a multi-year revenue model to select business and product strategies that would drive $1B in annual recurring revenue.

• Identified acquisition targets and supported transactions that addressed new product features needed to win more deals.

• Wrote strategies for the key market segments of the business that were used to guide go-to-market operations.

• Worked cross-functionally to create an international expansion and referral program that improved operational scalability.

• Built the company’s first TAM (total addressable market) model used to help frame the market opportunity in the IPO filing. Chef’d (Acquired by True Food) – Meal Kit Manufacturer with Online and Retail Distribution Channels El Segundo, CA Chief of Staff and Head of FP&A December 2017 – July 2018

• Built a 3-statement financial model and created marketing material used for Series C capital raising process.

• Drove initiative to achieve 20%-unit margins across all product lines and increase customer lifetime value by 50%. GSV (Global Silicon Valley) Acceleration – Enterprise Learning and HR Technology Venture Capital Fund Chicago, IL Venture Capital Summer Associate June 2016 – August 2016

• Identified 400 human capital management companies through independent research and interaction with industry experts to assess investment opportunities. Led the investment in Raise.me (a scholarship platform for college applicants). The Marcus Buckingham Company (TMBC), An ADP Company – HR Technology / Services Company Beverly Hills, CA Head of Finance and Strategy December 2014 – December 2015

• Helped raise a $5 million Series A round from SurveyMonkey. Created FY2015 budget used to help scale the business.

• Guided the executive team in bringing a new subscription solution to market, enhancing gross margins by 10%.

• Implemented a new chart of accounts to improve financial tracking and reduced the time needed to close the books by 90%. Harbor View Advisors – M&A Advisory and Consulting Firm, Accelerator Fund Ponte Vedra Beach, FL Associate June 2011 – December 2014

• Executed full M&A services including preparation of offering memoranda and created the first junior banking practice.

• Advised Sonar6 (a SaaS performance review company) on its sale to Cornerstone OnDemand (NASDAQ: CSOD).

• Advised Verifications, Inc. on its sale to First Advantage Corporation, creating one of the largest background screening and drug testing companies in the industry. Led valuation initiatives and assisted in negotiation process. UBS Investment Bank, New York, NY and ThinkEquity LLC, San Francisco, CA Analyst July 2008 – January 2011

• IPOs: The Active Network ($190M), Fortinet ($180M); M&A: Presidium Learning acquired by Blackboard ($53M). EDUCATION

UCLA Anderson School of Management Los Angeles, CA M.B.A., Full-Time Program; Edward W. Carter Fellow (Summa Cum Laude) June 2017

• Master’s Thesis (AMR): Assessed Snapchat’s revenue expansion opportunity into small-medium businesses (SMBs). Southern Methodist University Dallas, TX

B.B.A in Finance; B.A. in French; Summa Cum Laude May 2008 ADDITIONAL

• Select Software Experience: NetSuite, QuickBooks, Xero (accounting systems); Looker (BI tool); Salesforce (CRM system).

• Extracurriculars: Two-time marathon participant and active weightlifter. Build Web sites using React and Django.

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