Finance Executive

.

.

CHRIS FRANZ

PROFESSIONAL SUMMARY

Strategic Financial Executive with 15+ years of experience driving revenue growth, operational excellence, financial scaling, and M&A support across public and private equity-backed companies. Proven ability to build high-performance finance functions, align commercial and financial strategies, and support organizations through growth, recapitalization, and acquisition phases. SKILLS

• Financial Strategy

• Financial Modeling

• Risk Management

• Financial Reporting

• Revenue Growth Strategy

• Capital Raising

• Mergers & Acquisitions

• Treasury Management

• Program Leadership

• Internal Controls & SOX

• Team Leadership

• Stakeholder Communication

WORK HISTORY

CHIEF FINANCIAL OFFICER Oct 2023 to Dec 2024

Bardi Phoenix, AZ (Home Comfort Services $30M Revenue 130 Employees)

• Growth Acceleration Leadership: Delivered 20% organic CAGR by scaling financial operations, optimizing pricing strategy, and supporting market expansion through targeted strategic initiatives

• Financial Infrastructure Buildout: Built a robust FP&A framework, introduced dynamic rolling forecasts, implemented advanced cash flow modeling, and created scalable reporting systems to enable growth and recapitalization readiness

• Operational and Commercial Partnership: Strengthened alignment between finance, sales, and operations teams through collaborative planning, improved margin management, and dynamic forecasting to support agile decision-making

• Operational Efficiency Gains: Reduced month-end close from 12 to 4 days, enhanced cross- functional planning cadence, and improved liquidity visibility through treasury process optimization

• Capital Strategy and Recapitalization Preparation: Positioned the company for future capital events by establishing disciplined financial reporting practices, building institutional-grade forecasting models, and improving lender and investor readiness

CHIEF FINANCIAL OFFICER Nov 2022 to Jul 2023

Rubicon Protection Phoenix, AZ (Security $5M Revenue 150 Employees)

• Profitability Expansion: Designed and executed pricing and operational strategies that expanded margins by over 10% while strengthening cash cycle efficiency

• Financial Systems and Capital Strengthening: Negotiated and expanded Tier 1 banking relationships, doubling available credit facilities to fuel growth initiatives and improve liquidity readiness

• Contract and Revenue Optimization: Reduced contract cycle times by 50%, accelerating revenue recognition, improving working capital turnover, and scaling operational responsiveness

• Cash Flow Management Leadership: Led initiatives that accelerated Accounts Receivable collections by 17 days through disciplined invoicing, credit control policies, and customer engagement strategies

• Financial Infrastructure Enhancement: Strengthened financial operations, reporting practices, and cash forecasting processes to support scalability and operational excellence SENIOR DIRECTOR FINANCE Jun 2022 to Nov 2022

SandboxVR Macau Remote Hong Kong (Entertainment $30M Revenue 400 Employees)

• Expansion Strategy and Execution: Led financial planning for aggressive global expansion, balancing store rollout growth with disciplined capital allocation and offshore operational partnerships Phoenix, AZ 85383 619-***-**** *****@**********.*** https://www.linkedin.com/in/chrisfranz70/

.

.

• Capital Securing and Fundraising Support: Secured $5M in financing through Triple Point Capital and accelerated Series C fundraising efforts by developing strategic financial models

• Rolling Forecast and Store Economics Modeling: Built dynamic rolling forecast models that integrated store-level economics with future rollout cost planning, improving investment decision- making and capital deployment

• Financial Operations Optimization: Streamlined financial reporting cycles and standardized operational processes across international locations, accelerating financial insight delivery

• Financial Reporting Transformation: Enhanced transparency for stakeholders and investors by restructuring financial reporting practices to improve clarity, timeliness, and investment readiness SENIOR DIRECTOR FINANCE Apr 2018 to Jun 2022

PAX Labs Hybrid San Francisco, CA (Consumer Products $80M Revenue 250 Employees)

• Strategic Capital Growth: Played a critical role in raising over $400M by developing and presenting investor-grade financial models, board reporting packages, and quarterly updates that supported successful fundraising efforts

• Financial Reporting Automation: Led the automation of board reporting and financial analysis, improving accuracy, timeliness, and reducing report generation timing by 40 percent

• Business Alignment and Efficiency: Fostered cross-functional collaboration between business units, resulting in a 10 percent improvement in unit economics and streamlined resource allocation across key product lines

• Operational Turnaround Leadership: Directed strategic initiatives that drove 13 percent revenue growth, 15 percent gross margin expansion, and cut cash burn by 50 percent ($50M) without compromising R&D investment or innovation pipelines

• Financial Planning and Controls Strengthening: Overhauled budgeting, forecasting, and compliance processes through leadership reviews and new accounting policies, fully resolving prior audit findings and strengthening internal controls SENIOR EXECUTIVE CONSULTANT Jan 2017 to Mar 2020 FP&A Strategy Consulting Hybrid (Consulting $10M Revenue 25 Employees)

• Financial Strategy Transformation: Led financial strategy overhauls for Fortune 500 clients including HP and Safran, enhancing operational forecasting and improving enterprise-level resource allocation

• Board-Level Financial Modeling: Developed investor-grade financial models and dashboards for board presentations by integrating data across platforms including Salesforce, SAP, and proprietary systems, directly supporting capital raises and strategic decision-making

• Sales and Revenue Operations Enhancement: Designed and delivered cross-functional training for finance, sales, and operation teams, enabling adoption of advanced sales forecasting methods that improved funnel visibility, increased close ratios, and accelerated revenue capture

• Business Continuity During Transition: Guided global organizations through critical system transitions by building adaptive financial frameworks that preserved workflow stability, improved reporting timelines, and minimized operational disruption

• Global Treasury Optimization: Implemented cross-border treasury and financial planning solutions that reduced foreign exchange exposure, improved liquidity access, and enhanced global cash management efficiency

FINANCIAL CONTROLLER Dec 2015 to Jan 2017

Cypress Semiconductor Corp San Jose, CA (Semiconductors $2B Revenue 6,000 Employees)

• R&D Finance Leadership: Managed $200M in R&D budgets across multiple divisions, aligning forecasts and unit economics to support chip design and development initiatives

• Global Team Management: Built and led offshore finance teams across multiple regions, standardizing forecasting processes and driving collaboration through principles of cognitive bias management, improving forecast accuracy and decision-making agility

.

.

• Operational Efficiency Gains: Directed restructuring initiatives that improved financial reporting efficiency by 100 percent, reducing reporting cycle times and enhancing strategic resource allocation

• Strategic KPI Alignment: Partnered with R&D leadership to define and prioritize key performance metrics, accelerating project outcomes and optimizing cross-functional resource deployment

• Executive Transition Support: Provided financial leadership continuity during CEO transition periods, maintaining operational stability and supporting executive decision-making through financial insights SENIOR FINANCE MANAGER Jul 2008 to Dec 2015

Juniper Networks Sunnyvale, CA (Technology $5B Revenue 10,000 Employees)

• Growth Enablement: Delivered $300M in incremental revenue by leading financial strategies for Software, Hardware, Corporate, IT, and New Product Development (NPD) groups, aligning product investment with market opportunity

• Enterprise Systems and Data Modernization: Led two generations of Global Finance Data Warehouse development, implemented Hyperion Cloud forecasting, and supported Juniper’s transition from Oracle to SAP, improving financial data accuracy, analysis cycle time, and system scalability

• Strategic Planning and Execution: Directed annual budgeting, product stack decisioning, and long- range planning processes to align resource allocation with corporate strategy and market conditions

• Investor Relations Support: Provided pre- and post-earnings financial analysis for Investor Relations, strengthening communication with analysts and shareholders

• Acquisition Integration: Delivered financial due diligence and integration support for 5+ acquisitions, ensuring alignment with corporate growth strategies and financial targets

• Global Team and Leadership Development: Built and managed offshore finance teams and the corporate intern program, developing leadership pipelines and fostering a high-performance finance culture across global operations

EDUCATION

University of San Diego San Diego, CA

Bachelors Finance Communication

ADDITIONAL INFORMATION

Board Advisor CFO Leadership Council

Board Advisor Financial Executives Networking Group (FENG) Chair of Career Management Group Financial Executives Networking Group (FENG)

Contact this candidate