AI-Native SaaS CFO & CPA

CHRISTOPHER KRAMER, CPA

Chief Financial Officer AI-Native Finance & Accounting Leader SaaS Scale & Public-Company Readiness

Corte Madera, CA 415-***-**** *********@*****.*** linkedin.com/in/kramerchris

EXECUTIVE SUMMARY

CFO and CPA with two decades scaling SaaS finance organizations from pre-IPO through public-company maturity, including ownership of accounting, FP&A, treasury, and HR at companies ranging from $30M to $1.3B in revenue. Led Okta's accounting organization through its IPO and growth from 300 to 6,000+ employees, and has since served as CFO at two venture-backed SaaS companies (Axonius, Alvys). Builds AI-augmented finance functions — using large language models, Python, and modern data stacks to compress close cycles, automate reporting, and turn the finance function into a faster, more reliable decision-support engine for the business.

AI-NATIVE FINANCE LEADERSHIP

•Applied AI tooling: hands-on use of GPT-4o and Claude for close documentation, variance analysis narratives, board materials, and policy drafting; Python for financial automation and ad hoc analysis; Snowflake and dbt for building a single, governed source of financial truth across Accounting, FP&A, and RevOps.

•Process transformation: track record of re-architecting close, reporting, and audit workflows (five-day close at Riverbed; SOX and external audit orchestration at Okta) — the same operating discipline now applied to identify where AI and automation remove manual effort from close, reconciliations, and reporting packages.

•Governance mindset: as a CPA and former Big Four auditor, evaluates AI adoption in finance through a controls-first lens — ensuring automation strengthens, rather than dilutes, SOX compliance and audit readiness.

•Systems fluency: deep working knowledge of the modern finance tech stack — NetSuite, Salesforce, Workday, Coupa, Anaplan, and Concur — and how to connect it to AI and data layers for real-time reporting.

CORE COMPETENCIES

CFO & Strategic Finance AI-Augmented Accounting SaaS / ARR Metrics

IPO & Public Co. Readiness FP&A and Forecasting Investor & Board Relations

SOX & Internal Controls Close Process Automation M&A Integration

Treasury & Capital Strategy Data & Systems Architecture Team Building & Scaling

PROFESSIONAL EXPERIENCE

Chief Financial Officer — Alvys Inc., San Diego, CA

2024 – 2025

Logistics management SaaS company; owned Finance, Accounting, and Human Resources as company scaled toward exit.

•Led finance and HR as a unified executive function, positioning the company for an exit by building investor-ready reporting and operational discipline.

•Modernized the finance data stack, directing the adoption of AI and analytics tools to accelerate reporting cycles and improve forecast accuracy ahead of a transaction.

Chief Financial Officer — Axonius Inc., New York, NY

2023

Identity management SaaS company scaling from $30M to $100M in ARR; owned Finance and Accounting.

•Owned the finance function end-to-end during a critical high-growth stage, building the infrastructure needed to scale from $30M to $100M ARR.

•Introduced AI-enabled reporting workflows to give the executive team faster visibility into ARR, burn, and unit economics during a period of rapid scaling.

Senior Vice President & Chief Accounting Officer — Okta Inc., San Francisco, CA

2014 – 2023

Identity and access management SaaS company. Led a staff of 90 across Revenue Accounting & Operations, External Reporting & Technical Accounting, General Accounting, Payroll, Accounts Payable, Procurement, and Tax; administered a $25M budget.

•Scaled accounting operations through hypergrowth, as Okta grew from a $40M business with 300 employees to a $1.3B public company with over 6,000 employees.

•Owned IPO readiness and execution, overseeing preparation and filings related to the company's public offering.

•Led guidance-versus-consensus review with the CFO and the heads of FP&A and Investor Relations, directly shaping external financial communications.

•Orchestrated SOX and external audits and quarterly reviews, and presented quarterly results directly to the Audit Committee.

•Served as the company's authority on technical accounting positions for all significant and judgment-intensive issues.

•Promoted from VP to SVP, recognized as a top contributor for collaboration, leadership, and the ability to scale operations through company-defining growth.

Vice President & Corporate Controller — Cyan Inc., Petaluma, CA

2013 – 2014

Provider of next-generation, software-defined networking platforms. Led a 10-person team across Revenue, Tax, Billing, External Reporting, Consolidation, Cost Accounting, General Accounting, Payroll, and AP/Collections.

•Architected company-wide accounting policies and procedures, rolling them out and training accountants across a global organization.

•Owned the close process and the CFO's quarterly close meeting, and presented quarterly results to the Audit Committee.

•Managed all domestic and international banking relationships alongside outside audits and quarterly reviews.

•Sponsored systems implementations including WebFilings, Equiview, NetSuite, and Concur Travel, plus SOX readiness initiatives.

Vice President & Assistant Controller — Riverbed Technology Inc., San Francisco, CA

2008 – 2013

$1B information technology corporation. Led External Reporting, Consolidation, M&A, General Accounting, Payroll, and AP/Collections.

•Improved the close process to five days, a structural gain in reporting speed and reliability.

•Led post-acquisition integration and purchase accounting across multiple M&A transactions.

•Prepared quarterly close meetings for the CFO and Audit Committee presentations, while overseeing SOX processes, quarterly reviews, and outside audits.

•Managed systems implementations including Oracle OBI, Concur Expense/Travel/Pay, and WebFilings (XBRL & EDGAR filing).

EARLY CAREER

•Director of Accounting & Assistant Controller, Varian Inc., Palo Alto, CA

•SEC Reporting Manager, Sola International, San Diego, CA

•Senior Manager of International Accounting, Peregrine Systems Inc., San Diego, CA

•Controller, VUNET USA (Vivendi Universal Net USA Inc.), Encino, CA

•Financial (SEC) Reporting Manager, EMusic.com

•Senior Associate, PricewaterhouseCoopers LLP, San Jose, CA

•Staff Auditor, Ernst & Young LLP Real Estate Group, San Francisco, CA

EDUCATION, CERTIFICATION & TECHNICAL PROFICIENCIES

•Bachelor of Science, Business Administration (Accounting) — California Polytechnic State University

•Certified Public Accountant (CPA)

•AI & Data Tools: GPT-4o, Claude, Python, Snowflake, dbt

•ERP & Finance Systems: NetSuite, Salesforce, Workday, Coupa, Anaplan, Concur

•Speaking Engagements: Featured speaker at user conferences including Coupa and Navan

Contact this candidate