Joe Freda
Highlights:
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M&A: Post-close integration expertise regarding systems, processes, and people; honed from completing nearly 40 M&A transactions
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SaaS: SaaS expertise ranging across reporting, analytics, and metrics that support scaling a SaaS platform via customer growth and retention.
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Scale: $500-million in revenue.
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Exit: $2.9-Billion to Thoma Bravo

Profile
Communication & Collaboration
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Proactively manage the diverse communications and relationships of multiple stakeholder constituent groups.
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Collaborate and influence across the senior management team to drive business performance across the enterprise.
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Describe and distill complex financial concepts into clear and logical terms for non- financial managers and employees.
Process & Systems
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Strong analytical skills to assess and optimize systems and processes to improve operational efficiencies and improve margins.
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Apply those same analytical skills to continually transform the organizations processes and systems to support significant scale and growth.
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Proactively assess and manage potential risks to the business to mitigate impacts to business growth and operations, including such risk areas as financial, liquidity, technology, and supply chain risks.
People & Culture
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Coach and mentor individuals (and teams) to get the most from employees and increase business success while also developing the talents and skills for their personal development.
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Assess and evaluate talent to determine individual skills and EQ of the Finance team as compared to team needs, with follow-on success building high performing teams.
Relevant History
Chief Financial Officer
Flexera Software 2008-2020
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Led global financial strategy and operations, and responsible for capital and operating budgets, taxes, treasury, risk management and investor relations.
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Drove Flexera to an increase in enterprise value of more than 10x since Flexera’s inception in April 2008 while revenue quadrupled over that 12 year period.
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Directed financial & legal diligence and business integration for 12 M&A transactions and two changes of Private Equity ownership.
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Completed multiple incremental debt raises with material over-subscription to support the above M&A activity and changes in ownership.
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Directed broad-reaching change management through integration of multiple acquisitions, facilitation of ownership changes, implementation of global ERP systems, and centralization of G&A functions.
VP & Controller
Sallie Mae 2003-2008
Confidential & Proprietary