Bobby Shoker — CEO

Professional Summary: With over 25 years of experience, I am a results-driven company builder, strategic partner to the CEO, finance & operations leader who has played a pivotal role in shaping financial and operational strategies. My expertise includes strategic financial planning and capital allocation, ensuring robust growth, and maintaining fiscal responsibility. A proven track record of guiding startups and public companies through successful growth and exit strategies, including three acquisitions and one IPO. Key Achievements: Strategic Scaling: Efficiently scaled startups by building high-performing teams, strategic financial planning and capital allocation, and building robust infrastructure. Capital Raising: Proficient in securing both equity and debt financing, raising over $1 billion in capital for growth and expansion. M&A Expertise: Successfully navigated the M&A process, driving lucrative sales of companies. P&L Ownership: Profound experience managing full P&L responsibility, optimizing cash flow while driving future growth. Go-To-Market Strategies: Collaborated with sales leadership to craft effective Go-To-Market strategies, sales channels, pricing models, and sales comp plans. Implemented regular cadence of sales pipeline progress and achievement review. Operational Excellence: Strong business acumen and operational skills underpinning successful ventures. Achieved operational efficiencies across the organizations.

Stackforce AI infers this person is a SaaS financial executive with extensive experience in capital raising and M&A.

Location: Sunnyvale, California, United States

Experience: 31 yrs

Skills

Mergers & Acquisitions
Financial Planning
Capital Raising
Financial Operations
Sales Strategy
Financial Management
Revenue Management
Financial Reporting
Controllership
Ipo Management
Auditing

Career Highlights

Raised over $1 billion in capital for growth.
Led successful M&A processes including three acquisitions.
Achieved operational efficiencies across multiple organizations.

Work Experience

Veza

Chief Financial Officer (8 mos)

Snorkel AI

Chief Financial Officer (1 yr 6 mos)

Fungible, Inc. (Acquired by Microsoft)

Chief Financial Officer (3 yrs 6 mos)

Netskope

Vice President Finance and Accounting (6 yrs)

Juniper Networks

Snr Director/Finance Controller - Switching & Data Center BG (4 yrs 3 mos)

Director of Revenue (4 yrs)

Director of SEC Reporting, M&A Accounting (1 yr)

Peribit Networks (acquired by Juniper Networks)

Corporate Controller (3 yrs)

Handspring, Inc. (IPO)

Accounting Manager (2 yrs)

PricewaterhouseCoopers

Senior Auditor (3 yrs)

Deloitte & Touche

Auditor (2 yrs)

Education

Bachelor's degree at University of East Anglia

Bobby Shoker

CEO

Sunnyvale, California, United States31 yrs experience

Highly Stable

Key Highlights

Raised over $1 billion in capital for growth.
Led successful M&A processes including three acquisitions.
Achieved operational efficiencies across multiple organizations.

Stackforce AI infers this person is a SaaS financial executive with extensive experience in capital raising and M&A.

Contact

Skills

Core Skills

Mergers & AcquisitionsFinancial PlanningCapital RaisingFinancial OperationsSales StrategyFinancial ManagementRevenue ManagementFinancial ReportingControllershipIpo ManagementAuditing

Other Skills

Growth CapitalSales OperationsBusiness StrategyBudgetingFinanceFinancial AccountingNegotiationFinancial AnalysisData CenterFinancial StatementsU.S. Generally Accepted Accounting Principles (GAAP)Acquisition IntegrationInternal ControlsIFRSInternal Audit

About

Experience

Veza

Chief Financial Officer

Jul 2025 – Present · 8 mos · On-site

Snorkel ai

Chief Financial Officer

Jan 2024 – Jul 2025 · 1 yr 6 mos · United States · On-site

Fungible, inc. (acquired by microsoft)

Chief Financial Officer

Apr 2020 – Oct 2023 · 3 yrs 6 mos · Santa Clara County, California, United States

Led the strategic sale of the company to Microsoft, managing all aspects of the acquisition process.
Raised multiple financing rounds worth hundreds of millions of dollars and actively managed cash flow.
Developed and executed finance and operations strategic actions that tripled company revenues while extending the cash runway. Effectively managed strategic capital to ensure growth while maintaining fiscal responsibility.
Implemented and supervised all financial processes in the company; Implemented 4 quarter rolling forecasts; led overall financial planning process including 3-year strategic plan and annual operating plan.
Negotiated vendor agreements saving millions of dollars.
Oversaw Finance, Accounting, HR, IT, Legal, Real Estate, and Operations.
Built a world-class team across various functional groups.
Helped achieve operational efficiencies across the organization

Growth CapitalSales OperationsFinancial ReportingBusiness StrategyBudgetingFinance+3

Netskope

Vice President Finance and Accounting

Apr 2014 – Apr 2020 · 6 yrs

Led financial operations, planning, budgeting, and reporting to drive revenue growth and improve financial metrics.
Prepared and presented quarterly reporting packages to the Board, actively engaging with Board Members on SAAS metrics.
Successfully raised multiple rounds of financing, securing hundreds of millions of dollars in investment.
Worked closely with Sales leader to develop sales strategy, pricing models, customer contracts and sales compensation plans to achieve target growth and Net Retention Rate.
Established international entities to expand sales territories into multiple countries.
Negotiated office leases and oversaw the construction of a state-of-the-art HQ office.
Assembled and nurtured a world-class finance team.

Growth CapitalSales OperationsFinancial ReportingBusiness StrategyBudgetingFinance+3

Juniper networks

3 roles

Snr Director/Finance Controller - Switching & Data Center BG

Promoted

Jan 2010 – Apr 2014 · 4 yrs 3 mos

Managed a billion-dollar annual revenue business with over 800 employees, achieving significant growth.
Provided business partner support to the GM and executive team.
Represented BG finance in the acquisition and integration of Trapeze Networks.
Approved all non-standard pricing deals.

Sales OperationsFinancial ReportingBusiness StrategyBudgetingFinanceFinancial Accounting+1

Director of Revenue

Jan 2006 – Jan 2010 · 4 yrs

Oversaw worldwide Revenue function with annual revenues over $4B.
Drafted complex customer agreements with large customers.
Acted as a central point of contact between Revenue, Legal, Sales Finance, and Sales Operations.

Financial ReportingBudgetingFinanceFinancial AccountingRevenue Management

Director of SEC Reporting, M&A Accounting

Jan 2005 – Jan 2006 · 1 yr

Responsible for SEC and Financial Reporting functions.
Led finance team in M&A activities.

Financial ReportingFinanceFinancial Accounting

Peribit networks (acquired by juniper networks)

Corporate Controller

Jan 2002 – Jan 2005 · 3 yrs

Managed all aspects of Controllership, including preparation and integrity of financial statements, board presentations, financial operations
Prepared the Company for IPO
Played a key role in the Company's strategic sale to Juniper Networks

Financial ReportingBudgetingFinanceFinancial AccountingControllership