James Vinson

Director of Engineering

Boston, Massachusetts, United States17 yrs 8 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

12+ years of experience in finance leadership.
Expert in financial planning and analysis.
Proven track record in M&A integration.

Stackforce AI infers this person is a Finance Leader with expertise in SaaS and corporate finance.

Contact

Skills

Core Skills

Financial Planning & AnalysisSales OperationsFinancial AnalysisContract Management

Other Skills

M&A SupportDevelopment of coverage modelsFull P&L ownershipForecast trackingLong-range modelingDynamic management dashboardsBOD presentationsBudget DevelopmentPricing NegotiationRFP ManagementFinancial ReportingReport BuildingMicrosoft ExcelMicrosoft OfficeSAP BPC/EPM

About

Dynamic finance leader and trusted business partner having 12+ years of progressive experience in sales finance, sales operations, and corporate finance.

Experience

17 yrs 8 mos

Total Experience

3 yrs 6 mos

Average Tenure

4 yrs 9 mos

Current Experience

Progress

6 roles

Director, Finance

Promoted

Dec 2022 – Present · 3 yrs 6 mos

Senior Manager, Finance

Sep 2021 – Dec 2022 · 1 yr 3 mos

Senior Manager, Finance

Promoted

Jan 2021 – Apr 2021 · 3 mos

Finance business partner to GM of Chef business unit. Led integration of Chef Software following acquisition (Oct 2020), driving adoption of SaaS metrics across Progress senior leadership team. Previously FBP to SVP of global sales, leading annual planning process, development of coverage models, territories and account assignments, etc.
M&A Support – FP&A lead on diligence, integration efforts for Chef acquisition (Oct 2020)
Development of coverage models, territories, and sales quotas across different products, channels, regions, and selling motions, through collaboration with cross-functional teams across the globe
Full P&L ownership (Billings/Revenue, COGS, Gross Margin, Opex, Headcount)
Drive weekly forecast calls with executive leadership, tracking performance against targets/KPIs and highlighting upside and/or risks to the forecast
Build and maintain long-range models (ARR bookings, revenue, billings) to evaluate impact of different variables on the business
Modeled marketing and sales funnel to develop annual targets for traffic, MALs, MQLs, SALs, SQLs, etc.
Coordinate development of dynamic management dashboards with BI for ARR, billings, revenue
Supported quarterly BOD presentations, QBRs, executive updates, etc.

M&A SupportDevelopment of coverage modelsFull P&L ownershipForecast trackingLong-range modelingDynamic management dashboards+3

Senior Principal Financial Analyst

May 2019 – Jan 2021 · 1 yr 8 mos

Principal Financial Analyst

Promoted

Oct 2015 – May 2019 · 3 yrs 7 mos

Senior Financial Analyst

Mar 2014 – Oct 2015 · 1 yr 7 mos

Icertis

Senior Manager, FP&A

Apr 2021 – Sep 2021 · 5 mos · Greater Boston

Atmospheric and environmental research

4 roles

Senior Contract Administrator

Promoted

Mar 2013 – Mar 2014 · 1 yr · Lexington, MA

Finance lead on all major RFPs (government & commercial), responsible for developing budgets and pricing for large scale multi-year projects under T&M, fixed price, and cost-plus contract vehicles. Negotiated complex, commercial T&Cs. Finance business partner to CTO.

Budget DevelopmentPricing NegotiationRFP ManagementFinancial AnalysisContract Management