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Theresa Matacia

Theresa Matacia

San Francisco, CA, United States
Member since February 8, 2017
Over the last 15 years, Theresa has defined and implemented financial and operational strategies as a CFO for multiple companies in the technology, healthcare, and business services industries. She has built functions from the ground up at startups and redesigned current ones at mid-sized organizations. In freelancing, Theresa is excited to continue supporting companies seeking growth options and/or higher valuations for potential future exits.
Theresa is now available for hire
Career Highlights
  • Securieon Group
  • Mission Hub
  • Declara, Inc.
Case studies
Industry Expertise
  • Technology
Other Expertise
  • Business Strategy
  • Capital Raising
  • CFO
  • Financial Planning & Analysis (FP&A)
  • Growth Strategy
  • Mergers & Acquisitions (M&A)
  • CFO
    2012 - PRESENT
    Securieon Group
    • Prepared a $30 million company for a sale transaction; developed and wrote the offering memorandum, target buyers, and executed the sale transaction.
    • Provided strategy assessment for a food company with 14 retail locations and a wholesale operation, built 2- year financial projections for each division based on revenue growth recommendations and cost saving initiatives to enhance profitability.
    • Provided financial analysis, built 3-year financial projections and created presentation in preparation for capital raise for $15 million division of a large consumer packaged goods manufacturer.
    • Developed financial strategies for early-stage clean tech company to improve cash flow, rationalize expense structure, and implement operational best practices to enhance scale and sustainability.
    • Developed, analyzed, and recommended strategic and financial viability of a new, sustainable business model in the $1 billion medical technology market, resulting in a $100 million M&A transaction.
    Focus areas: Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A), Budgeting, Strategic planning, CFO
  • CFO
    2015 - 2016
    Mission Hub
    • Led implementation of new general ledger, accounts receivable, customer relationship management, and payroll/benefits platforms to enhance efficiency and functionality.
    • Established new workflows/procedures for billing/collections, HR compliance strategy, financial reporting, and independent contractor agreements.
    • Prepared and provided data and analytics as well as monthly financial results to management/board to facilitate decisions.
    • Established new finance and HR organizational structure to generate greater productivity.
    • Implemented risk management strategies.
    Focus areas: Accounting, Finance, Financial Planning & Analysis (FP&A), Budgeting, Strategic Planning, Cash management, CFO
  • CFO
    2015 - 2015
    Declara, Inc.
    • Developed analytical framework to identify, prioritize, and structure domestic/international strategic priorities.
    • Implemented budgeting and cash management processes as well as operating metrics dashboard to manage operations more efficiently; revised revenue recognition standard for SaaS operations.
    • Collaborated with sales team to develop and implement order-to-cash process.
    • Led operational excellence eliminating $300,000 in SG&A in first 4 months through organizational restructuring and cost reductions.
    • Spearheaded $6 million carve out of legacy product to large strategic buyer.
    Focus areas: Finance, Accounting, Adminstrative, CFO, Cash Management, KPIs
  • Interim CFO
    2013 - 2013
    STE Consultants
    • Created financial planning, budgeting, and reporting processes from the ground up.
    • Restructured payroll and benefits—achieving $300,000 in annual savings.
    • Performed business process mapping around billing and collections to improve profitability and reduce $1 million in accounts receivable by 50% in 6 months.
    • Acted as interim CFO for this $10 million revenue healthcare services company—improved EBITDA from a slight loss to over $1 million in 12 months.
    • Reorganized the chart of accounts and created a profit & loss statement by class. This brought to light that the New York office was burning cash monthly and subsequently led to the recommendation to close the NY office.
    Focus areas: Strategy, Finance, Financial Planning & Analysis (FP&A), Cash Management, Performance improvement, Capital Structure Analysis
  • Executive Program Manager
    2009 - 2010
    Charles Schwab
    • Identified the population of alternative assets to be remedied (12,100 unique securities in 35,000 accounts).
    • Defined the strategy to address each possible outcome for the security holder including keeping the asset under a revised policy, transferring asset to partner custodian, and distributing asset to client.
    • Managed a team of senior-level executives responsible for execution of strategy, including Chief Legal Officer, Chief Compliance Officer, VP Asset Management Operations, SVP Retail Assets, SVP Institutional Assets, VP Field Integration, and Director Alternative Asset Product Management.
    • Implemented business process mapping software platform to track, measure, and report on process steps including document review, security review, security registration, account status, exit review, and security re-registration or transfer execution .
    Focus areas: Financial Risk Assessment, Security Risk Mitigation, Financial Data Analysis
  • VP, Strategy and Corporate Finance
    2001 - 2005
    ADP, Inc.
    • Led finance and other cross-functional leaders in development and execution of strategic/financial initiatives to leverage current technology assets and drive innovative new products and services.
    • Analyzed industry, customer, competitive, and financial information to provide thought leadership and influence in support of new strategic initiatives and M&A transactions.
    • Originated, executed, and integrated $165 million in domestic/international M&A transactions.
    • Developed alliance/partner management strategies and channels—executed 6 alliances with well over $30 million in new revenue.
    Focus areas: Mergers & Acquisitions (M&A), Finance, Corporate Finance, Strategic Planning, Strategic Partnerships
  • Certificate in Strategic Negotiations, Leading Change, and Organizational Renewal
    2002 - 2004
    Harvard Business School Executive Education - Cambridge, MA, USA
  • Chartered Financial Analyst (CFA) in Finance
    1989 - 1991
    CFA Institute - Charlottesville, VA, USA
  • Master's degree in Business Administration
    1982 - 1984
    San Francisco State University - San Francisco, CA, USA
  • Bachelor's degree in Psychology
    1973 - 1977
    Virginia Commonwealth University - Richmond, VA, USA
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