Adam Strong

Chief Strategy Officer

MedCerts

May 2023 - Current (3 years)

MedCerts is a publicly owned (Stride: LRN) technology-enabled education company helping students gain marketable skills for in-demand careers. ⇨ In this role I am managing all Finance and Accounting functions for the busienss including accounting operations, forecasting, budgeting, and financial reporting. I am also working across departments to develop and execute on operational strategies to grow the business to $100M in revenue by FY'2026 through the expansion of a newly established B2B revenue channel. ⇨ Additionally, I am establishing a newly formed Business Intelligence function within the organization that is systematically and clearly delivers reporting and visualizations through Tableau with insights into performance relative to

Chief Financial Officer

PeopleGrove

Apr 2022 - Aug 2023 (1 year 5 months)

PeopleGrove is a rapidly growing, private equity backed (The Riverside Company) SaaS business delivering products to higher-education institutions allowing them to provide career services to their student population at scale. As CFO at PeopleGrove, I led the business through its transition into private-equity ownership which included developing a private-equity approved operating plan/budget, coordinating its first-ever financial statement audit, and conducting acquisitions as part of a roll-up investment strategy in the industry. ⇨ Served as the strategic leader and head of the company’s Finance, HR, and Legal department and played a crucial role in guiding the business through its transition into private equity ownership and management

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Vice President Finance

ExpertVoice

Jan 2020 - Apr 2022 (2 years 4 months)

ExpertVoice is a venture-backed (Bain Capital Ventures) software company disrupting the marketing industry with leading edge technology. In my role as Vice President of Finance, I acted as the strategic finance and operations leader for the business and was responsible for all finance, accounting, HR, legal, and FP&A functions. I managed a full team of high performing professionals that supported a growing business through a successful exit in April 2022. ⇨ Acted as the strategic head of the company’s finance department, leading the business to a successful private-equity led exit in early 2022. ⇨ Analyzed historical trends and met company-wide goals and KPIs to develop and applied operational strategies and deliver detailed monthly and

VP Finance/Corporate Controller

Degreed

May 2018 - Jan 2020 (1 year 9 months)

Degreed is a rapidly growing, global SaaS “unicorn” in the EdTech space with over $100M in ARR and a $1.4B valuation. As VP Finance/Corporate Controller, I spearheaded business and finance operations across the multiple foreign entities, including India, Netherlands, and the UK, while providing and reporting results in a consolidated and unified financial reporting package. Also, I drove significant challenges associated with accounting operations within the business, including revenue recognition, equity management, and financial statement review. Along all of these, I oversaw accounting and integration endeavors for the acquisition of a multi-million dollar, wholly owned subsidiary. While, reporting monthly results to executives across a

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Director of Finance

ExpertVoice

Apr 2017 - May 2018 (1 year 2 months)

ExpertVoice is a venture-backed (Bain Capital Ventures) SaaS company disrupting the marketing industry with leading edge technology. In this elevated role, I developed monthly reporting packages with analytics, commentary, and insight into the company’s performance, while presenting results to executives, board members, and external investors. Also, I engaged with across various departments to assess key performance indicators, while reporting on performance to KPIs to all employees. ⇨ Led the company through multiple rounds of financing and restructured the company's debt facility as well as completed the merger and acquisition of a competitor within the tech space. ⇨ Steered a high-performing team of four accounting professionals and c

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Controller

ExpertVoice

May 2014 - Apr 2017 (3 years)

In my role as Controller, I dealt with all activities of accounting/finance department, such as AP, AR/credit and collections, payroll, HR, fixed assets, federal, state, and local taxes. Along these, I presented quarterly financial statement summaries & forecasts and yearly audit results with board of directors, audit committee, and external investors. While serving a support role in company’s series D funding, I supported the acquisition of a subsidiary company and the consolidation of its operations. ⇨ Implemented a new cloud-based ERP system (NetSuite) and integrated it with the company's CRM (Salesforce). I also incorporated it with a new HRIS system (Paylocity), a new expense management system (Concur and later AirBase) and new cap t

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Controller

Peterson Technology Partners

Dec 2012 - Nov 2014 (2 years)

Peterson Partners is a Private Equity/Venture Capital Firm managing combined assets in excess of $750 million across 8 different funds. In this past role, I controlled all activities regarding finance for fund’s operating company, including payroll, AR, AP, cash management, and financial statement preparation that facilitated seven private equity funds and three venture capital funds in total. As well as, I conducted valuations of portfolio investments as per ASC 820 (FAS 157). Additionally, I compiled relevant data and assessed investment results through the collaboration closely with portfolio company CEO’s and CFO’s. I drafted detailed monthly reporting against detailed operating budgets and forecasts. ⇨ Appreciated for crafting and ev

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Controller

Peterson Technology Partners

Dec 2012 - Nov 2014 (2 years)

Peterson Partners is a Private Equity/Venture Capital Firm managing combined assets in excess of $750 million across 8 different funds. In this past role, I controlled all activities regarding finance for fund’s operating company, including payroll, AR, AP, cash management, and financial statement preparation that facilitated seven private equity funds and three venture capital funds in total. As well as, I conducted valuations of portfolio investments as per ASC 820 (FAS 157). Additionally, I compiled relevant data and assessed investment results through the collaboration closely with portfolio company CEO’s and CFO’s. I drafted detailed monthly reporting against detailed operating budgets and forecasts. ⇨ Appreciated for crafting and ev

Senior Associate

Ernst & Young

Apr 2009 - Dec 2012 (3 years 9 months)

EY is a global leader in assurance, tax, transactions, and advisory services. In my time at EY I participated in and supervise audits and reviews of public companies in the Salt Lake valley. My responsibilities and experience include Sarbanes-Oxley compliance, financial statement revenue recognition (SAB 101), inventory costing methodologies and reserve policies and instrument valuation including derivatives, stock options, and mutual funds. ⇨ Obtained thorough knowledge of GAAP accounting guidance and SEC reporting compliance through several audits of public and private entities at various stages in their business lifecycle. ⇨ Worked directly with two IPO filings, including review and comment on S-1 filings and subsequent 10-K’s and

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