Mark Lambert

Financial executive focused on building B2B Software (SaaS), FinTech, Payments and eCommerce businesses. A growth-oriented, ROI driven mindset prioritizing capital efficiency and value creation. Also experienced weathering the storm, guiding companies through the economic downturns of 2001, 2008 and 2020.

Hands-on leader strong in 3 key areas; (1) Strategy: right-hand to the CEO and Board helping to set the course and steer the ship, (2) Operations: running the G&A functions to keep the machine humming and setting a solid foundation on which to scale and (3) Business Partnering: collaborating with the other functional leaders, by providing insightful data to help them maximize value.

● 15-years as a Private Company CFO (10-years in SaaS) at Venture Capital and Private Equity backed companies
● Successful completion of 20 M&A events representing >$5B in transaction value
● Scaled companies from $120M in revenue and >1,000 employees
● Expert at long-term planning, annual budgeting, strategic financing, business development, and exit strategies
● Built and owned Sales Operations function at multiple companies
● Reduced operating costs by implementing systems and automating manual processes across all departments
● Orchestrated workforce restructurings (i.e. Reductions In Force) at 3 companies with professionalism, respect and empathy

Specialties: Financial Planning, Forecasting, Budgeting, Strategic Analysis, Business Plans, Capital Raising, Debt compliance, Performance Measurement, Operations Finance, Mergers & Acquisitions, Accounting, Cash Management, SaaS, FinTech, eCommerce, Payments, Enterprise Software, Board Director, Audit Committee Chair, Venture Capital, Private Equity