David Rios International Negotiator

GTM Manager

Sana Commerce

Apr 2026 - Current (7 months)

Partner with commercial leadership to translate revenue data and pipeline analytics into financial reporting and strategic decisions for a high-growth global B2B SaaS platform.

Drive revenue efficiency initiatives tied to ARR growth, CAC reduction, and unit economics improvement across the business.

Align GTM technology investments with financial performance objectives, acting as the bridge between commercial strategy and measurable business outcomes.

Finance & Business Operations Lead

Archive

Sep 2025 - Apr 2026 (8 months)

Supported Series A and seed fundraising by building a 3-statement financial model, SaaS unit economics (ARR, CAC, LTV, NRR, churn), and board-ready runway analysis for an AI platform scaling from $3.5M to $7M ARR.

Owned 12-month rolling forecasts, headcount planning, and resource allocation across departments, including budget assignments by team and business function.

Managed GAAP monthly close and automated AP/AR processes using AI tools, improving cash flow visibility and reducing manual workload across the finance function.

Delivered ongoing board-level SaaS reporting covering ARR growth, retention metrics, and cash runway, used to inform strategic decisions at the executive and investor level.

Finance & Business Operations Lead

CarbonBetter

Sep 2024 - Sep 2025 (1 year 1 month)

- Built the company's first MBR/QBR financial reporting infrastructure from scratch, designing all financial KPI dashboards and executive performance reporting for the retail energy sector.
- Led financial modeling, budgeting, and forecasting to support leadership on growth decisions and resource allocation across the business.
- Led Pennsylvania market expansion including financial modeling, regulatory compliance, and full coordination of the market entry process.
- Automated manual reporting processes for sales, CSM, and retail stakeholders using business operations tools, freeing up significant capacity for front-line teams.
- Partnered cross-functionally with the sales director, CSM leadership, and head of retail on

Senior Associate, Investment Banking

BTZL Partners

Sep 2023 - Sep 2024 (1 year 1 month)

- Executed M&A advisory and capital raises ($20M–$150M EV) across construction, infrastructure, and retail sectors, building 3-statement, DCF, and comparable company analyses across 3 simultaneous live transactions.

- Built cash flow models to analyze and optimize working capital structures for deal targets, supporting financing strategy and capital allocation decisions across transactions.

- Modeled debt financing structures for capital raise transactions and prepared financing reports reviewed directly by senior bankers for lender negotiations.

- Authored CIMs, management presentations, and investor materials for buy- and sell-side mandates across multiple industry verticals.

- Managed an

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Head of Finance

Dolphins Plus SA Texaco Franchise

Dec 2021 - Current (4 years 11 months)

Led $3M debt financing process to acquire 3 new locations, managing lender negotiations, credit facility structuring, and covenant compliance, growing the franchise from 6 to 9 stations.

Own full treasury function across 9 sites, including cash management, AP/AR operations, and working capital optimization across fuel distribution and convenience retail.

Manage ongoing debt covenant compliance and lender reporting, maintaining clean credit standing across a multi-site leveraged capital structure.

Own consolidated P&L, rolling 12-month budget, and forecasting across gas station and convenience store operations, delivering monthly performance reports and st

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Finance Manager

Dolphins Plus SA Texaco Franchise

Jan 2018 - Dec 2021 (4 years)

Owned consolidated P&L and rolling 12-month forecasting across 3 business units, delivering monthly financial reports and strategic recommendations to ownership.

Designed the financial reporting infrastructure and internal controls from the ground up, establishing the analytical foundation for long-term investment decisions and business growth.

Partnered with ownership on strategic planning, cost structure optimization, and capital allocation across the franchise group.

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FP&A Analyst

Dolphins Plus SA Texaco Franchise

Aug 2015 - Dec 2017 (2 years 5 months)

Built financial models, variance analyses, and monthly reporting packages to support management decision-making across the franchise group.

Developed foundational FP&A processes and reporting templates, establishing the analytical infrastructure used throughout subsequent finance roles.

David Rios

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David Rios

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