John Luis's Linkedin Analytics

Accomplished finance leader that has led or participated in 3 IPO's, 6 successful exits and 75+ mergers & acquisitions with most recent $30M+ Series B raise in 2022. Built many finance teams and processes across different industries. Expert at SaaS strategic planning, finance 3-statement business modeling (income statement, balance sheet and cash-flow), bookings/revenue/pricing models, functional metrics/KPI scorecards and finance systems. Lead business modeling and data analytics across numerous SaaS companies. Passionate about linking business modeling, strategic planning, finance systems technology stack and business intelligence to accelerate revenue growth and improve operating margins. Enjoy collaboratively working with C-level team to position companies for strategic growth acquisitions, new market/business segment initiatives and eventual strategic exits. Areas of Expertise Strategic Planning • Long-Range/Annual Plans • Wall Street Modeling & Analysis • Budget • Forecast Cadence • Board of Directors Presentations • Financial Reporting • M&A (Pre and Post Merger) • Due Diligence • KPI Scorecards • Competitive Analysis • Revenue and Margin Improvement Initiatives • Lead or key member on implementations of Workday FDM/HCM, Salesforce CRM, NetSuite, Adaptive Planning and Host Analytics • Microsoft Excel • Microsoft Office