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Jul 2020 - Aug 2020
Participated in a KnowledgeStream™: "The Adoption of EV, Green, and Digital Transportation Technologies"
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Jul 2019 - Oct 2019
Participated in a KnowledgeStream™: "The Future of Trust and It's Role in Business"
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May 2019
Participated in a Sprint: "Leveraging Strategic Partnerships for Startup Growth"
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Feb 2019 - Apr 2019
Participated in a KnowledgeStream™: "Amazon-Berkshire-JPMorgan Health Ventures' Impact on the Future of Employee Benefits"
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Dec 2018 - Mar 2019
Participated in a KnowledgeStream™: "Leadership Strategies & Tactics to Transform Corporate Culture"
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Jul 2018 - Sep 2018
Participated in a KnowledgeStream™: "Business Leadership in an Era of Rapid Technology Disruption"
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29 Jul 2018
Answered a question on OpenForum: "How can people prepare for the rise of the global talent market?"
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25 Jan 2018
Asked a question on OpenForum: "Internal controls pre-test"
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25 Jan 2018
Answered a question on OpenForum: "SAP vs. Nimble Vendors"
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Oct 2017 - Dec 2017
Participated in a KnowledgeStream™: "Exploring the Challenges and Disruption of Private vs Public Companies"
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13 Dec 2017
Answered a question on OpenForum: "CRM integration with ERP"
Joel Jeselsohn
GLOBAL FINANCE / OPERATIONS EXECUTIVE | MERGES BUSINESS AND FINANCIAL ACUMEN WITH TECHNOLOGY TO DRIVE BUSINESS RESULTS
Profile Summary
As a Senior Finance and Operations Executive with vast global experience I am committed to scaling companies for growth while delivering strong contributions to revenue, profitability, valuation and efficiency. Passionate about system automation, including heavy experience with CRM and ERP integrations and implementations. Additionally built SaaS and Cloud technologies and drove business development. I have transformed organizations into new revenue and productivity models. My experience spans diverse industries including early-stage, high growth and turnaround environments for public, private and PE owned organizations.
Known as a consummate professional, trusted advisor and relationship builder, I have always been passionate about building, developing and leading world-class, multinational teams.
Specific business contributions include:
✔STRATEGIC PLANNING AND BUSINESS GROWTH: Enabled growth of ClickSoftware from $16M to $130M and NUR from $16M to $120.
✔SHAREHOLDER RETURNS: Played pivotal role in optimizing value of ClickSoftware and successful sale to PE organization for $438M.
✔GLOBAL BUSINESS EXPANSION | International Experience: Negotiated largest contract in company history and opened operations in Brazil to support customer and enable further international growth. Led finance and administrative operations across US, Europe, Israel, India, APAC, and Latin America.
✔M&As: Participated in several acquisitions and integrations for leading companies
Additional Competencies
FP&A | Budgeting | IPO Readiness | Change Management | Due Diligence | Investor/Board/PE Relations |
Financial & SEC Reporting | Cost Accounting | Internal/External Auditing | Contract/Vendor Negotiations | SOX | International Taxation/Planning | Cash Flow Management | Customer Relations
Experience
Group CFO at relayr, Inc.
CFO Consulting Engagement at American Well
Awards Earned
4
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Level: LEVEL 02 (12mo pts: 216 pts)
Rating: 4.24/5 stars (132 ratings)
Lifetime points: 2713 pts
Activities
Total Points: 2713
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