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Joel Jeselsohn

Joel Jeselsohn

GLOBAL FINANCE / OPERATIONS EXECUTIVE | MERGES BUSINESS AND FINANCIAL ACUMEN WITH TECHNOLOGY TO DRIVE BUSINESS RESULTS

location_on Greater Boston Area

CFO Consulting Engagement at American Well

CFO at Achieve3000

Awards Earned:

4

4

2

1

0

Level: LEVEL 03 (12mo pts: 871 pts)

Rating: 4.21/5 stars (126 ratings)

Lifetime points: 2682 pts View details

Thought Leadership:

% performance based on average of all engagements

Selected: % of applied

78%

Recognized: Contributions valued by peers

16%

Peer Support: Percentile of active participants

33%

Profile

Summary

STRATEGIC BUSINESS PARTNER WITH A CAREER OF TRANSFORMING VISION AND OPPORTUNITY INTO ORGANIZATIONAL STRATEGY...

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

CFO Consulting Engagement

American Well

February 2018 - Present

Privately-held telehealth company, connecting patients with doctors over secure video

Identified M&A targets, conducting due diligence and integration, strengthening internal controls and processes, and support overall Finance organization.

✔Led financial due diligence and integration of 2018 Avizia acquisition.
✔Implemented ASC-606 Revenue Recognition

CFO

Achieve3000

December 2016 - November 2017

Achieve3000® provides the only patented, cloud-based solutions that deliver daily differentiated instruction for nonfiction reading and writing that’s precisely tailored to each student’s Lexile® reading level.
• Working closely with the Private Equity firm that ownED Achieve3000
• Leading systems transformation to improve data gathering and analytics
• Leading migration from legacy system to modern architecture
• Internal processes improvement and implementation

Skills

Management 97
Sales 28
Strategy 24
Leadership 18
ERP 15
Accounting 13
Business Analysis 10
Project Management 6
Integration 6
Finance 5
Professional Services 3
Start-ups 3
Business Development 3
Negotiation skills
M&A experience
Corporate Financial Reporting
IPO
Financial Reporting
Financial Analysis
SOX Compliancy
International Tax
Strategic Planning
Business Strategy
Revenue Recognition
Product Management
Enterprise Software
Negotiation
SaaS
Mergers & Acquisitions
Contract Negotiation
Executive Management
Strategic Partnerships
Go-to-market Strategy
Cloud Computing
CRM
Due Diligence
Customer relationship management (CRM)
Enterprise resource planning (ERP)
Sarbanes-Oxley Act
Software as a Service (SaaS)
Corporate Tax
Business Process

Industries

Activities

  • Jul 2020 - Aug 2020

    Participated in a KnowledgeStream™: "The Adoption of EV, Green, & Digital Transportation Technologies"

    EV Charging Infrastructure
    Electrification
    Transportation
    Transportation Management
    Fleet Management
    Strategic Planning
    Green Technology
  • Jun 2020 - Aug 2020

    Participated in a Map: "The Future of Business Financial Planning for B2B Companies"

    Financial Planning
    Economic Development
    Financial Advisor
    Business Planning
    Wealth Management
    Investment Management
    Policy
    Government
    Financial Trend Analysis
    Market Planning
    Digital Communication
    Customer Communications Management
  • Jul 2019 - Oct 2019

    Participated in a KnowledgeStream™: "The Future of Trust and It's Role in Business"

    Business Leadership
    CFO
    Business Strategy
    Needs Assessment
    Business Environment
  • May 2019

    Participated in a Sprint: "Leveraging Strategic Partnerships for Startup Growth"

  • Feb 2019 - Apr 2019

    Participated in a KnowledgeStream™: "Amazon-Berkshire-JPMorgan Health Ventures' Impact on the Future of Employee Benefits"

    Employee Benefits
    Disruptive Innovation
    Technology Companies
    Insurance
    Health Plans
    HR Benefits Sourcing
  • Dec 2018 - Mar 2019

    Participated in a KnowledgeStream™: "Leadership Strategies & Tactics to Transform Corporate Culture"

    Leadership
    Corporate Culture
    Sales Effectiveness
    C-Level Communications
    Organizational Development
  • Jul 2018 - Sep 2018

    Participated in a KnowledgeStream™: "Business Leadership in an Era of Rapid Technology Disruption"

    Audit Committee
    Audit Techniques and Audit Tools
    Technology Disruptor
    Finance
    Financial Reporting
    Audit Management
    Blockchain Technology
    Artificial Intelligence
    Audit Analytics
  • 29 Jul 2018

    Answered a question on OpenForum: "How can people prepare for the rise of the global talent market?"

  • 25 Jan 2018

    Asked a question on OpenForum: "Internal controls pre-test"

  • 25 Jan 2018

    Answered a question on OpenForum: "SAP vs. Nimble Vendors"

  • Oct 2017 - Dec 2017

    Participated in a KnowledgeStream™: "Exploring the Challenges and Disruption of Private vs Public Companies"

  • 13 Dec 2017

    Answered a question on OpenForum: "CRM integration with ERP"