Amy Chen

Amy Chen

Chief Financial Officer @ Solver

About

I am a strategic trusted financial leader/operator with 20+ years of building sound financial and corporate governance for companies to be successfully acquired. I work with global startups to midsize SaaS companies, honing into the financial integrity (compliant and accuracy) to ensure the success of $MM acquisitions. Proven trusted leader and culture builder who have built balanced and happy global ecosystems that invigorate creativity and motivate high performance to drive well-rounded and healthy financial growth.►Global Strategic Financial Leadership• Corporate Strategy: Partners with CEO as a sounding board and strategist to position company for growth or acquisition.• Audit-Ready: Builds compliance, systems, processes and procedures, and culture to ensure audit-ready for acquisition.• Culture Builder: Focuses on people’s strengths, rallies for unity, and acts as the glue of the organization to mobilize teams to drive productivity and deliver stretch goals.• Series Funding: Strategizes to bootstrap, procure seed money, and take companies from Series A to $MM acquisitions.• M&As: Financially integrated M&As via due diligence, legal contract negotiations, etc. (bought 2 and exited 2).• Company Valuation: Instrumental in assessing and advocating for a higher valuation during company sale.• Cash Infusion: Highly successful in finding cash infusions from various resources (cost savings via R&D credits, cash maximization via COVID initiatives, minimization of company risk profile, cost reductions via careful headcount planning, budget cuts, etc.) to bring in funds for companies YoY throughout career.►Transparent and Streamlined Financial Operations• Transparent Expedited Reporting: Delivers reporting 5 days after close of the month. • Dashboards: Develops dashboards to track operational KPIs for executive decision-making.• Financial System Automation: Implements automated equity tracking and subscription/revenue recognition management systems.• Technology: NetSuite, Microsoft 365 (Excel, Word, PowerPoint), Shareworks, Paycor, Slack, Zoom, ADP, EPayroll, Fortnox, NYOB, Maxio (SaaS Optics), GSuite, etc. ►Team Building and Cross-Functional Collaboration• Leadership Style: Collaborates, coaches, promotes autonomy, drives results, and sets high expectations via accountability. Always empathetic, transparent, and creditable. • Employee Engagement: Builds a very transparent, trusting culture with high values, always holding an open-door policy. Implemented ENPS to measure employee engagement and ensure long-term employee retention.

Country

United States

City

San Francisco Bay Area

Industry

Computer Software

Skill

Contract Negotiation, Budgeting, Team Leadership, Tax, Internal Controls, Leadership, Financial Statements, Financial Leadership, Corporate Governance, Corporate Strategy, Strategic Partnerships, Culture Development, Mergers & Acquisitions, Cross-functional Team Leadership, Strategic M&A, Corporate Finance, Funding, Financial Forecasting, P&L Management, Financial Audits

Experience

Solver

Chief Financial Officer

Solver

LinkedIn
2023-11 - Present · 2 yrs 11 mos
Stealth Startup

Chief Financial Officer

Stealth Startup

LinkedIn
2023-8 - 2024-4 · 9 mos
TinyMCE

Chief Financial Officer

TinyMCE

LinkedIn
2010-1 - 2023-4 · 13 yrs 4 mos

Palo Alto, California, United States

TinyMCE is the world’s most trusted WYSIWYG component that enables rich text editing capabilities within an application. • Overview: Partnered with the CEO and COO. Brought on to set up and expand financial operations and grew company from <20 to 80+, bootstrapped for 18 years, and series A, venture series B and strategized to raise debt vs venture capital. Top Results: o Cost-Reduction: Procured annual 13% product development cost savings annually from R&D incentive cash refund. o Reporting: Created and implemented a rigorous month-end closing schedule (5 biz days). o Revenue Model Pivot: Pivoted revenue model from software licensing to SaaS subscription. o M&A Purchase: Bought 2 companies (2015-Sweden-based company and 2021-Russia-based company) and performed financial evaluation, due diligence, and legal negotiation; successfully relocated Russian employees within 2 weeks’ notice of the post-Russian invasion of Ukraine which resulted in building a distributed cross-cultural team in more than 20+ countries. o Series A: Negotiated $MM Series A funding term and due diligence. o Audit-Ready: Prepared the company to be audit- and exit-ready. o COVID Loans: Obtained large cash assistance via COVID PPP loan (fully forgiven) and other programs. o Revenue Maximization: Secured large cash infusion via COVID tax initiative. o Debt Raising: Strategized and successfully raised $MM in venture debt. o M&A Sale: Sold company to PSG Equity, worked on financial evaluation and performed due diligence and legal negotiations.

GeoSpot

Corporate Controller/Vice President of Finance & Administration

GeoSpot

LinkedIn
2005-10 - 2009-12 · 4 yrs 3 mos

Fremont, California, United States

GeoSpot, Inc. is the leading provider of a new generation of location-based information technology that is made available to millions of users for search and exploration and supports real-time updates of information at geographical points. • HR: Created an HR department, including crafting PTO policy & procedures, putting employees on the payroll, and introducing benefits programs and open-door policies for grievances. • Equity Financing: Negotiated equity financing terms for seed round. • Relationship Building: Established a relationship and worked with an outside tax firm. • Investments: Spearheaded investment due diligence efforts. • Acquisition Teams: Formulated, tested, formed, and managed content acquisition teams both in the US and India. • Investors Coordination: Managed investors' relationships and provided company updates. • Cross-Functional Liaison: Worked with legal counsel on equity financing terms and conditions and closing paperwork. • Process Modification: Computerized all manual accounting records into QuickBooks. • Reports Creation: Drafted quarterly reports for the investor. • Documents Assessment: Reviewed legal documents as necessary. • Top Results: Capital Raising: Raised $M+ capital from angel investors to provide cash flow for the company.

Be Here Corporation

Corporate Controller, Vice President of Finance

Be Here Corporation

LinkedIn
2006-4 - 2006-12 · 9 mos

Fremont, California, United States

• Top Results: Crafted and filed an audit dispute with the worker’s compensation underwriter that resulted in a favorable ruling and reduced company liability by $89K.

iWin, Inc.

Vice President Finance & Admin / Corporate Controller

iWin, Inc.

LinkedIn
2003-11 - 2006-4 · 2 yrs 6 mos

San Francisco, California, United States

Top Results: Restructured and managed the accounting department to meet the demand of a growing company from net loss to profitable with $MM in annual revenue.

Aftermind, Inc

Corporate Controller

Aftermind, Inc

2001 - 2003 · 2 yrs
Xyphius Convergence Solutions, Inc

Corporate Controller

Xyphius Convergence Solutions, Inc

2000 - 2001 · 1 yr
seeUthere.com

Manager of Finance & Administration

seeUthere.com

1998 - 2000 · 2 yrs

Education

San Francisco State University

San Francisco State University

LinkedIn

Finance & Banking

Amy Chen's Contact Information

Email

******@***.com

Phone

(**) *** ****

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