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Eric Stephenson

@ericstephenson

Fractional Head of Finance for B2B SaaS, building investor-grade models and reporting that guide fundraising and business decisions.

United States

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At Domo, Inc., I supported IPO preparation through financial modeling, analyst meetings, and investor guidance, after progressing from Senior Financial Analyst to Sr. Director, Finance. I also implemented Adaptive Planning software.

At Voze, Inc., I own the full finance function, including accounting, FP&A, tax, treasury, and investor reporting. I built and maintain a SaaS operating model covering ARR, retention, gross margin, and unit economics, and prepare board and investor reporting packages.

As an Independent Fractional Head of Finance, I provide embedded finance leadership to early and growth-stage SaaS companies. My work includes financial modeling, cohort-based retention analytics, cash forecasting, SaaS metrics dashboards, and fundraising readiness.

Experience

Work history, roles, and key accomplishments

Current

Independent Fractional Head of Finance

Current

Founder

Aug 2026 - Present (2 months)

Provide embedded head-of-finance services to early and growth-stage SaaS companies, owning accounting oversight, FP&A, and investor reporting end to end. Scope includes financial modeling, cohort-based retention analytics, cash forecasting, SaaS metrics dashboards, and fundraising readiness.

Financial Modeling Cohort Analysis Cash Forecasting SaaS Metrics Fundraising Readiness Accounting FP&A Investor Reporting

Current

Vice President, Finance (Head of Finance)

Current

Voze, Inc.

Jun 2025 - Present (1 year 4 months)

Own full finance function, including accounting, FP&A, tax, treasury, and investor reporting, for a high-growth SaaS business reporting directly to the CEO. Partner with CEO and leadership team to drive strategic planning, fundraising, and capital allocation decisions.

Accounting FP&A Tax Treasury Investor Reporting Operating Model ARR Retention Gross Margin Unit Economics Board Communications Fundraising Cash Flow Forecasting Credit Facilities Team Leadership

Sr. Vice President, Finance

Crux Informatics

May 2023 - Jun 2025 (2 years 1 month)

Partnered with CFO to complete a successful Series B3 financing. Led development of company financial plan, key metrics, company targets, and commission/bonus plans.

Financial Planning Keymetrics Commission Plans Investor Relations Board Reporting Debt Providers

Vice President, Finance (Head of Finance: accounting, FP&A, treasury, legal)

Insightly, Inc.

Jan 2022 - May 2023 (1 year 4 months)

Owned all company financial matters, including accounting, FP&A, treasury, and legal, as a member of the executive team reporting directly to the CEO. Directly shaped go-to-market strategy, including sales hiring plans, key SaaS metrics, capital allocation, and commission plan design.

Accounting FP&A Treasury Legal Go To Market Strategy SaaS Metrics Capital Allocation Compensation Plan Design Debt Financing Investor Relations

Senior Financial Analyst

Ancestry.com

Jul 2013 - Dec 2014 (1 year 5 months)

Managed financial analysis of $100M in opex, including forecasting, budgeting, monthly close, and ad-hoc analysis. Held financial oversight of $25M in annual capital expenditures.

Financial Analysis Forecasting Budgeting Monthly Close Capital Expenditures Evaluation

Regional Finance Controller

Xerox Business Services

Jan 2012 - Dec 2013 (1 year 11 months)

Served as Regional Finance Controller, overseeing financial operations for the region.

Senior Manager, Finance / FP&A Manager

Tyco Electronics Subsea Communications LLC

Jan 2008 - Dec 2012 (4 years 11 months)

Instituted a cost savings measure resulting in a ~$600K annual reduction in cost of service.

Cost Savings Financial Management FP&A

Registered Representative

John Hancock Financial Network

Jan 2006 - Dec 2008 (2 years 11 months)

Served as a Registered Representative, providing financial services to clients.

Securities Analyst

Wells Fargo Bank

Jan 2005 - Dec 2006 (1 year 11 months)

Worked as a Securities Analyst, analyzing securities and supporting investment decisions.

Education

Degrees, certifications, and relevant coursework

Loyola University Maryland

Master of Business Administration, Business Administration

Activities and societies: Beta Gamma Sigma International Honor Society

Pursued an MBA with related coursework in advanced financial analysis, financial markets, financial strategies, and international finance. Inducted into the Beta Gamma Sigma International Honor Society.