Brian Foltz
Senior Director - Strategic Finance (B2b Saas) @isolved
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WORK HISTORY
Senior Director - Strategic Finance (B2b Saas) @isolved
San Diego, CA, US
A-KKR Private Equity backed HCM Software• Led in-depth margin and retention analysis for a $40M services business unit, identifying structural inefficiencies and driving cross-functional alignment on corrective actions• Delivered strategic analysis by partnering with Strategic Alliances Teams for corporate initiatives, driving go/no-go decisions on M&A, alliances, and partnerships that would increase projected topline revenues by excess of $20M• Owned and updated monthly and quarterly Board decks, highlighting revenue performance by business unit as well as identifying misses and beats vs budget• Developed standardized KPI dashboards and automated reporting in Planful, improving data integrity, visibility into operating performance, and decision velocity for executive leaders•Translated SaaS and consumption-based metrics (ARR, NRR, churn, CAC, CLTV) into actionable performance insights for Product, GTM, and Operations leaders
EDUCATION
The Ohio State University
Bachelors, Economics, Business Administration
University of California, Berkeley
Corporate Finance Certificate, Corporate Finance
SKILLS
ABOUT BRIAN FOLTZ
Experienced Finance Leader | Scaling Startups | FP & A GTM Strategy | Finance Transformation | AI and AutomationI am a Silicon Valley tech startup veteran with 20+ years of finance leadership experience who loves building finance functions from the ground up, and leading strategic and FP & A finance across high-growth, Venture Capital and Private Equity backed SaaS, Cybersecurity, AI, and Technology companies. I have a builders mindset and enjoy translating complex data into insights, and turning ambiguity into clarity. I provide strategic and financial decision support to Executive Leadership teams and engage in cross-functional collaboration with department heads.*I helped Vibrant scale revenues and processes from $16M to $150M+ by creating gap to goal models, implementing an ERP, and weighted pipelines, providing deep dive client analysis, and analyzing online marketing spends.*At T-Mobile I created an award winning 5 year $5B rolling revenue forecast model for the HSI (High Speed Internet) division that allowed for scenario and sensitivity analysis, and the impacts of volume fluctuation, discounts, short term promotions, and MRR and ARR.*At Aktana I spearheaded the implementation of Adaptive Planning (Insights), eliminating error prone and manual Excel forecast and budget models, leading to time savings of up to 50 hours per month, and creating self serving ELT dashboards.My expertise spans FP & A, Strategic Finance, Corporate Finance, and GTM strategy, helping companies scale efficiently while driving financial clarity and operational excellence. I help implement more scalable systems, processes and procedures, creating more concise and timely reporting, saving several hours per month.I specialize in: Leading annual budgeting, forecasting, and long-range financial planning Standardizing financial modeling to enhance efficiency and reduce manual processes Collaborating cross-functionally with executive teams to align financial strategy with business goals Implementing processes and procedures that can scale as the business grows Serving as a trusted partner to investors and the board, preparing financial presentations, and Board Reporting Executive Communication Throughout my career, I’ve helped companies achieve 10x-20x revenue growth, and cost savings in the millions, by implementing scalable financial frameworks, instilling data-driven decision-making, and building and mentoring high-performing FP & A teams—both onshore and offshore.contact me here: f••••••@gmail.com
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