Dave Serr

About Dave Serr

Leadership Highlights:Accounting: Leading teams responsible for 25+ 10-Q and eight 10-K filings, multiple statutory financial statement issuances, and auditing or reviewing over 50 financial statements. Responsible for accounting policy, technical accounting, internal and external reporting, consolidations, Sarbanes Oxley compliance and business development support, in addition to providing oversight over tax accounting. Directed purchase accounting and integration for over $40 billion of acquisitions, divestiture accounting for over $21 billion of transactions, and led various impairment/valuation analyses leading to over $10 billion in asset write-offs.Capital Markets & Business Development: Accounting leader for over 10 acquisition and divestiture transactions with $60 billion+ total deal value, Form 10 and Form S-4 registration statement filings. Leadership efforts include providing guidance and oversight for preparation of various sets of pro forma financial information and liquidity analyses. Engaged directly with buyer/seller management teams for diligence, purchase/sale contract negotiation, drafting working capital settlement provisions, and post close matters. Reporting & Investor Relations: Leader of external and internal reporting efforts with significant experience collaborating with investor relations and creating non-GAAP presentations to better serve stakeholders in the investor and analyst communities. Significant experience benchmarking competitors, directing comparability analyses, reviewing investor presentations, establishment and/or calculation of key performance metrics and supplemental market data. Experience building relationships with peers within industries as it relates to discussing new or developing complex accounting and reporting presentation topics affecting the industry.Governance, Compliance and Technology: Responsible for SOX compliance of two registrants. Experienced presenter to audit committees and executive management teams. Experience with SAP, consolidation modules, Workiva, Hyperion and various other data warehouses and subledger systems. Implemented financial reporting software resulting in automation/cost rationalization and worked with computer programmers to modify internal lease software for ASC 842 implementation. Experience with system implementations, integration projects and various purchase accounting push downs into ledger systems. Additionally, have aided in preparation and review of sustainability reports.

Experience

1. CFO - Hpe Server Business

   Hewlett Packard Enterprise

   Feb 2025 — Present · Houston, TX, US

   Responsible for income statement, financial position and cash flows of $17 billion Server business (4,800 headcount) • Accountable for pricing, commercial contract terms, financial planning, working capital levels and operating expenses • Named CFO in February 2025, following execution issues, and led turnaround by increasing compute profit over 2x ($300M) • Drove financial turnaround by building winning culture focusing on pricing and cost management discipline, KPIs and AI • Implemented various new controls to address capital, credit and earnings profile risks related to AI sales and U.S. tariff policy • Customer-facing role with responsibilities to build customer relationships, support sales process and negotiate key terms • Developed budget for $17 billion business and partnered with EVP & General Manager to present to Board of Directors • Responsible for capital allocation across four sub-segments of Server business. • Executed cost restructuring (350+ employee exits) to improve results and free up investment for AI implementation • Drove return of capital analysis on over $2 billion of expenditures and implemented expenditure cuts

Education

• Miami University

  B.S., Business - Accountancy Major

• Miami University

  Masters, Accountancy

Skills

• Assurance
• Visio
• Us Gaap
• Data Analysis
• Sec Filings
• Internal Controls
• Windows
• Account Reconciliation
• Sap
• Due Diligence
• Regression Analysis
• Accounting
• Retail
• Financial Analysis
• Financial Accounting
• Process Improvement
• Forecasting
• Microsoft Word
• Business Development
• Ipo
• Sarbanes-Oxley Act
• Pre-Ipo
• Auditing
• Cpa
• Gaap
• Management
• Teamwork
• Bankruptcy
• Mergers & Acquisitions
• Financial Reporting
• Analysis
• Finance
• Restructuring
• Variance Analysis
• Corporate Finance
• External Audit
• Business Process Improvement
• Powerpoint
• Microsoft Excel
• Financial Planning