David Gens

About David Gens

As a CPA with an MBA, I have over 25 years of experience creating and executing strategic plans to drive fast-growing companies across diverse industries. I like to join companies when they are at an inflection point and help guide them through substantial change - and have acquired deep recent experience in the medical device, professional services, educational technology (EdTech), manufacturing, and management consulting sectors.Core competencies I bring to the table include:• Executive Leadership, Vision, Strategic Planning & Goal-Setting• Cross-Functional Team Hiring, Training, Mentoring & Leadership• Finance & Accounting Management• Revenue Transformation Initiatives | Corporate Pivots / Turnarounds • FP & A / Financial Modeling, Reporting & Analytics• Process Improvement, Restructuring & Automation• Change Management & Business Transformation• Mergers & Acquisitions (M&A) Due Diligence & Integration• Outsourcing & International Market Expansion• IT Management & ERP System Deployment• Employee Engagement, Development & Retention• Investor Relations / Board Relations & ReportingKey accomplishments include a proven track record of generating shareholder value above 25% annually, as well as the leadership of acquisition teams that have delivered 50% ROI. To date, have led the financial and operational transformation of multiple international companies, such as Higher Ed Partners, Frost & Sullivan, and ATL Technology - applying a disciplined process and rigorous benchmarks and metrics to \"raise the bar\" on company profitability and performance.

Experience

1. Chief Financial Officer

   Everest Group

   Mar 2024 — Present · Dallas, TX, US

   Everest Group is a leading research firm covering the technology and technology services verticals with 700+ team members globally. Everest Group continues to be on the frontier of the global services industry – today that means delivering critical research insights to help organizations think differently as they navigate transitions, disruptions, and transformations. Our clients include leading global companies, service providers, and investors. Clients use our services to guide their journeys to achieve heightened operational and financial performance, accelerated value delivery, and high-impact business outcomes. Details and in-depth content are available at

Education

• Washington Society of Certified Public Accountants

  CPA (inactive)

• University of Delaware

  Bachelor of Science (BS), Accounting

• University of Washington

  MBA, Executive Program

  1997 — 1999

Skills

• Turnaround Experience
• Business Planning
• Operations Management
• Business Intelligence
• Mentoring
• Decision Support
• International Trade
• Board of Directors Reporting
• Corporate Fundraising
• Business Expansion
• Mergers
• Contract Negotiation
• Apac
• Acquisition Integration
• Banking Relationships
• New Business Development
• Management
• Accounting System
• Account Management
• Due Diligence
• Change Management
• Vendor Management
• Saas
• International Business
• Performance Metrics
• Budgets
• Finance
• Sales Process
• Strategy
• Budgeting
• Emea
• Board Development
• Board Governance
• Financial Analysis
• Corporate Fp&a
• Corporate Finance
• Business Development
• General Management
• Leadership
• Shareholder Value