David Holtzman

About David Holtzman

I’m a CPA and finance executive with a proven track record of scaling venture-backed SaaS and marketplace startups through hypergrowth. Over my career, I’ve helped companies raise $130M+ in equity and venture debt, led multiple Series A&B fundraises, and negotiated strategic partnerships worth hundreds of millions of dollars.I combine a strong strategic finance skillset (FP & A, forecasting, financial modeling, board reporting, investor relations) with a deep technical accounting foundation (ASC 606 revenue recognition, ASC 718 stock comp, ASC 810 consolidations, ASC 830 FX, GAAP compliance, internal controls, audits). I’ve built and led high-performing global finance and accounting teams, implemented scalable systems (NetSuite, Carta, Maxio, Rippling, Expensify, Brex), and partnered with CEOs and boards to drive fundraising, M&A, and operational excellence.Passionate about helping companies scale from early-stage to growth-stage, I thrive at the intersection of finance, operations, and strategy — building the financial infrastructure, fundraising strategy, and leadership alignment that unlocks growth.

Experience

1. VP of Finance

   Serviceup

   Sep 2022 — Present · San Francisco, CA, US

   Scaled revenue in three years while building financial and operational infrastructure to support hypergrowth.• Raised $90M+ in venture capital and venture debt (Series B $55M, Series A $15M, Series A-1 $6M, Venture Debt $17M).• Negotiated strategic warrant deals unlocking $200M+ in committed revenue.• Lead board and investor communications including quarterly decks, financial storytelling, and investor relations.• Oversee HR, legal, and operations: doubled headcount (+30), opened foreign subsidiaries, and implemented new systems.• Built and lead a high performing finance and accounting team, owning the company’s 3-statement forecast model, budgets, and performance monitoring.

Education

• University of Southern California

  Bachelor of Science (B.S.), Accounting

  2004 — 2008

Skills

• Corporate Tax
• Financial Accounting
• Gaap
• Sarbanes-Oxley Act
• Financial Statements
• Internal Controls
• Sec Filings
• Variance Analysis
• Financial Reporting
• Cpa
• Us Gaap
• Sarbanes-Oxley
• Tax Accounting
• U.s. Sec Filings
• Tax
• Revenue Recognition
• Financial Modeling
• General Ledger
• Accounting
• U.s. Generally Accepted Accounting Principles (Gaap)
• Financial Analysis