David Kelly

VP of Finance / Chief Financial Officer ⇨ SaaS & High-Growth Tech, FP&A, M&A, Strategic Finance, ERP, Cash Flow Optimization ⇨ 30+ Years ⇨ Driving $25M+ ARR Growth, 20% EBITDA Margin, and Scalable Financial Leadership

Role
VP of Finance at Donorsearch By Evertrue
Location
Venice, FL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About David Kelly

As a finance executive with 30+ years of experience, I thrive on transforming complex…

Experience

  1. VP of Finance

    Donorsearch By Evertrue

    Oct 2024 — Present · Marriottsville, MD, US

    Lead finance strategy and operations for $25M+ ARR SaaS business, achieving 25% YoY growth and 20% EBITDA margin. Converted financials from cash to accrual, overhauled revenue recognition, and implemented NetSuite ERP and NetSuite Billing, reducing month-end close by 50%. Partnered with operations to optimize quote-to-cash, standardize product catalog, and accelerate cash collection. Designed company-wide bonus program aligned to profitability, built SaaS metrics dashboards, and strengthened executive decision-making. Directed Ramp implementation to enhance controls and efficiency, and led financial/tax diligence for private equity acquisition, maximizing shareholder value.

Education

  • Bentley College

    Bachelor of Science (B.S.)

    1991 — 1995

Skills

  • Financial Accounting
  • Project Planning
  • Compliance Management
  • Business Planning
  • Small Business Development
  • Sage
  • Financial Reporting
  • Legal Compliance
  • Strategic Financial Planning
  • Business Development
  • Compliance
  • Compliance Audits
  • Accounting
  • Simply Accounting
  • Financial Analysis
  • Accounts Payable

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David Kelly — VP of Finance at Donorsearch By Evertrue in Venice, FL, US | Unifers