Matt Patras

About Matt Patras

Three successful exits. One consistent track record. Over a 25+ year career, I\'ve built my expertise inside private equity-backed, growth-stage SaaS companies — leading finance, HR, and legal through rapid scaling, capital raises, and strategic transactions. Of the multiple PE-backed companies I\'ve served, I\'ve successfully led three through full acquisition exits, including the sale of VersaTrial to Florence Healthcare (2024) and TrialScope to Informa PLC (2020), both in the clinical trial technology space where I\'ve developed deep domain expertise. Beyond exits, I\'ve raised more than $18M in capital through equity, debt, and tax strategies, led three strategic acquisitions, and built the financial infrastructure that allows companies to scale responsibly — implementing controls, automating processes, and aligning financial strategy with board-level objectives. I thrive in environments where finance and operations intersect: where a CFO isn\'t just reporting numbers but actively driving growth, managing risk, and helping a CEO sleep at night. Specialties: M&A | Capital Financing | SaaS Business Models | Private Equity | FP & A | Board Engagement | Revenue Recognition | Cash Flow Management | Compensation Design | GAAP System Expertise: QuickBooks | Intacct | Carta | Salesforce | Pardot | Marketo | SaaS Optics | Cognos | ADP | Paychex | Expensify | Workable | DocuSign | Stripe | SAP | Zoho | Zapier | Zendesk

Experience

1. Chief Financial Officer

   Proofpilot

   Jan 2025 — Present

   Manage the Finance, Human Resources, and Legal departments for this SaaS provider in the clinical trial technology space. Lead financial strategy, budgeting, and operational initiatives to support growth and scalability. Oversaw integration planning and execution of strategic initiatives while preparing the company for continued expansion and investment opportunities.

Education

• Penn State University

  BS, Accounting

  1995 — 1999

• Affiliations · The Pennsylvania State University

  BS, Accounting

  1995 — 1999

Skills

• Executive Management
• Business Planning
• Operations Management
• Project Planning
• Project Accounting
• Contract Negotiation
• Financial Modeling
• Financial Analysis
• Human Resources
• Team Leadership
• Cost Management
• Strategic Financial Planning
• Budget
• Legal Issues
• Business Development
• Land Development
• Employee Management
• Land Acquisition
• Budgets
• Finance
• Leadership
• Business Process Improvement
• Accounting
• Risk Management
• Strategy
• Process Improvement
• Insurance
• Strategic Planning
• Real Estate
• Mergers & Acquisitions
• Contract Management
• Managerial Finance
• Financial Reporting
• Cross-Functional Team Leadership
• Internal Controls
• Microsoft Excel
• Analysis
• Lean Operations
• Business Strategy
• Cost Accounting