Rowan Benjamin
Vice President, Finance @Vestmark
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WORK HISTORY
Vice President, Finance @Vestmark
Strategic financial partner to the CFO and executive team, leading financial planning and operational finance at an innovative, PE-backed SaaS fintech organization
EDUCATION
Questrom School of Business, Boston University
BSBA, Finance
Babson F.W. Olin Graduate School of Business
MBA
SKILLS
ABOUT ROWAN BENJAMIN
Senior finance executive with 15+ years of experience leading FP & A and financial strategy across tech-enabled services, software, telecom, manufacturing, and professional services. Built and scaled high-performing global teams in venture-backed startups, PE-owned companies, and public enterprises.Led finance through nearly every major inflection point — including PE-backed scaling & exit, IPO execution, M&A due diligence and integration, capital raises, finance transformations, and system implementations. Created hundreds of millions in stakeholder value by driving financial performance, operational efficiency, and strategic alignment in evolving business environments.Core Expertise:•Strategic revenue growth (recurring subscription, pro serv, maintenance, & perpetual license), cost optimization, and organizational transformations•IPO preparation and post-IPO financial processes•M&A due diligence, integration planning, and synergy modeling•Strategic alliances and new market expansion financial modeling•Equity and debt capital raise support•Forecasting, budgeting, KPI development, and cash management•Executive and Board-level financial storytelling and investor presentations•Global team building and multi-level leadership (U.S, U.K, India)•Finance process design, controls, COA structure, and system implementation•Trusted partner to operations, sales, and product leadershipNotable Accomplishments:•Built and/or led FP & A teams across 3 countries, serving as a trusted advisor to executive leadership•Provided investor support for a $2.0B secondary buyout of a PE-backed company (2013)•Developed a large-scale financial model that secured a $269M, 10-year government subsidy award through a competitive auction (2020)•Drove a $120M equity raise as the finance strategy head, while reporting directly to the CEO (2021)•Built the FP & A function from the ground up at a VC-backed firm, leading to a NYSE public debut with a $1.7B valuation (2022)•Provided diligence support for the $2.2B strategic sale of a global public company (2024)•Delivered 15 Board-approved annual operating plans, supporting $20M to $1.5B in revenue•Supported diligence and integration planning across 8 M&A transactions, including acquisitions up to $1.9B•Led 2 finance system implementations and supported 2 large-scale finance transformationsSystems & Tools:Workday Adaptive Planning, Oracle NetSuite, Oracle PBCS, Power BI, BI360, Salesforce, Microsoft Dynamics CRM, Looker, OpenAir, Microsoft Office Suite (Excel, PowerPoint, Word)
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