Allen Avery

Senior Director of Finance at Kaleido
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Contact Information
us****@****om
(386) 825-5501
Location
Durham, North Carolina, United States, US

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Experience

    • United States
    • Software Development
    • 1 - 100 Employee
    • Senior Director of Finance
      • Jan 2023 - Present

    • United States
    • Newspaper Publishing
    • 500 - 600 Employee
    • VP, Strategic Planning & Analysis
      • Jul 2021 - Jul 2022

      Promoted into role to lead Strategic and Financial Planning for the company.• Led the financial planning, forecasting, and preparation of annual operating budgets• Analyzed financial results and key trends, assessed current and future business risks and opportunities • Managed and developed the teams preparing high-quality business analyses, insights, and modeling to support management decision making• Advised senior management on the financial implications of business activities and made recommendations to attain corporate objectives Show less

    • Sr. Director, Corporate Strategy & Analysis
      • May 2021 - Jul 2021

      Promoted to newly created role that led enterprise-wide strategy development, data analytics, and business modeling. Founding member of Strategic Council to serve as a key resource to facilitate cross-functional input and collaboration.

    • Sr. Director, Strategy & Analytics
      • Oct 2019 - May 2021

      Managed financial and strategic planning for the Customer & Product division to set, execute, and measure strategic initiatives. Led financial planning team covering ~$300M in subscriber revenue. Managed Analytics team to increase data availability, improve data science capabilities, and develop key insights.• Accelerated digital transformation, driving third year of 50% digital revenue growth• Optimized FP&A processes by improving continuous forecast modeling, developing scenario planning, and incorporating cohort, LTV, and ROI analyses. Show less

    • Director, Digital Product and Technology Strategy
      • Dec 2017 - Oct 2019

      Managed financial planning for $50M Product & Technology budget to align strategic product and revenue goals. Expanded span of work as we consolidated Product, Development, Infrastructure, and Subscriber Sales & Marketing into a functional team. Promoted product unit economics and KPIs to improve decision making and accountability.

    • United States
    • Advertising Services
    • 500 - 600 Employee
    • VP of Finance
      • Mar 2015 - Dec 2017

      NASDAQ listed company working at the convergence of media and mobile communications. Its mobile platform empowers operators, OEMS, and advertisers to monetize mobile content. Joined through acquisition of Appia in March 2015 Led financial planning and analysis for all business segments Managed corporate development projects to explore opportunities to maximize shareholder value Partnered with business owners to drive revenue growth and identify cost saving opportunities NASDAQ listed company working at the convergence of media and mobile communications. Its mobile platform empowers operators, OEMS, and advertisers to monetize mobile content. Joined through acquisition of Appia in March 2015 Led financial planning and analysis for all business segments Managed corporate development projects to explore opportunities to maximize shareholder value Partnered with business owners to drive revenue growth and identify cost saving opportunities

    • United States
    • Advertising Services
    • 1 - 100 Employee
    • Director of Finance
      • Jul 2010 - Feb 2015

      Developed all financial modeling and reporting Created KPI dashboards to drive improved business decisions Suported fundraising efforts to close multuple rounds of equity and debt funding Developed all financial modeling and reporting Created KPI dashboards to drive improved business decisions Suported fundraising efforts to close multuple rounds of equity and debt funding

    • Business Consultant
      • Jun 2009 - Jul 2010

      Independent consulting practice providing finance, strategy, operations, and project management consulting to start-up businesses. Independent consulting practice providing finance, strategy, operations, and project management consulting to start-up businesses.

    • United States
    • Higher Education
    • 400 - 500 Employee
    • MBA Student Class of 2009
      • Aug 2007 - Jun 2009

      MBA student at the University of North Carolina at Chapel Hill Kenan-Flagler Business School. Degree Received May 2009 with a focus on finance and entrepreneurship. Dean's Scholar (Top 5% of class). MBA student at the University of North Carolina at Chapel Hill Kenan-Flagler Business School. Degree Received May 2009 with a focus on finance and entrepreneurship. Dean's Scholar (Top 5% of class).

    • Producer
      • Feb 2002 - Jul 2007

      • Teamed with founders to obtain funding, launch business, and manage growth to 25 employees. • Collaborated with CEO on plans and budgets for game titles, providing financial, technical, and creative input. • Designed and implemented rapid prototyping processes, reducing development times by 75% • Teamed with founders to obtain funding, launch business, and manage growth to 25 employees. • Collaborated with CEO on plans and budgets for game titles, providing financial, technical, and creative input. • Designed and implemented rapid prototyping processes, reducing development times by 75%

    • United States
    • Software Development
    • 700 & Above Employee
    • Professional Services
      • 2000 - 2001

      • Led a project that converted 15,000 sales leads and over 1,000 client accounts to an online sales database that eliminated consulting fees and reduced monthly costs by over 90%. • Provided consulting services that increased revenue from participating clients by over 50%. • Managed relationships with forty clients generating annual revenue of over $250,000. • Led a project that converted 15,000 sales leads and over 1,000 client accounts to an online sales database that eliminated consulting fees and reduced monthly costs by over 90%. • Provided consulting services that increased revenue from participating clients by over 50%. • Managed relationships with forty clients generating annual revenue of over $250,000.

    • Investment Management
    • 1 - 100 Employee
    • Quality Analyst
      • 1998 - 2000

      • Analyzed and promoted client service performance for fund transfer agency. • Conducted quality data analysis and industry surveys to monitor and improve fund policies and procedures, resulting in yearly recognition from the leading quality measurement firms. • Analyzed and promoted client service performance for fund transfer agency. • Conducted quality data analysis and industry surveys to monitor and improve fund policies and procedures, resulting in yearly recognition from the leading quality measurement firms.

    • United States
    • Investment Management
    • 700 & Above Employee
    • Quality Assurance Representative
      • 1996 - 1997

      • Received accelerated promotion to a team that reviewed high volume of mutual fund transactions and executed high priority trades • Received accelerated promotion to a team that reviewed high volume of mutual fund transactions and executed high priority trades

Education

  • UNC Kenan-Flagler Business School
    Master of Business Administration - MBA, Finance & Entrepreneurship
    2007 - 2009
  • University of Virginia
    BA, Interdisciplinary Studies
    1991 - 1995

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