David Holtzman, CPA
VP of Finance at ServiceUp- Claim this Profile
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Credentials
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Certified Public Accountant
California State Board of AccountancyFeb, 2010- Sep, 2024 -
Passed Level I & II of the CFA Exam
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Experience
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ServiceUp
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United States
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Vehicle Repair and Maintenance
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1 - 100 Employee
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VP of Finance
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Sep 2022 - Present
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LANDING AI
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United States
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Software Development
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1 - 100 Employee
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VP of Finance
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Feb 2022 - Sep 2022
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Director Of Finance And Accounting
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Jul 2020 - Feb 2022
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Candex
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United States
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Software Development
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1 - 100 Employee
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Controller
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Feb 2020 - Jul 2020
• Led accounting and finance functions for US Parent company as well as 15 subsidiaries, reporting to CEO • Ensured ASC 606 compliant revenue recognition for US parent and subsidiaries • Built company financial model and pitch deck in advance of Series A raise • Owned the company financial strategy, including forecasting, budgeting and long-range planning function in addition to all finance related KPIs • Oversaw all accounting duties, including closing the books monthly, producing financial statements and processing payroll for all employees • Built on and improved existing financial processes, controls and internal policies and procedures as company scaled • Developed accurate rolling forecasts and reviewed and interpreted budget vs actual results with senior leadership team • Managed all external relationships including audit, tax, bank and investor • Partnered with management to gather, analyze, summarize and prepare recommendations regarding strategy, financial plans, new business planning, and operating forecasts • Developed and implemented commission plan for sales executives Show less
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Plex, Inc
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United States
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Entertainment Providers
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1 - 100 Employee
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Controller & General Manager, Plex GmbH
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Feb 2016 - Feb 2020
• Led accounting function for Plex GmbH, a SaaS company in Stans, Switzerland, as well as US parent, Plex, Inc, reporting to the VP of Finance • Prepared GAAP compliant worldwide consolidated financial statements for multiple entities as well as individual entity financial statements operating under different functional currencies • Led study and implementation of new processes to correctly record revenue under ASC 606 • Calculated monthly stock compensation expense for employees and contractors under ASC 718 & 505 and managed Cap Table • Performed monthly intercompany billings, eliminations and consolidations • Maintained and reviewed general ledger as well as manage all functions of accounting month-end close including: reconciliation of accounts, posting of journal entries, budget vs actual variance analysis, and preparation of US GAAP compliant worldwide consolidated financial statements • Assisted VP of Finance in managing operating budget and financial forecast model • Prepared necessary information for periodic regulatory filings in the United States, Switzerland, and other international jurisdictions as required, including sales and use tax returns and VAT returns • Led Netsuite implementation from QuickBooks • Performed technical accounting research for complex transactions such as stock repurchases, acquisitions and dissolutions. • Oversaw annual statutory audits in both US and Switzerland. • Led TaxJar implementation and compliance efforts for sales tax as a result of Wayfair decision. Show less
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FINANCIAL ADMINISTRATIVE SUPPORT SERVICES
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United States
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Financial Services
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1 - 100 Employee
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Assistant Controller
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Feb 2010 - Jan 2016
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EY
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Entertainment Providers
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1 - 100 Employee
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Staff
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Oct 2008 - Jan 2010
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Education
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University of Southern California
Bachelor of Science (B.S.), Accounting -
Los Gatos High School