Jean-Noël Gallardo
Vice President Finance at Aclaimant- Claim this Profile
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French Native or bilingual proficiency
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English Native or bilingual proficiency
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Bio
Credentials
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Predictive Analytics Essential Training for Executives
LinkedInJul, 2020- Nov, 2024
Experience
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Aclaimant
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United States
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Internet Publishing
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1 - 100 Employee
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Vice President Finance
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Nov 2020 - Feb 2023
SCOPE: Following a 5-month outsourced CFO engagement, I served as the first internal finance hire, reporting to the CEO and co-founder. I built the financial architecture, policies, and procedures and owned accounting, investor relations, FP&A, treasury, payroll, tax, and ASC 606 compliance. Additionally, I transitioned from top-down to bottom-up zero-based budgeting with input from the business. ORGANIZATIONAL IMPACT: • Closed a Series B ($15M), delivered the Audited Financial… Show more SCOPE: Following a 5-month outsourced CFO engagement, I served as the first internal finance hire, reporting to the CEO and co-founder. I built the financial architecture, policies, and procedures and owned accounting, investor relations, FP&A, treasury, payroll, tax, and ASC 606 compliance. Additionally, I transitioned from top-down to bottom-up zero-based budgeting with input from the business. ORGANIZATIONAL IMPACT: • Closed a Series B ($15M), delivered the Audited Financial Statements to the Board, and completed a bank field audit with no issues. • Cut Days Sales Outstanding for the trailing 3 months to 30-35. • Standardized Days Payable Outstanding following contract/invoice terms, optimized cash flow, and eliminated variance of the actual to forecasted cash balance. • Eliminated end-of-month cash deposits and ensured compliance with venture debt covenants and auditors while improving cash application and forecasting cash receipts. • Cut the monthly close time in half. • Extended the runway, designing and implementing pricing, operation, and cost-cutting strategies. Show less SCOPE: Following a 5-month outsourced CFO engagement, I served as the first internal finance hire, reporting to the CEO and co-founder. I built the financial architecture, policies, and procedures and owned accounting, investor relations, FP&A, treasury, payroll, tax, and ASC 606 compliance. Additionally, I transitioned from top-down to bottom-up zero-based budgeting with input from the business. ORGANIZATIONAL IMPACT: • Closed a Series B ($15M), delivered the Audited Financial… Show more SCOPE: Following a 5-month outsourced CFO engagement, I served as the first internal finance hire, reporting to the CEO and co-founder. I built the financial architecture, policies, and procedures and owned accounting, investor relations, FP&A, treasury, payroll, tax, and ASC 606 compliance. Additionally, I transitioned from top-down to bottom-up zero-based budgeting with input from the business. ORGANIZATIONAL IMPACT: • Closed a Series B ($15M), delivered the Audited Financial Statements to the Board, and completed a bank field audit with no issues. • Cut Days Sales Outstanding for the trailing 3 months to 30-35. • Standardized Days Payable Outstanding following contract/invoice terms, optimized cash flow, and eliminated variance of the actual to forecasted cash balance. • Eliminated end-of-month cash deposits and ensured compliance with venture debt covenants and auditors while improving cash application and forecasting cash receipts. • Cut the monthly close time in half. • Extended the runway, designing and implementing pricing, operation, and cost-cutting strategies. Show less
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Interactive Health
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United States
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Wellness and Fitness Services
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100 - 200 Employee
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Director of Financial Planning and Analysis
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May 2019 - Jun 2020
SCOPE: For this role, I assumed a newly created position to build the FP&A and management reporting function while acting as the right hand to the CFO. I served as a trusted advisor to operations, sales, and customer success and mentored/groomed a high-performing team. ORGANIZATIONAL IMPACT: • Played a critical role in the attempted sale, leading finance meetings and building the sale CIM, data room, and pro forma models. • Enhanced the effectiveness of MBR meetings and facilitated… Show more SCOPE: For this role, I assumed a newly created position to build the FP&A and management reporting function while acting as the right hand to the CFO. I served as a trusted advisor to operations, sales, and customer success and mentored/groomed a high-performing team. ORGANIZATIONAL IMPACT: • Played a critical role in the attempted sale, leading finance meetings and building the sale CIM, data room, and pro forma models. • Enhanced the effectiveness of MBR meetings and facilitated group problem-solving. Show less SCOPE: For this role, I assumed a newly created position to build the FP&A and management reporting function while acting as the right hand to the CFO. I served as a trusted advisor to operations, sales, and customer success and mentored/groomed a high-performing team. ORGANIZATIONAL IMPACT: • Played a critical role in the attempted sale, leading finance meetings and building the sale CIM, data room, and pro forma models. • Enhanced the effectiveness of MBR meetings and facilitated… Show more SCOPE: For this role, I assumed a newly created position to build the FP&A and management reporting function while acting as the right hand to the CFO. I served as a trusted advisor to operations, sales, and customer success and mentored/groomed a high-performing team. ORGANIZATIONAL IMPACT: • Played a critical role in the attempted sale, leading finance meetings and building the sale CIM, data room, and pro forma models. • Enhanced the effectiveness of MBR meetings and facilitated group problem-solving. Show less
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Æ pluriel, llc
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Strategic Management Services
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Principal Consultant
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May 2016 - Apr 2019
ORGANIZATIONAL IMPACT: • Secured equity commitments from large European reinsurers, signing a Letter of Intent for a platform company acquisition with a €1B+ earnout potential. Performed due diligence on the largest composite insurer in Greece and tuck-ins in Israel, Romania, and Bermuda. • Served as the acting CFO/COO for a FinTech insurance payments startup that failed before reaching Minimum Viable Product, leading the ground-up design of business/staffing models and operational… Show more ORGANIZATIONAL IMPACT: • Secured equity commitments from large European reinsurers, signing a Letter of Intent for a platform company acquisition with a €1B+ earnout potential. Performed due diligence on the largest composite insurer in Greece and tuck-ins in Israel, Romania, and Bermuda. • Served as the acting CFO/COO for a FinTech insurance payments startup that failed before reaching Minimum Viable Product, leading the ground-up design of business/staffing models and operational functions/workflows. Defined the Ideal Customer Profile and built the product, go-to-market, and pricing strategy. Show less ORGANIZATIONAL IMPACT: • Secured equity commitments from large European reinsurers, signing a Letter of Intent for a platform company acquisition with a €1B+ earnout potential. Performed due diligence on the largest composite insurer in Greece and tuck-ins in Israel, Romania, and Bermuda. • Served as the acting CFO/COO for a FinTech insurance payments startup that failed before reaching Minimum Viable Product, leading the ground-up design of business/staffing models and operational… Show more ORGANIZATIONAL IMPACT: • Secured equity commitments from large European reinsurers, signing a Letter of Intent for a platform company acquisition with a €1B+ earnout potential. Performed due diligence on the largest composite insurer in Greece and tuck-ins in Israel, Romania, and Bermuda. • Served as the acting CFO/COO for a FinTech insurance payments startup that failed before reaching Minimum Viable Product, leading the ground-up design of business/staffing models and operational functions/workflows. Defined the Ideal Customer Profile and built the product, go-to-market, and pricing strategy. Show less
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LJR Holdings, Inc.
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Sacramento, California Area
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Chief Financial Officer
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Jul 2013 - May 2016
SCOPE: Recruited from a competitor, I acted as the right hand to the CEO and a trusted advisor to the founder/executive chairman. My role included participating in strategic decisions and leading FP&A, risk management, M&A, pricing, accounting, banking/treasury, cash management, procurement, and legal. I served as founder and chair of the enterprise risk management committee; a member of the executive, client service, and IT strategic committees; and a Corporate Officer of 4 legal entities. I… Show more SCOPE: Recruited from a competitor, I acted as the right hand to the CEO and a trusted advisor to the founder/executive chairman. My role included participating in strategic decisions and leading FP&A, risk management, M&A, pricing, accounting, banking/treasury, cash management, procurement, and legal. I served as founder and chair of the enterprise risk management committee; a member of the executive, client service, and IT strategic committees; and a Corporate Officer of 4 legal entities. I upgraded the bank relationship and restructured debt while cleaning up financials and controls. ORGANIZATIONAL IMPACT: • Grew the footprint and incentivized the go-to-market team to sell national deals in profitable business lines. • Improved compliance, transparency, and governance and drove results. • Shored up controls, policies, and procedures, designing and implementing a SOC 1 Type 2 audit report. • Eliminated overtime and increased team confidence in working across all levels of the business. Show less SCOPE: Recruited from a competitor, I acted as the right hand to the CEO and a trusted advisor to the founder/executive chairman. My role included participating in strategic decisions and leading FP&A, risk management, M&A, pricing, accounting, banking/treasury, cash management, procurement, and legal. I served as founder and chair of the enterprise risk management committee; a member of the executive, client service, and IT strategic committees; and a Corporate Officer of 4 legal entities. I… Show more SCOPE: Recruited from a competitor, I acted as the right hand to the CEO and a trusted advisor to the founder/executive chairman. My role included participating in strategic decisions and leading FP&A, risk management, M&A, pricing, accounting, banking/treasury, cash management, procurement, and legal. I served as founder and chair of the enterprise risk management committee; a member of the executive, client service, and IT strategic committees; and a Corporate Officer of 4 legal entities. I upgraded the bank relationship and restructured debt while cleaning up financials and controls. ORGANIZATIONAL IMPACT: • Grew the footprint and incentivized the go-to-market team to sell national deals in profitable business lines. • Improved compliance, transparency, and governance and drove results. • Shored up controls, policies, and procedures, designing and implementing a SOC 1 Type 2 audit report. • Eliminated overtime and increased team confidence in working across all levels of the business. Show less
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Gallagher Bassett
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United States
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Insurance
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700 & Above Employee
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Vice President - Finance
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Aug 2011 - Jul 2013
SCOPE: Hired by the CFO into a new position, I oversaw pricing, billing, and revenue for $440M US operations. I built FP&A and management reporting functions, recruited top talent, and directed M&A activities for finance from pro forma scenario modeling and due diligence to post-transaction integration. In addition, I led, coached, and mentored 27 professionals in the US and India. I served on the enterprise risk management and IT portfolio management committees and compiled information for SEC… Show more SCOPE: Hired by the CFO into a new position, I oversaw pricing, billing, and revenue for $440M US operations. I built FP&A and management reporting functions, recruited top talent, and directed M&A activities for finance from pro forma scenario modeling and due diligence to post-transaction integration. In addition, I led, coached, and mentored 27 professionals in the US and India. I served on the enterprise risk management and IT portfolio management committees and compiled information for SEC filings (10-K, 10-Q, and 8-K), earnings releases, and the CEO script. ORGANIZATIONAL IMPACT: • Designed a comprehensive pricing model, saving $250,000 in outsourcing costs and pricing contracts with $1M-$40M+ annual value. • Reduced the monthly close by 1 workday to WD3. Show less SCOPE: Hired by the CFO into a new position, I oversaw pricing, billing, and revenue for $440M US operations. I built FP&A and management reporting functions, recruited top talent, and directed M&A activities for finance from pro forma scenario modeling and due diligence to post-transaction integration. In addition, I led, coached, and mentored 27 professionals in the US and India. I served on the enterprise risk management and IT portfolio management committees and compiled information for SEC… Show more SCOPE: Hired by the CFO into a new position, I oversaw pricing, billing, and revenue for $440M US operations. I built FP&A and management reporting functions, recruited top talent, and directed M&A activities for finance from pro forma scenario modeling and due diligence to post-transaction integration. In addition, I led, coached, and mentored 27 professionals in the US and India. I served on the enterprise risk management and IT portfolio management committees and compiled information for SEC filings (10-K, 10-Q, and 8-K), earnings releases, and the CEO script. ORGANIZATIONAL IMPACT: • Designed a comprehensive pricing model, saving $250,000 in outsourcing costs and pricing contracts with $1M-$40M+ annual value. • Reduced the monthly close by 1 workday to WD3. Show less
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CAMBRIDGE INTEGRATED SERVICES GROUP, INC.
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United States
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Insurance
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Director, Financial Planning & Analysis
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Mar 2010 - Aug 2011
SCOPE: Reporting directly to the CFO, I led FP&A, reporting, and commercial pricing. I managed internal and group-level GAAP/IFRS reporting requirements within tight deadlines and directed the budget and forecast process, educating stakeholders on strategy and expectations to secure buy-in. My role included leading, developing, motivating, and monitoring the performance of FP&A and pricing teams in the US and India. I oversaw capital expenses and approved contracts as a member of the investment… Show more SCOPE: Reporting directly to the CFO, I led FP&A, reporting, and commercial pricing. I managed internal and group-level GAAP/IFRS reporting requirements within tight deadlines and directed the budget and forecast process, educating stakeholders on strategy and expectations to secure buy-in. My role included leading, developing, motivating, and monitoring the performance of FP&A and pricing teams in the US and India. I oversaw capital expenses and approved contracts as a member of the investment review board and contracts committee. ORGANIZATIONAL IMPACT: • Facilitated the sale to a competitor, serving as a key member of the transaction and transition teams. Show less SCOPE: Reporting directly to the CFO, I led FP&A, reporting, and commercial pricing. I managed internal and group-level GAAP/IFRS reporting requirements within tight deadlines and directed the budget and forecast process, educating stakeholders on strategy and expectations to secure buy-in. My role included leading, developing, motivating, and monitoring the performance of FP&A and pricing teams in the US and India. I oversaw capital expenses and approved contracts as a member of the investment… Show more SCOPE: Reporting directly to the CFO, I led FP&A, reporting, and commercial pricing. I managed internal and group-level GAAP/IFRS reporting requirements within tight deadlines and directed the budget and forecast process, educating stakeholders on strategy and expectations to secure buy-in. My role included leading, developing, motivating, and monitoring the performance of FP&A and pricing teams in the US and India. I oversaw capital expenses and approved contracts as a member of the investment review board and contracts committee. ORGANIZATIONAL IMPACT: • Facilitated the sale to a competitor, serving as a key member of the transaction and transition teams. Show less
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CNA Insurance
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United States
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Insurance
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700 & Above Employee
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Financial Analysis Director
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Apr 2009 - Mar 2010
SCOPE: Promoted to oversee FP&A for a $540M business unit focused on the domestic small business market, I reported on financial results and presented analysis at senior leadership meetings, provided financial analysis/support for all functions, and led/developed the FP&A team. ORGANIZATIONAL IMPACT: • Streamlined reporting, freed up analysts’ time, and ensured consistent, timely, and accurate reporting to stakeholders. SCOPE: Promoted to oversee FP&A for a $540M business unit focused on the domestic small business market, I reported on financial results and presented analysis at senior leadership meetings, provided financial analysis/support for all functions, and led/developed the FP&A team. ORGANIZATIONAL IMPACT: • Streamlined reporting, freed up analysts’ time, and ensured consistent, timely, and accurate reporting to stakeholders.
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Education
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DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance -
DePaul Driehaus College of Business
BS, Finance -
Latin School of Chicago
Community
