Ray Nunez
Chief Financial Officer at The Trium Group- Claim this Profile
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Bio
Michael Flanagan
Ray is a great leader and is highly valued. He revamped the accounting department and provided a clear vision of what we needed and successfully executed on it.
Carol Dunnigan
Throughout my HR career I have had the pleasure of working with fantastic partners in finance. But Ray truly stands out. He joined Revionics and quickly assimilated into the business by seeking to understand not only the financial aspects, but truly the business, customer and employee challenges. He also did an exceptional job of managing his own finance team. He spent time coaching, developing and engaging a team that often spent more time giving to all others than themselves. Ray assisted me, as the HR leader at Revionics, in driving decisions that were true to our culture and enabled & empowered our leaders with helpful and thorough information to make the best decisions for the business. He is missed greatly on the team and I would highly recommend him as one of the best Finance leaders I have worked with.
Michael Flanagan
Ray is a great leader and is highly valued. He revamped the accounting department and provided a clear vision of what we needed and successfully executed on it.
Carol Dunnigan
Throughout my HR career I have had the pleasure of working with fantastic partners in finance. But Ray truly stands out. He joined Revionics and quickly assimilated into the business by seeking to understand not only the financial aspects, but truly the business, customer and employee challenges. He also did an exceptional job of managing his own finance team. He spent time coaching, developing and engaging a team that often spent more time giving to all others than themselves. Ray assisted me, as the HR leader at Revionics, in driving decisions that were true to our culture and enabled & empowered our leaders with helpful and thorough information to make the best decisions for the business. He is missed greatly on the team and I would highly recommend him as one of the best Finance leaders I have worked with.
Michael Flanagan
Ray is a great leader and is highly valued. He revamped the accounting department and provided a clear vision of what we needed and successfully executed on it.
Carol Dunnigan
Throughout my HR career I have had the pleasure of working with fantastic partners in finance. But Ray truly stands out. He joined Revionics and quickly assimilated into the business by seeking to understand not only the financial aspects, but truly the business, customer and employee challenges. He also did an exceptional job of managing his own finance team. He spent time coaching, developing and engaging a team that often spent more time giving to all others than themselves. Ray assisted me, as the HR leader at Revionics, in driving decisions that were true to our culture and enabled & empowered our leaders with helpful and thorough information to make the best decisions for the business. He is missed greatly on the team and I would highly recommend him as one of the best Finance leaders I have worked with.
Michael Flanagan
Ray is a great leader and is highly valued. He revamped the accounting department and provided a clear vision of what we needed and successfully executed on it.
Carol Dunnigan
Throughout my HR career I have had the pleasure of working with fantastic partners in finance. But Ray truly stands out. He joined Revionics and quickly assimilated into the business by seeking to understand not only the financial aspects, but truly the business, customer and employee challenges. He also did an exceptional job of managing his own finance team. He spent time coaching, developing and engaging a team that often spent more time giving to all others than themselves. Ray assisted me, as the HR leader at Revionics, in driving decisions that were true to our culture and enabled & empowered our leaders with helpful and thorough information to make the best decisions for the business. He is missed greatly on the team and I would highly recommend him as one of the best Finance leaders I have worked with.
Credentials
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Certified Public Accountant (CPA - Active)
California Board of Accountancy -
Chartered Global Management Accountant (CGMA)
AICPA
Experience
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The Trium Group
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United States
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Business Consulting and Services
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1 - 100 Employee
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Chief Financial Officer
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Oct 2021 - Present
The Trium Group is in the business of helping organizations achieve breakthrough performance. We help our clients solve complex strategic, leadership, operational, and cultural challenges to radically improve their ability to execute and deliver unprecedented results. For over 22 years we have helped companies like Disney, instacart, LinkedIn, and robinhood unlock potential - in people, teams, systems, and organizations. Contact us to learn how our mission - Changing The World By… Show more The Trium Group is in the business of helping organizations achieve breakthrough performance. We help our clients solve complex strategic, leadership, operational, and cultural challenges to radically improve their ability to execute and deliver unprecedented results. For over 22 years we have helped companies like Disney, instacart, LinkedIn, and robinhood unlock potential - in people, teams, systems, and organizations. Contact us to learn how our mission - Changing The World By Changing The Way Business Leaders Think - can transform your organization. Show less The Trium Group is in the business of helping organizations achieve breakthrough performance. We help our clients solve complex strategic, leadership, operational, and cultural challenges to radically improve their ability to execute and deliver unprecedented results. For over 22 years we have helped companies like Disney, instacart, LinkedIn, and robinhood unlock potential - in people, teams, systems, and organizations. Contact us to learn how our mission - Changing The World By… Show more The Trium Group is in the business of helping organizations achieve breakthrough performance. We help our clients solve complex strategic, leadership, operational, and cultural challenges to radically improve their ability to execute and deliver unprecedented results. For over 22 years we have helped companies like Disney, instacart, LinkedIn, and robinhood unlock potential - in people, teams, systems, and organizations. Contact us to learn how our mission - Changing The World By Changing The Way Business Leaders Think - can transform your organization. Show less
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Purple Communications, Inc
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United States
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Telecommunications
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400 - 500 Employee
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Vice President of Finance
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2018 - Oct 2021
Purple Communications believes that every conversation matters. Every day we bridge two worlds, with innovative, accessible communication solutions, creating more opportunities in our deaf and hard of hearing community. Key private equity and debt investors include Kinderhook Industries, LLC ($3.0 billion of committed capital), Goldman Sachs, and White Oak Global Advisors. Company moved to Austin, TX in December 2020. • Championed business process outsourcing that implemented new accounting… Show more Purple Communications believes that every conversation matters. Every day we bridge two worlds, with innovative, accessible communication solutions, creating more opportunities in our deaf and hard of hearing community. Key private equity and debt investors include Kinderhook Industries, LLC ($3.0 billion of committed capital), Goldman Sachs, and White Oak Global Advisors. Company moved to Austin, TX in December 2020. • Championed business process outsourcing that implemented new accounting systems and processes in 60 days. Resulting in 20% costs savings and better business analytics for senior leadership. • Led 16 person team responsible for accounting, financial planning, forecasting, investor reporting, business controls, and facilities. Show less Purple Communications believes that every conversation matters. Every day we bridge two worlds, with innovative, accessible communication solutions, creating more opportunities in our deaf and hard of hearing community. Key private equity and debt investors include Kinderhook Industries, LLC ($3.0 billion of committed capital), Goldman Sachs, and White Oak Global Advisors. Company moved to Austin, TX in December 2020. • Championed business process outsourcing that implemented new accounting… Show more Purple Communications believes that every conversation matters. Every day we bridge two worlds, with innovative, accessible communication solutions, creating more opportunities in our deaf and hard of hearing community. Key private equity and debt investors include Kinderhook Industries, LLC ($3.0 billion of committed capital), Goldman Sachs, and White Oak Global Advisors. Company moved to Austin, TX in December 2020. • Championed business process outsourcing that implemented new accounting systems and processes in 60 days. Resulting in 20% costs savings and better business analytics for senior leadership. • Led 16 person team responsible for accounting, financial planning, forecasting, investor reporting, business controls, and facilities. Show less
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Revionics, an Aptos Company
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United States
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Software Development
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1 - 100 Employee
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Vice President of Finance
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2015 - 2017
Revionics is a proven SaaS leader in End-to-End Merchandise Optimization solutions with over 62,000 retail locations around the world optimized with Revionics. Key investors included Goldman Sachs, Sierra Ventures, and Motorola Solutions Venture Capital. Deloitte Technology Fast 500 company. Company sold to Aptos. • Directed financial reporting, budgeting, monthly forecasting, and board governance. • Accelerated company growth by implementing new NetSuite financial ERP… Show more Revionics is a proven SaaS leader in End-to-End Merchandise Optimization solutions with over 62,000 retail locations around the world optimized with Revionics. Key investors included Goldman Sachs, Sierra Ventures, and Motorola Solutions Venture Capital. Deloitte Technology Fast 500 company. Company sold to Aptos. • Directed financial reporting, budgeting, monthly forecasting, and board governance. • Accelerated company growth by implementing new NetSuite financial ERP system. • Integrated foreign acquisition, researched and implemented international tax strategies. • Doubled working capital financing. • Completed Quality of Earnings (QOE) study and sell-side marketing to support M&A plans. • Implemented ASC 606 software revenue recognition and completed 409A valuation. Show less Revionics is a proven SaaS leader in End-to-End Merchandise Optimization solutions with over 62,000 retail locations around the world optimized with Revionics. Key investors included Goldman Sachs, Sierra Ventures, and Motorola Solutions Venture Capital. Deloitte Technology Fast 500 company. Company sold to Aptos. • Directed financial reporting, budgeting, monthly forecasting, and board governance. • Accelerated company growth by implementing new NetSuite financial ERP… Show more Revionics is a proven SaaS leader in End-to-End Merchandise Optimization solutions with over 62,000 retail locations around the world optimized with Revionics. Key investors included Goldman Sachs, Sierra Ventures, and Motorola Solutions Venture Capital. Deloitte Technology Fast 500 company. Company sold to Aptos. • Directed financial reporting, budgeting, monthly forecasting, and board governance. • Accelerated company growth by implementing new NetSuite financial ERP system. • Integrated foreign acquisition, researched and implemented international tax strategies. • Doubled working capital financing. • Completed Quality of Earnings (QOE) study and sell-side marketing to support M&A plans. • Implemented ASC 606 software revenue recognition and completed 409A valuation. Show less
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Apercen Partners LLC
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United States
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Accounting
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200 - 300 Employee
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Chief Operating Officer
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2012 - 2015
Apercen is a tax consulting firm offering ultra high net-worth individual clients a full spectrum of income and multi-generational tax planning and compliance services. Firm specializes in billion dollar wealth created from venture funds, hedge funds, private equity, entrepreneurs, and corporate executives. • Worked with Managing Partner to develop and execute growth strategies that tripled the size of the firm. • Recruited top-tier talent, established key processes, hired excellent… Show more Apercen is a tax consulting firm offering ultra high net-worth individual clients a full spectrum of income and multi-generational tax planning and compliance services. Firm specializes in billion dollar wealth created from venture funds, hedge funds, private equity, entrepreneurs, and corporate executives. • Worked with Managing Partner to develop and execute growth strategies that tripled the size of the firm. • Recruited top-tier talent, established key processes, hired excellent administrative department leaders, and created key financial metrics. Show less Apercen is a tax consulting firm offering ultra high net-worth individual clients a full spectrum of income and multi-generational tax planning and compliance services. Firm specializes in billion dollar wealth created from venture funds, hedge funds, private equity, entrepreneurs, and corporate executives. • Worked with Managing Partner to develop and execute growth strategies that tripled the size of the firm. • Recruited top-tier talent, established key processes, hired excellent… Show more Apercen is a tax consulting firm offering ultra high net-worth individual clients a full spectrum of income and multi-generational tax planning and compliance services. Firm specializes in billion dollar wealth created from venture funds, hedge funds, private equity, entrepreneurs, and corporate executives. • Worked with Managing Partner to develop and execute growth strategies that tripled the size of the firm. • Recruited top-tier talent, established key processes, hired excellent administrative department leaders, and created key financial metrics. Show less
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SynapSense Corporation
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Folsom, CA
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Chief Financial Officer
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2010 - 2012
CFO for venture-backed company that provided complete wireless instrumentation solutions that offered energy efficiency and carbon footprint reduction for the world’s leading data centers and enterprises. Key venture and strategic investors included: Emerald Technology Ventures, Nth Power, Crosslink Capital, DFJ Frontier, Sequoia Capital, Bosch, and GE Energy. Company purchased by Panduit. • Raised $16M in Series C equity and significantly increased working capital line of credit.… Show more CFO for venture-backed company that provided complete wireless instrumentation solutions that offered energy efficiency and carbon footprint reduction for the world’s leading data centers and enterprises. Key venture and strategic investors included: Emerald Technology Ventures, Nth Power, Crosslink Capital, DFJ Frontier, Sequoia Capital, Bosch, and GE Energy. Company purchased by Panduit. • Raised $16M in Series C equity and significantly increased working capital line of credit. • Guided company through rapid growth, built key company processes, and created international accounting policies. • Prepared board packages and strategic planning updates for board members. Show less CFO for venture-backed company that provided complete wireless instrumentation solutions that offered energy efficiency and carbon footprint reduction for the world’s leading data centers and enterprises. Key venture and strategic investors included: Emerald Technology Ventures, Nth Power, Crosslink Capital, DFJ Frontier, Sequoia Capital, Bosch, and GE Energy. Company purchased by Panduit. • Raised $16M in Series C equity and significantly increased working capital line of credit.… Show more CFO for venture-backed company that provided complete wireless instrumentation solutions that offered energy efficiency and carbon footprint reduction for the world’s leading data centers and enterprises. Key venture and strategic investors included: Emerald Technology Ventures, Nth Power, Crosslink Capital, DFJ Frontier, Sequoia Capital, Bosch, and GE Energy. Company purchased by Panduit. • Raised $16M in Series C equity and significantly increased working capital line of credit. • Guided company through rapid growth, built key company processes, and created international accounting policies. • Prepared board packages and strategic planning updates for board members. Show less
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American River Ventures
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Venture Capital and Private Equity Principals
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1 - 100 Employee
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Chief Financial Officer
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2007 - 2010
CFO of $100 million early-stage venture capital fund specializing in companies that provided a platform for a sustainable future through energy efficiency, energy intelligence, and advance materials. Firm closed. • Prepared portfolio company investment financial due diligence, ownership and exit modeling, and quarterly valuations. • Executed 40+ transactions totaling $16M of corporate equity and debt financings. CFO of $100 million early-stage venture capital fund specializing in companies that provided a platform for a sustainable future through energy efficiency, energy intelligence, and advance materials. Firm closed. • Prepared portfolio company investment financial due diligence, ownership and exit modeling, and quarterly valuations. • Executed 40+ transactions totaling $16M of corporate equity and debt financings.
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McDonough Holland & Allen PC
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United States
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Law Practice
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1 - 100 Employee
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Director of Finance
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2005 - 2007
CFO-equivalent role leading all accounting and finance activities for second-largest law firm in Sacramento with 100+ attorneys. CFO-equivalent role leading all accounting and finance activities for second-largest law firm in Sacramento with 100+ attorneys.
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HP
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United States
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IT Services and IT Consulting
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700 & Above Employee
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Marketing and Business Development Manager
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2002 - 2005
Provided strategic planning, researched customer needs, and collected competitive research to drive OpenView Americas’ software services $120 million product line. • Received High Achiever award for outstanding performance (top 2% of 400-person division). Provided strategic planning, researched customer needs, and collected competitive research to drive OpenView Americas’ software services $120 million product line. • Received High Achiever award for outstanding performance (top 2% of 400-person division).
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HP
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United States
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IT Services and IT Consulting
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700 & Above Employee
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Finance Manager
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1989 - 2001
Managed financial reporting and warranty costs for international supply chain with annual shipments of $240 million. • Supervised 8 senior financial analysts who drove working capital improvements and product cost improvements through service level agreements, benchmarking, and monthly metrics. Managed financial reporting, general accounting, cost accounting, ERP systems reengineering, and internal controls for HP’s after-market reverse logistics organization. Total annual shipments… Show more Managed financial reporting and warranty costs for international supply chain with annual shipments of $240 million. • Supervised 8 senior financial analysts who drove working capital improvements and product cost improvements through service level agreements, benchmarking, and monthly metrics. Managed financial reporting, general accounting, cost accounting, ERP systems reengineering, and internal controls for HP’s after-market reverse logistics organization. Total annual shipments of $750 million and inventory of $250 million. • Managed accounting department of 25 professionals. • Accomplished strong results for the most complex accounting operation in the company. • Demonstrated excellent project management skills in successfully implementing several key IT / Accounting system changes. • Established strong business controls in a highly complex, dynamic operation, resulting in zero internal audit gap findings – the first time ever for this unit. Show less Managed financial reporting and warranty costs for international supply chain with annual shipments of $240 million. • Supervised 8 senior financial analysts who drove working capital improvements and product cost improvements through service level agreements, benchmarking, and monthly metrics. Managed financial reporting, general accounting, cost accounting, ERP systems reengineering, and internal controls for HP’s after-market reverse logistics organization. Total annual shipments… Show more Managed financial reporting and warranty costs for international supply chain with annual shipments of $240 million. • Supervised 8 senior financial analysts who drove working capital improvements and product cost improvements through service level agreements, benchmarking, and monthly metrics. Managed financial reporting, general accounting, cost accounting, ERP systems reengineering, and internal controls for HP’s after-market reverse logistics organization. Total annual shipments of $750 million and inventory of $250 million. • Managed accounting department of 25 professionals. • Accomplished strong results for the most complex accounting operation in the company. • Demonstrated excellent project management skills in successfully implementing several key IT / Accounting system changes. • Established strong business controls in a highly complex, dynamic operation, resulting in zero internal audit gap findings – the first time ever for this unit. Show less
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Deloitte
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Business Consulting and Services
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700 & Above Employee
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Senior and Staff Accountant
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1983 - 1987
Planned and executed high-tech audit engagements for Silicon Valley startups and middle market international manufacturing companies. Completed IPO, 10-K, and 10-Q SEC filings for publicly traded clients. Planned and executed high-tech audit engagements for Silicon Valley startups and middle market international manufacturing companies. Completed IPO, 10-K, and 10-Q SEC filings for publicly traded clients.
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Education
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UCLA Anderson School of Management
Master of Business Administration - MBA, Finance -
Santa Clara University
Bachelor of Science in Commerce - BSC, Accounting
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