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Selected engagements and roles from our founder’s career, from a first finance hire to an acquisition by Oracle. Every result below comes from hands-on work in the CFO, Controller or FP&A seat.
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As the first finance hire, built and led finance, accounting, FP&A, procurement, tax, equity administration and investor relations. Prepared diligence materials for Series C and D raises, implemented Workday Adaptive Insights and Zip procurement workflows, introduced an RSU program and managed tender offers for employee liquidity.
Managed billing, collections and the month-end close during a full-time Controller search. Implemented Orb, an AI-first billing platform, streamlined collections and built AI finance applications for billing and revenue FP&A with AI-generated billing alerts.
Joined as interim CFO, then Corporate Controller and Head of FP&A. Rebuilt the close and board reporting, brought financial models in-house that were previously outsourced to an investment bank, and supported diligence on a secondary financing.
Led finance and accounting due diligence for the acquisition by Oracle and the post-close integration. Took the company through its first financial statement audit and adoption of ASC 606 while revenue grew 50% year over year.
Built the operating model behind a $100M annual budget and two-year pre-IPO plan. A professional services model with what-if scenarios became the basis for turning recurring quarterly losses into profit. Led diligence on a $115M Series F at a $1.1B pre-money valuation.
Built three AI-enabled finance applications on the company’s QuickBooks Online data: a billing and collections app, a financial reporting and forecasting app, and a KPI and metrics dashboard, refreshed with a monthly import of the accounting reports.
Deployed the full AI Finance Suite on NetSuite data: a collections command centre with customer-level cash forecasting, driver-based FP&A with lender and covenant reporting, a month-end close cockpit and a weekly AP payment run with a 13-week cash forecast.
Results reflect roles held by our founder, Christopher Lazarte, CPA, CA. Client names are shown only where they appear in his public professional history.
Our team has led and supported finance at
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