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Scott Williams

Interim CFO

Finance and Operations Leader

Belvedere Tiburon, California

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Scott Williams's Email Addresses & Phone Numbers

Scott Williams's Work Experience


Interim CFO

August 2012 to November 2013

Greater San Diego Area

Dresdner RCM Global Investors

Research Associate

November 1999 to September 2001

San Francisco Bay Area


Senior Director Finance and Operations

June 2016 to January 2019

San Francisco, California

Scott Williams's Education

Yale University

The University of Chicago Booth School of Business

MBA, Finance and Accounting

1997 to 1999

Yale University

BA, Economics and Political Science

1987 to 1991

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Scott Williams's Estimated Salary Range

About Scott Williams's Current Company


Peer to peer and peer to expert social media start up. I planned budgets and forecasts and helped create investor presentations and updates. I used Quickbooks and was responsible for monthly budgets, including the paying of vendors and managing cash flow as well as product strategy and positioning.

Frequently Asked Questions about Scott Williams

What company does Scott Williams work for?

Scott Williams works for Binteo

What is Scott Williams's role at Binteo?

Scott Williams is Interim CFO

What is Scott Williams's personal email address?

Scott Williams's personal email addresses are and s****[email protected] and s****[email protected]

What is Scott Williams's business email address?

Scott Williams's business email addresses are not available

What is Scott Williams's Phone Number?

Scott Williams's phone (213) ***-*163

What industry does Scott Williams work in?

Scott Williams works in the Information Technology and Services industry.

About Scott Williams

📖 Summary

Interim CFO @ Binteo Peer to peer and peer to expert social media start up. I planned budgets and forecasts and helped create investor presentations and updates. I used Quickbooks and was responsible for monthly budgets, including the paying of vendors and managing cash flow as well as product strategy and positioning. From August 2012 to November 2013 (1 year 4 months) Greater San Diego AreaResearch Associate @ Dresdner RCM Global Investors Covered business services, construction and building materials, homebuilding, containers and packaging, auto suppliers and airlines as part of the global industrial team From November 1999 to September 2001 (1 year 11 months) San Francisco Bay AreaSenior Director Finance and Operations @ Talkdesk SaaS provider in the contact as a service industry, in the Gartner Visionary magic quadrantBrought in to set up and run the FP&A organization. Implemented budgets for the first time and held cash burn to plan in the first year and thereafter. Defined KPIs for the organization internally and externally, including unit economics as well as operational metrics for each department. This includes defining ARR, bookings, and retention. Led investor presentations, Board presentations and any other ad hoc reporting needs. Helped in other areas of finance and operations as needed including implementing NetSuite globally, re-configuring SFDC data and reporting to better fit the company’s needs, and contributing to sales compensation plans as well as go to market strategies. Played an integral part in raising $100M series B round with several VCs. From June 2016 to January 2019 (2 years 8 months) San Francisco, CaliforniaIndependent Consultant - FP&A @ Vista Equity Partners Helped merge three software companies, primarily in the financial planning and analysis area, although I helped with scenario planning and merger accounting as well. The position was responsible for merging the three companies and forecasting financials for the CFO.Responsible for the planning processes to be implemented along with the new software management suite.Helped forecast and implement a cost savings plan to reduce costs by more than 25% with no material impact on the business operations.Helped put together investor and Board or Directors presentations for the CFO. From August 2013 to June 2014 (11 months) San FranciscoEquity Analyst and Sector Portfolio Manager @ TIAA-CREF Managed more than $200m covering European companies in the following industries: tobacco, business services, airlines, road and rail, logistics, marine, infrastructure, aerospace and defense and water utilities.Average excess performance three year CAGR 125bp, five year 70bp From June 2006 to February 2012 (5 years 9 months) San Francisco Bay AreaEquity Analyst and Director of Research @ Nicholas Applegate Global consumer analyst (both staples and discretionary)Managed the global research group consisting of nine analystsDeveloped the firm's proprietary DCF modelHelped with client and consultant marketing From March 2004 to June 2006 (2 years 4 months) Greater San Diego AreaInternational Equity Analyst @ Loomis, Sayles & Company Generalist analyst covering all European companies.Worked on a team of three portfolio managers and two analysts covering EAFE index.Helped with marketing and portfolio construction. From September 2001 to March 2004 (2 years 7 months) San Francisco Bay AreaVP Finance and Operations @ Talkdesk Along with normal finance functions such as planning and forecasting, implemented company wide KPIs, run deal desk globally, negotiate contracts, structure compensation packages, manage Board decks, raised over $100M in funding, and work cross functionally to drive strategic initiatives. Continue to improve infrastructure and process globally to successfully scale the organization. From January 2019 to July 2020 (1 year 7 months) San Francisco, CaliforniaSenior Director Finance @ Lanyon Lanyon is a Vista portfolio company, leading SaaS provider for the meetings, events and travel industry.Commuted to Dallas from the Bay AreaBrought in to set up and run the FP&A organization. Merged three companies and added a fourth along with implementing a new planning tool and creating KPIs. Reduced the monthly close time by 50%, improved the variance to budget and delivered on profit plan in the first year of the new entity, created investor (public and private) and Board presentations. Improved profitability of one product line by more than $1M by implementing better financial and business controls while maintaining revenue growth rates.Tasked with being a finance lead for the new technology stack implementation. Mapped out processes to understand information flow across Oracle, Salesforce and the quoting engine, allowing us to replace CRM and ERP systems successfully. Lead data clean up and analysis, finance lead for activation process and SKU information.Moved into leading the renewals function to reduce overdue renewals and improve win rates. Improved renewal rate from 55% to 95% in six months and reduced overdue renewals 60%, improving revenue, cashflow and forecasting. Negotiated and closed $1M+ multi-year deals, participate in weekly deal desk meetings, work with legal, sales, PS, support, data and product to ensure better financial and business terms, better close timing and improved win rates as well as clearer bookings information. Act as the cross functional liaison to drive the renewal process and manage each large customer. From June 2014 to June 2016 (2 years 1 month) Dallas, TX

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In a nutshell

Scott Williams's Personality Type

Introversion (I), Intuition (N), Thinking (T), Judging (J)

Average Tenure

2 year(s), 4 month(s)

Scott Williams's Willingness to Change Jobs



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