Holding Companies
Professional Services
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Dave

Commercial, Finance & Ops Exec - Growth Enabler and Team Builder

About Me

Global finance and operations executive focused on revenue quality and profitable growth. Leads pricing strategy, enterprise deal negotiation, and contracting across complex client portfolios. Builds governance and operating cadence that protects margin, improves forecast accuracy and enables client contract compliance. Core strengths: • Pricing and profitability strategy across multi-market portfolios • Deal structuring, negotiation, and contracting with legal and delivery teams • Commercial governance, compliance, and audit-ready controls • Planning, forecasting, KPIs, and executive reporting cadence • Building and leading high-performing teams in matrixed environments Known for clarity in ambiguity, fast alignment across stakeholders, and consistent execution.

Jurisdiction

United States

Notable Employer

  • Global CFO- Merkle B2B at dentsu
  • Global Group CFO - dentsu Network Agencies at dentsu
  • Senior Vice President, Director of Finance & Operations / Regional CFO at RAPP / Omnicom
  • Vice President, Director of Finance at Digitas / Publicis

Experience

Seniority LevelC-Suite
Years of Experience20+ years
Current StatusActive
EVP, Americas Commercial Lead - Existing Integrated Clientsdentsu
2021 - Present

- Develop and lead a team of Commercial professionals to advance dentsu's vision, nurturing and expanding our top 25 global and regional clients with a portfolio exceeding $7 billion in billings and $700 million in agency fees, enhancing their engagement across all dentsu service offerings - Successfully managed the implementation and subsequent quarterly delivery of four complex projects, both successively and concurrently, ensuring timely and effective execution within multidisciplinary teams - Lead the client-focused onshore and offshore FP&A and reporting team, providing integrated client teams and executive leadership with comprehensive insights and analysis on global and regional client growth, profitability projections (revenue through direct expenses), and actual performance metrics (KPIs) - Designed and implemented standardized annual and quarterly budgeting, forecasting, and measurement processes for global and regional consolidation - Direct the Americas Client Contract Compliance and Audit function, ensuring client teams understand and adhere to contractual obligations and commitments - Oversee the development of business feasibility cases and the design of commercial framework models tailored for innovative cross-agency and cross-discipline solutions and product introductions - Lead the Americas Commercial Center of Excellence, having launched a SharePoint portal that offers guidance, contacts, benchmarks, and document templates to standardize business approaches and propagate commercial know-how across the enterprise

Global CFO- Merkle B2BNotabledentsu
2017 - 2021

- Led and completed the successful integration of the global, full-service acquisition into the dentsu regional structure/model as evidenced by an internal audit without critical or high-rated findings after the first year - Transitioned an independent, five P/L model, US region into a singular, one agency P/L model with shared talent across the region - Facilitated the financial integration of the B2B International US agency into gyro US - Successfully evolved gyro US from a breakeven business to one better than 20% operating margin over two years while aptly supporting all global and new business initiatives - Reporting into the holding company Americas CFO and the agency global CEO, operate effectively within a matrix organization - Engage as a strategic partner within the executive leadership team to ensure business priorities were at the forefront of decision making - Leadership presence that encourages and elicits respect, credibility, and loyalty without having to rely on formal lines of authority

Global Group CFO - dentsu Network AgenciesNotabledentsu
2013 - 2016

- Led the successful merger integration of five dentsu agencies (media, creative and technology) into the new Dentsu Aegis organization - Pre-Dentsu Aegis Network formation, had financial oversight and roll-up responsibilities for the Dentsu Network Agencies consisting of 360i (US, UK, Canada, Brazil), Firstborn (US), ATTIK (US), DentsuBOS (Canada) and Steak (US, UK, and Australia) - Post-regional structure, portfolio lead accountable for full financial oversight of three business units (BUs) with $750 MM in billings / $200 MM in revenues / Team of 50 (16 Finance) - Successfully delivered on budget targets resulting in discretionary bonuses being paid in every year - Accountable for leading the delivery on cash management and working capital targets - Responsibilities included all financial areas including Client Finance, FP&A, Reporting, Accounting, Accounts Payables, Audit, Treasury and Tax - 360i and Firstborn reports also included 360i Broadcast Production and Legal teams as well as shared services teams, Procurement, Information Technology, Office Services, and Facilities - Implemented the Client Finance discipline within 360i to create and foster strategic and operational finance support for the client teams - Created and directed trainings for the Client Finance team on estimate and scope of work review, including legal terminology and watch outs - Led both internal and external client discussions on contract negotiations, pricing, and financial management - Defined and implemented proper controls that successfully complied with both internal and external audits

Senior Vice President, Director of Finance & Operations / Regional CFONotableRAPP / Omnicom
2010 - 2013

- Directed and mentored the Finance, Project Management, (Print, Digital and Broadcast) Production, Technology, Agency Operations, Talent Operations, Recruiting, Human Resources, Information Technology and Facilities teams - Partnered with the Managing Director to deliver on the office revenue and margin targets through development and management of client team targets and office budgets - Led global and cross-agency Client Finance relationships for Humana and Novartis ensuring compliance with contract terms and operations workflow - Fostered and maintained strong client and vendor relationships at various levels and touch points - Ensured accuracy and reliability of agency, holding company and client financial performance and reporting - Directed the creation, training and implementation of standardized system reports to be used for financial, client & project management, including reconciliations, utilization, actual hours, work-in-progress, burn, unbilled and pre-billed reports - Guided the creation, implementation and training of a monthly forecast and month-end percent complete process, including standardized, auditable spreadsheets and reports for accurate forecasting and revenue recognition - Created an agency Resource Management (Staffing) function to monitor and optimize talent utilization - Led the reevaluation and restructure of the agency job title structure to better align with industry norms

Vice President, Director of FinanceNotableDigitas / Publicis
2007 - 2010

- Oversaw financial management, including revenue recognition, investment planning, work-in-progress, invoicing, and accounts receivables, for the NY region, consisting of over $190 MM in fee revenues, three offices, 700 employees, and a Finance team of 16 - Served as Delta and Samsung Global Client Finance Lead, responsible for reviewing and approving scopes of work, including pricing, and consolidated client reporting - Participated as cross-agencies Kraft and Mars Client Finance Lead, facilitating compliance with pricing agreements and consolidated reporting - Partnered with the global regions, monthly, to receive, consolidate and publish Key Client updates, new business wins and region highlights, related to the local economy, business, and people - Led the negotiation and approval of service agreements, statements of work and other contracts, including engagement structures and pricing - Directed comprehensive global financial outlooks and forecasts including revenue, cash and working capital - Accountable for team compliance with financial accounting standards and controls, subject to periodic external and internal audits - Directed, reviewed, and approved the compilation and reporting of financial information results, including financial and performance metrics, in accordance with business and holding company’s requirements - Delivered on region revenue and margin targets through revenue and expense management

Managing Partner, Finance & OperationsLinguas
2002 - 2007

- Supervised all accounting functions including reporting, accounts receivables, accounts payable, collections, payroll, and tax per regulatory requirements (GAAP México) - Managed financial and tax books to accurately determine monthly provisional value-added and income tax payments - Defined, established, and implemented a control system which allows for both internal and external auditing - Developed, directed, and monitored the implementation and realization of the business, operations and finance strategies which resulted in revenue growth of 120% in the first year and sustained revenue growth of 20-25% in each subsequent year and the growth of student enrollment from 40 to over 200 in four years - Conduct market, planning and profitability analyses and derive relevant models and forecasts to support operations and growth - Established income, expense, and capital expense budgets for all areas of the business - Managed staffing requirements and expenses to maximize growth and profit margins, while diversifying revenue streams and increasing utilization through implementation of a foreign study program and translation services which resulted in an improvement of gross margin from 35% to over 50% - Oversaw human resources, legal and information technology functions - Developed and maintained organizational culture, values and reputation with all staff and clients leading to improved employee and customer retention and satisfaction

Education

Masters of MBAUniversity of Nebraska - Omaha
Present
Degree of Chemical EngineeringIllinois Institute of Technology
Present
Degree of Psychology with minors in Math, Spanish, and BusinessUniversity of Nebraska - Lincoln
Present

Skills

Core skills10
Languages2

Skills

Financial & P/L Leadership
Corporate Strategy
Contract Negotiation
M&A Integration
Operational Transformation
Team Development
Budgeting & Forecasting
Pricing Models & Profitability
Governance & Compliance
Cross-functional Leadership

Languages

English
Spanish

Services