Life is short. Work somewhere awesome.
New data. New metrics. New technologies. From big data to the subscription economy and cloud computing, modern business is undergoing its most fundamental transformation ever. Today, it takes a tech-savvy operations and finance leader -- someone who understands and embraces the promise and power of technology -- to navigate this exciting, uncertain future. One who can apply technology and radically redesign core business processes to achieve results.
As private equity portfolio company CEO/CFO:
- Provided executive leadership to four recurring revenue (SAAS) businesses
- Experienced with 20+ years in Healthcare, Ed Tech, Telecommunications, and Hospitality
- Raised $15+ million in equity financing
- Secured a $6 million venture loan facility, restructuring $1.5 million of existing debt financing
- Recruited 60+ resources in Sales, Marketing, R&D and Finance to execute global turnaround
- Introduced performance based culture, improving employee engagement scores by 45%+
- Rolled out Zendesk customer service software and consistently delivered 97%+ satisfaction scores
- Established agile software/product development process, with 85% on-time product release dates
- Implemented Salesforce (3x times), grew target market revenue 50%+ over previous results
- Built pipeline forecast/review process from scratch, increased sales productivity by 300%+
As senior financial executive for global private and public companies:
- Built Excel based pricing models, driving profit maximization, increasing margins by 20+ points
- Developed and owned long-term (3yr, 5yr) strategic financial/operational plans
- Led financial strategic cost reduction programs, producing sustainable 20% to 40% y-o-y savings
- Quarterbacked domestic & international ERP project teams (NetSuite, Oracle, PeopleSoft, Infor)
- Managed multiple due diligence efforts in support of acquisitions
Managing Partner @ Small and midsized business consultant focusing on planning and strategy, business model design and development, financial forecasting and startup CEO/CFO work. Recognized for helping startup organizations analyze/build their business processes and advising on ways to improve efficiency to solve their business problems by utilizing or integrating software solutions including Salesforce CRM, Zendesk, BambooHR, NetSuite, QuickBooks, Concur Expense, and Oracle HFM. From January 2015 to Present (10 months) Mclean, VirginiaChief Executive Officer @ Recruited key company resources in Sales, Marketing, R&D and Finance to bring about global change. Put in place a performance based culture by introducing web-based appraisal system for annual and quarterly goal setting. Established simple, collaborative agile software/product development review process resulting in the release of an industry leading location business intelligence solution. Re-designed Salesforce web application and built weekly/quarterly pipeline forecast/review process from scratch, delivering results within +/- 5% of actual. Rolled out Zendesk, the #1 cloud-based customer service software and consistently delivered 97%+ customer satisfaction scores. Achieved y-o-y growth of more than 60% in RTLS (location services) received orders and implemented cost reductions that achieved 42% y-o-y savings, resulting in a business that is net operating profitable. From May 2012 to August 2014 (2 years 4 months) Reston, VAChief Financial Officer @ Established processes to present and report accurate and timely historical financial information to every stakeholder in the company – including shareholders, analysts, creditors, employees and other members of management – enabling fact based decisions. Provided support to the Board with decisions on how to invest the company's money, taking into consideration risk and liquidity. Oversaw the capital structure of the company, and worked with the VC to determine the best mix of debt, equity and internal financing. Played an integral part of the company's financial future, by identifying areas performing below expectations, and pinpointing which products make the most profit. From January 2011 to June 2012 (1 year 6 months) Vice President of Finance & Operations @ Worked with Executive management team to determine business valuation, recommended strategies and shorter-term plans to maximize cash, ultimately supporting the successful sale of company. Built comprehensive pricing models that drove profit maximization and provided counsel on sales contract obligations. From January 2010 to December 2010 (1 year) Vice President of Financial Planning & Analysis @ Provided leadership to the entire finance reporting function as well as day-to-day management of company’s financial analysis division. Recruited, developed and managed a team of finance professionals, managers and support staff. From June 2005 to September 2008 (3 years 4 months) Director of Finance Projects & Information Systems @ Designed executive and management reporting systems and tailored financial and operating reporting systems to meet requirements of 300+ business units. Managed and developed staff. From October 2002 to June 2005 (2 years 9 months) Manager of Finance Projects & Information Systems @ Directed the implementation of new financial systems and enhancements to existing systems. Created project plans, monitored progress, and communicated project status to company executives. From July 2000 to September 2002 (2 years 3 months) Manager of Finance & Accounting @ International Financial Projects Manager (1997 –2000)
Managed implementation of SunSystems general ledger application to select International properties.
Business Process Manager (1996 –1997)
Collaborated with team to define Marriott Full Service division’s accounting policies, procedures, and system configurations required to implement PeopleSoft’s financial applications.
Assistant Controller (1993 –1996)
Performed monthly period-end close, audited profit and loss variances, and reconciled all asset and liability accounts.
Accounting Office Manager (1992 –1993)
Supervised accounting office and streamlined the accounts receivable process.
Revenue Auditor/Accounts Payable (1990 –1992)
Balanced daily general journal and reconciled clearing accounts. From July 1990 to June 2000 (10 years)
BS, Finance - No school loans here! Paid 100% of tuition working full-time! @ University of Massachusetts at Lowell From 1984 to 1989 Mark Norris is skilled in: Start-ups, Forecasting, Business Intelligence, Leadership, Financial Analysis, Process Improvement, Strategic Planning, Business Strategy, Executive Management, Mergers & Acquisitions, Strategic Partnerships, SaaS, Project Management, Salesforce.com, Sales, Product Management