Summary
Overview
Work History
Education
Skills
Affiliations
References
Timeline
Generic

Andrea K Tiffany

Graham,NC

Summary

Dynamic finance leader with over 20 years of experience at IBM and Cloud Software Group, specializing in mergers and acquisitions and strategic planning. Recognized for developing innovative financial models that drive operational efficiency and enhance decision-making processes. Expertise in managing diverse teams in fast-paced environments while prioritizing employee development. Committed to leveraging leadership skills to foster growth and innovation within organizations.

Overview

17
17
years of professional experience

Work History

Senior Director of Finance – ShareFile

Cloud Software Group (Previously Citrix Systems)
Raleigh, NC
03.2022 - 01.2025

Strategically facilitated ShareFile's spin-off to Progress Software.

  • Secured approval from PE investors by establishing ShareFile's unique value proposition.
  • Established a comprehensive P&L framework while leveraging the scale of the parent company for matrix functions.
  • Developed high-performing key staff to execute separation.
  • Partnered with investment bankers, auditors, and potential buyers to manage every phase of the sale.

Senior Director Finance – Product

Cloud Software Group (Previously Citrix Systems)
Raleigh, NC
08.2020 - 03.2022

Enhanced analytics to improve data-driven decision making.

  • Directed Citrix product and engineering finance planning, catering to various internal customers across key functions.
  • Supported strategic decisions with comprehensive financial analysis for potential M&A deals, partnerships, and product launches.
  • Formulated and managed a detailed financial plan addressing product interdependencies during cloud transition.
  • Provided mentorship to enhance skillsets of financial analysts.

Program Director – Finance Mergers & Acquisitions

IBM
RTP, NC
06.2019 - 08.2020

Oversaw the entire process of mergers and acquisitions, starting from financial analysis to integration.

  • Directed financial due diligence to assess potential acquisitions and investments for alignment with organizational strategic goals.
  • Directed finance integration for new acquisitions into IBM, enhancing dialogue with acquired executives and IBM leadership. Most notably, Red Hat.
  • Directed intercompany reporting for the Red Hat acquisition, managing annual activity of approximately $163M in support of SEC filings.

Software Group Business Development - Finance

IBM
RTP, NC
03.2017 - 06.2019

Developed financial models for evaluating acquisitions and divestitures.

  • Managed acquisitions, divestitures, and investments for IBM Business Units and Corporate Headquarters to meet strategic goals.
  • Specialized in financial analysis of business proposals, supporting buy-and-sell decisions for companies or their assets.
  • Developed detailed acquisition and divestiture business cases with cash flow analysis and payback calculations.
  • Participated in various divestiture processes, including a notable transaction with HCL.
  • Collaborated on creating a model that streamlined acquisition assessments.

Finance Transformation Project Leader - Finance

IBM
RTP, NC
01.2016 - 03.2017

Increased operational efficiency within finance through agile methodologies.

  • Optimized finance operations to address evolving business demands, utilizing diagnostics and industry expertise.
  • Developed project management strategies for optimized operations.
  • Implemented extensive expansion of SaaS dashboard to include a wider array of products and critical metrics.
  • Transformed static PowerPoint presentations into dynamic, interactive dashboards.

CFO, Cloud Data Services

IBM
RTP, NC
02.2015 - 01.2016

Oversaw investments, synergies, and control measures for acquired IBM segment.

  • Directed Finance operations for IBM's Analytics Cloud Data Services, a post-acquisition unit with $25M revenue.
  • Worked with Sales, Development, and General Management to establish key metrics for cloud pricing.
  • Resolved business control issues in hiring and purchasing.
  • Functioned as Integration CFO for the Compose acquisition, creating 'build vs buy' business cases for the deal committee. Secured full budget approval.
  • Oversaw the restructuring of IBM-developed XaaS products.

CFO, Databases & Data Warehousing

IBM
RTP, NC
11.2013 - 02.2015

Oversaw a $3B portfolio and acquired investments.

  • Led financial operations for IBM's $3B Databases & Data Warehousing segment to ensure effective portfolio management.
  • Oversaw acquisition and divestiture finance, handling due diligence and business case development.
  • Authorized financial documentation for new products, updates, and retirements.
  • Directed and guided a team of seven senior-level analysts for optimal performance.
  • Managed Netezza Appliance, transitioning team from build-to-plan to real-time build-to-fossil model, resulting in significant savings.
  • Led team of three to manage finance for Now Factory acquisition in Ireland.
  • Streamlined system incorporation of new XaaS module post-Cloudant acquisition.

Finance Portfolio Manager, Information Management

IBM
RTP, NC
11.2011 - 11.2013

Managed finance portfolio for $5 billion business and developed innovative dashboard.

  • Directed financial strategy and reporting for a $5B product portfolio, with $2B of PTI.
  • Handled financial aspects of acquisitions and divestitures, overseeing due diligence and business case development.
  • Created an innovative dashboard for General Managers, incorporating traditional and non-traditional metrics to monitor product performance.
  • Developed a tool to replace the quarterly chart deck.
  • Conducted competitive financial analysis for Oracle's fiscal performance.
  • Managed people processes, cultivating growth and responsibility within a high-performing analyst team.

Acquisitions and Mergers Accounting

IBM
RTP, NC
08.2007 - 11.2011

Advanced through roles such as Due Diligence, Integration, Project Management, and Interim Staff.

  • Managed compliance with US GAAP during the acquisition integration process.
  • Oversaw integration process, working with executives from acquired companies and IBM to ensure seamless transitions.
  • Provided expertise in European accounting and finance for acquisitions and mergers.
  • Implemented process enhancements and presented strategic updates on integration challenges to senior leadership.
  • Watchfire Assistant Controller Assignment, overseeing cash forecasting, account reconciliations, general accounting, and acquisition-related entries.

Education

MBA -

Campbell University
Buies Creek, NC
02-2006

Bachelor of Science - Accounting

Binghamton University
Binghamton, NY
05-2003

Skills

  • Transparent, high-energy leadership
  • Financial modeling and forecasting
  • Strategic planning and execution
  • Mergers and acquisitions
  • Spin-offs
  • Portfolio management
  • Financial reporting
  • Data-driven decision making
  • Competitive analysis
  • Operational efficiency
  • ERP system transitions
  • Cross-functional collaboration
  • Project management
  • Manager of various-sized teams
  • Experience in a matrix structure
  • Global Company Leadership
  • Employee development
  • Change management

Affiliations

  • Black Belt in Taekwondo, actively pursuing next degree
  • Family owned Apiary of 20+ Beehives

References

References available upon request.

Timeline

Senior Director of Finance – ShareFile

Cloud Software Group (Previously Citrix Systems)
03.2022 - 01.2025

Senior Director Finance – Product

Cloud Software Group (Previously Citrix Systems)
08.2020 - 03.2022

Program Director – Finance Mergers & Acquisitions

IBM
06.2019 - 08.2020

Software Group Business Development - Finance

IBM
03.2017 - 06.2019

Finance Transformation Project Leader - Finance

IBM
01.2016 - 03.2017

CFO, Cloud Data Services

IBM
02.2015 - 01.2016

CFO, Databases & Data Warehousing

IBM
11.2013 - 02.2015

Finance Portfolio Manager, Information Management

IBM
11.2011 - 11.2013

Acquisitions and Mergers Accounting

IBM
08.2007 - 11.2011

MBA -

Campbell University

Bachelor of Science - Accounting

Binghamton University
Andrea K Tiffany