JASON KIRKPATRICK

DataJoint is a scientific research organization funded by $4.8M in NIH grants. DataJoint develops scientific data analysis tools and provides consulting to customers at leading research institutions including Harvard University, the Johns Hopkins University, and the Allen Institute.

• Lead pricing & contract structuring strategy, accounting/audit/tax, HR, facilities, insurance, benefits, and board reporting
• Develop corporate & product strategic direction, initiated shift from consulting to product strategy, ideated company's marque product, DataJoint Works
• Developed & managed operating budget, including fund accounting processes, and financial and operating control procedures to demonstrate compliance with grant administration guidelines
• Prepare quarterly financial statements & manage Board presentations, detailed annual report for shareholders & capital raising efforts
• Successfully authored $2.2M SBIR grant application (awarded 2022), authored SBIR grant renewal application for $3.0M extension (2024), and established bank LOC to support liquidity & debt funding needs
• Managed all lease negotiations including TI allowances for successive expansions, vendor relationships, contract negotiations & outside counsel relationships, as well as insurance programs (GL, D&O, Cyber), employee benefits, and 401(k)
• Wrote employee handbook and all employee policies, centered around the corporate mission & commitment to employee centric values, DEI commitment, FMLA compliance, & community engagement

Darcy Partners is a technology research and consulting company providing technology insights and solutions to leading energy, renewables, and energy transition companies.

• Delivered SaaS metrics dashboard, highlighting opportunities for specific operational strategies to improve long-term performance
• Converted managerial accounting from cash basis to accrual, converted revenue recognition from cash to deferred revenue over contract period
• Prepared accurate monthly financial statements to summarize KPIs, financial health, and business performance, performed variance analysis to budget for exec team
• Managed annual $15M budget; office move buildout budget; benefits management; headcount budget

SSCS was a $35M IT services company serving data centers in 13 countries on 5 continents around the world acquired by Park Place Technologies

• Oversaw corporate controller consolidation of 13 separate entity financial statements including currency translation
• Led design and implementation team for new inventory and technician dispatch systems
• Led due diligence, Quality of Earning analysis, Financial Audit, and transition planning for acquisition by Park Place, helping owners secure a 2.4x multiple on gross revenue

Smartvault is a document management company serving tax and accounting firms across the US.

• Executed company turnaround - first year of positive cash flow and accelerated growth - in under 12 months after promotion to GM & SVP Finance
• Managed all accounting and finance functions including revenue recognition, US GAAP, audit, tax, budgeting, annual reports to the Board, and cash management
• Managed lease negotiations and TI budgets for 2 office expansions and renovations
• Share price improvement of 60% at first year’s earnings, driven primarily by SmartVault performance
• 40% improvement in customer revenue retention in 12 months
• 79% improvement in support ticket resolution times
• 68% improvement in support Customer Satisfaction (CSAT) scores