KAREN LINDGREN
Chicago,IL
Summary
Senior finance leader with deep experience in FP&A, strategic planning, and corporate development across technology and SaaS companies. Leader of driver-based forecasting, performance reporting, and due diligence support while working with executives, investors, and boards to execute growth, capital events, and operational priorities.
Overview
26
26
years of professional experience
Work History
Vice President, Financial Planning & Analysis
BETTERCLOUD
Remote
09.2021 - 09.2022
- Led the FP&A function for a leading enterprise technology SaaS company backed by Warburg Pincus and Vista Equity Partners
- Grew FP&A team 2x, developing and implementing financial reporting and dashboards for key operating indicators for leadership, Board of Directors, and investors
- Partnered with business leaders to identify and drive strategic value creation plans, establishing FinOps group that reduced hosting expenses by 25%
- Supported execution of BetterCloud's majority investment by Vista Equity Partners, spearheading Quality of Earnings report amid turbulent economic and valuation landscape
Vice President, Financial Planning & Analysis
THERAPY BRANDS
Remote
08.2020 - 08.2021
- Developed annual operating plans with driver-based budgeting and forecasting models; established monthly and quarterly reporting cadence for key metrics across company's matrix organization; supported decision-making for leadership councils to drive high-growth objectives; identified risks and opportunities for financial improvement; managed and mentored FP&A team
- Drove the FP&A function for a fast-growing healthcare SaaS company backed by KKR
- Created customer and revenue retention database and analytics supporting $1+ billion valuation for Therapy Brands sale to KKR
Senior Vice President, Strategy & Financial Planning
TRUSTWAVE HOLDINGS, INC.
Chicago, IL
01.2012 - 01.2019
- Served as finance executive for dynamic growth company in security technology & services, created and managed FP&A function, implemented finance-related systems, led sales and delivery operations, and facilitated processes for strategic initiatives, including planned IPO and acquisition by Singtel.
- Built and led company's financial planning & analysis function, including spearheading multi-year strategic planning processes; developing annual operating plans and cash flow forecasts; re-building Company's bottoms-up budgeting and forecasting models after organizational and business model changes; selecting and implementing SaaS-based tools to support a robust cross-functional budgeting process; and developing financial reporting across business units, geographies and functions to support Trustwaves executive team and Singtel leadership
- Collaborated with executive team to define, collect, and track leading performance indicators, forecast monthly revenue and expense drivers, and translate inputs into monthly forecast P&Ls.
- Functioned as the primary finance liaison for executives, Board of Directors, investors, and Singtel Management Committee.
- Developed and measured variable compensation plans, monitored utilization metrics, and supported pricing analysis.
- Instrumental in preparing for the Company's planned IPO filing and roadshow. Worked directly with legal and banking teams to draft the company's registration filing documents and roadshow presentation
- Supported Trustwave's sale to Singtel by developing financial projections for valuation and leading financial due diligence process.
Senior Director; Vice President
TRUSTWAVE HOLDINGS, INC.
Chicago, IL
01.2008 - 01.2012
- Executed Trustwaves M&A transactions, managed post-deal integration, conducted strategic and financial planning, and led processes for strategic initiatives including planned initial public offering and shareholder initiatives.
Corporate Strategy/Mergers & Acquisitions Consulting Group
ACCENTURE
Chicago, IL
01.2001 - 01.2008
- Partnered with senior-level client teams across industries to direct and execute activities throughout M&A lifecycle, including strategy development, pre-deal target screening and analysis, and post-merger integration program execution
Investment Banking Analyst Corporate Finance Group
WELLS FARGO CORPORATION (formerly FIRST UNION)
Charlotte, NC
01.1997 - 01.2000
- Developed and assessed strategic and financial ideas for clients, fostering relationships and establishing the firm's investment banking practice in manufacturing while executing corporate finance and M&A transactions.
Education
Master in Business Administration - Finance and Marketing Management
University of Chicago Booth School of Business
Chicago, ILBachelor of Arts - Economics and Sociology
Duke University
Durham, NCSkills
- Financial strategy
- M&A expertise
- Financial modeling
- Strategic growth initiatives
- Financial technology trends
- Cross-functional collaboration
- Team leadership
- Investor relations
- Verbal and written communication
Timeline
Vice President, Financial Planning & Analysis
BETTERCLOUD
09.2021 - 09.2022
Vice President, Financial Planning & Analysis
THERAPY BRANDS
08.2020 - 08.2021
Senior Vice President, Strategy & Financial Planning
TRUSTWAVE HOLDINGS, INC.
01.2012 - 01.2019
Senior Director; Vice President
TRUSTWAVE HOLDINGS, INC.
01.2008 - 01.2012
Corporate Strategy/Mergers & Acquisitions Consulting Group
ACCENTURE
01.2001 - 01.2008
Investment Banking Analyst Corporate Finance Group
WELLS FARGO CORPORATION (formerly FIRST UNION)
01.1997 - 01.2000
Master in Business Administration - Finance and Marketing Management
University of Chicago Booth School of Business
Bachelor of Arts - Economics and Sociology
Duke University