Summary
Overview
Work History
Education
Skills
Timeline
Generic

Travis Sachse

Phoenix,MD

Summary

Experienced Chief Financial Officer with strong leadership and management skills. Hardworking self-starter with experience building a tech company from the ground up and successfully negotiating a multi-million dollar acquisition.

Overview

19
19
years of professional experience

Work History

Financial Planning and Analysis, Lead - CONTRACT

Network Coverage
Baltimore, MD
01.2025 - Current
  • Prepared 2025 sales forecast and budget for Network Coverage and 2 newly acquired companies.
  • Combined forecasts and budgets from 3 entities into one chart of accounts.
  • Worked with department heads to formulate budgets by department.
  • Created budget package for presentation to the board for approval.
  • Formulate weekly and monthly reports for leadership team and board of directors.
  • Created weekly 13 week cash flow forecast and Monthly Recurring Revenue Forecast.
  • Create monthly reporting package combining financials from 3 General Ledgers into 1 consolidated reporting package for monthly board meetings.
  • Complete charts and metrics for monthly board meetings.
  • Worked with CTO to create pricing calculators for new Service offerings.
  • Evaluated labor cost and tool cost data to create calculators that ensure profitability while remaining competitive in the marketplace.

CFO/Owner

ThinkStack
Baltimore, MD
04.2015 - 01.2025

Successfully grew a tech startup into a multi-million dollar business with 30+ employees, culminating in the sale of the company in 2024.

  • Built financial infrastructure to support company’s growth:

-Created financial reporting process and package from scratch.

-Developed and oversaw calculation and payout of incentive pay and sales commissions

-Created and distributed financial and operating KPIs.

-Structured pricing for service offerings

-Managed vendor relationships and procurement.

  • Managed all finance and accounting processes and personnel:

-Supervised Controller and HR director

- Oversaw AP, AR, payroll, accounting, monthly close, taxes

-Guided annual Financial and SOC 2 audits.

  • Managed Banking Relationships:

-Responsible for fostering beneficial relationships with financial institutions

-Secured Line of credit

  • Oversaw Capital Raise and Acquisition:

-Raised capital for ThinkStack in 2021 through equity financing, creating all pro forma models, financial presentations, etc.

- In 2022, ThinkStack acquired a managed service company in Wisconsin in exchange for equity. I performed financial due diligence and oversaw the valuation of the acquired company.

  • Negotiated Sale of ThinkStack in 2024

-Led all financial aspects of the sale of ThinkStack to PE-backed Managed Services Company Network Coverage.

-Created company portfolio and presented to interested buyers

-Built Pro Forma financial statements and forecasts

-Managed due diligence process

-Worked with Accounting firm on QoE report, working capital, earnout calculations, etc.

-Negotiated final sale, securing favorable terms and smooth transition

Financial Analyst

Connections Education
Baltimore, MD
05.2014 - 04.2015
  • Prepare budgeting and forecasting tools and guide the budgeting process.
  • Create budgeting and forecasting templates in Excel.
  • Assist department managers with preparing budget.
  • Generate enrollment metrics and revenue projections.
  • Perform ad hoc analysis and special projects.
  • Analyze revenue and cost per student to look for opportunities to increase profit margin.
  • Create financial models in Excel.
  • Achievements: Developed automated model to calculate marketing goals for enrolled students.

Financial Analyst

Faculty Physicians, Inc.
Baltimore, MD
01.2012 - 05.2014
  • Prepare reports and perform routine analysis.
  • Prepare fiscal year budget and projection statements.
  • Maintain and analyze GL and accounting records.
  • Perform analysis of physicians’ and other providers’ productivity to establish performance based compensation.
  • Perform ad hoc analysis and special projects.
  • Analyze financial data and identify trends and patterns.
  • Synthesize financial data and make recommendations based on analysis.
  • Achievements: Assisted in development of a MS Access database that tracks and automates reports for performance based incentive compensation and underperforming providers.

Inside Sales Representative

Redzone Technologies
Annapolis, MD
07.2008 - 07.2011
  • Purchasing, Vendor/Partner relationships.
  • Create proposals for prospective clients.
  • Achievements: Developed a database in Microsoft Sharepoint to generate budgets as Excel spreadsheets and track the expiration dates of customer licenses, which streamlined processes.

Enrollment Reconciliation Administrator, Finance Department

Kelly & Associates Insurance Group
Hunt Valley, MD
03.2006 - 07.2008

Education

Masters of Science - Finance

LOYOLA COLLEGE
Baltimore, MD
05.2011

B.S. - Business Administration

UNIVERSITY OF COLORADO
Boulder, CO
05.2005

Skills

  • Microsoft Word
  • Excel
  • PowerPoint
  • Great Plains
  • Access
  • FRX

Timeline

Financial Planning and Analysis, Lead - CONTRACT

Network Coverage
01.2025 - Current

CFO/Owner

ThinkStack
04.2015 - 01.2025

Financial Analyst

Connections Education
05.2014 - 04.2015

Financial Analyst

Faculty Physicians, Inc.
01.2012 - 05.2014

Inside Sales Representative

Redzone Technologies
07.2008 - 07.2011

Enrollment Reconciliation Administrator, Finance Department

Kelly & Associates Insurance Group
03.2006 - 07.2008

Masters of Science - Finance

LOYOLA COLLEGE

B.S. - Business Administration

UNIVERSITY OF COLORADO
Travis Sachse