Ross Tennenbaum

Ross Tennenbaum

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location of Ross TennenbaumSeattle, Washington, United States

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  • Timeline

  • About me

    We are hiring great leaders!

  • Education

    • University of Pennsylvania - The Wharton School

      2007 - 2009
      Master of Business Administration (M.B.A.) Finance and Venture Capital Palmer Scholar
    • University of Florida

      1996 - 2000
      Bachelor's Degree Finance and Economics Graduated with High Honors
  • Experience

    • VIACK Corporation (collaboration software "startup")

      Sept 2000 - Apr 2007

      Reporting to the SVP of Business & Corporate Development, served in support of critical external-facing functions responsible for growth and revenue-generation and driving corporate and product direction through various roles including in corporate business development, sales, sales operations, contracts and pricing, product development, program management, strategic planning, and strategic quality initiatives. Reporting to Chairman and CEO, managed all corporate finance and accounting functions including capital raising, budgeting, FP&A, accounting, audit, financial reporting, growth financing/leasing, corporate analytics, and M&A analyses. Reporting to Chairman and CEO, and the Director of Investor Relations, managed entire corporate finance and accounting function, assisted in the creation and management of the corporate business plan, and assisted in raising $40M+ in corporate funds.

      • Chief of Staff, Strategic Planning and Business Development Operations

        Sept 2004 - Apr 2007
      • Manager, Corporate Finance & Corporate Controller

        Sept 2002 - Sept 2004
      • Financial Analyst

        Sept 2000 - Sept 2002
    • Credit Suisse

      Aug 2009 - Aug 2014

      Coverage officer responsible for software industry coverage across the software stack - applications, middleware, and infrastructure software. Full-service execution experience including buy- and sell-side M&A advisory; IPO and follow-on equity execution; and convertible, investment-grade, and leveraged-finance debt execution. Began as an Associate in the Technology M&A group working on buy- and sell-side advisory. Expanded role to enjoy a fulsome experience working across corporate finance (debt and equity) products in addition to M&A advisory. Due to my software background and enthusiasm, was early on selected to exclusively focus on the software vertical including early client coverage responsibilities.

      • Vice President, Software Investment Banking

        Dec 2012 - Aug 2014
      • Associate, Technology/Software Investment Banking

        Aug 2009 - Dec 2012
    • Goldman Sachs

      Sept 2014 - Mar 2019
      Managing Director, Software Investment Banking

      Coverage officer responsible for software industry coverage across the software stack - applications, middleware, and infrastructure software. Full-service execution experience including buy- and sell-side M&A advisory; IPO and follow-on equity execution; and convertible, investment-grade, and leveraged-finance debt execution.

    • Avalara

      Mar 2019 - now
      • President

        Apr 2024 - now
      • Chief Financial Officer

        Apr 2020 - now
      • Executive Vice President of Strategic Initiatives group

        Mar 2019 - Apr 2024
  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Sept 2005