Nathan Brady

Experience

• 

  Mize CPAs Inc.

  Jan 1995 - Jan 1998

  Staff Accountant
• 

  Ernst & Young LLP

  Jan 1998 - Jan 2010

  Senior Manager | Public, Private & PE Company Auditing

  Senior Accountant 1998 | Manager 2001 | Senior Manager 2004

• 

  Ascend Learning

  Jan 2010 - Dec 2010

  Corporate Controller

  Led due diligence and integration of 3 online training certification platforms for this PE backed company including ABLE/ExamFX (Insurance), ClickSafety (OSHA), and NASM (Fitness).

• 

  Waller Truck Inc.

  Dec 2010 - Jun 2013

  Chief Financial Officer

  Led finance, HR and IT for this privately owned transportation and brokerage company. Negotiated all capital expenditures for this heavy asset operation. Facilitated annual planning process to ensure the organization is building shareholder value.

• 

  Optiv Inc

  Jul 2013 - Aug 2023

  Chief Financial Officer

  Directed Finance, IT, and Administration for North America’s largest PE-backed pure-play cybersecurity value-added-reseller and professional services provider. Oversaw gross bookings of $3.5B and $375M in operating expenses with a global staff of 175. Demonstrated consistent ability to attract and retain top talent while effectively motivating teams, maintaining lowest employee turnover rates, leading to additional oversight of IT and Payroll departments. Drove double-digit growth in revenue, gross margin, and EBITDA in 4 out of 5 years, showcasing strong financial leadership and strategic execution. Selected and implemented 3rd-party platform as FP&A dashboard, delivering real-time visibility into pipeline, bookings, win rates, and projections, enhancing forecasting capabilities. Championed development of product pricing algorithm and process, incrementally enhancing margin profile on recurring transactions while stabilizing margin profile on net new product sales. Reversed low profitability of acquired professional services segment, achieving target profit levels to become cornerstone of consulting services by analyzing segment and recommending changes in headcount and utilization. Show less

• 

  Onix

  Oct 2023 - Mar 2024

  Chief Financial Officer

  Collaborated with executive team and PE partner to build, scale, and optimize financial operations within high-growth cloud IT services environment. Spearheaded development of efficient and comprehensive financial planning, metrics, and budgeting process, enhancing strategic alignment. Managed relationships with investors and external financing partners. Delivered complex budget within accelerated timelines, while integrating acquisition, aligning financial objectives with Onix’s growth strategy. Improved internal and external reporting processes, increasing efficiencies and providing clearer, more comprehensive view of organization’s financial performance. Show less

• 

  Renaissance Learning

  Mar 2024 - now

  Chief Financial Officer

  Led a global finance team of 130 members, covering Finance, Tax, Financial Planning & Analysis (FP&A), Treasury, Reporting, and Business Intelligence (BI) functions for this education software company. Cultivated a world-class finance team and promoted a business partner culture with functional leadership. Standardized systems across the enterprise to deliver real-time insights and business intelligence. Played key role in comprehensive ERP, CRM, and BI transformation project to unify data systems for strategic decision-making, completing requirements, design, and user testing, on target to go live 1/1/25. Achieved savings in finance professional fees by reducing reliance on external consultants, consolidating vendors, and optimizing internal resources. Delivered streamlined financial reporting, aligning with PE-backed goals for data transparency and operational efficiency. Show less