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Dan Newman

heads FP&A at RingCentral, a $2.5B public SaaS company (a platform for business phone, SMS, contact center, workforce engagement management, video collaboration, and messaging) , where he has overseen a period of 10X growth. Discussing a career comprising consulting, being a financial analyst at Salesforce, private-equity-backed startups, Dan discusses building financial models towards a sale, navigating the shift from 30% growth to efficiency, and AI processes.

In this episode

Building the FP&A team at SchoolMessenger and pivoting to a sale
Joining RingCentral at a $250m run rate and a six-person FP&A team towards $2.5billion
Why revenue is rarely as simple as it looks
Business partnering in an age of efficiency in SaaS