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Galit Bernstein
Galit Bernstein
Galit‘s professional bio / interests
I was born in Israel and moved to Los Angeles in 2003. I am a creative thinker and problem solver with 20+ years of experience in helping improve financial performances as well as successfully driving vision, strategy, and execution for financial planning and analysis, finance/accounting process optimization, ERP implementation, financial modeling, budgeting and forecasting, risk assessment, fundraising, M&A, IPO, SEC reporting, and SOX compliance and financial policy and procedure design initiatives in enterprise and start-up contexts in the technology, SaaS, biotech, healthcare, manufacturing, media/OTT and TV production sectors among others.
I’d like help with…
Finding CFO job opportunities.
An interesting, or unusual fact(s) about me…
I am a creative thinker and problem solver. Passionate and optimistic. Peoples' person.
I live in
A career highlight
• Served in a multi-faceted leadership role to drive continuous growth (over 200% increase in net income) for a global data storage and power supply hardware public company. Delivered a new financial forecasting module, robust weekly dashboard report and SOX documentation and restructured the finance team reducing monthly close from a month to 7 business days. • Provided financial leadership support to implement NetSuite ERP consolidated reports and facilitate financial audits & the sale of major business of a mid-sized private equity firm to generate $130M+ annual revenue post sale (of which 80% was SaaS ARR). • Drove a Plex ERP/EDI implementation for a $400M+ CPG food production firm upon an M&A activity, including overseeing system customizations and preparation of internal controls documentation to streamline processes in less than 6 months. • Executed a consulting project with E&Y for a large global SaaS firm with $1B+ in revenues on its IPO process (S1 drafting). • Performed accounting reviews/research and led SEC reporting for an M&A and post-M&A integration & IPO of a $100M global SaaS, healthcare & biotech firm, which resulted in the consolidation of 15+ entities and an increase of $40M+ (or 69%) in revenue. • Delivered financial leadership and direction to a 16-member global team and led the SEC filing process, the SOX process (less than 2 years) and the FP&A process at a landmark $50M global public apparel company to pay off $16M+ in debt and turn around the business from major losses to $1M+ in net profit. • Built a 12-member global team, established 3 years of financial reports on an accrual/US GAAP base and helped secure $15M+ in Series A funding by leading due diligence efforts for a OTT media/content distribution start-up. Also drove strategic planning and execution, SaaS KPIs/metrics, Working Capital & EBITDA optimization, and process improvements that reduced the monthly close process from ~1 month to 4 business days for Asian entities and 7 business days overall. • Led an Odoo ERP implementation to drive a go-live of the corporate accounting function for a D2C start-up baby bottle feeding, healthcare, technology, and manufacturing firm in less than 2 months, in addition to working with the CEO to raise $10M+ in capital and creating a robust KPIs/metrics and a financial planning and reporting framework.
Joined Guild
01 May, 2024