Jeff Woglom

VP Finance OpenFin

Johanna Burke

Controller Color

Steve Keifer

VP of Marketing Ordway

Jeff Yellin

VP, Finance CompStak

Jeff Woglom

VP Finance OpenFin
Jeff leads finance and accounting operations at OpenFin, the OS for Enterprise Productivity. OpenFin is being used by financial services firms of all sizes to build beautiful desktop applications and customer end-user workspaces that drive productivity. Jeff is a CPA with significant experience developing people, leading international teams and working to deliver above expectations. Prior to OpenFin, Jeff worked at EY, where he had the opportunity to work in New York & London in a variety of roles serving the asset management industry.

Johanna Burke

Controller Color

Steve Keifer

VP of Marketing Ordway
As the VP of Marketing at Ordway, Steve’s role is to accelerate growth and expand market share by building brand awareness and growing sales pipeline. He also leads Ordway’s research practice, responsible for publishing white papers, webinars, and educational resources on topics such as billing, revenue operations, and growth metrics. Prior to Ordway, Steve led the marketing organizations at four different SaaS and cloud providers - including several which have achieved hyper-growth and significant valuations. He has spent much of his career marketing Fintech solutions in areas such as payments, e-invoicing, AP automation, cash management, supply chain finance, and identity verification.

Jeff Yellin

VP, Finance CompStak
Jeff has 13 years’ experience in FinTech as an operator, investor, and in innovation at an incumbent. With a background in finance, he is currently building out the Finance function at CompStak. Prior to CompStak, Jeff served as an Innovation Officer at Barclays, working with FinTech companies and the bank to bring better technology to the bank. Previously he was a VP of Investments at Motive Partners, a FinTech-focused private equity firm. Before Motive, he spent eight years working in operational positions at Financial Technology companies, including The Receivables Exchange (now LiquidX), SR Labs (now Vela) and Airex. At Airex, an investment research marketplace, Jeff served as the Vice President of Finance, helping the early-stage company plan and raise funds. At SR Labs, a trading and market data technology company, he served as the VP of Corporate Development, leading Financial Planning & Analysis efforts as the company evaluated acquisition opportunities and integrated its recent purchase of Wombat Technologies. Prior to his FinTech journey, Jeff began his career in fixed income research at Vanguard and investment banking at J.P. Morgan. Jeff is a CFA Charterholder and graduated cum laude from Princeton University. He serves as a venture mentor for R3, 500 Startups, and Techstars.

What You'll Learn

As SaaS organizations grow one of the challenges many finance teams face is scaling up revenue operations functions such as billing, collections, investor reporting, and revenue recognition. This panel will discuss some of the best practices successful SaaS organizations are using to scale their tech stack, business processes, and talent pools to enable growth. Specific topics will include:

  • How to scale without adding an army of FTEs or consultants.

  • What types of software to add to the finance tech stack and when to deploy them.

  • How to scale with accuracy in investor reporting, complex billing, and revenue accounting.

  • How to work with sales, revenue operations, product management to ensure success.

Billing Challenges

  • Complex subscription pricing such as as multi-tiered subscriptions with upsells/add-ons.

  • Usage-based pricing models with prepaid credits and spend commitments.

  • Reducing Collection costs with self-service portals, automated dunning, payment retries.

  • Thinking about billing as part of the customer/product experience.

Investor Metrics (MRR/ARR, Net Dollar Retention, CLTV)

  • Investor requests during Series A, B, C, D rounds.

  • Quarterly reporting to multiple PE/VC firms with different formats and data.

  • Pros and cons of spreadsheets vs software applications.

  • New metrics such as those tied to Product-Led Growth.

Revenue Recognition

  • GAAP accounting under ASC 606.

  • Challenges with complex edge cases.

  • Pros and cons of different software options.

  • Strategies for success with the first audit.

This exclusive Ascent event is presented by:

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