An ambitious senior financial leader with demonstrated success in creating and delivering value in both publicly traded and privately held companies. Extensive, progressive experience in a wide range of financial, operational, and technology functions within the Media, Tech, Telecom, and Manufacturing industries. Collaborative team leader focused on building meaningful business relationships while serving as an influential business partner to achieve optimal results. Continuously focused on creating an atmosphere of process improvement, trust and high performance.

Most recent experience at Cardlytics:

  • Supported growth initiatives, increasing billings from $100MM in 2014 to $500MM in 2023

  • Sold $230MM in convertible notes and $500MM secondary offering

  • Eecuted and integrated 3 strategic acquisitions totaling $800MM

  • Supported successful IPO in 2018, raising $70MM

  • Responsible for all elements of IPO readiness, including SOX adoption, and implementation of financial systems, including TRACT (billing), Concur (T&E and AP), Certent (equity administration), Workiva (SEC reporting), Xactly (commissions), Blackline (close management), and NetSuite (ERP)

  • Responsible for the preparation of all SEC filings pre- and post- IPO, including Form S-1 registration documents, SEC comment letter responses and SEC pre-clearance matters (revenue recognition)

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Kirk Somers

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Robert Berris