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    Joe Sum

    Chief Accounting Officer at Billtrust ➜ IPO Expert | Strategic Finance | M&A | SEC Reporting | SOX Implementations | Financial Forecasting | Internal & External Audits | CFO Responsibilities

    Joe Sum is a seasoned Controller and Accounting executive with over 15 years of experience in transforming financial operations for global enterprises and high-growth companies across various industries.

    He has a proven track record of preparing companies for IPOs, with notable experiences at Fitbit and Outreach, where he led the development and implementation of scalable operations and processes for IPO readiness, contributing to their success and growth.

    Joe excels in cutting costs, having cut costs by $5M annually through strategic sales and tax nexus studies, showcasing his financial acumen and attention to detail.

    His impactful leadership style fosters a culture of trust and respect, attracting and retaining top talent, essential for building successful finance teams.

    Joe holds a Bachelor of Science degree in Accounting and Finance from Indiana University - Kelley School of Business and has held key leadership positions at notable organizations like Billtrust, Outreach, Fitbit, Yelp, TIBCO Software, Plantronics, and PricewaterhouseCoopers.

    Joe Sum
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    Location

    Seattle, Washington, United States