Professional Summary
Professional Overview
Bill Koefoed is a seasoned financial executive with extensive experience in the technology and consulting industries. As the Chief Financial Officer at OneStream Software, he is responsible for overseeing the company's financial strategy, operations, and reporting. Koefoed's expertise spans financial management, investor relations, and strategic planning, making him a valuable asset to the organizations he serves.
Experience Summary
Current Role
As the Chief Financial Officer at OneStream Software, Koefoed is responsible for leading the company's financial function, including financial planning and analysis, accounting, treasury, and tax management. He plays a crucial role in driving the company's growth and profitability, as well as ensuring effective financial controls and risk management practices are in place.
In addition to his role at OneStream, Koefoed serves on the Board of Directors and as the Audit Committee Chair at Bank OZK, where he leverages his financial acumen to provide strategic oversight and governance.
Career Progression
Koefoed's professional journey has been marked by a steady ascent through the ranks of leading technology and consulting firms. Prior to joining OneStream, he served as the Chief Financial Officer at Blue Nile, where he was instrumental in guiding the company's financial strategy and operations. Before that, he held the position of Partner and CFO at BCG Digital Ventures, a division of The Boston Consulting Group, where he was responsible for the financial management and strategic planning of the firm's digital ventures.
Earlier in his career, Koefoed held finance leadership roles at Puppet and Microsoft, where he gained valuable experience in investor relations, IT finance, and strategic planning for global customer operations.
Academic Background
Koefoed holds a Bachelor's degree in Accounting from the University of Illinois Urbana-Champaign, where he graduated with distinction.
Areas of Expertise
- Financial management and reporting
- Investor relations and capital markets
- Strategic planning and business transformation
- Risk management and internal controls
- Technology industry expertise
- Leadership and team development
Professional Impact
Throughout his career, Koefoed has played a pivotal role in driving financial excellence and strategic growth for the organizations he has served. His contributions have included:
- Implementing robust financial controls and reporting processes to enhance transparency and operational efficiency at OneStream Software
- Spearheading strategic initiatives that have contributed to the successful growth and evolution of Blue Nile and BCG Digital Ventures
- Fostering strong relationships with investors and analysts, resulting in enhanced market visibility and shareholder value for Microsoft
Conclusion
With his extensive finance expertise, strategic mindset, and proven track record of success, Bill Koefoed is well-positioned to continue driving innovation and value creation in his role as the Chief Financial Officer at OneStream Software. His leadership and financial acumen make him a valuable asset to the organizations he serves.
