Professional Summary

Professional Overview

Dan Fletcher is a seasoned finance executive with over 15 years of experience leading strategic initiatives and driving organizational growth. As the Chief Financial Officer at Planful, he oversees the company's financial operations, capital management, and long-term financial planning. He also serves on the boards of LivePerson and Gappify, providing strategic counsel and financial expertise to help these organizations achieve their goals.

Experience Summary

Current Role

As the Chief Financial Officer at Planful, Dan is responsible for managing the company's financial functions, including accounting, treasury, tax, and financial reporting. He plays a crucial role in shaping Planful's financial strategy, optimizing its capital structure, and ensuring compliance with regulatory requirements. Under his leadership, Planful has achieved significant cost savings and improved its overall financial performance.

Career Progression

Prior to joining Planful, Dan held various leadership roles at Vector Capital Management, where he served as a Vice President and Principal. In these positions, he was instrumental in evaluating and executing strategic investments, managing portfolio companies, and driving operational improvements. Earlier in his career, Dan held finance roles at Alvarez & Marsal, Sterling Partners, Allstate Investments, and PricewaterhouseCoopers, where he developed a diverse set of skills in corporate finance, mergers and acquisitions, and capital markets.

Academic Background

Dan holds a Bachelor's degree in Accounting from the University of Illinois at Urbana-Champaign. He is a Certified Public Accountant (CPA) and has completed additional executive education programs at leading business schools.

Areas of Expertise

• Financial strategy and planning

• Capital management and optimization

• Mergers, acquisitions, and divestitures

• Financial reporting and compliance

• Operational efficiency and cost optimization

• Board-level advisory and governance

Professional Impact

Throughout his career, Dan has demonstrated a track record of driving sustainable growth and maximizing shareholder value. At Vector Capital Management, he led the successful turnaround and acquisition of several portfolio companies, resulting in significant returns for investors. As a board member at LivePerson and Gappify, he has provided strategic guidance and financial expertise that have contributed to the organizations' continued expansion and market leadership.

Conclusion

With his extensive experience in the finance industry, proven leadership skills, and deep understanding of strategic decision-making, Dan Fletcher is well-positioned to drive Planful's financial success and contribute to the growth and profitability of the organizations he serves. His versatile skill set and commitment to excellence make him a valuable asset in any finance leadership role.