Jose Segrera

Chief Financial Officer

Professional Overview

Jose Segrera is a seasoned financial executive with a breadth of experience in the technology and advisory sectors. As the Chief Financial Officer at Later and a Partner and Co-Founder at Segrera Associates, he leverages his expertise in financial strategy, operational optimization, and risk management to drive business growth and profitability.

Experience Summary

Current Roles

Chief Financial Officer, Later (2023-09-01 to Present)

• Oversees all financial operations, including budgeting, forecasting, and reporting

• Spearheads the implementation of robust financial controls and risk management policies

• Collaborates with the executive team to develop and execute the company's long-term strategic plan

Partner and Co-Founder, Segrera Associates (2011-01-01 to Present)

• Provides strategic financial advisory services to clients across diverse industries

• Specializes in mergers and acquisitions, due diligence, and business valuation

• Guides clients in optimizing financial processes and enhancing operational efficiency

Board of Directors, Audit Committee Chair, WOW! Internet, TV, & Phone (2024-05-01 to Present)

• Serves on the Board of Directors and chairs the Audit Committee

• Provides oversight and guidance on financial reporting, internal controls, and risk management

Advisor, Lumu Technologies (2020-12-01 to Present)

• Advises the executive team on financial strategy and operational optimization

• Contributes to the company's growth and strategic decision-making

Board of Directors, MacStadium (2017-01-01 to Present)

• Serves on the Board of Directors and provides financial expertise and strategic guidance

Career Progression

Prior to his current roles, Jose held various finance and accounting positions, including:

• Senior Manager, PricewaterhouseCoopers (2007-2011)

• Financial Analyst, Apple Inc. (2005-2007)

Throughout his career, Jose has contributed to the success of multiple organizations, driving financial efficiency, strategic decision-making, and operational improvements.

Academic Background

Jose holds a Master of Business Administration (MBA) from the University of Miami and a Bachelor of Science in Accounting from the University of Florida. He is a Certified Public Accountant (CPA) and a member of the American Institute of CPAs (AICPA).

Areas of Expertise

• Financial strategy and planning

• Mergers and acquisitions

• Business valuation and due diligence

• Risk management and internal controls

• Financial reporting and analysis

• Operational optimization

• Venture capital and private equity

Professional Impact

• Implemented robust financial controls and risk management frameworks that enhanced operational efficiency and profitability at Later

• Provided strategic advisory services that enabled clients to achieve their growth objectives and optimize financial performance

• Served on the Board of Directors of WOW! Internet, TV, & Phone and MacStadium, contributing to the companies' financial oversight and strategic decision-making

Conclusion

With a proven track record of financial leadership and strategic advisory expertise, Jose Segrera is well-positioned to drive the continued growth and success of Later and his other professional engagements. His blend of technical financial acumen and business acumen makes him a valuable asset in navigating the complexities of the technology and advisory sectors.