Theo Langston

• Lead board reporting and executive finance narratives for a high-growth SaaS platform, translating operating performance into clear decisions. • Built ARR, retention, CAC payback, gross margin, and unit-economics reporting used in quarterly planning and investor updates. • Supported Series C fundraising through diligence, financial modeling, data-room preparation, and investor materials. • Rebuilt FP&A processes, rolling forecasts, and scenario planning to improve visibility across product, sales, and customer success. • Established SOX-ready controls, close discipline, and scalable policies across revenue, procure-to-pay, and treasury.

• Scaled the finance function from Series A through Series B, adding planning cadence, reporting standards, and cross-functional operating rhythms. • Managed cash runway, liquidity planning, and scenario models that supported confident hiring and product investment decisions. • Developed a SaaS pricing and packaging model that improved visibility into expansion, discounting, and contribution margin. • Led audit readiness, close-process improvements, and documentation of accounting policies ahead of external diligence.

• Led audit and assurance engagements for technology and SaaS clients, advising finance leaders on reporting quality, risk, and controls. • Managed IPO-readiness workstreams covering close acceleration, technical accounting, internal controls, and diligence support. • Mentored and developed multi-level engagement teams while coordinating complex deadlines across clients, specialists, and partners. • Built trusted client relationships through practical guidance on GAAP, audit readiness, and finance transformation.

Graduate coursework in corporate finance, valuation, strategic planning, and leadership.

Accounting studies with emphasis in financial reporting, audit, and tax.

Active Colorado CPA credential; continuing education in GAAP, controls, and corporate reporting.