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Dale Gerard
Dale Gerard Chief Financial Officer at iFIT

Dale Gerard is an accomplished financial leader with a collaborative and hands-on management style. With over 4001 LinkedIn connections, Dale has a deep breadth of experience and a proven track record of success across multiple industries. As the Chief Financial Officer of iFIT, Dale has demonstrated excellent financial and analytical capabilities, specializing in areas such as treasury, strategy, capital markets, banking relationships, cash and liquidity management, financial modeling, and more.

Throughout their career, Dale has achieved significant milestones, including leading the M&A process for a $2+ billion sale and obtaining the company's initial ratings with S&P and Moody's. They have also directed the development of vision, mission, and strategic plans for treasury and financial planning and analysis areas. Dale excels in creating reporting packages with key financial metrics, implementing cash flow forecasting models, and building strong investment and commercial banking relationships.

Dale's expertise extends beyond their role at iFIT. They have held various leadership positions at companies such as Vivint Smart Home and American Commercial Lines LLC, where they have consistently delivered outstanding results and contributed to the success of these organizations. With a bachelor's degree in accounting from Purdue University and additional education from the Daniels School of Business, Dale brings a solid academic foundation to their professional achievements.

More about this expert

Full name
Dale Gerard
Location
Austin, Texas, United States
Title
Chief Financial Officer
Company
iFIT (since 2022)
LinkedIn Connections
4001
Summary
Accomplished financial leader that is results-oriented with a collaborative, hands-on management style; Deep breadth of experience and proven success across multiple industries; Excellent financial and analytical capabilities; Significant and proven skills in capital markets, bank financing, cash and liquidity management and financial planning and analysis during periods of corporate distress and transition. Specialties: Treasury, Strategy, Capital Markets, Banking Relationships, Cash and Liquidity Management, Financial Modeling, Cash Flow Forecasting, Rating Agencies, Credit and Collections, Mergers & Acquisitions, Corporate Finance
Skills
Cash Flow Forecasting Treasury Management

Education

Purdue University Daniels School of Business
Attended in 2007 - 2009
Purdue University Daniels School of Business
Bachelor's degree
Field of study: Accounting

Positions

iFIT
Jun 2022 - Present · 1 yr 5 mos
Chief Financial Officer
Jun 2022 - Present
iFIT
Jun 2022 - Present · 1 yr 5 mos
Chief Financial Officer and Office of the CEO
Jun 2022 - Aug 2022
M3-Brigade Acquisition II Corp
Member Board Of Directors, Audit Committee Chair
Feb 2021 - Present
Vivint Smart Home
Mar 2020 - May 2022 · 2 yrs 3 mos
Chief Financial Officer
Mar 2020 - May 2022
Vivint Smart Home
Mar 2020 - May 2022 · 2 yrs 3 mos
Interim Chief Financial Officer
Oct 2019 - Mar 2020
Vivint Smart Home
Mar 2020 - May 2022 · 2 yrs 3 mos
Senior Vice President of Finance and Treasurer
Sep 2014 - Mar 2020

Provide financial leadership in a high growth and innovating company. Oversee all treasury operations, risk management, financial analysis and planning, billing, collections, accounts receivable, accounts payables and payroll areas.
- Led M&A process for the $2+ billion sale of the company to Blackstone, including raising $1.5 billion in debt
- Obtained company's initial ratings with S&P and Moody's
- Directing the development of vision, mission and strategic plan for treasury and FP&A areas.
- Created company’s first monthly reporting package with key financial metrics.
- Initiated monthly financial review meeting with departmental managers.
- Developing investment and commercial banking relationships for funding of future growth.
- Established company’s risk management platform, saving $800K in first year, while improving coverage and limits
- Built an enhanced, 5-year financial model for budgeting and forecasting.
- Implemented 13-week cash and liquidity forecasting model to maximize cash flow.
- Head up Investor Relations, including quarterly earnings calls, presentations, and analyst/investor meetings
- Actively involved with the Board of Directors, Equity Partners and other outside financial advisors.
American Commercial Lines LLC
Louisville Metropolitan Area
Assistant Treasurer and Director of Finance
Jul 2008 - Mar 2010

Reported to CFO with responsibility for treasury operations, including billing, credit, collections, account receivable, disbursements, liquidity forecasting and banking relationships.
- Led Order-To-Cash strategic initiative to reducing days to invoice by 3 days.
- Established company’s hedging program, saving $10 million in fuel expense.
- Processed monthly financial and compliance reporting for lender group.
- Managed rating agencies relationship, including quarterly surveillance updates.
- Developed tracking model for transportation and corporate leasing portfolio.
- Led Sarbanes Oxley documentation and compliance for treasury.
- Member of Disclosure and Pension and Retirement Committees.
American Commercial Lines LLC
Jul 2008 - Mar 2010 · 1 yr 9 mos
Director of Treasury
Nov 2007 - Jul 2008
Wabash National
Lafayette, Indiana, United States
Sr Treasury Analyst
May 2003 - Oct 2007

Reported to the CFO and Treasurer while coordinating debt related transactions and associated lender reporting, along with supporting the company’s risk management, treasury operations and financial planning and analysis.
- Key member of team that successfully recapitalized $460 million of highly distressed and multi-layered debt
- Prepared monthly lender financial and covenant compliance reporting
- Managed investment and interest rate hedging programs.
- Lead the development of Sarbanes Oxley initial documentation for treasury.
- Directed monthly corporate SG&A manager review and forecasting meetings.
- Built and maintained the company's budgeting and forecasting models.
- Prepared Board of Director and Investor Relation presentations.
- Supported accounting with data and analysis for 10Q and 10K fillings.