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David Mehok
David Mehok Chief Financial Officer at Q2

David Mehok is a highly driven finance executive with extensive experience leading global finance organizations. With a proven track record of dramatically improving business results, David excels in formulating and driving critical business strategies, improving controls, and leading both large and small teams. David's specialties include controllership, investor relations, driving strategy, business partnership, customer interactions/negotiations, pricing, forecasting, and planning. Currently serving as the Chief Financial Officer at Q2, David has been instrumental in steering the company towards success since 2020. Prior to this role, David held prominent positions at various renowned organizations, such as Epicor Software and CLEAResult, where he demonstrated his ability to drive strong revenue growth and successfully integrate multiple acquisitions. David's financial expertise and leadership skills have also been showcased during his tenure at Dell, where he oversaw the company's largest customer segment and served as the Investor Relations Officer, playing a crucial role in taking the company private. With an MBA from Texas McCombs School of Business and a Bachelor's degree in Accounting from Villanova University, David's impressive educational background further adds to his expertise in the field.

More about this expert

Full name
David Mehok
Location
Austin, Texas Metropolitan Area
Title
Chief Financial Officer
Company
Q2 (since 2020)
LinkedIn Connections
6538
Summary
Highly driven finance executive with experience leading Global finance organizations. Proven track record of dramatically improving business results, leading large and small teams, formulating and driving critical business strategies, and improving controls. Specialties: Contollership, investor relations, driving strategy, business partnership, customer interactions/negotiations, pricing, forecasting and planning
Skills
Finance Financial Modeling

Education

Texas McCombs School of Business
MBA
Attended in 1994 - 1996
Field of study: Finance
Villanova University
BS
Attended in 1988 - 1992
Field of study: Accounting

Positions

Q2
Austin, Texas, United States
Chief Financial Officer
Nov 2020 - Present
Epicor Software
Austin, Texas Area
CFO
Jan 2018 - Nov 2020

CFO of Epicor Software, a global leader providing flexible, industry-specific software designed around the needs of manufacturing, distribution, retail, and service industry customers. Responsible for the company’s global finance, IT and legal organizations.


CLEAResult
Austin, Texas Area
CFO
Jan 2015 - Jan 2018

As CFO of CLEAResult, the largest provider of energy efficiency programs and services in North America, drove strong growth in revenue and EBITDA over three years and successfully integrated multiple acquisitions that enhanced company capabilities and expanded the geographic footprint.
Dell
Austin, Texas Area
Divisional CFO/Controller – U.S. Preferred Accounts/Dell Canada
Apr 2014 - Jan 2015

Finance lead for Dell’s largest customer segment
Responsible for full P&L, balance sheet, financial close, pricing, and financial controls
Lead Global team of 50 employees
Dell
Apr 2014 - Jan 2015 · 10 mos
Investor Relations Officer
Feb 2011 - Apr 2014

Leader of Dell’s Investor Relations organization including all IR responsibilities
Manage relationships with existing and potential Dell investors and financial analysts
Leading role to take company private with transaction closed in October of 2013
Partner with Dell senior leadership team to effectively communicate the company’s strategy, competitive position in the market and key proof points of success
Lead quarterly earnings process including developing messaging and extensive external communications associated with and following the release
Attract optimal mix of shareholders
Monitor competitive landscape and provide actionable analysis for leadership team
Interpret and share insights from the investment community with Dell senior leadership
Present Dell strategy and results at numerous investor related conferences
Enhance effectiveness of overall investor relations program utilizing ongoing benchmarking, perception studies and other forms of best practice study and utilization (one of the top ranked Institutional Investor IR teams in 2012)
Dell
Apr 2014 - Jan 2015 · 10 mos
Executive Director of Finance
Feb 2010 - Feb 2011

Responsible for Financial Planning and Analysis for Dell’s Consumer and Small Business Strategic Business units (>$25B/year business)
Lead for annual planning, forecasting, balance sheet management, working capital management, and financial close
Key strategic decisions include, but not limited to portfolio optimization (region and channel), line of business planning and key variance analysis
Lead over 25 employees across the Globe (US, Singapore, and Malaysia)
American Heritage Mutual Funds/Thieme Associates
Equity Analyst/Associate
Jan 1994 - Jan 1996