Brett Reed
About Brett Reed
Brett Reed serves as the Senior Vice President of Financial Planning and Analysis and Treasury at Dialpad, bringing over ten years of experience in finance, investment, and accounting. He has held various leadership roles at notable companies, including Salesforce, Vlocity, and Ellie Mae, and possesses expertise in financial modeling, operational process engineering, and KPI dashboard development.
Current Role at Dialpad
Brett Reed serves as the Senior Vice President of Financial Planning & Analysis (FP&A) and Treasury at Dialpad. He has held this position since 2023, contributing to the company's financial strategy and operational efficiency. His role involves overseeing financial planning, analysis, and treasury functions, ensuring that Dialpad's financial operations align with its strategic goals.
Previous Experience in Finance
Before joining Dialpad, Brett Reed held several key positions in finance. He worked at Salesforce as Senior Director of M&A Finance from 2021 to 2023. Prior to that, he was Vice President of Finance at Ellie Mae from 2018 to 2019 and Head of Finance at Plastiq for a brief period in 2019. He also served as VP of Finance & Treasury at Vlocity from 2019 to 2021, showcasing a diverse background in financial leadership roles.
Educational Background
Brett Reed studied at Point Loma Nazarene University, where he earned a Bachelor of Arts in Business Administration and Accounting from 2000 to 2004. He also participated in a study abroad program at John Cabot University, enhancing his educational experience and global perspective in business.
Expertise and Skills
Brett Reed possesses over ten years of experience in finance, investment, and accounting. He has developed expertise in financial modeling, analysis, and forecasting. His skills include creating KPI dashboards, complex pricing strategies, and negotiation. He is known for his strong background in operational process engineering and has a track record of designing and implementing operational solutions for business growth.
Career Progression
Brett Reed's career includes various roles that demonstrate his growth in the finance sector. He began as a Senior Accountant at Clear Capital and progressed to Director of Financial Planning & Analysis. He also held positions such as Managing Consultant at LECG and Accounting and Finance Manager at Clear Capital. His diverse experiences have contributed to his strategic agility and leadership capabilities in finance.