Nate Urbassik
About Nate Urbassik
Nate Urbassik serves as the Head of Strategic Finance at Jeeves, where he focuses on fundraising efforts and financial strategy. He has extensive experience in finance and accounting, having held various leadership roles in multiple companies over the past decade.
Current Role at Jeeves
Nate Urbassik serves as the Head of Strategic Finance at Jeeves since 2023. In this role, he is responsible for producing and refining investor decks and data room items to support fundraising efforts for the company's upcoming Series D round. He plays a key role in the 'own our own rails' project, collaborating with the Compliance team to reduce reliance on payment processing vendors and maximize the economic value of transactions. Additionally, he successfully led the initiative to create the first budget and develop a collaborative forecasting process with cross-functional leaders.
Previous Experience in Finance
Before joining Jeeves, Nate Urbassik held several finance-related positions. He was the Head of Finance at Solid from 2022 to 2023. Prior to that, he served as the Senior Director of Finance at Tango Card, Inc. from 2015 to 2021. He also worked as an FP&A Manager at WDS from 2013 to 2015 and as a Senior Accountant, Revenue Specialist at Apptio from 2012 to 2013. His early career included a role as a Senior Audit Associate at KPMG US from 2009 to 2012.
Education and Professional Qualifications
Nate Urbassik studied Accounting at the University of San Diego, where he earned a Bachelor of Accounting degree from 2005 to 2009. He also achieved a CPA designation (inactive) while studying in the state of Washington. His educational background provides a strong foundation for his roles in finance and accounting throughout his career.
Leadership and Mentorship
In his current position at Jeeves, Nate Urbassik mentors and develops a team of two Financial Analysts. He focuses on providing growth opportunities and visibility for his team members within the organization. Additionally, he collaborates with HR as part of the culture committee to enhance the company culture in a fully remote environment.