Jonathan Surridge Email Address

Vice President of Finance

Lumity simplifies the pain of company health plan decisions with data-driven recommendations that drive cost savings and improve outcomes.

Senior finance executive with two decades of experience working with high-growth technology and consumer companies. Experienced with business operations, budgeting, forecasting, capital raising, strategy, in-depth analysis, deal origination and negotiation, business development, managing teams, public and private financings, and M&A transactions. I seek out challenging roles where I can roll up my sleeves and add value. I bring experience in managing complex and fast-paced business operations in heavily regulated environments. Specialties: -Business modeling, strategic planning, financial analysis, budgeting, and forecasting - SaaS -Managing financial and regulatory reporting -Fundraising debt and equity capital -Negotiations, contracts, and complex deal execution -Corporate and business development -Managing outside counsel, audit, clearing, and key vendor relationships -Delivering value-added insights and management reporting packages -Developing corporate infrastructure, policies, best practices and procedures -Driving operational process improvement -Building, developing, and managing geographically dispersed teams