Richard Bray in

Richard Bray

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CFO at PandaDoc
📍 Lisbon, Lisbon, Portugal

Richard Bray is the Chief Financial Officer at PandaDoc, leveraging a background in investment banking at firms like Citigroup and Davidson Kempner. A Chartered Financial Analyst and Vanderbilt University alumnus, he also has entrepreneurial experience as the co-founder and CEO of ADSHIFT.

He successfully pivoted his own digital marketing agency into a venture-backed SaaS company before joining the corporate world.

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Experience
21 Years
Current Role
CFO
Job Level
Leadership
Location
Lisbon, Lisbon, Portugal
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Richard cares about

SaaS Finance
As the CFO of a high-growth SaaS company, he focuses on scaling financial operations, FP&A, and leveraging data for strategic decisions.
Venture-Backed Growth
He raised venture capital for his own startup and was instrumental in PandaDoc's Series C financing, achieving a $1B valuation.
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Career

Work history

2017
CFO
PandaDoc
10-2016 - 2-2017
Interim Director of Finance and Operations
PTB Ventures
2013 - 2017
Co-Founder and CEO
ADSHIFT
2009 - 2013
Investment Analyst
Castle Creek Arbitrage LLC
2008 - 2009
Special Situations and Distressed Debt Analyst
Davidson Kempner Capital Management
In the press

Media appearances

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Education
Bachelor’s Degree
Vanderbilt University
Continuing Education
Stanford University
Continuing Education
New York University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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