Kathy Wagner is the Chief Financial Officer of Kaseya, the leading provider of unified IT management and security software for managed service providers (MSPs) and small to medium-sized business (SMBs).
Ms. Wagner possesses a deep understanding of the role of finance in business, including the impacts and benefits of managing investments and effectively conveying strategies to the executive team, board, investors, and other stakeholders.
Prior to joining Kaseya, Ms. Wagner held the role of Vice President, Global Finance & Administration for Citrix, where she developed a long-range plan leveraging external market data to drive the transformation to a SaaS/subscription-based business model while optimizing investment and growth opportunities. She led the implementation of strategies and processes to effectively communicate the transformation to investors. Before that, as VP, Sales, Services and Marketing, Finance & Administration, Ms. Wagner completed a plan to put Citrix back on track to achieve financial objectives by working with the sales team to implement a bookings recovery initiative and bring spending in line with revenue. She partnered with the sales and services team to grow total bookings by 7% year-over-year while driving costs down by $70M annually.
Earlier, as Controller, Ms. Wagner led the first of her 50+ financial acquisition due diligence and integration efforts during her tenure at Citrix. She acted as a key advisor to the strategic development team, providing guidance and alternative structures during negotiations.
Prior to Citrix, Ms. Wagner was Audit Manager at Ernst & Young LLP/Arthur Andersen LLP, where she managed the largest SEC account in South Florida, Jacuzzi Brands Inc. (f/k/a U.S. Industries), and other large clients.
She holds a Master of Business Administration and a Bachelor of Science in Accounting (Summa Cum Laude) from Florida Atlantic University in Boca Raton and is an active Certified Public Accountant in the state of Florida.