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Jason Moos

Chief Financial Officer at SpringBig Holdings
Executive

About Jason Moos

Jason Moos is Chief Financial Officer of SpringBig Holdings, Inc. (SBIG), appointed via an 8‑K on May 8, 2025; his offer letter set a start date no later than April 1, 2025 . Age 45, he is a CPA with a Bachelor’s Degree from Miami University and brings over 20 years of financial and operational leadership, including M&A execution and scaling SaaS businesses . Under his tenure in Q3 2025, Springbig reported revenue of $5.9M, gross margin of 71%, operating income of $0.6M, and net income of $0.2M, marking the third consecutive quarter of positive adjusted EBITDA and a return to profitability . He executed SOX §302 and §906 CFO certifications for Q2 and Q3 2025 and signed the S‑1, reinforcing his oversight of controls and reporting .

Past Roles

OrganizationRoleYearsStrategic Impact
Fleetworthy SolutionsChief Financial OfficerJul 2024 – Mar 2025Led two acquisitions; expanded market presence in fleet software .
SMS AssistChief Financial OfficerFeb 2022 – Mar 2024Drove one of the largest private‑to‑private deals in proptech; helped scale revenue >1,500% over tenure at SMS Assist .
SMS AssistEVP, Finance & AccountingFeb 2021 – Feb 2022Senior finance leadership in scaling operations .
SMS AssistVP FinanceMay 2016 – Feb 2021Instrumental in revenue scaling and operational growth .

External Roles

OrganizationRoleYearsStrategic Impact
No public company board roles disclosed in appointment and background filings .

Fixed Compensation

ComponentTermsNotes
Base Salary ($)$350,000 per year Exempt position; standard payroll practices .
Target Annual Bonus (%)50% of base salary Based on specific to‑be‑determined metrics; paid annually contingent on continued employment .
2025 Bonus Floor ($)Not less than $87,500 for 2025 Guaranteed minimum for 2025 performance year .
BenefitsMedical, dental, vision, disability, life; 401(k); alternative employer contribution to non‑qualified plans/HSA/parking if benefits declined Coverage begins first day of first full month after start .
Employment StatusAt‑will Either party may terminate at any time .

Performance Compensation

Annual Cash Bonus

MetricWeightingTargetActualPayoutVesting
Discretionary performance bonusN/A50% of base salary To be determined Annual; contingent on employment at payment Cash; no vesting

Equity Awards – Time-Based RSUs

Grant TypeGrant Size (RSUs)Vesting ScheduleAcceleration
Time‑based RSUs953,613 25% after 12 months of continuous service; remaining 75% vests in equal quarterly installments over the following 3 years RSU vesting accelerates upon Change in Control under the Equity Incentive Plan

Equity Awards – Milestone RSUs (Stock Price Triggers)

MilestoneRSUsStock Price Condition (average closing price for 180 consecutive trading days)Status
1158,936 > $0.25 Not disclosed
2158,936 > $0.35 Not disclosed
3158,935 > $0.45 Not disclosed
4158,935 > $0.55 Not disclosed
5158,935 > $0.65 Not disclosed
6158,936 > $0.75 Not disclosed

Total milestone RSUs: 953,613 . RSU award agreements to include customary terms and repurchase rights .

Equity Ownership & Alignment

  • Granted equity: 953,613 time‑based RSUs and 953,613 milestone RSUs, subject to vesting and conditions .
  • Change‑in‑control protection: Company will accelerate vesting of remaining unvested RSUs in the event of a Change in Control under the Equity Incentive Plan .
  • Pledging/hedging: Not disclosed in available filings; award agreements will include customary terms and repurchase rights .
  • Ownership guidelines: Not disclosed.
  • Beneficial ownership (current): Not disclosed; Form 4 filings for Moos not identified in available SBIG documents; CFO executed Section 16 power of attorney for other insiders (e.g., Larry Ellis) .

Employment Terms

TermProvisionNotes
Offer Letter DateFebruary 7, 2025 Acceptance signed Feb 7, 2025 .
Start DateNo later than April 1, 2025 CFO appointment announced May 8, 2025 .
Contract TypeAt‑will No fixed term .
Severance – If terminated without Cause in connection with Change in Control before 1st anniversary6 months base salary, paid in monthly installments Definitions per Equity Incentive Plan .
Severance – If terminated without Cause and not in connection with Change in Control before 1st anniversary3 months base salary, paid in monthly installments .
Severance – If terminated without Cause on/after 1st anniversary6 months base salary, paid in monthly installments .
Equity AccelerationRSUs accelerate upon Change in Control per Plan .
Restrictive Covenants2‑year post‑employment non‑competition and non‑solicitation Confidentiality, inventions assignment, and non‑disparagement included .
ArbitrationJAMS Employment Arbitration Rules; Miami, FL; class/collective waiver; provisional court relief allowed Florida governing law; severability (“blue pencil”) .

Performance & Track Record

  • Q3 2025 performance: Revenue $5.9M vs. $5.8M in Q2 and $6.1M in Q3 2024; gross profit $4.1M (71% margin); operating income $0.6M; net income $0.2M (including one‑time accrual reversal); third consecutive quarter of positive Adjusted EBITDA; positive cash from operations over nine months .
  • Prior achievements: At SMS Assist, Moos helped scale revenue by over 1,500% and executed a major private‑to‑private transaction in proptech; at Fleetworthy Solutions, led two acquisitions .

Compensation Structure Analysis

  • Increased at‑risk equity: Significant RSU package split between time‑based and price‑based milestones aligns incentives to sustained share price appreciation and retention (12‑month cliff, quarterly vesting thereafter) .
  • Change‑in‑control provisions: Full RSU acceleration under the Plan increases protection in transactional scenarios, potentially reducing retention risk around strategic events .
  • Cash comp discipline: Target bonus tied to to‑be‑defined metrics with 2025 floor ($87,500) provides initial certainty while preserving performance linkage .

Risk Indicators & Red Flags

  • Large price‑based RSU tranches: Six milestone triggers may focus management attention on stock price levels; execution quality remains critical to achieving sustained average closing price thresholds .
  • Legal/disciplinary: No legal proceedings or investigations involving Moos disclosed; 10‑Q and S‑1 signatures and SOX certifications indicate active responsibility over controls and reporting .
  • Insider transactions: No Form 4 transactions for Moos located in available SBIG filings; Moos acts as attorney‑in‑fact for Section 16 filings for other insiders (e.g., Larry Ellis) .

Investment Implications

  • Alignment: Two‑part RSU structure (time‑based and milestone price triggers) drives retention and direct linkage to shareholder value creation; change‑in‑control acceleration reduces uncertainty in strategic events .
  • Execution signals: Q3 2025 profitability and positive adjusted EBITDA across three quarters, alongside cost controls and integration of ViceCRM, reflect disciplined financial management under Moos’s CFO oversight .
  • Overhang/Supply dynamics: Future RSU vesting could add share supply; milestone vesting depends on sustained price thresholds, moderating immediate dilution risk and incentivizing durable performance .