David Berlin, Finance Expert in Trabuco Canyon, CA, United States
David Berlin

Finance Expert in Trabuco Canyon, CA, United States

Member since September 23, 2016
David has served as a CFO at multiple private equity portfolio companies in the SaaS, manufacturing, and service sectors where he optimized revenue growth, profitability, and led acquisition initiatives. He has been a consultant since 2014 and leverages his skills in financial modeling, analysis, forecasting, M&A, and process enhancements to deliver value to his Toptal clients. He has an MBA from UCLA's Anderson School and is a CPA.
David is now available for hire

Career Highlights

Education

Case studies

  • Sample Financial Models
    Sample Financial Models
  • Key Performance Indicators and Scorecards
    Key Performance Indicators and Scorecards
  • Customer Profitability
    Customer Profitability

Employment

  • Chief Financial Officer and Executive Finance Consultant

    2014 - PRESENT
    Brookseed Partners
    • Served as an interim CFO for private equity-backed software-as-a-service (SaaS) business, learning fundamental business drivers, managing the financial staff, and optimizing reporting processes for CEO (former McKinsey consultant) and board members.
    • Completed buy and sell-side M&A at multiple PE-backed companies,. including due diligence, financial projections, data site management, and redesign of financial reporting and projections for company sales processes.
    • Performed as an expert in financial models and projection, and analysis. Built leveraged buyout (LBO) and three-statement operating models for multiple PE-owned companies, SaaS clients with complex revenue recognition, and manufacturing clients.
    • Served as interim CFO for a cash-challenged private equity-backed services company. Improved cash flow hundreds of thousands of dollars thru accounts receivable process improvements.
    • Developed customer and product-line profit estimation tools that enabled customer pricing adjustments and operational productivity improvement projects, driving a 20% improvement in gross margin.
    • Built financial models for internal projections and a $12 million equity and debt capital raise for an early-stage SaaS business.
    • Utilized Power Pivot, Power Query, Power BI, Tableau, macros, and VBA to design and automate recurring reports for financials, customer profitability, margin analysis, and board of director presentations.
    • Developed return on investment (ROI) presentations from a customer point of view for sales group use in closing sales prospects. ROI tool was key to the closing largest customer. The company awarded special recognition to me for the ROI presentation tool.
    • Built and implemented a detailed operating model for a manufacturing company, optimizing $130 million of inventory and production levels for 27 plants.
    Focus areas: Pivot Tables, PowerPoint Templates, Analytical Review, Controllership, Intuit QuickBooks, QuickBooks Online, Monthly Recurring Revenue (MRR), 13-week Cash Flow, Board of Directors, Monthly Close Process, Debt, Excel Reporting, Presentations, Cash Flow Management, Revenue Analysis, Sales Analysis, Business Analysis, Data Analytics, Financial Data Analytics, Ad Hoc Modeling, Modeling, Models, Finance Director, Financials, Scenarios, Analytics, Customer Analysis, Profit Maximization, Portfolio Company Support, Cash Flow Analysis, Rolling Forecasts, Budget Management, Budget Modeling, Excel Modeling, Post-merger Integration, Financial Forecasting, Corporate Controller, Comparable Company Analysis, NPV, SaaS, Enterprise SaaS, Interactive Dashboards, Three-statement Modeling, CFO, Software as a Service (SaaS), Manufacturing Productivity Improvement, Excel VBA, Private Equity, Dashboards, Key Performance Indicators (KPIs), Model Building, M&A Modeling, M&A (Sell-side), Customer Lifetime Value, PowerPivot, Cost Accounting, Standard Costing, Software Integration, Variable Costing, Five-year Plans, Interim CFO, Customer Contribution Calculation, Revenue & Expense Projections, Recurring Revenue Modeling, MRP, Free Cash Flow (FCF), ROI, Metric Reporting, Reporting, Scenario Analysis, Long-range Plans, Spreadsheet Automation, Process Automation, Gross Profit Margin Growth, Profitability Analysis, Analysis, Microsoft PowerPoint, Microsoft Excel, QuickBooks ProAdvisor, NPV Calculation, DCF Valuation, Financial Modeling, Due Diligence, Mergers & Acquisitions (M&A), Strategic Planning & Execution, Budgeting, Forecasting, Financial Planning & Analysis (FP&A), Controllership/Accounting, Trends, Accounting Software, Scenario-based Design, Product Costing, Financial Ratios, Accounting Policy, Inventory Cost Accounting, Investor Presentations, Financial Accounting, Accounting, Financial Reporting Dashboards, Board Reporting, M&A Reporting, Statement of Cash Flows, Consolidated Reporting, Financial Reporting, Financial Data, Operational Finance, Finance, FPA, Financial Analysis, Trend Forecasting, Sales Forecast Management, Annual Budgets, Enterprise Software, Product Line Analysis, Profit Optimization, Data, Database Modeling, Scorecard Development, Modeling Cases, Model Development, Operating Models, Operational Modeling, Metrics, Excel 2016, Reports, Excel Expert, NetSuite, Balance Sheets, Five-year Projections, Trend Analysis, Profit & Loss (P&L), Leveraged Buyout Modeling, Discounted Cash Flow (DCF), Industrial & Manufacturing, Manufacturing, Controller, Interim Controller, Inventory Management, Interim Finance Director, Interim Financial Controller, Supply Chain Optimization, Supply Chain Management (SCM), Cost Management, Report Design, Business Performance Management (BPM), International Expansion, Management, Supply Chain, Management Consulting, Key Performance Metrics, Discounted Cash Flow Analysis, Executive Presentations, Board Presentations, Presentation Design, Enterprise Resource Planning (ERP), Acquisition Analysis, Acquisitions, System Integration, Sales Funnel, Board Decks, Small & Medium-sized Enterprises (SME), Scorecard Indicators, Balance Scorecards, Business Strategy, Strategic Planning, Long-term Planning, Margin Optimization, Break-even Analysis, Decision Analysis, Horizontal Analysis, Operating Analysis, Revenue Projections, Business Planning, Planning, Annual Planning, Data Modeling, Business Modeling, Business Models, DCF Modeling, Pro Forma Financial Statements, Economics, SOP Development, Strategy, CPA, Databases, P&L Management, Company Analysis, Productivity Improvement, Waterfall Modeling, Manufacturers, Cohort Analysis, Funding Presentations, Sage 50, Data Analysis, Microsoft Access, United States, Excel 365, Customer Acquisition Cost (CAC), LTV, Cost-benefit Analysis, Activity-based Costing, Google Sheets, Data Analyst, Microsoft Power BI, Process Modeling, Healthcare, Valuation Multiples, Startup Consulting, Business Services, Data Visualization, BI Reporting, Financial Statements, Healthcare Services, Peachtree Accounting Software, Startups, Valuation, SQL, Data Analysis Consultant, Fundraising, Cost Analysis, Cost Modeling, COGS Analysis, P&L Forecasting, Cash Flow Modeling, Cash Management, Working Capital Management, Investment Return Scenario Analysis, Analysis of Variance (ANOVA), Profitability Optimization, Financial Systems, Contribution Margin Analysis, Finance Reports, Company Strategy, Financial Closing, Gross Margins, Pitch Presentations, Economic Capital, Exit Strategy, Industry Analysis, SWOT Analysis, Valuation Analysis, Valuation Modeling, Fundraising Consultant, Financing, Certified Public Accountant (CPA), CMA, PV Analysis, Pro Forma Analysis, Vertical Analysis, Historical Modeling, Model Validation, Business Process Analysis, Labor Efficiency Analysis, Cash Flow Forecasting, Cash Flow, Return Analysis, Revenue Modeling, Finance Strategy, Cash Flow Calculation, Financial Model Auditing, Department Management, Economic Analysis, Managerial Economics, Financial Controlling, Power Query, Visual Basic for Applications (VBA), Corporate Finance, Corporate Finance Consultant, Distribution, Investor Reporting, US GAAP, Revenue Management, Project Budget Management, Customer Relationship Management (CRM), New Product Business Cases, Product Planning, Use Case Analysis, Sell-side, Power View, Factor Analysis, Peachtree, Microsoft Dynamics AX, Accounting Rate of Return (ARR), Sales Expense Forecasting, Budget Controls, Zero-based Budgeting, Profit Ratio Statements, Bank Covenants, FS Planning, Capital Budgeting, CAPEX Budgeting & Inventory Management, Ratio Analysis, Private Equity Valuation, Order to Cash (O2C), Cost of Capital, Economic Cost, M&A Earn-out Agreements, Integrated Financial Statements, Bank Debt Raises, Debt Raises, Equity Raises, Production Accounting, Deal Analysis, Visual Basic, Microsoft Dynamics, M&A (Buy-side), Marginal Costing, Chart of Accounts, Growth Analysis, Operating & Service Model Improvement, Quantitative Modeling, Quote-to-cash (QTC/Q2C), Integrated Sales & Operational Planning, Informatics, Capital Raising, Fundamental Analysis, Banking & Finance, Financial Asset Impairment Models, Certified Valuation Analyst, Sales Performance, Fixed Asset Management, Fractional CFO, Tableau, Dashboard Design, Sales Growth, Direct to Consumer (D2C), Market Research, eCommerce, Sage Intacct, Intacct, Business Cases, Investor Relations, Growth Strategy, Intact Software
  • Chief Financial Officer

    2009 - 2014
    Learner's Digest International
    • Created and oversaw strategic planning, quarterly forecasting, and annual budgeting processes that enabled the company to improve profits significantly.
    • Guided an executive committee that drove company direction and performance, resulting in a 60% and 100% increase in sales and profitability, respectively.
    • Identified an unprofitable business segment and led the divestment of the business line, improving EBITDA by $1.5 million per annum.
    • Negotiated a $15 million credit facility and managed the banking relationship to enhance the private equity fund's IRR.
    • Automated reporting of financials, division profitability, marketing program returns, and board of director presentations.
    • Managed a staff of 10, enabling more effective reporting, forecasting, as well as lender and investor management.
    Focus areas: Pivot Tables, Reporting, PowerPoint Templates, Analytical Review, Controllership, Monthly Recurring Revenue (MRR), 13-week Cash Flow, Spreadsheet Automation, Customer Contribution Calculation, Monthly Close Process, Debt, Excel Reporting, Presentations, Cash Flow Management, Revenue Analysis, Sales Analysis, Business Analysis, Data Analytics, Financial Data Analytics, Ad Hoc Modeling, Modeling, Models, Finance Director, Financials, Scenarios, Analytics, Customer Analysis, Profit Maximization, Portfolio Company Support, Cash Flow Analysis, Rolling Forecasts, Budget Management, Budget Modeling, Excel Modeling, Post-merger Integration, Revenue & Expense Projections, Financial Forecasting, Profitability Analysis, Corporate Controller, Comparable Company Analysis, NPV, SaaS, Enterprise SaaS, Three-statement Modeling, CFO, Software as a Service (SaaS), Excel VBA, Financial Modeling, Key Performance Indicators (KPIs), Model Building, M&A Modeling, Customer Lifetime Value, Variable Costing, DCF Valuation, Five-year Plans, Bank Covenants, Bank Debt Raises, Budgeting, Return on Invested Capital (ROIC), Dashboards, Key Performance Metrics, Board Reporting, Board Decks, Company Strategy, Private Equity, Board Presentations, Board of Directors, Strategy Planning, Management, Accounting, Mergers & Acquisitions (M&A), Financial Planning & Analysis (FP&A), Finance, Controllership/Accounting, Trends, Accounting Software, Scenario-based Design, Product Costing, Gross Profit Margin Growth, Financial Ratios, Accounting Policy, Investor Presentations, Financial Accounting, Financial Reporting Dashboards, M&A Reporting, Statement of Cash Flows, Consolidated Reporting, Financial Reporting, Financial Data, Operational Finance, Scenario Analysis, FPA, Financial Analysis, Trend Forecasting, Sales Forecast Management, Annual Budgets, Enterprise Software, Product Line Analysis, Profit Optimization, Data, Database Modeling, Scorecard Development, Modeling Cases, Model Development, Operating Models, Operational Modeling, Metrics, Excel 2016, Microsoft Excel, Reports, Excel Expert, Microsoft Dynamics GP, Interim CFO, Balance Sheets, Five-year Projections, Trend Analysis, Profit & Loss (P&L), Leveraged Buyout Modeling, Discounted Cash Flow (DCF), Controller, Interim Financial Controller, Cost Management, Report Design, Business Performance Management (BPM), International Expansion, Discounted Cash Flow Analysis, Executive Presentations, Presentation Design, Enterprise Resource Planning (ERP), Acquisition Analysis, Acquisitions, Small & Medium-sized Enterprises (SME), Scorecard Indicators, Balance Scorecards, Business Strategy, Strategic Planning, Long-range Plans, Long-term Planning, Margin Optimization, Break-even Analysis, Decision Analysis, Operating Analysis, Revenue Projections, Business Planning, Planning, Annual Planning, Data Modeling, Business Modeling, Business Models, DCF Modeling, Pro Forma Financial Statements, Due Diligence, Economics, Strategy, CPA, Databases, P&L Management, Company Analysis, Productivity Improvement, Waterfall Modeling, Cohort Analysis, Funding Presentations, Data Analysis, United States, Recurring Revenue Modeling, Customer Acquisition Cost (CAC), LTV, Cost-benefit Analysis, Activity-based Costing, Data Analyst, Interim Controller, ROI, Valuation Multiples, Business Services, Data Visualization, Financial Statements, Valuation, Fundraising, Cost Analysis, Cost Modeling, COGS Analysis, P&L Forecasting, Cash Flow Modeling, Cash Management, Working Capital Management, Investment Return Scenario Analysis, Analysis of Variance (ANOVA), Profitability Optimization, Financial Systems, Contribution Margin Analysis, Finance Reports, Financial Closing, Gross Margins, Pitch Presentations, Economic Capital, Exit Strategy, Industry Analysis, SWOT Analysis, Valuation Analysis, Valuation Modeling, Fundraising Consultant, Financing, Certified Public Accountant (CPA), Analysis, PV Analysis, Pro Forma Analysis, Strategic Planning & Execution, Vertical Analysis, Historical Modeling, Model Validation, Business Process Analysis, Labor Efficiency Analysis, Cash Flow Forecasting, Cash Flow, Return Analysis, Revenue Modeling, Finance Strategy, Cash Flow Calculation, Financial Model Auditing, Department Management, Economic Analysis, Managerial Economics, Financial Controlling, Power Query, Corporate Finance, Investor Reporting, US GAAP, Project Budget Management, Product Planning, Use Case Analysis, Sell-side, Microsoft Dynamics Great Plains (GP) ERP, Factor Analysis, Accounting Rate of Return (ARR), Sales Expense Forecasting, Budget Controls, Zero-based Budgeting, Profit Ratio Statements, FS Planning, Capital Budgeting, Ratio Analysis, Private Equity Valuation, Cost of Capital, Economic Cost, M&A Earn-out Agreements, Integrated Financial Statements, Debt Raises, Equity Raises, Deal Analysis, Microsoft Dynamics, Process Automation, Microsoft PowerPoint, Chart of Accounts, Growth Analysis, Operating & Service Model Improvement, Quantitative Modeling, Quote-to-cash (QTC/Q2C), Informatics, Capital Raising, Fundamental Analysis, Banking & Finance, Certified Valuation Analyst, Sales Performance, Fixed Asset Management, Process Modeling, Dashboard Design, Sales Growth, Free Cash Flow (FCF), Business Cases, Investor Relations, Growth Strategy
  • Senior Director of Finance

    2006 - 2009
    Star Trac Fitness
    • Developed and presented recommendations on expansion and strategic reduction options for individual business units using projected returns on invested capital (ROIC) to the CEO.
    • Implemented business performance management (BPM) software to streamline worldwide financial consolidations, forecasting, analysis, and performance management processes. Reduced the financial close, budgeting, and forecasting timelines by several days.
    • Developed forecast and scenario model to manage expenses, capital assets, working capital, and debt financing to optimize profits and cash management for the rapidly growing manufacturer. Summary of outputs used with the board, lender, and investors.
    • Led a multi-department process improvement team to free $3.5 million of cash from working capital.
    • Implemented a new financial reporting system for improved visibility of product margins and expense drivers, resulting in $2 million of profit enhancements.
    • Automated excel scenario model, EVA model, and management reporting.
    Focus areas: Pivot Tables, PowerPoint Templates, Analytical Review, Controllership, 13-week Cash Flow, Spreadsheet Automation, Customer Contribution Calculation, Monthly Close Process, Debt, Excel Reporting, Cash Flow Management, Revenue Analysis, Sales Analysis, Business Analysis, Data Analytics, Financial Data Analytics, Ad Hoc Modeling, Models, Finance Director, Financials, Scenarios, Analytics, Customer Analysis, Profit Maximization, Cash Flow Analysis, Rolling Forecasts, Budget Management, Budget Modeling, Excel Modeling, Post-merger Integration, Revenue & Expense Projections, Financial Forecasting, Profitability Analysis, Corporate Controller, Comparable Company Analysis, NPV, Three-statement Modeling, CFO, Manufacturing Productivity Improvement, MRP, Excel VBA, Financial Modeling, Dashboards, Key Performance Indicators (KPIs), Model Building, M&A Modeling, M&A (Sell-side), Cost Accounting, Standard Costing, Software Integration, Variable Costing, Five-year Plans, DCF Valuation, ROI, Consolidated Reporting, International Expansion, Reporting, NPV Calculation, Economic Value Added, Presentations, Return on Invested Capital (ROIC), Scenario Analysis, Modeling, Analysis, Business Performance Management (BPM), Host Analytics, Enterprise Resource Planning (ERP), Working Capital Management, Cash Flow Modeling, Forecasting, Budgeting, Financial Planning & Analysis (FP&A), Controllership/Accounting, Trends, Accounting Software, Scenario-based Design, Product Costing, Gross Profit Margin Growth, Financial Ratios, Accounting Policy, Inventory Cost Accounting, Investor Presentations, Financial Accounting, Accounting, Financial Reporting Dashboards, Board Reporting, M&A Reporting, Statement of Cash Flows, Financial Reporting, Financial Data, Operational Finance, Finance, FPA, Trend Forecasting, Sales Forecast Management, Annual Budgets, Enterprise Software, Product Line Analysis, Profit Optimization, Data, Database Modeling, Scorecard Development, Modeling Cases, Model Development, Operating Models, Operational Modeling, Metrics, Excel 2016, Microsoft Excel, Reports, Excel Expert, Interim CFO, Balance Sheets, Five-year Projections, Trend Analysis, Profit & Loss (P&L), Manufacturing, Leveraged Buyout Modeling, Discounted Cash Flow (DCF), Industrial & Manufacturing, Controller, Interim Controller, Inventory Management, Interim Finance Director, Interim Financial Controller, Supply Chain Optimization, Cost Management, Report Design, Board of Directors, Management, Supply Chain, Supply Chain Management (SCM), Key Performance Metrics, Discounted Cash Flow Analysis, Executive Presentations, Board Presentations, Presentation Design, Acquisition Analysis, Acquisitions, System Integration, Board Decks, Small & Medium-sized Enterprises (SME), Scorecard Indicators, Balance Scorecards, Business Strategy, Strategic Planning, Long-range Plans, Long-term Planning, Margin Optimization, Break-even Analysis, Decision Analysis, Horizontal Analysis, Operating Analysis, Revenue Projections, Business Planning, Planning, Annual Planning, Data Modeling, Business Modeling, Business Models, DCF Modeling, Pro Forma Financial Statements, Due Diligence, Economics, SOP Development, Strategy, CPA, Databases, P&L Management, Company Analysis, Productivity Improvement, Waterfall Modeling, Manufacturers, Funding Presentations, Data Analysis, United States, Cost-benefit Analysis, Activity-based Costing, Data Analyst, Financial Analysis, Inventory, Syspro, Valuation Multiples, Startup Consulting, Data Visualization, Financial Statements, Startups, Valuation, Fundraising, Cost Analysis, Cost Modeling, COGS Analysis, P&L Forecasting, Cash Management, Investment Return Scenario Analysis, Analysis of Variance (ANOVA), Profitability Optimization, Financial Systems, Contribution Margin Analysis, Finance Reports, Company Strategy, Financial Closing, Gross Margins, Pitch Presentations, Economic Capital, Exit Strategy, Industry Analysis, SWOT Analysis, Valuation Analysis, Valuation Modeling, Fundraising Consultant, Financing, Certified Public Accountant (CPA), CMA, PV Analysis, Pro Forma Analysis, Strategic Planning & Execution, Vertical Analysis, Historical Modeling, Model Validation, Integration, Business Process Analysis, Labor Efficiency Analysis, Cash Flow Forecasting, Cash Flow, Return Analysis, Revenue Modeling, Finance Strategy, Cash Flow Calculation, Financial Model Auditing, Department Management, Economic Analysis, Managerial Economics, Financial Controlling, Corporate Finance, Distribution, Investor Reporting, US GAAP, Revenue Management, Interactive Dashboards, Project Budget Management, New Product Business Cases, Use Case Analysis, Factor Analysis, Accounting Rate of Return (ARR), Sales Expense Forecasting, Budget Controls, Zero-based Budgeting, Profit Ratio Statements, Bank Covenants, FS Planning, Capital Budgeting, CAPEX Budgeting & Inventory Management, Ratio Analysis, Order to Cash (O2C), Cost of Capital, Economic Cost, Integrated Financial Statements, Bank Debt Raises, Debt Raises, Equity Raises, Production Accounting, Deal Analysis, Process Automation, Microsoft PowerPoint, M&A (Buy-side), Marginal Costing, Chart of Accounts, Growth Analysis, Operating & Service Model Improvement, Quantitative Modeling, Quote-to-cash (QTC/Q2C), Integrated Sales & Operational Planning, Informatics, Capital Raising, Fundamental Analysis, Banking & Finance, Financial Asset Impairment Models, Certified Valuation Analyst, Sales Performance, Fixed Asset Management, Process Modeling, Fractional CFO, Dashboard Design, Sales Growth, Direct to Consumer (D2C), Market Research, eCommerce, Free Cash Flow (FCF), Business Cases, Investor Relations, Growth Strategy
  • Senior Director of Finance

    2004 - 2006
    Beech Street
    • Developed a balanced scorecard allowing for improved interdepartmental communication, faster issue resolution time for executives, and increased focus within the organization on the achievement of corporate goals.
    • Identified an unprofitable product line, prompting a $720,000 expense reduction enabling segment-level profitability.
    • Reduced monthly financial statement closing and reporting processes from ten to four days.
    • Managed departments of 35 responsible for planning, forecasting, budgeting, product, and market trend analysis, sales lead tracking, contracting, as well as accounting.
    • Represented the financial department in diligence that led to the sale of the business to a financial sponsor for $165 million.
    Focus areas: Pivot Tables, Reporting, PowerPoint Templates, Analytical Review, Spreadsheet Automation, Healthcare Services, Excel Reporting, Cash Flow Management, Revenue Analysis, Sales Analysis, Business Analysis, Data Analytics, Financial Data Analytics, Ad Hoc Modeling, Modeling, Models, Finance Director, Financials, Scenarios, Analytics, Profit Maximization, Cash Flow Analysis, Rolling Forecasts, Budget Management, Budget Modeling, Excel Modeling, Revenue & Expense Projections, Financial Forecasting, Corporate Controller, Comparable Company Analysis, NPV, Three-statement Modeling, CFO, Private Equity, Financial Modeling, Dashboards, Key Performance Indicators (KPIs), Model Building, M&A Modeling, M&A (Sell-side), Variable Costing, DCF Valuation, Five-year Plans, Healthcare, Mergers & Acquisitions (M&A), Monthly Close Process, Accounting, Profitability Analysis, Balance Scorecards, Presentations, Executive Presentations, Strategic Planning & Execution, Management, Controllership, Budgeting, Financial Planning & Analysis (FP&A), Controllership/Accounting, Trends, Accounting Software, Scenario-based Design, Product Costing, Gross Profit Margin Growth, Financial Ratios, Accounting Policy, Financial Accounting, Financial Reporting Dashboards, Board Reporting, M&A Reporting, Statement of Cash Flows, Consolidated Reporting, Financial Reporting, Financial Data, Operational Finance, Scenario Analysis, Finance, FPA, Financial Analysis, Trend Forecasting, Sales Forecast Management, Annual Budgets, Enterprise Software, Product Line Analysis, Profit Optimization, Data, Database Modeling, Scorecard Development, Modeling Cases, Model Development, Operating Models, Operational Modeling, Metrics, Excel 2016, Microsoft Excel, Reports, Excel Expert, Interim CFO, Balance Sheets, Five-year Projections, Trend Analysis, Profit & Loss (P&L), Leveraged Buyout Modeling, Discounted Cash Flow (DCF), Controller, Interim Financial Controller, Cost Management, Report Design, Business Performance Management (BPM), Board of Directors, Key Performance Metrics, Discounted Cash Flow Analysis, Board Presentations, Presentation Design, Enterprise Resource Planning (ERP), Acquisition Analysis, Acquisitions, Sales Funnel, Board Decks, Small & Medium-sized Enterprises (SME), Scorecard Indicators, Business Strategy, Strategic Planning, Long-range Plans, Long-term Planning, Margin Optimization, Break-even Analysis, Decision Analysis, Operating Analysis, Revenue Projections, Business Planning, Planning, Annual Planning, Data Modeling, Business Modeling, Business Models, DCF Modeling, Pro Forma Financial Statements, Economics, Strategy, CPA, Databases, P&L Management, Company Analysis, Productivity Improvement, Waterfall Modeling, Data Analysis, United States, Cost-benefit Analysis, Data Analyst, Interim Controller, ROI, Valuation Multiples, Business Services, Data Visualization, Financial Statements, Valuation, Fundraising, Cost Analysis, Cost Modeling, COGS Analysis, P&L Forecasting, Cash Flow Modeling, Cash Management, Working Capital Management, Investment Return Scenario Analysis, Analysis of Variance (ANOVA), Profitability Optimization, Financial Systems, Contribution Margin Analysis, Finance Reports, Company Strategy, Financial Closing, Gross Margins, Pitch Presentations, Economic Capital, Exit Strategy, Industry Analysis, SWOT Analysis, Valuation Analysis, Valuation Modeling, Financing, Certified Public Accountant (CPA), Analysis, PV Analysis, Pro Forma Analysis, Vertical Analysis, Historical Modeling, Model Validation, Business Process Analysis, Labor Efficiency Analysis, Cash Flow Forecasting, Cash Flow, Return Analysis, Revenue Modeling, Finance Strategy, Cash Flow Calculation, Financial Model Auditing, Department Management, Economic Analysis, Managerial Economics, Financial Controlling, Corporate Finance, US GAAP, Project Budget Management, Use Case Analysis, Sell-side, Factor Analysis, Accounting Rate of Return (ARR), Sales Expense Forecasting, Budget Controls, Zero-based Budgeting, Profit Ratio Statements, Bank Covenants, FS Planning, Capital Budgeting, Ratio Analysis, Private Equity Valuation, Cost of Capital, M&A Earn-out Agreements, Integrated Financial Statements, Deal Analysis, Process Automation, Microsoft PowerPoint, Chart of Accounts, Growth Analysis, Operating & Service Model Improvement, Quantitative Modeling, Informatics, Fundamental Analysis, Banking & Finance, Certified Valuation Analyst, Sales Performance, Fixed Asset Management, Process Modeling, Sales Growth, Free Cash Flow (FCF), Business Cases, Growth Strategy
  • Chief Financial Officer

    2002 - 2004
    Quality Imaging Products
    • Implemented a new financial reporting system for improved visibility of product margins and expense drivers.
    • Championed the redesign of sales representatives' incentive plans to reward sales of higher-margin products.
    • Improved working capital by negotiating longer terms with vendors, resulting in $700,000 of financing.
    • Managed controller, treasury, tax, purchasing, and inventory functions for a private equity-funded entity.
    • Prepared board materials and managed the board of director meetings.
    Focus areas: Pivot Tables, Reporting, PowerPoint Templates, Analytical Review, Controllership, 13-week Cash Flow, Spreadsheet Automation, Customer Contribution Calculation, Monthly Close Process, Debt, Excel Reporting, Presentations, Cash Flow Management, Revenue Analysis, Sales Analysis, Business Analysis, Data Analytics, Financial Data Analytics, Ad Hoc Modeling, Modeling, Models, Finance Director, Financials, Scenarios, Analytics, Profit Maximization, Portfolio Company Support, Cash Flow Analysis, Rolling Forecasts, Budget Management, Budget Modeling, Excel Modeling, Revenue & Expense Projections, Financial Forecasting, Profitability Analysis, Corporate Controller, Comparable Company Analysis, NPV, Three-statement Modeling, Private Equity, Financial Modeling, Dashboards, Key Performance Indicators (KPIs), Model Building, Cost Accounting, Standard Costing, DCF Valuation, Five-year Plans, Board Presentations, Board of Directors, CFO, Sales Performance, Report Design, Customer Analysis, Board Decks, Management, Strategic Planning & Execution, Inventory, Working Capital Management, Cash Flow, Budgeting, Forecasting, Controller, Finance, Financial Planning & Analysis (FP&A), Controllership/Accounting, Trends, Accounting Software, Scenario-based Design, Product Costing, Gross Profit Margin Growth, Financial Ratios, Accounting Policy, Inventory Cost Accounting, Investor Presentations, Financial Accounting, Accounting, Financial Reporting Dashboards, Board Reporting, M&A Reporting, Statement of Cash Flows, Financial Reporting, Financial Data, Operational Finance, Scenario Analysis, FPA, Financial Analysis, Trend Forecasting, Sales Forecast Management, Annual Budgets, Enterprise Software, Profit Optimization, Data, Database Modeling, Scorecard Development, Modeling Cases, Model Development, Operating Models, Operational Modeling, Metrics, Excel 2016, Microsoft Excel, Reports, Excel Expert, Intuit QuickBooks, Interim CFO, Balance Sheets, Five-year Projections, Trend Analysis, Profit & Loss (P&L), Manufacturing, Leveraged Buyout Modeling, Discounted Cash Flow (DCF), Industrial & Manufacturing, Interim Controller, Inventory Management, Interim Financial Controller, Purchasing, Supply Chain Management (SCM), Cost Management, Business Performance Management (BPM), Key Performance Metrics, Discounted Cash Flow Analysis, Executive Presentations, Presentation Design, Enterprise Resource Planning (ERP), Acquisition Analysis, Acquisitions, Sales Funnel, Small & Medium-sized Enterprises (SME), Scorecard Indicators, Balance Scorecards, Business Strategy, Strategic Planning, Long-range Plans, Long-term Planning, Margin Optimization, Break-even Analysis, Decision Analysis, Horizontal Analysis, Operating Analysis, Revenue Projections, Business Planning, Planning, Annual Planning, Data Modeling, Business Modeling, Business Models, DCF Modeling, Pro Forma Financial Statements, Due Diligence, Economics, SOP Development, Strategy, CPA, Databases, P&L Management, Company Analysis, Productivity Improvement, Waterfall Modeling, Manufacturers, Funding Presentations, Data Analysis, United States, Cost-benefit Analysis, Data Analyst, Manufacturing Productivity Improvement, ROI, Process Modeling, Supply Chain, Valuation Multiples, Startup Consulting, Data Visualization, Financial Statements, Valuation, Fundraising, Cost Analysis, Cost Modeling, COGS Analysis, P&L Forecasting, Cash Flow Modeling, Cash Management, Investment Return Scenario Analysis, Analysis of Variance (ANOVA), Profitability Optimization, Financial Systems, Contribution Margin Analysis, Finance Reports, Company Strategy, Financial Closing, Gross Margins, Pitch Presentations, Economic Capital, Exit Strategy, Industry Analysis, SWOT Analysis, Valuation Analysis, Valuation Modeling, Financing, Analysis, CMA, PV Analysis, Pro Forma Analysis, Vertical Analysis, Historical Modeling, Model Validation, Business Process Analysis, Labor Efficiency Analysis, Cash Flow Forecasting, Return Analysis, Revenue Modeling, Finance Strategy, Cash Flow Calculation, Financial Model Auditing, Economic Analysis, Managerial Economics, Corporate Finance, Distribution, US GAAP, Revenue Management, Project Budget Management, Use Case Analysis, Factor Analysis, Accounting Rate of Return (ARR), Sales Expense Forecasting, Budget Controls, Zero-based Budgeting, Profit Ratio Statements, Bank Covenants, FS Planning, Capital Budgeting, CAPEX Budgeting & Inventory Management, Ratio Analysis, Private Equity Valuation, Order to Cash (O2C), Cost of Capital, M&A Earn-out Agreements, Integrated Financial Statements, Production Accounting, Microsoft PowerPoint, Marginal Costing, Chart of Accounts, Growth Analysis, Operating & Service Model Improvement, Quantitative Modeling, Integrated Sales & Operational Planning, Informatics, Fundamental Analysis, Banking & Finance, Certified Valuation Analyst, Fixed Asset Management, Fractional CFO, Sales Growth, Free Cash Flow (FCF), Business Cases, Investor Relations, Growth Strategy
  • Corporate Controller

    2000 - 2002
    Paramount Farms
    • Managed a staff of 20 responsible for financial accounting, cost accounting, bank compliance and relationships, financial reporting, taxes, and financial planning and analysis.
    • Led financial reporting, cost accounting, budgeting, taxes, payroll, cash management, and annual audit activities.
    • Consolidated and re-engineered the finance department to allow for improved productivity with a reduced staff.
    • Developed cash flow forecast process to better predict and manage working capital requirements.
    • Completed due diligence and the integration of financial functions for the $50 million acquisition of a competitor.
    Focus areas: Pivot Tables, Reporting, PowerPoint Templates, Analytical Review, 13-week Cash Flow, Monthly Close Process, Debt, Excel Reporting, Presentations, Cash Flow Management, Sales Analysis, Business Analysis, Data Analytics, Financial Data Analytics, Ad Hoc Modeling, Modeling, Models, Financials, Analytics, Profit Maximization, Cash Flow Analysis, Rolling Forecasts, Budget Management, Budget Modeling, Post-merger Integration, Revenue & Expense Projections, Financial Forecasting, Three-statement Modeling, Manufacturing Productivity Improvement, Software Integration, Mergers & Acquisitions (M&A), Standard Costing, Cost Management, Inventory Cost Accounting, Cost Accounting, Controllership, Management, Strategy Planning, Strategy, Finance Strategy, Financial Systems, Financial Data, Finance, Corporate Controller, Controller, Controllership/Accounting, Trends, Accounting Software, Product Costing, Gross Profit Margin Growth, Accounting Policy, Financial Accounting, Accounting, Financial Reporting Dashboards, M&A Reporting, Statement of Cash Flows, Consolidated Reporting, Financial Reporting, Operational Finance, Scenario Analysis, FPA, Financial Analysis, Trend Forecasting, Annual Budgets, Enterprise Software, Product Line Analysis, Profit Optimization, Data, Database Modeling, Scorecard Development, Modeling Cases, Model Development, Operating Models, Operational Modeling, Metrics, Excel 2016, Microsoft Excel, Excel Modeling, Reports, Excel Expert, Interim CFO, Balance Sheets, Five-year Projections, Trend Analysis, Profit & Loss (P&L), Manufacturing, Leveraged Buyout Modeling, Discounted Cash Flow (DCF), Industrial & Manufacturing, Inventory Management, Interim Financial Controller, Report Design, Small & Medium-sized Enterprises (SME), Strategic Planning, Planning, Business Planning, Annual Planning, Data Modeling, Business Modeling, Business Models, DCF Modeling, Pro Forma Financial Statements, Due Diligence, Economics, CPA, Databases, P&L Management, Company Analysis, Productivity Improvement, Waterfall Modeling, Manufacturers, Data Analysis, United States, Data Analyst, Inventory, Interim Controller, ROI, Process Modeling, Five-year Plans, Financial Statements, Cost Analysis, Cost Modeling, COGS Analysis, P&L Forecasting, Cash Flow Modeling, Cash Management, Working Capital Management, Investment Return Scenario Analysis, Analysis of Variance (ANOVA), Profitability Optimization, Contribution Margin Analysis, Finance Reports, Company Strategy, Financial Closing, Gross Margins, Industry Analysis, SWOT Analysis, Valuation Analysis, Valuation Modeling, Financing, CMA, Integration, System Integration, Cash Flow Forecasting, Cash Flow, Return Analysis, Cash Flow Calculation, Financial Model Auditing, Department Management, Managerial Economics, Financial Controlling, Corporate Finance, Distribution, US GAAP, Budget Controls, Zero-based Budgeting, Profit Ratio Statements, Bank Covenants, FS Planning, Capital Budgeting, Integrated Financial Statements, Production Accounting, Deal Analysis, Microsoft PowerPoint, M&A (Buy-side), Chart of Accounts, Growth Analysis, Operating & Service Model Improvement, Quantitative Modeling, Integrated Sales & Operational Planning, Capital Raising, Fundamental Analysis, Banking & Finance, Sales Performance, Fixed Asset Management, Sales Growth, Free Cash Flow (FCF)
  • Director of Operations, Planning and Logistics

    1995 - 2000
    Henry Company
    • Served as a strategic business analyst, assistant controller, and director of operations and planning, helping the organization grow from $100 million to $300 million in sales.
    • Developed customer and product contribution margin analysis that resulted in pricing, product consolidation, commission plans, marketing, inventory, and purchasing changes that significantly enhanced profitability.
    • Led the acquisition analysis as well as the subsequent operational, purchasing, finance, and accounting integration for a completed merger.
    • Led the implementation of Epicor, an enterprise resource planning system (ERP), across the finance, accounting, operations, purchasing, inventory groups of three recently merged entities.
    • Developed a system for uniformly analyzing costs across three merged entities.
    Focus areas: Pivot Tables, Reporting, PowerPoint Templates, Analytical Review, Controllership, Spreadsheet Automation, Monthly Close Process, Presentations, Cash Flow Management, Revenue Analysis, Sales Analysis, Business Analysis, Data Analytics, Financial Data Analytics, Ad Hoc Modeling, Modeling, Models, Financials, Scenarios, Analytics, Profit Maximization, Cash Flow Analysis, Rolling Forecasts, Budget Management, Budget Modeling, Excel Modeling, Revenue & Expense Projections, Financial Forecasting, Profitability Analysis, Corporate Controller, Comparable Company Analysis, NPV, Three-statement Modeling, Manufacturing Productivity Improvement, MRP, Excel VBA, Financial Modeling, Model Building, M&A Modeling, Cost Accounting, DCF Valuation, Five-year Plans, Variable Costing, Customer Contribution Calculation, Key Performance Indicators (KPIs), Dashboards, Capital Budgeting, Microsoft PowerPoint, Excel Reporting, Microsoft Access, CAPEX Budgeting & Inventory Management, Inventory Cost Accounting, Inventory Management, JD Edwards, Integrated Sales & Operational Planning, Post-merger Integration, Software Integration, Integration, Customer Analysis, Analysis of Variance (ANOVA), Process Modeling, Budgeting, Forecasting, Strategy Planning, Logistics, Epicor, Inventory, Gross Margins, Margin Optimization, Marginal Costing, Contribution Margin Analysis, Controller, Financial Planning & Analysis (FP&A), Analysis, Mergers & Acquisitions (M&A), Standard Costing, Trends, Accounting Software, Scenario-based Design, Product Costing, Gross Profit Margin Growth, Accounting Policy, Financial Accounting, M&A Reporting, Financial Reporting, Operational Finance, Scenario Analysis, Finance, FPA, Financial Analysis, Trend Forecasting, Sales Forecast Management, Annual Budgets, Enterprise Software, Product Line Analysis, Profit Optimization, Data, Database Modeling, Scorecard Development, Modeling Cases, Model Development, Operational Modeling, Metrics, Excel 2016, Microsoft Excel, Reports, Excel Expert, Interim CFO, Balance Sheets, Five-year Projections, Trend Analysis, Profit & Loss (P&L), Manufacturing, Leveraged Buyout Modeling, Discounted Cash Flow (DCF), Industrial & Manufacturing, Controllership/Accounting, Interim Financial Controller, Purchasing, Supply Chain Optimization, Supply Chain Management (SCM), Cost Management, Report Design, Business Performance Management (BPM), Board of Directors, Management, Supply Chain, Key Performance Metrics, Discounted Cash Flow Analysis, Executive Presentations, Board Presentations, Presentation Design, Enterprise Resource Planning (ERP), Acquisition Analysis, Acquisitions, System Integration, Board Decks, Board Reporting, Small & Medium-sized Enterprises (SME), Scorecard Indicators, Balance Scorecards, Financial Reporting Dashboards, Business Strategy, Strategic Planning, Long-range Plans, Long-term Planning, Break-even Analysis, Decision Analysis, Horizontal Analysis, Operating Analysis, Revenue Projections, Business Planning, Planning, Annual Planning, Data Modeling, Business Modeling, Business Models, DCF Modeling, Pro Forma Financial Statements, Due Diligence, Economics, SOP Development, Strategy, CPA, Databases, P&L Management, Company Analysis, Productivity Improvement, Waterfall Modeling, Manufacturers, Data Analysis, United States, Customer Acquisition Cost (CAC), Cost-benefit Analysis, Activity-based Costing, Data Analyst, Interim Controller, ROI, Financial Data, Data Visualization, Financial Statements, SQL, Cost Analysis, Cost Modeling, COGS Analysis, P&L Forecasting, Cash Flow Modeling, Working Capital Management, Investment Return Scenario Analysis, Profitability Optimization, Financial Systems, Finance Reports, Company Strategy, Financial Closing, Industry Analysis, SWOT Analysis, Valuation Analysis, Valuation Modeling, CMA, PV Analysis, Pro Forma Analysis, Strategic Planning & Execution, Vertical Analysis, Historical Modeling, Operating Models, Model Validation, Business Process Analysis, Labor Efficiency Analysis, Cash Flow Forecasting, Cash Flow, Return Analysis, Revenue Modeling, Finance Strategy, Cash Flow Calculation, Financial Model Auditing, Department Management, Financial Ratios, Economic Analysis, Managerial Economics, Financial Controlling, Corporate Finance, Distribution, US GAAP, Revenue Management, Project Budget Management, New Product Business Cases, Product Planning, Use Case Analysis, Factor Analysis, Accounting Rate of Return (ARR), Sales Expense Forecasting, Budget Controls, Zero-based Budgeting, Profit Ratio Statements, Accounting, Bank Covenants, FS Planning, Ratio Analysis, Order to Cash (O2C), Cost of Capital, M&A Earn-out Agreements, Integrated Financial Statements, Bank Debt Raises, Debt Raises, Equity Raises, Production Accounting, Deal Analysis, Process Automation, M&A (Buy-side), Chart of Accounts, Growth Analysis, Operating & Service Model Improvement, Quantitative Modeling, Quote-to-cash (QTC/Q2C), Capital Raising, Fundamental Analysis, Banking & Finance, Certified Valuation Analyst, Sales Performance, Fixed Asset Management, Sales Growth, Free Cash Flow (FCF), Business Cases, Investor Relations, Growth Strategy

Education

  • Master of Business Administration (MBA) in General Management
    1993 - 1995
    UCLA Anderson School of Management - Los Angeles, California
  • Bachelor's Degree in Finance and Economics
    1989 - 1991
    New York University - New York, New York

Certifications

  • Financial Modeling and Valuation Analyst (FMVA®)
    JANUARY 2019 - PRESENT
    Corporate Finance Institute
  • Financial and Valuation Modeling
    JANUARY 2019 - PRESENT
    Wall Street Prep
  • NetSuite Financial User Certification
    JANUARY 2018 - PRESENT
    NetSuite
  • XERO Financial User Certification
    JANUARY 2018 - PRESENT
    XERO
  • QuickBooks ProAdvisor
    JANUARY 2018 - PRESENT
    Intuit
  • Certified Public Accountant (CPA)
    JUNE 2004 - PRESENT
    AICPA
  • Certified Management Accountant (CMA)
    JANUARY 2000 - JANUARY 2002
    CMA
  • CPIM
    JANUARY 1999 - PRESENT
    APICS

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