David Berlin, Finance Expert in Trabuco Canyon, CA, United States
David is available for hire
Hire David

David Berlin

Verified Expert  in Finance

Bio

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.

Career Highlights

Chief Financial Officer
Learner's Digest International

Education Highlights

Master of Business Administration (MBA)
UCLA Anderson School of Management
Bachelor's Degree
New York University

Certification Highlights

Case Studies

Work Experience

Chief Financial Officer and Executive Finance Consultant

2014 - PRESENT
Brookseed Partners
  • Performed as an expert in financial models and projection, as well as analysis. Built leveraged buyout (LBO) and three-statement operating models for multiple PE-owned companies.
  • Served as an interim CFO for a private equity-backed SaaS business, learning fundamental business drivers, managing the financial staff, and optimizing reporting processes for the CEO (former McKinsey consultant) and board members.
  • Served as interim CFO for a cash-challenged private equity-backed company. Improved cash flow by millions through accounts receivable process changes, took the company through its 1st audit, and implemented financial and operating software systems.
  • Built financial models for internal projections and a $12 million equity and debt capital raise for an early-stage SaaS business.
  • Handled a data analysis and visualization project for a private equity-backed services portfolio to build automated recurring reports displaying insights on customer, product, and margin trends using NetSuite data extractions.
  • Completed buy and sell-side M&A due diligence at multiple PE-backed companies, including financial projections, data site management, and redesign of financial reporting and projections for sales processes.
  • 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.
  • 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 ROI presentations from a customer point of view for sales group use in closing sales prospects. The ROI tool was key to closing the largest customer. I got a special recognition award from the company 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, Monthly Recurring Revenue (MRR), 13-week Cash Flow, Board of Directors, Monthly Close Process, Debt, Excel Development, Presentations, Cash Flow Management, Revenue Analysis, Sales Analysis, Business Analysis Consulting, Data Science, Financial Data Analytics, Ad-hoc Modeling, Modeling, Models, Interim Finance Directors, Financials, UX Development, Analytics Development, Profit Maximization, Portfolio Company Support, Cash Flow Analysis, Rolling Forecasts, Budget Management, Budget Modeling, Excel Development, Post-merger Integrations, Financial Forecasting, Corporate Controller, NPV, SaaS, Enterprise SaaS, Interactive Dashboards, Three-statement Modeling, Interim CFOs, SaaS, Manufacturing Productivity Improvement, Excel VBA, Private Equity, Dashboard, Key Performance Indicators (KPIs), Model Building, M&A Modeling, M&A (Sell-side), Customer Lifetime Value (CLV), Microsoft Development, Cost Accounting, Standard Costing, Software Integration, Variable Costing, Five-year Plans, CFO Consultant, Customer Contribution Calculation, Revenue & Expense Projections, Recurring Revenue Modeling, Manufacturing Resource Planning (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, Excel Development, QuickBooks ProAdvisor, NPV Calculation, DCF Valuation, Financial Modeling, Due Diligence, M&A, Strategic Planning & Execution, Budgeting Consulting, Forecasting, FP&A, Controllership/Accounting, Business Intelligence Development, 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, Financial Reporting, Financial Data, Operational Finance, Finance, FPA, Financial Analysis, Trend Forecasting, Sales Forecast Management, Annual Budgets, Enterprise Software, Product Line Analysis, Profit Improvement, Data, Database Modeling, Scorecard Development, Modeling Cases, Model Development, Operating Models, Operational Modeling, Business Intelligence Development, Reports, Excel, 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 Directors, Interim Financial Controllers, Supply Chain Optimization, Supply Chain Management, Cost Management, Report Design, Business Performance Management (BPM), International Expansion, Management, Supply Chain, Management Consultants, Key Performance Metrics, Discounted Cash Flow Analysis, Executive Presentations, Board Presentations, Presentation Design, ERP Development, Acquisition Analysis, Acquisitions, Sales Funnel Strategy, 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 Modeling, DCF Modeling, Pro Forma Financial Statements, Economics, SOP Development, Design Strategy, CPA, Database, P&L Management, Company Analysis, Productivity Improvement, Waterfall Modeling, Manufacturers, Cohort Analysis, Funding Presentations, Data Analysis, Microsoft Access Development, United States, Excel 365, Customer Acquisition Cost (CAC), Lifetime Value (LTV), Cost-benefit Analysis, Activity-based Costing, Google Sheets Development, Business Intelligence Development, Process Modeling, Healthcare App Design, Valuation Multiples, Startup Consulting, Business Services, Data Visualization, BI Reporting, Financial Statements, Healthcare Services, Startup Development, Valuations, SQL, Data Analysis Consulting, 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, Financing, CPA, CMA, PV Analysis, Pro Forma Analysis, Vertical Analysis, Historical Modeling, Model Validation, Business Process Consulting, 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, Corporate Finance, Corporate Finance, Distribution, Investor Reporting, US GAAP Accounting, Revenue Management, Project Budget Management, CRM, New Product Business Cases, Product Planning, Use Case Analysis, Sell-side, Power View, 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, Economic Cost, M&A Earn-out Agreements, Integrated Financial Statements, Bank Debt Raises, Debt Raises, Equity Raises, Production Accounting, Deal Analysis, Visual Basic, M&A (Buy-side), Marginal Costing, Chart of Accounts, Growth Analysis, Operating & Service Model Improvement, Quantitative Development, Quote-to-cash (QTC/Q2C), Integrated Sales & Operational Planning, Capital Raising, Fundamental Analysis, Banking Consulting, Certified Valuation Analyst, Sales Performance, Fixed Asset Management, Fractional CFOs, Tableau Development, Dashboard Design, Sales Growth, Direct to Consumer (D2C), Market Research Analyst, E-commerce marketing, Sage Intacct, Financial Software Development, Business Cases, Investor Relations, Growth Strategy, Intact Software, Subscriptions, Time Series Analysis, Bottom-up Analysis, Sage Development, Crystal Reports, Consumer Products, Debt Financing, SME/SMB Financing, Consumer Packaged Goods (CPG), Excel Macros, Excel Development, Management Reports, Venture Capital, B2B Design, P&L Analysis, GAAP Compliance, Business Intelligence Development, Salesforce Design, Business Intelligence Consultant, Visualization Software, Visualization, ERP Development, Internal Financial Reporting, Short-term Investments, Cost Reduction & Optimization (Cost-down), Investment Analysis, SQL, Real Estate, Business Plan Consulting, Sensitivity Analysis, Software Development, Operations, Pricing, Process Optimization, Operational Workflow, Target Operating Models, Corporate Governance, Reorganization, Business Restructuring, Team Management, System Optimization, AR/AP Management, Accounts Payable, Accounts Receivable, Policies & Procedures Compliance, Professional Services, Close Procedures, Complex Account Reconciliations, Systems & Procedures, Growth Marketing, Operating Expenses (OPEX), Expense Management, Financial Operations & Processes

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 Development, Presentations, Cash Flow Management, Revenue Analysis, Sales Analysis, Business Analysis Consulting, Data Science, Financial Data Analytics, Ad-hoc Modeling, Modeling, Models, Interim Finance Directors, Financials, UX Development, Analytics Development, Profit Maximization, Portfolio Company Support, Cash Flow Analysis, Rolling Forecasts, Budget Management, Budget Modeling, Excel Development, Post-merger Integrations, Revenue & Expense Projections, Financial Forecasting, Profitability Analysis, Corporate Controller, NPV, SaaS, Enterprise SaaS, Three-statement Modeling, Interim CFOs, SaaS, Excel VBA, Financial Modeling, Key Performance Indicators (KPIs), Model Building, M&A Modeling, Customer Lifetime Value (CLV), Variable Costing, DCF Valuation, Five-year Plans, Bank Covenants, Bank Debt Raises, Budgeting Consulting, Return on Invested Capital (ROIC), Dashboard, Key Performance Metrics, Board Reporting, Board Decks, Company Strategy, Private Equity, Board Presentations, Board of Directors, Strategy Planning, Management, Accounting, M&A, FP&A, Finance, Controllership/Accounting, Business Intelligence Development, 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, Financial Reporting, Financial Data, Operational Finance, Scenario Analysis, FPA, Financial Analysis, Trend Forecasting, Sales Forecast Management, Annual Budgets, Enterprise Software, Product Line Analysis, Profit Improvement, Data, Database Modeling, Scorecard Development, Modeling Cases, Model Development, Operating Models, Operational Modeling, Business Intelligence Development, Excel Development, Reports, Excel, CFO Consultant, Balance Sheets, Five-year Projections, Trend Analysis, Profit & Loss (P&L), Leveraged Buyout Modeling, Discounted Cash Flow (DCF), Controller, Interim Financial Controllers, Cost Management, Report Design, Business Performance Management (BPM), International Expansion, Discounted Cash Flow Analysis, Executive Presentations, Presentation Design, ERP Development, 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 Modeling, DCF Modeling, Pro Forma Financial Statements, Due Diligence, Economics, Design Strategy, CPA, Database, P&L Management, Company Analysis, Productivity Improvement, Waterfall Modeling, Cohort Analysis, Funding Presentations, Data Analysis, United States, Recurring Revenue Modeling, Customer Acquisition Cost (CAC), Lifetime Value (LTV), Cost-benefit Analysis, Activity-based Costing, Interim Controller, ROI, Valuation Multiples, Business Services, Data Visualization, Financial Statements, Valuations, 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, Financing, CPA, Analysis, PV Analysis, Pro Forma Analysis, Strategic Planning & Execution, Vertical Analysis, Historical Modeling, Model Validation, Business Process Consulting, 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 Accounting, Project Budget Management, Product Planning, Use Case Analysis, Sell-side, 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, Process Automation, Microsoft PowerPoint, Chart of Accounts, Growth Analysis, Operating & Service Model Improvement, Quantitative Development, Quote-to-cash (QTC/Q2C), Capital Raising, Fundamental Analysis, Banking Consulting, Certified Valuation Analyst, Sales Performance, Fixed Asset Management, Process Modeling, Dashboard Design, Sales Growth, Free Cash Flow (FCF), Business Cases, Investor Relations, Growth Strategy, Subscriptions, Time Series Analysis, Bottom-up Analysis, Consumer Products, Debt Financing, Consumer Packaged Goods (CPG), Excel Macros, Excel Development, Visual Basic, Management Reports, P&L Analysis, GAAP Compliance, Business Intelligence Development, Business Intelligence Consultant, Data Analysis Consulting, Internal Financial Reporting, Cost Reduction & Optimization (Cost-down), Business Plan Consulting, Sensitivity Analysis, Pricing, Process Optimization, Operational Workflow, Target Operating Models, Corporate Governance, Reorganization, Business Restructuring, Team Management, AR/AP Management, Accounts Payable, Accounts Receivable, Policies & Procedures Compliance, Close Procedures, Team Leadership, Complex Account Reconciliations, Systems & Procedures, Growth Marketing, Operating Expenses (OPEX), Expense Management, Financial Operations & Processes

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.
  • Developed a 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. Provided a summary of outputs used with the board, lender, and investors.
  • Led a multi-department process improvement team to free $3.5 million 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 an 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 Development, Cash Flow Management, Revenue Analysis, Sales Analysis, Business Analysis Consulting, Data Science, Financial Data Analytics, Ad-hoc Modeling, Models, Interim Finance Directors, Financials, UX Development, Analytics Development, Profit Maximization, Cash Flow Analysis, Rolling Forecasts, Budget Management, Budget Modeling, Excel Development, Post-merger Integrations, Revenue & Expense Projections, Financial Forecasting, Profitability Analysis, Corporate Controller, NPV, Three-statement Modeling, Interim CFOs, Manufacturing Productivity Improvement, Manufacturing Resource Planning (MRP), Excel VBA, Financial Modeling, Dashboard, 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, International Expansion, Reporting, NPV Calculation, Economic Value Added, Presentations, Return on Invested Capital (ROIC), Scenario Analysis, Modeling, Analysis, Business Performance Management (BPM), Host Analytics, ERP Development, Working Capital Management, Cash Flow Modeling, Forecasting, Budgeting Consulting, FP&A, Controllership/Accounting, Business Intelligence Development, 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 Improvement, Data, Database Modeling, Scorecard Development, Modeling Cases, Model Development, Operating Models, Operational Modeling, Business Intelligence Development, Excel Development, Reports, Excel, CFO Consultant, 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 Directors, Interim Financial Controllers, Supply Chain Optimization, Cost Management, Report Design, Board of Directors, Management, Supply Chain, Supply Chain Management, Key Performance Metrics, Discounted Cash Flow Analysis, Executive Presentations, Board Presentations, Presentation Design, Acquisition Analysis, Acquisitions, 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 Modeling, DCF Modeling, Pro Forma Financial Statements, Due Diligence, Economics, SOP Development, Design Strategy, CPA, Database, P&L Management, Company Analysis, Productivity Improvement, Waterfall Modeling, Manufacturers, Funding Presentations, Data Analysis, United States, Cost-benefit Analysis, Activity-based Costing, Financial Analysis, Inventory, Valuation Multiples, Startup Consulting, Data Visualization, Financial Statements, Startup Development, Valuations, 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, Financing, CPA, CMA, PV Analysis, Pro Forma Analysis, Strategic Planning & Execution, Vertical Analysis, Historical Modeling, Model Validation, Integration, Business Process Consulting, 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 Accounting, 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 Development, Quote-to-cash (QTC/Q2C), Integrated Sales & Operational Planning, Capital Raising, Fundamental Analysis, Banking Consulting, Certified Valuation Analyst, Sales Performance, Fixed Asset Management, Process Modeling, Fractional CFOs, Dashboard Design, Sales Growth, Direct to Consumer (D2C), Market Research Analyst, E-commerce marketing, Free Cash Flow (FCF), Business Cases, Investor Relations, Growth Strategy, Time Series Analysis, Bottom-up Analysis, Consumer Products, Debt Financing, Consumer Packaged Goods (CPG), Excel Macros, Excel Development, Visual Basic, Management Reports, B2B Design, P&L Analysis, GAAP Compliance, Business Intelligence Development, Business Intelligence Consultant, Data Analysis Consulting, Internal Financial Reporting, Cost Reduction & Optimization (Cost-down), Investment Analysis, Business Plan Consulting, Sensitivity Analysis, Operations, Process Optimization, Operational Workflow, Target Operating Models, Corporate Governance, Reorganization, Sourcing, Vendor Selection, Business Restructuring, Vendors & Suppliers, Team Management, System Optimization, AR/AP Management, Accounts Payable, Accounts Receivable, Policies & Procedures Compliance, Close Procedures, Team Leadership, Complex Account Reconciliations, Systems & Procedures, Growth Marketing, Operating Expenses (OPEX), Expense Management, Financial Operations & Processes

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 Development, Cash Flow Management, Revenue Analysis, Sales Analysis, Business Analysis Consulting, Data Science, Financial Data Analytics, Ad-hoc Modeling, Modeling, Models, Interim Finance Directors, Financials, UX Development, Analytics Development, Profit Maximization, Cash Flow Analysis, Rolling Forecasts, Budget Management, Budget Modeling, Excel Development, Revenue & Expense Projections, Financial Forecasting, Corporate Controller, NPV, Three-statement Modeling, Interim CFOs, Private Equity, Financial Modeling, Dashboard, Key Performance Indicators (KPIs), Model Building, M&A Modeling, M&A (Sell-side), Variable Costing, DCF Valuation, Five-year Plans, Healthcare App Design, M&A, Monthly Close Process, Accounting, Profitability Analysis, Balance Scorecards, Presentations, Executive Presentations, Strategic Planning & Execution, Management, Controllership, Budgeting Consulting, FP&A, Controllership/Accounting, Business Intelligence Development, 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, 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 Improvement, Data, Database Modeling, Scorecard Development, Modeling Cases, Model Development, Operating Models, Operational Modeling, Business Intelligence Development, Excel Development, Reports, Excel, CFO Consultant, Balance Sheets, Five-year Projections, Trend Analysis, Profit & Loss (P&L), Leveraged Buyout Modeling, Discounted Cash Flow (DCF), Controller, Interim Financial Controllers, Cost Management, Report Design, Business Performance Management (BPM), Board of Directors, Key Performance Metrics, Discounted Cash Flow Analysis, Board Presentations, Presentation Design, ERP Development, Acquisition Analysis, Acquisitions, Sales Funnel Strategy, 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 Modeling, DCF Modeling, Pro Forma Financial Statements, Economics, Design Strategy, CPA, Database, P&L Management, Company Analysis, Productivity Improvement, Waterfall Modeling, Data Analysis, United States, Cost-benefit Analysis, Interim Controller, ROI, Valuation Multiples, Business Services, Data Visualization, Financial Statements, Valuations, 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, CPA, Analysis, PV Analysis, Pro Forma Analysis, Vertical Analysis, Historical Modeling, Model Validation, Business Process Consulting, 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 Accounting, 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 Development, Fundamental Analysis, Banking Consulting, Certified Valuation Analyst, Sales Performance, Fixed Asset Management, Process Modeling, Sales Growth, Free Cash Flow (FCF), Business Cases, Growth Strategy, Time Series Analysis, Bottom-up Analysis, Consumer Products, Debt Financing, Management Reports, B2B Design, P&L Analysis, GAAP Compliance, Business Intelligence Development, Business Intelligence Consultant, Data Analysis Consulting, Internal Financial Reporting, Short-term Investments, Cost Reduction & Optimization (Cost-down), Business Plan Consulting, Sensitivity Analysis, Process Optimization, Target Operating Models, Corporate Governance, Reorganization, Business Restructuring, Team Management, AR/AP Management, Accounts Payable, Accounts Receivable, Policies & Procedures Compliance, Close Procedures, Team Leadership, Complex Account Reconciliations, Systems & Procedures, Operating Expenses (OPEX), Expense Management, Financial Operations & Processes

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 Development, Presentations, Cash Flow Management, Revenue Analysis, Sales Analysis, Business Analysis Consulting, Data Science, Financial Data Analytics, Ad-hoc Modeling, Modeling, Models, Interim Finance Directors, Financials, UX Development, Analytics Development, Profit Maximization, Portfolio Company Support, Cash Flow Analysis, Rolling Forecasts, Budget Management, Budget Modeling, Excel Development, Revenue & Expense Projections, Financial Forecasting, Profitability Analysis, Corporate Controller, NPV, Three-statement Modeling, Private Equity, Financial Modeling, Dashboard, Key Performance Indicators (KPIs), Model Building, Cost Accounting, Standard Costing, DCF Valuation, Five-year Plans, Board Presentations, Board of Directors, Interim CFOs, Sales Performance, Report Design, Board Decks, Management, Strategic Planning & Execution, Inventory, Working Capital Management, Cash Flow, Budgeting Consulting, Forecasting, Controller, Finance, FP&A, Controllership/Accounting, Business Intelligence Development, 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 Improvement, Data, Database Modeling, Scorecard Development, Modeling Cases, Model Development, Operating Models, Operational Modeling, Business Intelligence Development, Excel Development, Reports, Excel, Intuit QuickBooks, CFO Consultant, 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 Controllers, Purchasing, Supply Chain Management, Cost Management, Business Performance Management (BPM), Key Performance Metrics, Discounted Cash Flow Analysis, Executive Presentations, Presentation Design, ERP Development, Acquisition Analysis, Acquisitions, Sales Funnel Strategy, 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 Modeling, DCF Modeling, Pro Forma Financial Statements, Due Diligence, Economics, SOP Development, Design Strategy, CPA, Database, P&L Management, Company Analysis, Productivity Improvement, Waterfall Modeling, Manufacturers, Funding Presentations, Data Analysis, United States, Cost-benefit Analysis, Manufacturing Productivity Improvement, ROI, Process Modeling, Supply Chain, Valuation Multiples, Startup Consulting, Data Visualization, Financial Statements, Valuations, 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 Consulting, Cash Flow Forecasting, Return Analysis, Revenue Modeling, Finance Strategy, Cash Flow Calculation, Financial Model Auditing, Economic Analysis, Managerial Economics, Corporate Finance, Distribution, US GAAP Accounting, 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 Development, Integrated Sales & Operational Planning, Fundamental Analysis, Banking Consulting, Certified Valuation Analyst, Fixed Asset Management, Fractional CFOs, Sales Growth, Free Cash Flow (FCF), Business Cases, Investor Relations, Growth Strategy, Time Series Analysis, Bottom-up Analysis, Consumer Products, Debt Financing, SME/SMB Financing, Consumer Packaged Goods (CPG), Management Reports, B2B Design, P&L Analysis, GAAP Compliance, Business Intelligence Development, Business Intelligence Consultant, Data Analysis Consulting, Internal Financial Reporting, Cost Reduction & Optimization (Cost-down), Sensitivity Analysis, Operations, Process Optimization, Operational Workflow, Target Operating Models, Corporate Governance, Reorganization, Sourcing, Vendor Selection, Business Restructuring, Vendors & Suppliers, Team Management, System Optimization, AR/AP Management, Accounts Payable, Accounts Receivable, Policies & Procedures Compliance, Close Procedures, Team Leadership, Complex Account Reconciliations, Systems & Procedures, Growth Marketing, Operating Expenses (OPEX), Expense Management, Financial Operations & Processes

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 Development, Presentations, Cash Flow Management, Sales Analysis, Business Analysis Consulting, Data Science, Financial Data Analytics, Ad-hoc Modeling, Modeling, Models, Financials, Analytics Development, Profit Maximization, Cash Flow Analysis, Rolling Forecasts, Budget Management, Budget Modeling, Post-merger Integrations, Revenue & Expense Projections, Financial Forecasting, Three-statement Modeling, Manufacturing Productivity Improvement, Software Integration, M&A, Standard Costing, Cost Management, Inventory Cost Accounting, Cost Accounting, Controllership, Management, Strategy Planning, Design Strategy, Finance Strategy, Financial Systems, Financial Data, Finance, Corporate Controller, Controller, Controllership/Accounting, Business Intelligence Development, Accounting Software, Product Costing, Gross Profit Margin Growth, Accounting Policy, Financial Accounting, Accounting, Financial Reporting Dashboards, M&A Reporting, Statement of Cash Flows, Financial Reporting, Operational Finance, Scenario Analysis, FPA, Financial Analysis, Trend Forecasting, Annual Budgets, Enterprise Software, Product Line Analysis, Profit Improvement, Data, Database Modeling, Scorecard Development, Modeling Cases, Model Development, Operating Models, Operational Modeling, Business Intelligence Development, Excel Development, Excel Development, Reports, Excel, CFO Consultant, 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 Controllers, Report Design, Small & Medium-sized Enterprises (SME), Strategic Planning, Planning, Business Planning, Annual Planning, Data Modeling, Business Modeling, Business Modeling, DCF Modeling, Pro Forma Financial Statements, Due Diligence, Economics, CPA, Database, P&L Management, Company Analysis, Productivity Improvement, Waterfall Modeling, Manufacturers, Data Analysis, United States, 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, Cash Flow Forecasting, Cash Flow, Return Analysis, Cash Flow Calculation, Financial Model Auditing, Department Management, Managerial Economics, Financial Controlling, Corporate Finance, Distribution, US GAAP Accounting, 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 Development, Integrated Sales & Operational Planning, Capital Raising, Fundamental Analysis, Banking Consulting, Sales Performance, Fixed Asset Management, Sales Growth, Free Cash Flow (FCF), Time Series Analysis, Bottom-up Analysis, Consumer Products, Debt Financing, Consumer Packaged Goods (CPG), B2B Design, P&L Analysis, GAAP Compliance, Business Intelligence Development, Business Intelligence Consultant, Data Analysis Consulting, Internal Financial Reporting, Cost Reduction & Optimization (Cost-down), Sensitivity Analysis, Process Optimization, Target Operating Models, Corporate Governance, Reorganization, Business Restructuring, Team Management, AR/AP Management, Accounts Payable, Accounts Receivable, Policies & Procedures Compliance, Close Procedures, Team Leadership, Complex Account Reconciliations, Systems & Procedures, Growth Marketing, Operating Expenses (OPEX), Expense Management, Financial Operations & Processes

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 Consulting, Data Science, Financial Data Analytics, Ad-hoc Modeling, Modeling, Models, Financials, UX Development, Analytics Development, Profit Maximization, Cash Flow Analysis, Rolling Forecasts, Budget Management, Budget Modeling, Excel Development, Revenue & Expense Projections, Financial Forecasting, Profitability Analysis, Corporate Controller, NPV, Three-statement Modeling, Manufacturing Productivity Improvement, Manufacturing Resource Planning (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), Dashboard, Capital Budgeting, Microsoft PowerPoint, Excel Development, Microsoft Access Development, CAPEX Budgeting & Inventory Management, Inventory Cost Accounting, Inventory Management, System Security, Integrated Sales & Operational Planning, Post-merger Integrations, Software Integration, Integration, Analysis of Variance (ANOVA), Process Modeling, Budgeting Consulting, Forecasting, Strategy Planning, Logistics Consulting, Epicor, Inventory, Gross Margins, Margin Optimization, Marginal Costing, Contribution Margin Analysis, Controller, FP&A, Analysis, M&A, Standard Costing, Business Intelligence Development, 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 Improvement, Data, Database Modeling, Scorecard Development, Modeling Cases, Model Development, Operational Modeling, Business Intelligence Development, Excel Development, Reports, Excel, CFO Consultant, 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 Controllers, Purchasing, Supply Chain Optimization, Supply Chain Management, 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, ERP Development, Acquisition Analysis, Acquisitions, 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 Modeling, DCF Modeling, Pro Forma Financial Statements, Due Diligence, Economics, SOP Development, Design Strategy, CPA, Database, P&L Management, Company Analysis, Productivity Improvement, Waterfall Modeling, Manufacturers, Data Analysis, United States, Customer Acquisition Cost (CAC), Cost-benefit Analysis, Activity-based Costing, 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 Consulting, 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 Accounting, 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 Development, Quote-to-cash (QTC/Q2C), Capital Raising, Fundamental Analysis, Banking Consulting, Certified Valuation Analyst, Sales Performance, Fixed Asset Management, Sales Growth, Free Cash Flow (FCF), Business Cases, Investor Relations, Growth Strategy, Time Series Analysis, Bottom-up Analysis, Consumer Products, Debt Financing, Consumer Packaged Goods (CPG), B2B Design, P&L Analysis, GAAP Compliance, Logistics & Supply Chain, Business Intelligence Development, Business Intelligence Consultant, Data Analysis Consulting, ERP Development, Internal Financial Reporting, Cost Reduction & Optimization (Cost-down), Sensitivity Analysis, Operations, Process Optimization, Operational Workflow, Target Operating Models, Corporate Governance, Reorganization, Sourcing, Vendor Selection, Business Restructuring, Vendors & Suppliers, Team Management, System Optimization, Policies & Procedures Compliance, Close Procedures, Team Leadership, Complex Account Reconciliations, Systems & Procedures, Growth Marketing, Operating Expenses (OPEX), Expense Management, Financial Operations & Processes
1993 - 1995

Master of Business Administration (MBA) in General Management

UCLA Anderson School of Management - Los Angeles, California

1989 - 1991

Bachelor's Degree in Finance and Economics

New York University - New York, New York

MAY 2023 - PRESENT

Business Intelligence & Data Analyst (BIDA)®

Corporate Finance Institute

JANUARY 2019 - PRESENT

Financial Modeling and Valuation Analyst (FMVA®)

Corporate Finance Institute

JANUARY 2019 - PRESENT

Financial and Valuation Modeling

Wall Street Prep

JANUARY 2018 - PRESENT

NetSuite Financial User Certification

NetSuite

JANUARY 2018 - PRESENT

XERO Financial User Certification

XERO

JANUARY 2018 - PRESENT

QuickBooks ProAdvisor

Intuit

JUNE 2004 - PRESENT

Certified Public Accountant (CPA)

AICPA

JANUARY 2000 - JANUARY 2002

Certified Management Accountant (CMA)

CMA

JANUARY 1999 - PRESENT

CPIM

APICS

Finance

DCF Valuation, Cost Management, Operational Finance, Balance Sheets, Financial Reporting, FP&A, M&A, Three-statement Modeling, Financial Modeling, Due Diligence, Forecasting, Budgeting Consulting, P&L Forecasting, Cash Flow Forecasting, Cash Flow, Cash Flow Modeling, 13-week Cash Flow, Cash Management, Working Capital Management, Controller, Interim CFOs, Monthly Recurring Revenue (MRR), Profit & Loss (P&L), Profitability Analysis, Investment Return Scenario Analysis, Return Analysis, Private Equity, Finance Strategy, Revenue Modeling, Leveraged Buyout Modeling, Statement of Cash Flows, Free Cash Flow (FCF), Cash Flow Calculation, M&A Reporting, Discounted Cash Flow (DCF), Profitability Optimization, Financial Systems, Financial Accounting, Financial Model Auditing, M&A Modeling, M&A (Buy-side), Accounting, Marginal Costing, Contribution Margin Analysis, Pro Forma Financial Statements, Data Analysis, Five-year Projections, Revenue & Expense Projections, Cost-benefit Analysis, Corporate Finance, Revenue Management, Internal Financial Reporting, Cost Reduction & Optimization (Cost-down), Pricing, Operating Expenses (OPEX), Debt, Valuations, ROI, CPA, Accounting Rate of Return (ARR), Ratio Analysis, M&A (Sell-side), CPA, Private Equity Valuation, Order to Cash (O2C), Cost of Capital, Sales Expense Forecasting, Budget Controls, Zero-based Budgeting, Capital Budgeting, Economic Value Added, Profit Ratio Statements, Economic Cost, M&A Earn-out Agreements, Integrated Financial Statements, Customer Acquisition Cost (CAC), Lifetime Value (LTV), Bank Covenants, Bank Debt Raises, Debt Raises, Equity Raises, Capital Raising, Customer Lifetime Value (CLV), Production Accounting, Deal Analysis, Fundamental Analysis, Certified Valuation Analyst, Fundraising, Valuation Analysis, Valuation Modeling, Business Intelligence Development, Short-term Investments, Equity Valuation, Equity Capital, Valuation Multiples, Market Research Analyst

Output Software

Microsoft PowerPoint, Excel Development, Epicor, Google Sheets Development, Xero.com

Data & Analysis Software

Financial Data, Microsoft Development, Quickbooks, Intuit QuickBooks, Host Analytics, Microsoft Access Development, Visual Basic, NetSuite, SQL, Tableau Development, Intact Software, Salesforce Design, Xero

Industry Expertise

Industrial & Manufacturing, Software Development, Logistics Consulting, Banking Consulting, FS Planning, Venture Capital, Consumer Products, Real Estate, Professional Services, Healthcare App Design

Geographic Expertise

United States

Other

Spreadsheet Automation, Customer Contribution Calculation, Management, Board of Directors, Business Performance Management (BPM), Monthly Close Process, Report Design, Cost Accounting, Standard Costing, Variable Costing, Five-year Plans, CFO Consultant, Supply Chain, Excel, Interim Finance Directors, Interim Financial Controllers, SaaS, Strategy Planning, SaaS, Analysis, ERP Development, Return on Invested Capital (ROIC), Power Query, Business Intelligence Development, NPV, QuickBooks ProAdvisor, Excel Development, CMA, Inventory Management, Budget Modeling, Budget Management, Rolling Forecasts, Financial Forecasting, Cash Flow Analysis, Interim Controller, Controllership, Portfolio Company Support, Enterprise SaaS, Recurring Revenue Modeling, Manufacturers, NPV Calculation, Profit Maximization, Analytics Development, PV Analysis, Pro Forma Analysis, UX Development, Scenario Analysis, Manufacturing, Analysis of Variance (ANOVA), Finance, Financials, Interim Finance Directors, Models, Modeling, Ad-hoc Modeling, FPA, Financial Analysis, Financial Data Analytics, Data Science, Business Analysis Consulting, Sales Analysis, Revenue Analysis, Analytical Review, Cash Flow Management, Presentations, Presentation Design, Board Presentations, Executive Presentations, PowerPoint Templates, Excel Development, Reporting, Reports, Category Reports, Group Reporting, Trend Forecasting, Sales Forecast Management, Annual Budgets, Enterprise Software, Discounted Cash Flow Analysis, Trend Analysis, Product Line Analysis, Profit Improvement, Finance Reports, Data, Database Modeling, Pivot Tables, Scorecard Indicators, Scorecard Development, Balance Scorecards, Dashboard, Financial Reporting Dashboards, Interactive Dashboards, Acquisitions, Acquisition Analysis, Integration, Post-merger Integrations, Business Strategy, Strategic Planning, Strategic Planning & Execution, Business Intelligence Development, Sales Funnel Strategy, Controllership/Accounting, Financial Controlling, Board Decks, Key Performance Indicators (KPIs), Key Performance Metrics, Long-range Plans, Long-term Planning, Margin Optimization, Accounting Software, Scenario-based Design, Product Costing, Break-even Analysis, Bottom-up Analysis, Business Process Consulting, Cost Analysis, COGS Analysis, Decision Analysis, Horizontal Analysis, Operating Analysis, Time Series Analysis, Vertical Analysis, Revenue Projections, Business Planning, Planning, Annual Planning, Data Visualization, Data Modeling, Model Building, Business Modeling, Business Modeling, Cost Modeling, Modeling Cases, Model Development, DCF Modeling, Historical Modeling, Operating Models, Operational Modeling, Model Validation, Business Intelligence Development, Metric Reporting, Board Reporting, Small & Medium-sized Enterprises (SME), Excel 365, Activity-based Costing, Startup Consulting, Business Services, BI Reporting, Financial Statements, Data Analysis Consulting, Corporate Finance, Distribution, Investor Reporting, US GAAP Accounting, Fractional CFOs, Dashboard Design, Sales Growth, E-commerce marketing, Business Cases, Subscriptions, Debt Financing, Consumer Packaged Goods (CPG), Management Reports, B2B Design, P&L Analysis, GAAP Compliance, Business Intelligence Consultant, Visualization Software, Visualization, ERP Development, Sensitivity Analysis, Process Optimization, Operational Workflow, Target Operating Models, Corporate Governance, Reorganization, Business Restructuring, Team Management, System Optimization, Team Leadership, Complex Account Reconciliations, Systems & Procedures, Growth Marketing, Expense Management, Financial Operations & Processes, International Expansion, Software Integration, Supply Chain Management, Supply Chain Optimization, Purchasing, Xero, Manufacturing Resource Planning (MRP), Excel VBA, Inventory, Corporate Controller, Gross Profit Margin Growth, Cohort Analysis, Sell-side, CAPEX Budgeting & Inventory Management, Inventory Cost Accounting, Quote-to-cash (QTC/Q2C), IRR, Pitch Presentations, Investor Presentations, Funding Presentations, Project Budget Management, Department Management, Financial Ratios, Economic Capital, Economics, Economic Analysis, Managerial Economics, Database, Power View, Integrated Sales & Operational Planning, SOP Development, Design Strategy, Company Strategy, Exit Strategy, Industry Analysis, SWOT Analysis, Gross Margins, Chart of Accounts, Accounting Policy, P&L Management, Company Analysis, CRM, Productivity Improvement, Manufacturing Productivity Improvement, New Product Business Cases, Product Planning, Use Case Analysis, Factor Analysis, Growth Analysis, Visual Basic, Operating & Service Model Improvement, Quantitative Development, Waterfall Modeling, Financial Closing, Management Consultants, Startup Development, Fundraising, Financing, Direct to Consumer (D2C), Sage Intacct, Financial Software Development, Investor Relations, Growth Strategy, Sage Development, Crystal Reports, SME/SMB Financing, Excel Macros, Excel Development, Logistics & Supply Chain, Investment Analysis, Business Plan Consulting, Operations, Sourcing, Vendor Selection, Vendors & Suppliers, AR/AP Management, Accounts Payable, Accounts Receivable, Policies & Procedures Compliance, Close Procedures, Process Automation, Sales Performance, Fixed Asset Management, Process Modeling, System Security, Capital Asset Pricing Model (CAPM), Healthcare Services, Data Science, Python, Python, SQL

Collaboration That Works

How to Work with Toptal

Toptal matches you directly with global industry experts from our network in hours—not weeks or months.

1

Share your needs

Discuss your requirements and refine your scope in a call with a Toptal domain expert.
2

Choose your talent

Get a short list of expertly matched talent within 24 hours to review, interview, and choose from.
3

Start your risk-free talent trial

Work with your chosen talent on a trial basis for up to two weeks. Pay only if you decide to hire them.

Top talent is in high demand.

Start hiring