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Perry Trevithick, CMA, Management Consulting Expert in Reston, United States
Perry Trevithick, CMA

Management Consulting Expert in Reston, United States

Member since July 13, 2022
Perry is a Certified Management Accountant who has yielded profit increases of up to 300% for clients and saved $10 million in interest expenses for the FHLBanks Office of Finance. He has raised over $300 million in initial public offerings (IPOs) and (re)financed over $350 million in loans, saving $7 million in annual interest expenses. Perry is also an expert at building a great culture, which he believes is the only true, long-term competitive advantage.
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Career Highlights

Education

Select Certifications

Case studies

Software Expertise

Other Expertise

  • Accounting
  • Cash Flow
  • Cash Management
  • Finance
  • Management
  • P&L Management
  • Strategic Planning & Execution

Employment

  • CFO

    2007 - PRESENT
    Scaling Up Coaching
    • Served as the interim CFO for a manufacturing company, increased revenue by 13.0% and EBITDA by 38.9%, and improved budgeting, financial analysis, and reconciliation processes.
    • Boosted a SaaS client profits up to more than 300% and reduced work hours from 80 hours per week to 20. The client plans to sell the company at the maximum price and on their terms. Shortened time to close books from weeks to hours.
    • Collaborated with the CEO to create and implement a strategic plan, including increased clarity of target market and offering, growing profits by 107% in the first year.
    • Created a sophisticated pricing model, which led to a 25% increase in revenue.
    Focus areas: Strategic Planning, Strategy, Finance, Accounting, Marketing, Sales, Business Strategy, SEC Filing, CFO, Financial Modeling, Financial Planning & Analysis (FP&A), Fractional CFO

  • Finance Director

    2017 - 2018
    MBH Settlement Group
    • Collaborated with the CEO on saving 10% or $2 million in expenses with no change in service levels and shifting to a sales culture.
    • Refinanced $8 million in loans, dropping interest rates by 2%, saving $160,000 in annual interest expense.
    • Cleaned up and documented the accounting procedures, closing books in five days instead of three weeks, increasing accuracy and greatly simplifying and improving financial reporting.
    • Improved the accuracy of forecasts and budget, including projected loan covenant calculations, allowing proactive conversation with lenders.
    Focus areas: Accounting, Finance, Strategic Planning, Strategy, Business Strategy, Financial Modeling, Financial Planning & Analysis (FP&A), Fractional CFO

  • CFO

    2011 - 2017
    Devine Enterprises
    • Provided strategic guidance to the owner, doubling the equity value of businesses.
    • Increased Burger King's operating margin from 34.1% to 40.3%, boosting the profit by $1.7 million on a $28 million revenue base.
    • Refinanced $80 million and improved loan terms, increasing cash flow to $800,000 annually.
    • Reduced the general and administrative expense by 15%, increasing net income by over $300,000.
    • Consolidated accounting for several businesses, saving $200,000 in annual expense.
    Focus areas: Strategic Planning, Strategy, Finance, Accounting, Manufacturing, Mergers & Acquisitions (M&A), Business Strategy, Financial Modeling, Financial Planning & Analysis (FP&A), Fractional CFO

  • Finance Consultant

    2005 - 2010
    RGP (a spin-off from Delloitte)
    • Saved $10 million in interest by improving the Securities and Exchange Commission (SEC) reporting for $1.3 trillion in FHLBanks and helped with the system conversion.
    • Contributed to preparing Deltek for a $162 million IPO by managing external and SOX audits, performing revenue recognition calculations, analyses, and reconciliations, training staff, and streamlining accounting processes.
    • Streamlined and simplified the production of 10-K reports for a $68 billion US postal service, shortening timeframes and saving $200,000 in annual personnel costs.
    • Consolidated accounting operations from multiple locations, saving $500,000 in annual expenses and improving quality.
    Focus areas: Strategic Planning, Strategy, Finance, Accounting, Audit Management, SOX Compliance, SEC Filing, Technology, Financial Modeling, Financial Planning & Analysis (FP&A), Fractional CFO

Education

  • Bachelor of Business Administration, Cum Laude in Finance
    1977 - 1981
    University of Houston - Houston, Texas

Certifications

  • Certified Treasury Professional (Inactive)
    APRIL 1999 - PRESENT
    Association for Financial Professionals (AFP)
  • Certified Management Accountant (CMA)
    NOVEMBER 1989 - PRESENT
    Institute of Management Accountants, Inc.

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