Perry Trevithick, CMA, Finance Expert in Reston, United States
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Perry Trevithick, CMA

Verified Expert  in Finance

Management Consulting Expert

Location
Reston, United States
Toptal 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.

Career Highlights

CFO
Scaling Up Coaching
CFO
Devine Enterprises
Finance Consultant
RGP (a spin-off from Delloitte)

Education Highlights

Certification Highlights

Certified Treasury Professional (Inactive)
Association for Financial Professionals (AFP)
Certified Management Accountant (CMA)
Institute of Management Accountants, Inc.

Case Studies

Work Experience

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: Strategy, Finance, Accounting, Marketing, Sales, Business Strategy, SEC Filing, CFO, Financial Modeling, Financial Planning & Analysis (FP&A), Fractional CFO, United States, Early-stage Startups, Early-stage Venture Capital, Close Procedures, Team Leadership, Operational Finance, Forecasting, Cost Accounting, Inventory Cost Accounting, Systems & Procedures, Reporting, Budgeting, Financing

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, Strategy, Business Strategy, Financial Modeling, Financial Planning & Analysis (FP&A), Fractional CFO, Close Procedures, Team Leadership, Operational Finance, Forecasting, Cost Accounting, Complex Account Reconciliations, Systems & Procedures, Reporting, Budgeting, Consumer Loans, Controller, Financing, Interim Controller, Interim Financial Controller

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: Strategy, Finance, Accounting, Manufacturing, Mergers & Acquisitions (M&A), Business Strategy, Financial Modeling, Financial Planning & Analysis (FP&A), Fractional CFO, Sports, Startups, Fundraising, Sports & Athletics, Startup Funding, Close Procedures, Team Leadership, Operational Finance, Forecasting, Cost Accounting, Complex Account Reconciliations, Systems & Procedures, Reporting, Budgeting, Controller, Financing, Interim Controller, Interim Financial Controller, Revenue Operations (RevOps)

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: Strategy, Finance, Accounting, Audit Management, SOX Compliance, SEC Filing, Technology, Financial Modeling, Financial Planning & Analysis (FP&A), Fractional CFO, Close Procedures, Team Leadership, Operational Finance, Forecasting, Cost Accounting, Inventory Cost Accounting, Complex Account Reconciliations, Systems & Procedures, Reporting, Budgeting, Controller, Financing, Interim Controller, Interim Financial Controller
1977 - 1981

Bachelor of Business Administration, Cum Laude in Finance

University of Houston - Houston, Texas

APRIL 1999 - PRESENT

Certified Treasury Professional (Inactive)

Association for Financial Professionals (AFP)

NOVEMBER 1989 - PRESENT

Certified Management Accountant (CMA)

Institute of Management Accountants, Inc.

Finance

Accounting, Mergers & Acquisitions (M&A), Audit Management, Cash Flow, Cash Management, Financial Modeling, Accounting Consolidation, CFO, Financial Planning & Analysis (FP&A), Fundraising, Operational Finance, Forecasting, Budgeting, Consumer Loans, Controller, Startup Funding, Revenue Operations (RevOps)

Output Software

Microsoft Excel, Microsoft Word, Microsoft PowerPoint

Industry Expertise

Early-stage Startups, Technology, Sports

Geographic Expertise

United States

Data & Analysis Software

QuickBooks Online

Other

Finance, Communication, SOX Compliance, SEC Filing, Microsoft Office, Sage, Management, P&L Management, Fractional CFO, Strategic Planning & Execution, SEC Financial Reporting, US GAAP, Business Strategy, Close Procedures, Team Leadership, Cost Accounting, Systems & Procedures, Reporting, Financing, Interim Controller, Interim Financial Controller, Manufacturing, IT, Pricing Plans, Pricing Models, Unbilled Revenue, Startups, Sports & Athletics, Inventory Cost Accounting, Complex Account Reconciliations, Marketing, Sales, Microsoft Dynamics Great Plains (GP) ERP, SAP, Strategy, Exit Planning, Profit Maximization, Culture, Early-stage Venture Capital

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