
Trever Leavenworth, CPA
Verified Expert in Finance
Finance Expert
New York City, United States
Toptal member since June 3, 2022
Trever is a multi-startup veteran developing and scaling early financial models at companies across SaaS, CPG, DTC, platform, and Web3. Employers and clients have recognized him for providing outsized value in fundraising efforts, operational planning, domain education, go-to-market strategy, and finance and accounting systems automation. He joined Toptal to work on new and challenging problems in finance and strategy and help teams of all sizes execute in a data-driven way.
Career Highlights
Certification Highlights
Case Studies
Expertise
- Accounting
- COGS Analysis
- Finance
- Go-to-market Strategy
- Operating Expenses (OPEX)
- Pitch Presentations
- Pricing
- Revenue Modeling
Work Experience
Director of Strategic Finance and Market Intelligence
RECUR Forever
- Built the first operating models, developed go-to-market strategy and pricing, and completed five parallel software implementations (ERP, financial modeling, and automation) to accelerate finance capabilities.
- Established the market intelligence team and introduced data science to financial modeling in the rapidly developing Web3 economy.
- Partnered with the sales organization to develop sales compensation and plan.
Strategic Finance Manager
Curology
- Developed the pricing and margin sensitivity models for Curology's second brand in the anti-aging market.
- Created the unit economics KPIs, sensitized models, and partnered with the operations organization to improve unit economics across multiple products.
- Improved the labor forecasting for provider and logistics teams and developed new dashboards for these teams to visualize anticipated demand and staff accordingly.
Senior Analyst for Credit Cards and Special Projects
Credit Karma
- Developed the initial go-to-market financial model for a startup within a startup in Credit Karma's matured ecosystem. Managed this GTM model and related KPIs through the early months of COVID-19.
- Owned full credit cards business P&L, partnering with marketing, data, and business development teams to accurately forecast weekly revenue. Reduced time to predict by 60% by leveraging automation tools and Google Sheets scripting.
- Managed the parallel scenario models through the early months of COVID-19 as banks re-evaluated unsecured lending. Collaborated with the broader vertical team to establish short-term goals and KPIs around revenue diversification.
Finance and Strategy Manager
Shipt
- Built the first revenue model, scaling from about 140 markets to over 1,800. As the business expanded into new markets, the model levers were easily adjusted to improve accuracy.
- Established a data analytics and business intelligence framework that incorporated our sales data, membership activity, geography, demographic information, and other factors to identify high success market opportunities for expansion.
- Identified several opportunities for margin improvement in new markets via my go-to-market framework, leading to a 30% increase (30 points) in gross margin.
Finance Rotation Program Analyst
Capital One Financial
- Built and implemented seven new processes within the treasury and balance sheet management across three teams to proactively respond to developing guidance from regulators.
- Documented 100% of standard processes in treasury and BSM, created process maps, and presented areas of overlap and bottlenecks to the CFO and treasurer.
- Forecasted and reported operating expenses for over 30 owned and leased office properties in the US, UK, India, and the Philippines and had monthly report-outs with seven regional VPs.
- Budgeted for capital expenditures related to constructing the new headquarters building in McLean, VA. Collaborated with the accounting and multiple vendors to ensure assets were recorded correctly for depreciation.
Education
Master's Degree in Accounting
Tulane University - New Orleans, LA, USA
Bachelor's Degree in Finance
Tulane University - New Orleans, LA, USA
Certifications
Certified Public Accountant (CPA)
Virginia Board of Accountancy
Skills
Finance
Accounting, Financial Accounting, Revenue Modeling, Pricing, Operating Expenses (OPEX), Financial Modeling, Financial Planning & Analysis (FP&A), Forecasting, Revenue & Expense Projections, Budgeting, Financial Management, Cash Flow Modeling, Management Accounting, Fundraising, Business Intelligence (BI), Capital Budgeting
Output Software
Microsoft Excel, Google Sheets, Google Slides, Microsoft PowerPoint
Data & Analysis Software
QuickBooks Online, SQL, Looker
Other
Finance, Ethics, COGS Analysis, Go-to-market Strategy, Modeling, eCommerce Analysis, US GAAP, Project Management, Pitch Presentations, Zoho Books, Sage ERP, Python, Direct to Consumer (D2C), Marketing, Startups, ASC 606, SaaS, Enterprise SaaS, Key Performance Indicators (KPIs), DCF Modeling, Financials, Implementation, Unit Economics, Sensitivity Analysis, Strategy, Annual Budgets, Long-term Planning, Risk Systems, Process Design, Auditing, Vendor Management, Reporting
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