Trever Leavenworth, CPA, Finance Expert in New York City, United States
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Trever Leavenworth, CPA

Verified Expert  in Finance

Finance Expert

Location
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.

Financial ModelingFinancial Planning & Analysis (FP&A)Revenue & Expense ProjectionsProject ManagementFundraising

Case Studies

Image of Enterprise SaaS full 3-Statement Model and Supporting Schedules project
Enterprise SaaS full 3-Statement Model and Supporting Schedules
ASC 606SaaSEnterprise SaaSKey Performance Indicators (KPIs)DCF ModelingFinancials
Image of Consumer Banking Product Launch—Revenue Modeling project
Consumer Banking Product Launch—Revenue Modeling
Revenue ModelingPricingCOGS AnalysisOperating Expenses (OPEX)Go-to-market Strategy
Image of Consumer Electronics Company—New Product GTM Sensitized Model project
Consumer Electronics Company—New Product GTM Sensitized Model
ModelingPricingeCommerce AnalysisDirect to Consumer (D2C)Operating Expenses (OPEX)Marketing

Work Experience

Director of Strategic Finance and Market Intelligence

2021 - PRESENT
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.
Focus areas: Fundraising, Modeling, Accounting, Go-to-market Strategy, Project Management, Implementation

Strategic Finance Manager

2021 - 2021
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.
Focus areas: Pricing, Direct to Consumer (D2C), COGS Analysis, Unit Economics

Senior Analyst for Credit Cards and Special Projects

2019 - 2021
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.
Focus areas: Revenue Modeling, Key Performance Indicators (KPIs), Go-to-market Strategy, Sensitivity Analysis

Finance and Strategy Manager

2018 - 2019
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.
Focus areas: Strategy, Unit Economics, Annual Budgets, Long-term Planning, Business Intelligence (BI)

Finance Rotation Program Analyst

2016 - 2018
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.
Focus areas: Capital Budgeting, Risk Systems, Process Design, Auditing, Operating Expenses (OPEX), Vendor Management, Reporting
2015 - 2016

Master's Degree in Accounting

Tulane University - New Orleans, LA, USA

2011 - 2015

Bachelor's Degree in Finance

Tulane University - New Orleans, LA, USA

JANUARY 2018 - PRESENT

Certified Public Accountant (CPA)

Virginia Board of Accountancy