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

Finance Expert in New York City, United States

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.
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Case studies

Expertise

  • Accounting
  • COGS Analysis
  • Finance
  • Go-to-market Strategy
  • Operating Expenses (OPEX)
  • Pitch Presentations
  • Pricing
  • Revenue Modeling

Employment

  • 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

Education

  • Master's Degree in Accounting
    2015 - 2016
    Tulane University - New Orleans, LA, USA
  • Bachelor's Degree in Finance
    2011 - 2015
    Tulane University - New Orleans, LA, USA

Certifications

  • Certified Public Accountant (CPA)
    JANUARY 2018 - PRESENT
    Virginia Board of Accountancy

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