Perry Trevithick, CMA
Verified Expert in Management Consulting
Management Consulting Expert
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
Education Highlights
Certification Highlights
Case Studies
Profit Maximization for Home Federal Bancorp
Software Expertise
- Microsoft Excel
Other Expertise
- Accounting
- Cash Flow
- Cash Management
- Finance
- Management
- P&L Management
- Strategic Planning & Execution
Work Experience
CFO
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.
Finance Director
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.
CFO
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.
Finance Consultant
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.
Education
Bachelor of Business Administration, Cum Laude in Finance
University of Houston - Houston, Texas
Certifications
Certified Treasury Professional (Inactive)
Association for Financial Professionals (AFP)
Certified Management Accountant (CMA)
Institute of Management Accountants, Inc.
Skills
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, Cash Flow Modeling, Financial Reporting, 13-week Cash Flow, Lending, Due Diligence, M&A (Sell-side), Three-statement Modeling, Valuation, Portfolio Analysis, Startup Funding, Revenue Operations (RevOps)
Output Software
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Industry Expertise
Early-stage Startups, Real Estate, Banking & Finance, 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, Business Models, Loans, Growth Strategy, Pitch Decks, Cash Flow Management, Treasury Management, Debt Financing, Process Design, Process Improvement, Pitch Deck Consultant, Leveraged Buyout (LBO), Integration, Post-merger Integration, Spreadsheets, Manufacturing, IT, Pricing Plans, Pricing Models, Unbilled Revenue, Startups, Sports & Athletics, Inventory Cost Accounting, Complex Account Reconciliations, Exit Strategy, AI Tools, Process Automation, Stripe, Investment Banking, Marketing, Sales, Microsoft Dynamics Great Plains (GP) ERP, SAP, Strategy, Exit Planning, Profit Maximization, Culture, Early-stage Venture Capital
How to Work with Toptal
Toptal matches you directly with global industry experts from our network in hours—not weeks or months.
Share your needs
Choose your talent
Start your risk-free talent trial
Top talent is in high demand.
Start hiring