Ryan Phillips
Verified Expert in Management Consulting
Management Consulting Expert
Greenville, SC, United States
Toptal member since October 25, 2022
Ryan is an accomplished finance and strategy executive with a background in SaaS, fintech, and financial services. He has a track record of domestically and internationally driving organic and inorganic business growth. Ryan has a seasoned M&A background and has managed P&Ls worth over $100 million. He enjoys running strategic planning processes and is passionate about helping companies drive growth through data-driven strategies.
Career Highlights
Case Studies
Acquisition and Integration
Strategic Business Plan for International Business Growth
Software Expertise
- Microsoft Excel
- Microsoft PowerPoint
Other Expertise
- Business Planning
- Financial Planning & Analysis (FP&A)
- Go-to-market Strategy
- Mergers & Acquisitions (M&A)
- Sales Growth
- Tech Sales
Work Experience
Interim Chief Revenue Officer
Community Brands
- Led an approximately 200-person sales organization following a successful private equity exit through a period of significant go-to-market (GTM) transformation.
- Collaborated directly with a PE sponsor to identify gaps in GTM practices and implement strategic changes, enhancing overall sales performance.
- Developed materials and presented them to the board of directors, effectively communicating strategic initiatives and performance drivers.
- Onboarded a new CRO with a primary focus on establishing a new organizational structure, identifying market segment focus, and performing extensive talent assessment.
- Implemented MEDDPICC, introduced prospecting days, and developed new enablement programs and forecasting processes, resulting in improved sales predictability and repeatability.
VP, Sales Strategy & Operations
Community Brands
- Led strategy development and execution of revenue expansion initiatives across three divisions, standing up a new cross-functional operating cadence and visibility through reporting.
- Achieved 101% of the bookings target in 2023, driving +61% in cross-sell bookings growth YoY vs. 2022.
- Launched new product bundles, referral programs, and pricing strategies, resulting in $5+ million of incremental annual revenue.
Vice President of Strategic Business Development and Head of New Products
World Finance
- Spearheaded the launch of the new products business unit to establish a complete financial services product marketplace for over 1.2 million customers, driven by a field sales channel of 3,000 personnel across 1,160 locations.
- Conducted product-market fit, customer surveys, competitive intelligence, and other exercises to identify and prioritize product portfolio expansion.
- Identified, negotiated, and secured several key strategic partnerships to expand the company's product portfolio.
Director of International Growth and Consumer North America
Blackbaud
- Led international growth for over $140 million business unit (B2B SaaS) and developed strategy and execution plans to achieve growth targets, focusing on product expansion, customer retention, and go-to-market optimization.
- Acted as a head of finance and a "boots on the ground" leader in an international startup environment, effectively navigating through a challenging 2018 and developing strategies that fueled double-digit revenue growth in subsequent years.
- Executed four acquisitions in two years as a manager, ranging up to $125 million in deal value, primarily B2B SaaS, while leading the company's long-range planning and financial forecasting.
Manager of Corporate Development
Capital One Financial
- Evaluated and executed various M&A transactions and led a double-digit million loan portfolio divestiture.
- Led technology FP&A investment governance and collaborated with finance and IT leaders to build business cases for IT investments.
- Guided FP&A activities for over three digits in annual million expenses, including outlook forecasting, managing budget risks and opportunities, monthly reporting, investment business case preparation, labor strategy, and investment planning.
Education
Master of Business Administration (MBA) in Entrepreneurship and Innovation Management
Clemson University - Clemson, SC, USA
Bachelor's Degree in Business Economics
Wofford College - Spartanburg, SC, USA
Skills
Finance
Financial Planning & Analysis (FP&A), Financial Modeling, Market Research, Revenue & Expense Projections, Total Addressable Market (TAM), Mergers & Acquisitions (M&A), DCF Valuation, Valuation, Pricing, Fundraising, Entrepreneurial Finance, Due Diligence, Private Equity
Output Software
Microsoft Excel, Microsoft PowerPoint
Industry Expertise
Software
Data & Analysis Software
Salesforce
Other
Strategy, Business Planning, Finance, Strategic Planning & Execution, Business Strategy, Presentations, Executive Presentations, Strategic Planning, Growth Strategy, Pitch Decks, Tech Sales, Fintech, Contract Negotiation, M&A Strategy, Sales Growth, Economics, Business Law, Innovation Strategy, Business Development, Strategic Partnerships, New Business Development, Go-to-market Plans, Go-to-market Strategy, International Projects, Integration, General Management, DCF Modeling, Investment Cases, Product-market Fit, Startups, Competitor Analysis & Profiling, Market Sizing, Growth, Sales Strategy, Go-to-market Optimization, Sales Management, Sales Process Management, Sales Forecast Management, Board Decks, Board Presentations
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