Brendan Doherty Email & Phone Number

Greater Boston Area

• As the sole finance partner for our Software Solutions business, I lead the development of multiple P&L models and yearly budgets for our growing SaaS branch. My revenue forecasts and long-term growth models informed.
• Built and presented monthly analysis of KPIs to the CFO and executive team with the goal of providing actionable and timely insight into the state of the company and its competitors.
• Drove daily EBITDA impact decisions across the P&L; using excellent communication and accurate analysis was able to successfully guide multiple team leaders, some brand new to the company, through yearly budgeting and.
• Built and maintained deal models that informed sales team decision-making in pursuing $100K+ customer opportunities.
• Partnering with sales support, implemented review and approval process for sales opportunities that reduced approval time for new deals and streamlined communication between multiple stakeholders.

• As the Finance Manager for the Overseas Adventure Travel brand finance team I managed a team with the goal of growing our brand's profit and passenger volume year over year.
• Built multiple revenue planning models while working directly with brand owners in driving targeted business decisions daily with the goal of growing brand to $120M in Revenue for 2019; up from $101M in 2018.
• Owned ship scheduling for worldwide ship movement that cut down on idle time by 7% year over year; saving on major fixed costs within the company while pursuing YoY revenue growth.
• Presented weekly financial and strategic analysis to executive team to inform business owners of the P&L impacts facing my business line.
• Worked with Brand Management and Marketing teams daily with key KPI insights to drive decision making focused on hitting customer growth and financial performance goals.
• Using SQL, Tableau, and other data visualization tools I was able to deliver analysis and recommendations to the management team to drive actions around growth opportunities and to mitigate risks against the financial.

Boston

• Developed and maintained multiple finance models to accurately forecast product demand, revenues, and ROI across a business greatly impacted by seasonality and world events.
• Using analytics and a business partner mentality; worked with varied marketing and customer retention teams to drive impactful actions and decisions that directly impacted the revenue of product lines.
• Results and analysis reporting was used on a weekly basis by brand director and company leadership in financial forecasting and decision-making processes.
• Having provided detailed, accurate, and insightful analysis, was able to grow role into a manager position after one year.

Boston

• Built detailed product models that informed the financial plan throughout the year helping inform business decisions focused on growing customer base year over year.
• While developing in a new role and company; took the initiative to self-teach SQL to grow personal skill set.
• Based on first year contributions, was promoted to a senior marketing and finance role.

Greater Boston Area

• Within the homeowners and automobile insurance division, assisted project managers with funding analysis of business development projects.
• Drove daily business health and future funding need forecasts; focused the internal investment team’s project expenditures to where they would be most impactful in customer satisfaction growth.
• Owned monthly reconciliation process to ensure projects were operating to deadlines and budgets.

Needham

• Supported management forecasting and margin planning through accurate and deadline driven reporting and analysis, ensuring profitability of North American sector contracts.
• Using self-developed deliverables provided insightful and detailed analysis to sales teams which informed quarterly goals and focus.
• Used Salesforce and Tableau to track actuals versus forecasting, project completion timelines, and budget adjustments.
• After first year at PTC was entrusted with a larger role within the operations team; moving from a segment support role to becoming the lead business analyst within the North American market.

Worcester, MA

- Verified accuracy and completeness of Saint-Gobain's Worcester product base- In order to improve safety and knowledge documented industrial site's fire safety infrastructure- Developed reporting for leadership on an ad hoc basis

Boston, MA

- As a member of the Corporate Actions team used research skills and financial knowledge daily while employing Bloomberg, IDC, as well as various other research engines to ensure the accuracy of data sent to clients and colleagues.- Completed corporate action events notifying clients of high-value securities actions in foreign marketplaces.- Used.

South Boston, MA

• Cleared imported goods through U.S. Customs daily in a timely and precise manner.
• Dealt effectively with multiple clients handling perishable goods on short deadlines through coordinating pick-up and delivery of goods with end customers as well as trucking agencies, airlines, and the Port of Boston.
• Responsible for the company’s third largest account.
• Handled valuable shipments daily on urgent deadlines.
• Aided the company president in miscellaneous projects including; invoicing, customer, and historical sales research.