Brad Fugate Email & Phone Number

Chicago, Illinois, Us

Chicago, Illinois, Us

- Maintain company financial model to provide Revenue, Bookings, Expense and Cash flow forecasts to Sr. Leadership/BOD- Determine KPIs (Churn, Contraction, Upsells & NRR) and provide commentary to explain variances to budget/forecasts- Produce Board slides and provide commentary for quarterly meetings and annual budget approval process- Forecast revenues to feed into cashflow model determining burn/build in cash.- Provide Cohort analysis monthly to determine sales efficiency, CAC, and 5-year LTV benchmarking sales performance- Own Payroll forecast to determine company headcount and personnel expense flowing through P&L and KPIs- Created Actuals + Forecast vs. Budgeted expense by Department providing a view of spend by category/vendor to drive conversations with leadership forming a more accurate process around monthly forecasting and the annual budget

Chicago, Illinois, Us

- Acted as a finance business partner for multiple teams to model revenue pipelines and expenses to drive decision making- Served as a point of contact for Sr. Leadership to answer financial questions related to various markets operating plan - Partnered with Accounting team during monthly close to review budget/forecast variance ensuring P&L statement accuracy- Contributed to strategic planning to provide five-year CAGR analyses explaining growth drivers and opportunities- Provided Board slides for markets that include insightful financial metrics during monthly operating reviews- Developed reporting that assists in analyzing actual vs monthly forecasts to identify risk and opportunity to Sr. Leadership- Communicated offshore with international business partners to plan emerging markets break even point

Chicago, Illinois, Us

- Prepared 5-year model for sales bonus capital and expense amortization based on sales bonus expense projections under ASC 606- Reported year end outlook related to sales bonus capital and expense amortization- Provided forecasts related to capital and deferred expense amortization included in monthly and quarterly financial statements- Budgeted capitalized sales bonus expense and amortization of deferred contract costs related to sales bonuses under the ASC 606 standard- Implemented sales bonus tracking file to narrow variances during year end accrual analysis- Satisfied PBC requests during year end audit related to Sales Bonus- Prepared Board slide for presentation during year end Board meeting detailing the impact of the ASC 606 implementation on EBITDA- Analyzed company revenue achievement against employee compensation plans to determine commission payouts- Reviewed incoming contracts and project sales bonus payouts to determine year end accrual adjustments - Booked commission related entries to balance sheet and income statement for month end close- Established revenue run rates to project total contract value to support outlook on budget and forecasts - Maintained contract amortization schedule related to capitalized sales bonuses for reporting purposes- Projected retained earnings adjustment related to implementation of the ASC 606 standard for Board of Directors

Madison, Nj, Us

- Managed department of eleven commission auditors to achieve payout deadlines and IRS 1099 compliance- Created month end reports to assist finance department in sales and tax reporting and maintain commission related metrics- Analyzed commission process redundancies and implement change to improve audit efficiencies- Researched and correct 1099 reports for agents and cooperative brokers for tax reporting purposes- Oversaw lease transaction division and manage monthly reconciliation of Florida lease escrow account and monthly lease tax reporting- Interviewed and select commission audit candidates and train them on the commission audit process- Created Excel based staffing model for VP of Commissions to understand centralized processing staffing needs- Transitioned audit processes from the NW, SW and SE regions and rolled out the processes and procedures to audit team

Madison, Nj, Us

- Audited closed real estate transactions for over 200 offices in eight Metropolitan areas across the United States- Determined missing documentation and communicate solutions to branch offices- Maintained an excel database of closed transactions with advanced formulas to track office inefficiencies- Created processes and procedures for newly acquired Metros and streamlined audit processes

Madison, Nj, Us

- Closed pending real estate transactions for seven branch offices in Minnesota- Prepared 1099 income reports through the Cognos system and resolved income discrepancies- Maintained a database of incoming escrow funds and coordinated funds with title closers- Administered escrow refunds to clients who had cancelled a pending transaction

- Assist loan officers by opening loans and managing company databases.- Review confidential documents provided by potential borrowers to aide loan officers in the pre-qualification process.- Confirm that each borrower file has correct documentation to streamline processes for loan processor.- Work with Ellie Mae Encompass360 to manage borrower information and send disclosure packages electronically.- Register loans with lending banks and upload loan information into bank database.- Maintain financial spreadsheets using advanced formulas that provide incoming cash flows as well as commissions to loan officers.- Relay necessary information to borrowers, employers, attorneys, insurance agents, and lenders to receive documentation for loan files.