Brian Hall Email & Phone Number

Derby, Ks, Us

Financial Management: Oversee a team of three finance professionals responsible for budgeting, banking, debt refinancing, capital planning, forecasting, accounting, accounts payable, payroll, annual audits, and government reporting.Leadership: Chair bimonthly review meetings for Derby with Connecticut’s Municipal Finance Advisory Commission (MFAC)Reporting Standardization: Developed and standardized financial reporting for the City, Board of Education, and Water Pollution Control Authority.

Boca Raton, Florida, Us

An integral part of the Executive Leadership Team successfully leading and implementing all elements of Commercial Finance, Retention, and Profitability Improvements to achieve strategic mission.► Financial Modeling, budgeting, forecasting, variance analysis, performance reporting, PowerPoint presentations for Board and C-Suite, 5YR strategic plan updates► Responsible for financial oversight of business development for strategic partnerships.► Developed and implemented retention initiatives that resulted in 300 basis points of improvement► Created and tracked KPIs and OKRs for business development, marketing, product, and operations► M&A activities including financial modeling, data room due diligence, management discussions, integrations, and valuations►Business development compensation planning

Stamford, Connecticut, Us

• Developed budgets, forecasts, variance analysis, board reporting, and strategic multi-year plans• Improved income from continuing operations for the international business unit from negative $50 million to positive $20 million by identifying and improving $40+ million in unprofitable marketing. • Due diligence for asset divestitures, P&L carve-outs, and debt restructuring • Managed a team of FP&A and accounting professionals who were responsible for the monthly close process for US GAAP revenue recognition and $100 million in expenses. Also responsible for working with auditors on the annual review and sign-off on the prepaid commission and sales return and allowance balance sheet reserves.• Established KPIs and profitability reporting for existing partners and new sales prospects including cohort analysis for LTV, ARPU, CAC, ROI, IRR, and other KPI metrics• Led a Business Intelligence team that developed a global data warehouse that combined all global data sources and successfully rolled out and enhanced different BI tool sets

Stamford, Ct, Us

- Enrollment reporting, budgeting, forecasting, and variance analysis for millions of new subscribers- Financial modeling, profitability reporting, commercial deal structures, and pricing for Loyalty solutions including points management, administration, and broad-based fulfillment and redemption across multiple channels, certain accident and life insurance solutions, and subscription-based, B2B fee-for-service, and transactional revenue models.- Development of Cash and GAAP models for new business opportunities- Due diligence and financial modeling for IPO, debt refinancing, and acquisitions including CLEAR

Stamford, Ct, Us

• Built and maintained a single insurance deal profitability model to replace 30+ existing versions• Utilized client-specific data to optimize the list selection process for the insurance direct mail campaigns• Financial modeling and integration efforts for a successful $30 million EBITDA acquisition target

FP&A Budgeting and Forecasting Balance Sheet, P&L, and Cash Flow Statement PreparationVariance Analysis

Master Of Business Administration (Mba), Finance

Bachelor Of Science (Bs), Business Administration & Economics