Brian Keefe Email & Phone Number

Bozeman, MT, US

Bozeman, Montana, United States

I raise awareness of GVLT in the local community, plan events for community members to engage with the organization, and pursue leadership training and networking engagements

Bozeman, Montana, United States

• SaaS company in the online food ordering industry with over 20k customers generating $100M annually
• Leverage SQL to drive cohort-based models including Lifetime Value and Customer Retention, enabling data-driven decision making and first-ever insights into customer behavior
• Developed and own a KPI dashboard that I present weekly to the C-suite, facilitating discussions around 10 incremental initiatives generating $12M annual revenue
• Rebuilt and automated the company forecasting model which drove four budgeting cycles, two headcount reductions and quarterly Board of Directors meeting

Bozeman, Montana, United States

• Services company in the medical industry with a presence in mobile simulation, clinical staffing, and medical education
• Developed custom SQL-driven financial reporting that queried the Quickbooks Online database in real-time
• Constructed a cost model that proved the profitability of each business division and forecasted growth potential, used to secure a $1M operational bank loan and fuel expansion
• Implemented a new HR/ Payroll provider that decreased each pay run time by 90% and allows the company to digitally hire and onboard over 15 employees each week, saving over 8 hours of administration time

Garden Valley, ID

• Production-focused, 20-person Interagency Hotshot Crew based in Garden Valley, Idaho
• Senior Firefighter
• Lead EMT
• Lead Sawyer

• Publicly traded SaaS company that provides over 500k customers with a suite of email marketing products
• Constructed and maintained the company forecasting model, which was adopted by the organization to set company targets, forecast revenue, and serve as the source of record for multiple publicly reported metrics
• Modeled the impact of potential business decisions on customer behavior, gross revenue, and net profit. Presented findings and recommendations to cross-functional business leaders
• Managed a $50M expense budget for the 150 employees within the Sales & Marketing department

• Okay Cool Restaurant Group
• Partnered with business-unit management teams to discuss monthly financials, develop a forecasting process, and conduct a weekly review entity-level metrics
• Consolidated five Quickbooks companies into one new single multi-entity accounting platform (SoftLedger)
• Developed a cost model that was leveraged to decrease the food cost margin from 40% to 33%, allowed for the accurate tracking of inventory / waste, and completely automated the Accounts Payable accounting processThe.
• Constructed a cost model to compare current inventory levels with projected sales trends, calculate optimum seasonal inventory levels, and automatically reorder low items within the POS system
• Developed a suite of reports within the POS system to provide daily performance indicators and simplify the process of creating / analyzing monthly financial statementsStructures Design / Build

Allston, MA

• Small business specializing in the construction of high performance / energy efficient homes, ended 2013 with $2.3 million in gross revenue
• Accurately projected and managed cash flows through bankruptcy where $100,000 of outstanding corporate debt was renegotiated
• Constructed a financial forecasting model enabling the creation and execution of a formal restructuring plan

Boston, MA

• Technology-driven SaaS e-commerce start-up that grew to $75M in gross revenue by 2013
• Developed a Monthly Reporting Package summarizing monthly financial performance through financial statement commentary, forecast variance reporting, supplementary schedules, and financial ratio analysis
• Wrote and implemented the standardized procedures for AR & AP departments. Hired two direct reports and subsequently delegated all AP / AR tasks to each, ensuring the proper implementation of these policies