Chad Boyle Email & Phone Number

Atlanta, Ga, Us

Atlanta, Ga, Us

Alpharetta, Ga, Us

- Financial Planning & Analysis leader; lead company through annual operating planning process to create annual budget and business plans; partner with operations and support team leads to provide decision support, analysis, and insights into business results; provide reporting to board of directors on monthly results and annual budgets

Alpharetta, Ga, Us

- $21M Acquisition: Partnered with CEO, CFO, and General Counsel to successfully execute a $21M acquisition of the California licensee business. Led the Due Diligence and Integration phases, collaborating with both the leadership team and target company to coordinating reporting, documentation, and meetings.- Directed the strategic planning process in partnership with the executive leadership team. Identified growth opportunities through capability assessments, prioritized initiatives, and developed execution timelines. Partnered with the CEO and CFO to evaluate capital and funding requirements, assessing their impact on shareholder distributions.- Enhanced visibility into the strategic plan by developing detailed financial models, including profit and loss (P&L) statements for all business lines and growth initiatives. Created comprehensive reports on capital allocation, headcount, cash flows, and shareholder distributions. Delivered sensitivity analyses to provide alternative views based on varying assumptions and initiative inclusion.- Collaborated with the CEO and CFO to craft a compelling strategic plan narrative for the Board of Directors. Prepared presentations, including a slide deck with supporting financials and schedules, as well as a detailed “fact book” documenting growth opportunities and key strategic assumptions for supplemental reference.

Alpharetta, Ga, Us

- Developed eCommerce economic models to support sales and variable cost budgeting/forecasting. Designed a dynamic revenue model for web and non-web orders, driven by website metrics and tactics, to forecast bookings and revenue for product sales and associated freight revenue. Delivered SKU-level weekly forecasts, including sales-related metrics such as traffic growth, conversion rates, average order value, order volumes, recipients, quantities, and packages. This model drove forecasts for related P&L cost line items such as freight-out COGS, plant production costs, hourly labor, and finished goods deployment costs in 3PL operations.- Provided financial reporting and freight margin analysis for the Supply Chain team, resulting in over $3.5M in freight-out COGS savings. Conducted SKU profitability analyses, emphasizing the need for higher ground shipping percentages, which led to the establishment of additional 3PL locations for regional coverage optimization. Analyzed customer order patterns to guide optimal inventory placement and deployment timing, improving efficiency in inventory management and fulfillment strategies.- Leveraged the dynamic revenue model to capitalize on over $3M in additional sales during the COVID demand surge (March-May 2020). Facilitated daily tracking, forecasting, and sensitivity analyses of website metrics and customer orders, enabling informed team discussions on current and near-term sales expectations. This data-driven approach provided the Supply Chain team with accurate forecasts to secure additional inventory and capture sales opportunities.

Alpharetta, Ga, Us

• Manage revenue budgeting, forecasting, and analysis for $500M business unit• Manage team of 7 financial analysts to support business unit leadership by 1) provide revenue insights to help monitor and drive the business; 2) managing the financial planning events (3 Year Plan, Budget, RFs, Rolling Fcst, Revenue Flash); 3) manage staff to drive career development advancements and employee engagement

Alpharetta, Ga, Us

• Manage team of 3 financial analysts to 1) provide actionable business reporting/analysis to business leaders; 2) develop/improve/maintain Hyperion Essbase revenue cubes; 3) drive improvements and efficiencies in reporting and budgeting/forecasting processes• Lead role in acquisition integration for business reporting and special projects; integrated 2.5k customers, $20M+ in annual revenue in 2013 into Hyperion Essbase/business reporting/analysis facilitating compliance with royalty agreements monthly reporting and evaluation periods; • Finance lead in organization wide impact project of 20k+ customer product migration partnering with Product, Credentialing, Onboarding, Marketing, and Sales teams assuring minimal impact on the customer, revenue, and sales reps

Alpharetta, Ga, Us

• Lead role in implementation of Hyperion Essbase Forecasting Engine project which moved forecast processing/storage from Excel based to Hyperion Essbase cube; define and provide forecast cube dimensions and members, define and provide logic to support forecasting engine calculations, define and assign forecast drivers by account, perform validation of test cube implementation• Business unit Hyperion Essbase lead role; conduct periodic conference call with back end technology team to manage project list and planning around cube development/enhancements/maintenance • Manage finance partnership with business leaders; lead monthly financial results presentation calls, maintain a rolling revenue forecast for Resellers and National accounts sales teams, manage annual revenue budget and quarterly re-forecast process for Reseller and National accounts sales teams, prepare weekly revenue flash • Consolidate segmented monthly revenue for consolidated business unit reporting, provide reporting for monthly revenue package, budget and re-forecast presentation decks; perform consolidated and segmented Top Accounts reporting, New Business reporting, Attrition reporting; consolidate and load budget and quarterly re-forecast revenue into Hyperion Essbase using Hyperion Planning and SmartView; consolidate and load monthly revenue by segment in Hyperion Essbase• Maintain and assure integrity of revenue data in revenue database and GL; reconcile revenue sales cube to GL during month end and load JEs made outside billing system into Hyperion Essbase revenue cube, load revenue by segment into Essbase GL cube

Alpharetta, Ga, Us

• Manage finance partnership with business leaders; lead monthly financial results presentation calls, maintain a rolling revenue forecast for Resellers and National accounts sales teams, manage annual revenue budget and quarterly re-forecast process for Reseller and National accounts sales teams, prepare weekly revenue flash • Consolidate segmented monthly revenue for consolidated business unit reporting, provide reporting for monthly revenue package, budget and re-forecast presentation decks; perform consolidated and segmented Top Accounts reporting, New Business reporting, Attrition reporting; consolidate and load budget and quarterly re-forecast revenue into Hyperion Essbase using Hyperion Planning and SmartView; consolidate and load monthly revenue by segment in Hyperion Essbase• Maintain and assure integrity of revenue data in revenue database and GL; reconcile revenue sales cube to GL during month end and load JEs made outside billing system into Hyperion Essbase revenue cube, load revenue by segment into Essbase GL cube

Atlanta, Ga, Us

Manage revenue accounting for Affiliate, Equipment, Radio, Desktop Applications, Software Distribution, and Vacation Rental business units; manage and/or prepare monthly customer billing processes, coordinate with operational departments to ensure billing accuracy, calculate and book necessary A/R reserves, prepare revenue related balance sheet reconciliations, prepare A/R reconciliations of customer accounts, provide revenue related balance sheet analysis and commentary; review Staff Accountant monthly billing updates, balance sheet reconciliations, and Affiliate Revenue Package

Atlanta, Ga, Us

Manage accounting for development projects; Prepare monthly GAAP and tax basis financial statements for 20 construction and joint venture development entities meeting all reporting deadlines; submit financial statements and reports to debt and equity partners as required by loan agreements, partnership agreements, and/or operating agreements and serve as point of contact to debt and equity partners regarding financial statement questions and requests; manage year end audit process by completing footnotes to financial statements, providing PBC items to external auditors, and serve as point of contact to external auditors during interim and year end fieldwork, analysis and reporting of project progress against project budget

Denver, Co, Us

Prepared monthly GAAP financial statements for 9 franchise sales and advertising entities; developed/maintained KPI reporting used by senior management; administered payroll and 401(k) plan for one advertising entity

Mba, Mba

Ba, Accountancy