Dave Thomson Email & Phone Number

Erie, Co, Us

Seattle, Washington, Us

• Lead a dynamic corporate FP&A team of three, managing over $60M in costs across corporate and shared services units, ensuring optimal resource allocation and operational efficiency• Develop and enhance financial models for 3SM, corporate operations, home services fulfillment, 3rd party insurance fulfillment, and shared experience, achieving forecasting accuracy with less than 4% variance• Deliver transformative, high-value financial insights and analyses to executive leadership, empowering strategic planning and informed decision-making• Present financial results and their implications to senior management and key stakeholders on a monthly basis, driving clarity and alignment• Collaborate with the Director to build comprehensive monthly reporting packages, board reports, corporate cost analyses, Investor Relations and earnings support, resulting in transparency and accountability• Spearhead annual budgeting and quarterly forecasting cycles for the corporate and shared services division, ensuring alignment with organizational goals and adaptability to market dynamics

Seattle, Washington, Us

• Visionary finance leader and key strategist for Porch Group's corporate and shared services divisions.• Worked with key stakeholders on delivering $7M in cost savings - a 12% reduction for the corporate business unit between 2023-2024• Spearheaded a transformation within the concierge group, driving a $5M+ EBITDA growth (100%+ increase) through rigorous financial modeling, cost-optimization measures, and talent strategy - specifically relocating headcount to cost-efficient locations• Relentlessly focused on maximizing ROI, mastering capital deployment, and scaling unit economics• Specialized in payback, IRR, CAC, LTV - strategies built to propel growth and accelerate profitability across Porch Group

Boulder, Us

• Led the full-year and 6-month financial forecast effort (three statement model), and 90-day rolling sales, revenue, and margin forecast• Developed complex financial and operational models for the company and individual departments• Performed research on various financial and operating issues, including ROI analysis• Managed FP&A department leading 2 financial analysts to streamline processes across the organization to support more transparent and efficient finance operations• Worked in Adaptive Planning & Analysis system as the primary lead in maintenance, improving models, dashboards, and analysis

Boulder, Us

• Achieved six-figure annual savings by leading lean continuous improvement programs throughout the organization• Prepared financial and operational information and reports, including budget reports, variance analysis, product costing, and margin analysis• Developed, analyzed, and interpreted financial data, reports, and concepts to appraise operating results in terms of profitability and performance against goals and objectives• Established strong cross departmental relationships and partner with the business functions to drive positive financial improvements within the company

Holland, Mi, 49423, Us

• Support financial reporting and analytics for the Walls and Haworth Health Environments business units, which generated over $70M in sales in 2018, a 7% increase vs. prior year• Coordinate development of annual corporate financial plan and budgets to meet corporate objectives• Manage $17M in SG&A expenses across multiple departments (Global Design & Innovation, New Product Introductions, Walls, Haworth Health Environments)• Direct development of specific analysis and related recommendations to communicate financial measures and progress• Participate in cross-functional teams working to drive growth and profitability by cost reductions, lean/continuous improvement efforts, and involvement with new product introductions

Boulder, Colorado, Us

• Provided analytical support for a ~$65M growing private equity owned global wireless company that manufactures purpose-built communication devices• Worked directly with CFO in constructing the FY17 budget for the business• Managed and improved financial models (Profit & Loss, Balance Sheet, Cash Flow) to drive monthly forecasting accuracy• Designed and implemented automation of monthly internal and external financial reports using advanced Excel skills• Performed detail analysis on Key Performance Indicators to measure department performance and track strategic initiatives giving management better visibility into company performance• Worked closely with Executives on understanding forecasted program spend, incremental investments, and drive budget accountability

Boulder, Colorado, Us

• Designed and implemented advanced commission models for salesforce of 40+ driving retention while maintaining affordability• Performed detailed gross margin and ROI analysis allowing informed business decisions• Generated Financial Reporting Package for Month End Close, including FSG reporting in Oracle Applications E-Business Suite• Maintained and update detailed Revenue and COGS data set with advanced Pivot Tables used in pricing for discounts and ad hoc analysis• Lead culture initiatives for building and sustaining a high performing organizational culture within the Finance Department

Boulder, Colorado, Us

• Manage contract budgets, forecasts, and invoicing for over 100 client projects monthly (including multiple multi-million dollar contracts)• Negotiate and manage procurement and contracting arrangements with new and existing clients contributing to new client growth of over 15% in Q4‘14 and Q1‘15• Lead billable software initiative for better resource planning and optimization• Supervise and mentor junior finance associates, as well as provide initial training and on-boarding of new employees• Verify consultant billable hours, and maintain relationship and objectives of third-party administrator of benefits and payroll• Serve as a “go to” resource for the treatment of all contractual or budget issues• Ensure that all contracting activities are carried out in accordance with legislation and company policy

Boulder, Colorado, Us

• Responsible for accounts payable and accounts receivable using QuickBooks Enterprise Solutions; coding, data entry, generating checks, and client/vendor communication• Performed weekly bank, account, and expense reconciliations to develop qualified audit preparations• Generated weekly and monthly accruals and financial reports for clients• Updated and maintained operational systems and policies with Cross-Functional teams• Analyzed financial data and produced financial reports to present to CEO and executive staff

Denver, Co, Us

• Collaborated with an Independent Certified Financial Planner providing private wealth management for over 50 clients • Performed in-depth financial research, created “what if” analysis, built financial plans, and quarterly financial reviews through WealthVision powered by eMoney to optimize client trust and satisfaction• Researched funds with Morningstar, performed basic asset allocation techniques, portfolio analysis, and created financial reports for clients providing customized strategic financial plans • Organized five full service seminars with 15-20 attendees each regarding market updates, thought leadership, financial planning, business development, and market expertise

Denver, Colorado, Us

• Built relationships with Leeds School faculty, staff and key personnel to achieve successful fundraising• Hosted special events for alumni and distinguished business guest• Donor relations processing with Advance™ Web by documenting prospect strategies, contact reports, and donations• Developed extensive Microsoft Office skills• Cultivated existing and new donor relationships to increase donor engagement and support