Derek Perry Email & Phone Number

Circle Pines, Minnesota, Us

Boise, Idaho, Us

• Develop a detailed budget and forecast incorporating financial objectives and strategic initiatives• Collaborate with C-Suite to formulate business strategies to grow revenue through new product offerings and investment; increase revenue ~2x year-over-year • Implement cost savings initiatives to efficiently utilize company’s assets• Prepare and present monthly financials, including variance analysis, to C-Suite and quarterly financials to Board of Directors• Establish KPI's that provide detailed insight and link operational performance to financial targets• Create ad-hoc Income Statements for various business segments and functional areas to understand profitability and provide visibility for operational (in)efficiencies• Develop intricate business models to understand financial ramifications, ROI, and risks of potential business opportunities• Assist Business Development with marketing campaigns to increase customer retention and acquisition• Manage ERM implementation to create financials dashboard to give Executives on-demand access to real-time financials and KPI’s• Develop project implementation plan to efficiently scale major increases in workflow• Build and maintain relationship with bank to secure funding to leverage business and achieve growth initiatives; apply and secure ~$500k in PPP Loan forgiveness (tax-free NI)• Optimize accounting and finance business processes to increase efficiencies and reduce errors• Oversee all payroll, benefits, accounts receivable and accounts payable• Manage all aspects of external audit to ensure company-wide compliance• Prepare tax filings and prepare financial data for company tax returns• Encourage employees to build their skillset and maintain a sustainable work-life balance

Boise, Idaho, Us

•Develop detailed expense forecast using ad hoc data/trend/statistical analysis•Partner with Financial Planning team to compile accurate system-wide and department-level forecasts (current & multi-year)•Generate scenario analysis to contemplate various initiatives and long-term forecasts•Prepare and improve monthly P&L, operational KPI’s, labor productivity, and EBIDA performance reporting for operations, management, and executive teams•Automate recurring financial reporting to ensure accurate and timely reporting by improving processes, including workflow•Leverage data/financial analysis to enable operations teams to minimize inefficiencies and drive bottom line•Drive top-down initiatives and financial objectives using variance analysis and KPI’s as a proxy for operational performance•Financial systems integration; analyze current ERP for strengths/weaknesses and assist with RFP creation for new system that can be easily integrated with current GL and fills gaps in current systems functionality/capabilities•Implement system-wide ERP; validate system is fully functional and accurately reporting data. Transition forecast process/reporting processes to ERP. Run both systems concurrently to ensure data output reconciles.•Provide company wide support for financial software, including user security, provisioning, functionality, and reporting issues•Manage junior employees; train on finance processes, delegate project tasks, monitor work for accuracy and ensure deadlines are met•Advise and recommend prospective employees, based on applications/interviews, to hiring manager to help aid in team’s success

Boise, Id, Us

•Prepare and present monthly, quarterly and yearly reports (IS, BS, CF) for Management•Generate monthly variance analysis for top line, margin, OpEx and KPI’s•Develop, analyze, and maintain the annual budget process and forecasting needs•Prepare and present to the executives, parent company, and board of directors the business financial summary as well as budget and reforecast plans•Effectively communicate with business leads budgeting requirements on an ongoing basis •Financial systems integration; Admin and super user for business planning cloud software, Adaptive Insights•Provide financial support to HR during hiring process to ensure personnel expense aligns with budget; routinely provide compensation analysis to CFO and VP of Finance & HR•Assist in analysis of financial information to make business decisions•Monitor key performance indicators to gauge operational efficiencies•Ad hoc accounting and finance research and application•Perform in-depth research to isolate and reconcile discrepancies between internal business systems•Manage junior employees on processes, workloads and deadlines

Denver, Colorado, Us

•Accurately forecast monthly expense & revenue; adjust accordingly to reduce variance•Perform detailed variance analysis / reconciliation, validate expense items (forecast to actual)•Prepare P&L and Statement of Cash Flows for Management’s review•Support operations through analysis of key performance indicators and trends•Identify trends & create finance models to gauge future growth•Plan and implement cost savings initiative - $1M+ in OpEx reduction•Create & modify accounting processes to coincide w/ GAAP protocol & SOX requirements•Create ad-hoc reporting at Management’s request; help drive decision-making•Streamline expense processes / reporting via ERM – reduce man-hours•Analyze acquired companies’ financials for cost synergies & assess risk•Maintain vendor & customer relationships; negotiate settlements•Drive product sales to achieve revenue/NPV/IRR targets•Develop non-monetary exchanges (asset SWAPs) to generate revenue•Provide competitive pricing to sales reps for potential sales opportunities•Monitor embedded sales base to assess and limit churn•Manage junior employees on processes, workloads and deadlines

Maintained A/R & A/P for PakSense operations, including employee expense reporting. Created ad-hoc reporting to help manage our recycling program, GreenSense. Offered customer support for Operations.

Eden Prairie, Mn, Us

Managed Supervalu's multi-millon dollar Supervalu Gift Card Mall (SVU GCM) program. Reconciled A/R and A/R, allocated funds to stores / corporate and prepared monthly accruals. Reported I.T. issues to SVU I.T. Department for remedy. Managed junior employees on processes.Managed credit card sales. Reconciled credit cards A/P and submitted to Management for payment approval to credit card companies (Visa, MC, AMEX). Reported I.T. issues to SVU I.T. Department for remedy. Managed junior employees on processes. Managed junior employees on processes.

Eden Prairie, Mn, Us

Provided knowledgeable I.T. support to customers ranging from third parties, to pharmacies, to corporate offices. Diligently diagnosed customer issues, repaired the problem remotely, contacted vendors to fix hardware issues, or routed to appropriate personnel for solution. Maintained courteous and professional relationship with customers, both internal and external. Managed junior employees on processes.

Bachelor Of Business Administration, Finance

Bachelor Of Arts, Political Science