Dorian Vergara Email & Phone Number

New Haven, CT, US

New Haven, CT

- Created universal financial reporting across all business units and corporate functions with monthly reviews and quarterly variance analysis for board presentations. - Standardized employee cost mapping with two payroll systems to facilitate FTE tracking and management.- Developed the 2023 Budget Process for multiple locations, including a recent.

Greater Chicago Area

- Under ACS, managed financials for over 30 locations across three divisions. Responsible for aligning market operations with key goals and profitability targets rolling up to the OPCO P&L. Also built top line revenue/gp templates, monthly variance templates, and head count trackers from scratch for all company divisions. - Involved in three major.

Dallas/Fort Worth Area

ACS Project – Responsible for integrating four recently acquired companies under one financial reporting structure. Tasked with consolidating chart of accounts, setting up standardized bonus and variable comp plans, creating market financial models and budgeting/forecast templates, building synergy trackers, among other processes. MediaKind Project.

Dallas, Texas

Reporting to the CFO, managed all financial planning for private equity firm’s parent and affiliated entities. Responsibilities included: annual budgeting, quarterly financial reporting, weekly cash forecasting, among other ad hoc requests from the Executive Leadership Team.

Plano, TX

Reported to the VP of Finance and handled all the Operational Ad Hoc. Responsible for the monthly forecasting and reporting of the North America Sales Division financials. Helped track several financial metrics impacting revenue: average budgets, utilization, sales headcount, acquired and churned clients, etc. Also updated and maintained all relevant.

Carrollton, TX

Reported to VP of Revenue Ops and later VP of Finance handling three separate roles in the span of three years. Started as a billing analyst and quickly transitioned to Deal Desk operations. After learning contract negotiations, pricing/margin analysis, and product revenue streams, was promoted to join the FP&A team. Worked closely with product managers.

Irving, TX

Reported directly to the Fund Manager and assisted in the launch of Epiphany FFV Latin America Fund (ELANX) by writing the Fund’s prospectus and communicating with the appropriate parties (i.e. Custodian, SEC, Legal) to accelerate inception. Created a model based on political and economic factors to choose the appropriate countries for investing and later.

Executive Mba

Bachelor Of Science - Ba, Finance