Eric Perlman

Eric Perlman Email and Phone Number

Senior Financial Analyst at Shipley Do-nuts @ Shipley Do-Nuts
Eric Perlman's Location
Houston, Texas, United States, United States
Eric Perlman's Contact Details

Eric Perlman personal email

n/a
About Eric Perlman

I am a Tulane University graduate, with a degree in Finance and Management. I also obtained a specialization in Energy Finance. I have experience in the NGL and Refined Product space (risk, logistics, business development, market analysis) as well as consulting/project experience across the energy value chain. I have additional experience in PMO, Change Management, and Tech Implementations in healthcare, SaaS, and additional industries.

Eric Perlman's Current Company Details
Shipley Do-Nuts

Shipley Do-Nuts

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Senior Financial Analyst at Shipley Do-nuts
Eric Perlman Work Experience Details
  • Shipley Do-Nuts
    Senior Financial Analyst
    Shipley Do-Nuts Apr 2023 - Present
    Houston, Texas, Us
  • Cfgi
    Manager, Business Transformation
    Cfgi Jan 2022 - Mar 2023
    Boston, Ma, Us
    Modeled complex Engagement Expenses (COS) and Primary Margin, developed and reported key Financial KPIs such as actuals vs budget variance, forecasted operational KPIs such as member engagement and utilization, and dynamically updated model inputs leveraging key business outputs.Developed SaaS revenue model utilizing system data to calculate key business metrics such as ARR, MRR, and CACActed as PMO and managed cross functional and technical team members across various workstreams to successfully implement FP&A software.Developed delivery materials for Workforce Operating Model and Organizational Design client engagements as well as Change Management methodologies.
  • Pwc
    Senior Associate
    Pwc Mar 2020 - Jan 2022
    Gb
    -Developed a multi-year, multi-phase roadmap for integration of two Nat Gas marketing/trading organizations, including people, process, and ETRM/Technical System Landscape considerations -Worked with business leadership to document current state org structures/team member roles and responsibilities, and define a future state org structure to drive functional process improvement-Coached Scheduling managers/team leads to enhance team and cross functional ways of working, teaching skills like daily stand ups, problem solving, and activity planning, enabling ~20% capacity increase- Acted as Scrum Master during a multi territory Salesforce Surveys implementation effort, responsible for documenting requirements for each region, translating the requirements into actionable tasks, and tracking/communicating progress to various stakeholders-Developed a Gas Utility Distribution Analytic tool with the ability to cleanse/transform client data used to derive insights into Process Improvement, Data Irregularity and other Inefficiencies
  • Veritas Total Solutions
    Associate
    Veritas Total Solutions Aug 2018 - Mar 2020
    Houston, Texas, Us
    - Built and ran a daily variance model to perform comprehensive parallel testing between current and proposed systems, allowing for clear insight into magnitude and cause of issues, leading to over a $800MM reduction in P&L variance and key process improvements- Performed current business state analyses of a multinational oil co. to identify pain points and trading opportunities across their Petrochemical supply chain, resulting in additional value added opportunities of over $50MM per year-Drafted, edited, and reviewed various business materials such as pitchbooks, whitepapers, email memos, and project team meeting decks-Analyzed current MtM formula and forward curve valuations and ensured accurate and complete valuation
  • Phillips 66
    Risk Analyst
    Phillips 66 Jan 2018 - Jul 2018
    Houston, Texas, Us
    -Responsible for daily position and risk reporting for West Coast and Mid Con Distillate trading books, as well as Biofuels and RINs -Assisted in deal entry and review to ensure pricing, valuation, and position terms accurately reflected the intent of the deal and actualized/realized movements.
  • Phillips 66
    Pipeline Business Development Analyst
    Phillips 66 Oct 2016 - Dec 2017
    Houston, Texas, Us
    -Built a comprehensive inventory of company owned pipeline assets including current max capacity, current utilization, line MOP, and capital projects needed to achieve max possible rate based off of system MOP-Drafted project documentation such as business case, scope, constraints, etc. for capital project assessments-Modeled capital projects potential rate of return across multiple proposed scenarios-Drafted various business contracts and agreements (Confidentiality, Term, Connection, Joint Venture, etc)-Created pitch books for internal management review and external project proposals
  • Phillips 66
    Ngl Scheduling Analyst
    Phillips 66 Oct 2015 - Oct 2016
    Houston, Texas, Us
    1) Develop and run models to track spreads and margins across NGL products2) Create monthly pricing for Y grade contracts3) Enter in daily in house deals to ensure accurate risk reporting4) Track and report Petchem Plant Downtime data as well as NGL Industry Infrastructure developments.
  • Phillips 66
    Commercial Analyst
    Phillips 66 May 2015 - Oct 2015
    Houston, Texas, Us
    1) Developed weekly analysis on WTI and Brent Crude Oil, Gasoline, Distillate, and Propane Markets. Entered in mock trades to support analysis.2) Gave presentations on Refinery Operations and Asset Optimization to management and to peers in the company to "teach back" what was learned through the New Hire Program.3) Created a desk manual for a Crude Scheduling desk to ensure knowledge transfer for smooth transitions and leave coverage
  • A. B. Freeman School Of Business
    Energy Trading Teaching Assistant
    A. B. Freeman School Of Business Aug 2014 - May 2015
    1) Assist students in the creation of dynamic trading models for nat gas open outcry, crude forward curve, and refinery crack spread trading simulations 2) Teach students fundamental and technical trading techniques based off of Thompson Reuters Eikon trading platform
  • Phillips 66
    Business Improvement And Trade Support Intern
    Phillips 66 May 2014 - Aug 2014
    Houston, Texas, Us
    1) Compiled and analyzed metrics data across Trading, Scheduling, and Commercial Billing groups.2) Developed a root cause model and used Lean Six Sigma approaches to measure data, analyze the results, and determine causes and costs of business unit inefficiencies 3) Put together a project team to implement solutions developed through interviews with key business personnel4) Gained exposure to and an overview of crude, NGL, and Clean products scheduling and trading functions
  • Burkenroad Reports
    Equity Research Analyst
    Burkenroad Reports Jan 2014 - May 2014
    1) Participated in a nationally recognized research program. 2) Worked on a team of undergraduate students to produce a comprehensive equity research report and valuation model of Gulf Island Fabrication (GIFI), a small cap company in the Oil and Gas Services Industry.3) Published and presented the report in front of investors at the annual Burkenroad Conference in New Orleans.burkenroad.org
  • Gmr Marketing
    Hbo Campus Agent
    Gmr Marketing Aug 2013 - Dec 2013
    New Berlin, Wi, Us
    1)Promote the HBO brand on campus, as well as drive subscriptions through the Cox Communications Affiliate2)Host series Premier and Finale viewing parties as well as events like Trivia Night and HBOlloween3)Promote programing through online social media including Facebook, Instagram, and Twitter
  • Damco
    Customer Service Intern
    Damco Jun 2013 - Aug 2013
    Copenhagen, Dk
    1) Received shipping requests from Customers, and subsequently turn requests into bookings2) Created an English Language practice program to help ease co-workers into practicing social English skills, useful with bosses, clients, and western co-workers3)Toured factories, warehouses, vessels, and offices of various Shipping companies4)Expanded my network to include professionals in the Legal and Financial industries in China
  • Adrianna Papell
    Accounts Receivable Intern
    Adrianna Papell May 2012 - Jul 2012
    New York, Ny, Us
    1) Assisted Controller with follow up calls to customers in order to collect on past due accounts2) Sorted data of sales on Credit Card and Pre Allocation in order to provide sales people information on when goods will be available.3) Created a style catalog in Excel, consisting of images and hyperlinks to style numbers4) Shadowed COO / CFO and attended meetings regarding Supply Chain and International Shipping
  • First Empire Securities, Inc
    Operations Intern
    First Empire Securities, Inc Feb 2011 - Jul 2011
    Hauppauge, Ny, Us
    1) Worked in the Operations division of a First Empire, a fixed income firm2) Duties involved handling financial audit requests, preparation of client materials, and daily trade confirmation calls.3) Had early exposure to the finance market through daily conversations with the traders and dealers on the floor.

Eric Perlman Skills

Microsoft Excel Powerpoint Microsoft Office Finance Teamwork Leadership Research Communication Financial Analysis Social Media Cooperation Access Management Microsoft Powerpoint Writing Multi Tasking Reading Valuation

Eric Perlman Education Details

  • Tulane University
    Tulane University
    Bsm-Finance And Management With A Specialization In Energy
  • Commack High School
    Commack High School

Frequently Asked Questions about Eric Perlman

What company does Eric Perlman work for?

Eric Perlman works for Shipley Do-Nuts

What is Eric Perlman's role at the current company?

Eric Perlman's current role is Senior Financial Analyst at Shipley Do-nuts.

What is Eric Perlman's email address?

Eric Perlman's email address is ep****@****fgi.com

What is Eric Perlman's direct phone number?

Eric Perlman's direct phone number is +163123*****

What schools did Eric Perlman attend?

Eric Perlman attended Tulane University, Commack High School.

What are some of Eric Perlman's interests?

Eric Perlman has interest in Live Music, Tennis, Energy Markets, Finance.

What skills is Eric Perlman known for?

Eric Perlman has skills like Microsoft Excel, Powerpoint, Microsoft Office, Finance, Teamwork, Leadership, Research, Communication, Financial Analysis, Social Media, Cooperation, Access.

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