Erik Leavell Email and Phone Number
Erik Leavell's Location
New York, New York, United States, United States
Erik Leavell's Contact Details
Erik Leavell work email
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Erik Leavell personal email
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Erik Leavell phone numbers
About Erik Leavell
I’m a seasoned finance executive with over a decade of experience in the tech industry, known for partnering with high-performing teams to achieve financial excellence and operational success. My expertise spans strategic finance, capital fundraising, and go-to-market (GTM) strategies, enabling companies to optimize processes and accelerate growth.Core competencies include:- Executive-level strategic finance and financial leadership- Capital fundraising and GTM strategy development- Comprehensive pre- and post-acquisition financial integration- Advanced cash flow optimization- Innovative solutions to complex financial challenges- Data-driven pricing strategy and experimentation- Seamlessly aligning financial frameworks with operations and sales strategiesWith experience spanning diverse industries and business models, I leverage cross-sector insights to foster resilience and growth. I am committed to collaborating with forward-thinking teams to unlock new opportunities and scale success.Feel free to reach out to discuss strategic financial growth or explore potential synergies!
Erik Leavell's Current Company Details
Erik Leavell Work Experience Details
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Director Of FinanceApril Dec 2024 - PresentNew York, Us
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MemberThe F Suite Jul 2024 - PresentNew York, Ny, UsWe are an independent, invitation-only, peer community where CFOs share knowledge / best practices and support each other throughout our lives and careers. -
Vp Of Finance & OperationsKisi Feb 2024 - Dec 2024Brooklyn, New York, Us- Develop go-to-market (GTM) strategies that align with business objectives, leveraging market research and customer insights to position products effectively and drive market penetration.- Design and implement pricing strategies that maximize revenue and profitability while maintaining competitive market positioning.- Collaborate with product, sales, and marketing teams to launch new products, ensuring GTM strategies are data-driven and tailored to target market segments.- Evaluate and optimize pricing models to increase customer acquisition, retention, and lifetime value (LTV), ensuring alignment with revenue growth and margin targets.- Build financial models to forecast the impact of different pricing and GTM scenarios, guiding strategic decisions with clear financial outcomes.- Develop and execute comprehensive financial strategies that drive profitability and efficiency, aligning with divisional and group objectives.- Lead budgeting and periodic forecasting processes, providing actionable insights that support data-driven decision-making and sustainable growth.- Conduct in-depth financial analysis and present findings to key stakeholders, translating complex data into clear, strategic recommendations.- Establish and monitor key performance indicators (KPIs) to align financial performance with overall business goals, ensuring robust reporting and strategic alignment.- Build relationships across departments to provide commercial insights and support growth- Identify financial risks and implement proactive strategies to mitigate them, ensuring compliance with internal controls and regulatory standards.- Manage and mentor finance teams, fostering a culture of excellence and continuous improvement, and establish trust as a respected member of financial leadership.- Partner with cross-functional teams to ensure finance systems are effective, leveraging automation and technology to enhance processes and controls. -
Director Of FinanceEntrupy Jul 2023 - Feb 2024New York, Us- Oversee the monthly financial close process for Entrupy group companies in conjunction with outsourced accounting partners, ensuring accuracy and timeliness of financial reporting.- Improve existing financial processes and implement changes to achieve greater efficiencies and effectiveness in our financial practice, resulting in streamlined customer invoicing, revenue collections, vendor payments, and employee expenses.- Work collaboratively with external tax and compliance service providers to manage international, state, and local tax and labor compliance, ensuring adherence to relevant regulations and minimizing risks.- Lead and actively participate in analytical projects that assist and influence business strategies, providing valuable insights into financial trends and performance metrics.- Support department heads and investors by fulfilling ad-hoc reporting requests, and conducting financial analysis to assess the impact of decisions and investment plans.- Drive department and company-level forecasting, conducting monthly financial reviews to identify key forecast variances and trends for continual improvement.- Build and scale robust financial models, and conduct comprehensive financial analyses, including profitability assessments, cash flow projections, and investment evaluations, to support executive leadership in making informed strategic decisions that drive long-term financial success.- Implement cost-saving initiatives and strategic financial planning to optimize financial performance, resulting in increased profitability and sustainable growth for the organization.- Collaborate with each business team to set, monitor, and manage budgets, promoting financial discipline and resource optimization.- Play a key role in implementing internal systems, software, and tools to modernize and scale the finance function, enhancing overall operational efficiency and data integrity. -
Director Of FinancePrime Trust Aug 2022 - Jul 2023Summerlin, Nevada, Us- Lead and set the vision for financial operations and corporate finance teams, specifically Procurement, FP&A, and Treasury teams.- Drive the annual and quarterly planning processes to support significant business decisions and the company's overall financial health, accounting for growth projections, variances, and function-specific budgets.- Ensure accuracy in all financial statements, cash movement, tax compliance, and KPI reporting.- Review and sign off on financials to ensure bookkeeping and reconciliations are classified and reported accurately.- Own rolling forecasts to forecast all three statements to track cash flow and burn to fulfill Treasury and License filing requirements.- Model out the financial impact of business initiatives and provide recommendations to aid decision-making.- Collaborate on high-priority and cross-functional projects to help prioritize resources and aid in strategic decision-making.- Provide executive management recommendations based on financial and strategic implications of investment decisions. Identify business drivers and risks and present these to Executive Team.- Interpret critical operational performance indicators, growth trends, and competitive positioning to inform strategic recommendations for Executive Team.- Build and present monthly reporting packages for the CEO and Executive Leadership team.- Track KPIs that drive business growth and opportunity areas.- Assist with investor relations, board materials, fundraising, diligence requests, audit, capital raises, and other external-facing activities.- Maintain a deep understanding of the company's financial position, proactively identifying and communicating critical revenue & cost drivers, opportunities for near- and long-term cost optimization, and areas for risk mitigation.- Implement best practice financial processes and workflows. -
Fp&A ManagerPrime Trust Jan 2022 - Aug 2022Summerlin, Nevada, Us- Lead strategic financial planning, budgeting, forecasting, and long-term planning.- Construct detailed ad-hoc analyses (scenario modeling, sensitivity analyses, and contingency planning) to support internal investment decision-making.- Build dynamic, detailed, scalable financial and operational models driven by critical financial and operational metrics to facilitate scenario analysis.- Develop and maintain financial reporting systems, ensuring the efficient day-to-day operation of the FP&A activities through developing and managing all internal and external financial reports, forecasts, budgets, and mid and long-range plans.- Design, automate, and optimize processes, technology, and systems to scale that spread accountability and financial discipline throughout the organization.- Partner with cross-functional leaders to create precise business cases to evaluate and support decision-making through ROI/ROE analysis.- Oversee, direct, and organize the work of junior and mid-level FP&A teams, ensuring staff members receive appropriate training, development, mentorship, and performance management- Provide monthly, quarterly, and real-time updates on financial health, burn rate, and cash runway for Executive Team.- Play a significant role in preparing board materials and reporting to facilitate effective decision-making.
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Principal Financial AnalystProsper Marketplace Jul 2021 - Jan 2022San Francisco, Ca, Us- Supported budgeting/forecasting, performance management, financial reporting, headcount management, reviews of key financial metrics, strategic decision-making, business reviews, strategic footprint planning, and ad hoc analysis of financial metrics.- Prepared quarterly guidance and monthly financial update materials for the Corporate planning teams to help leaders track their annual targets.- Supported Prosper's annual and long-term planning, forecast, and monthly reporting. Including the P&L, balance sheet, and cash flow statements, while assisting senior leadership around the company to identify strategic initiatives and coordinate projects to address these opportunities/risks.- Contributed to the monthly close process and performed budget variance analysis of financial statements (P&L, Balance Sheet, and Cash Flow).- Assessed financial risk in new vendor engagements.- Developed ad-hoc reports and analyses to support strategic planning as needed. -
Fp&A ManagerItradenetwork, Inc. Oct 2019 - Jul 2021Dublin, Ca, Us- Proactively partnered cross-functionally to drive annual budgeting and headcount planning process, strategic decisions, and initiative prioritization- Managed and participated in the analysis and interpretation of operating results and preparation of executive reports by analyzing trends and consolidation for Actuals, Forecasts, and Budgets- Developed reporting/KPIs consistent with actual product P&Ls- Provide clear and impactful insight from Blend's financial and operating results- Architected the company's financial models in Planful- Review and improve existing assumptions based on past performance and changing business- Develop and streamline FP&A processes to mitigate risk and find value within the business- Drove improvements to the forecast drivers affecting accuracy- Worked on pitch decks for new products/strategic transactions- Performed ad-hoc analysis on financials and new products- Became a trusted advisor to the finance leadership; proactively collaborated, influenced, and aligned the team's contributions to achieving the overall company business strategy -
Senior Finance AnalystMightyhive May 2018 - Oct 2019San Francisco, Ca, Us- Prepare account reconciliations and supporting schedules for journal entries and reports ensuring all transactions are accurately recorded by US GAAP- Prepare monthly flux analysis of balance sheet and income statement accounts- Perform intercompany transactions, eliminations, and consolidations using NetSuite- Responsible for the vendor approval process and processing of banking transactions- Review accounts payable processing, credit card activity review, expense report processing- Work closely with Sales and Customer Success organizations, identifying risk and opportunity in the revenue forecast and analyzing results- Perform ad hoc analyses, including, but not limited to marketing ROI, pricing, efficiency analyses -
ControllerHarvard Eye Associates Jan 2016 - May 2018Laguna Hills, California, Us -
Practice AdministratorRetina Consultants Of Nevada Apr 2014 - Jan 2016 -
Assistant AdministratorRetina Consultants Of Nevada Apr 2013 - Apr 2014
Erik Leavell Skills
Public Speaking
Leadership
Nonprofits
Microsoft Excel
Grant Writing
Customer Service
Volunteer Management
Research
Microsoft Office
Program Evaluation
Strategic Planning
Public Health
Event Planning
Management
Program Development
Healthcare
Teaching
Spanish
Leadership Development
Organizational Development
Data Analysis
Finance
Grants
Non Profit Administration
Community Outreach
Operations Management
Administration
Strategy
Accounting
Managerial Finance
Forecasting
Financial Analysis
Business Development
Operational Efficiency
Fundraising
Microsoft Word
Marketing
Budgets
Strategic Data Analysis
Networking
Powerpoint
Human Resources
Training
Microsoft Powerpoint
Nonprofit Organizations
Revenue Cycle Management
Healthcare Management
Healthcare Reimbursement
Healthcare Compliance
Sql
Erik Leavell Education Details
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Brigham Young UniversityBusiness Strategy -
Brigham Young UniversityPublic Health
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Practicum UsaData Science
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Brigham Young UniversityNon-Profit/Public/Organizational Management
Frequently Asked Questions about Erik Leavell
What company does Erik Leavell work for?
Erik Leavell works for April
What is Erik Leavell's role at the current company?
Erik Leavell's current role is Director of Finance @ april | Finance Transformation | GTM | The F Suite Member.
What is Erik Leavell's email address?
Erik Leavell's email address is el****@****ust.com
What is Erik Leavell's direct phone number?
Erik Leavell's direct phone number is +170288*****
What schools did Erik Leavell attend?
Erik Leavell attended Brigham Young University, Brigham Young University, Practicum Usa, Brigham Young University.
What are some of Erik Leavell's interests?
Erik Leavell has interest in Children, Economic Empowerment, Education, Poverty Alleviation, Disaster And Humanitarian Relief, Human Rights, Arts And Culture, Health.
What skills is Erik Leavell known for?
Erik Leavell has skills like Public Speaking, Leadership, Nonprofits, Microsoft Excel, Grant Writing, Customer Service, Volunteer Management, Research, Microsoft Office, Program Evaluation, Strategic Planning, Public Health.
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