Forrest Perry Email & Phone Number

Kirkland, Wa, Us

Seattle, Wa, Us

Building a partnerships team - Let's connect!Heard is all-in-one platform built for therapists makes it easy to catch up on bookkeeping, identify tax savings, and build a strong financial foundation for busier months.Private practice owners need to get their taxes handled and understand their financial performance. Unlike most small businesses, they lack the tools and systems needed to understand the ins and outs of their business. Instead, they're forced to work with a disparate array of expensive services or contractors to manage their finances, their taxes, their payroll, their savings and more. Not only is this outside their area of expertise — every hour spent wrangling finances or filling out forms is one less hour spent providing care.

Seattle, Wa, Us

Seattle, Wa, Us

Seattle, Wa, Us

Seattle, Wa, Us

Helped build out teams and processes for: sales, onboarding, tax, accounting/bookkeeping operations, customer support and customer success.

Gb

ProEdge is a continuous upskilling platform for senior executives facing worker skill gaps that can impact the viability of their organization. Plan for your workforce now and tomorrow, and empower your people with the digital skills needed to drive growth and efficiency. With an end-to-end digital upskilling platform, you can build a culture of continuous learning that can improve individual and collective digital skills that benefit your entire organization. Identify skill gaps and create and execute a plan to close them that aligns with your strategic goals.

Gb

Focused on sales efforts for two of PwC's priority products and had the opportunity to work in PwC's internal software as a service (SaaS) incubator, New Ventures.Product Experience: 1) Check-In [PwC Digital] - Automated contact tracing and back to work safety planning.2) Risk Proof [PwC Digital] - Optimize, automate, and digitize annual risk assessments for banking institutions. 3) TaxVerse [PwC New Ventures] - Cloud-based platform that automatically determines where companies may trigger sales tax nexus and assists with sales tax compliance needs.

Gb

- Co-managed projects for two international retail corporations and a Fortune 50 tech company. Developed effective privacy programs to safeguard customer data and comply with international and federal regulations (ex. California Consumer Privacy Act and General Data Protection Regulation) - Led development of multiple $1M+ business proposals for key clients- Executed Third Party Risk Management (TPRM) Assessment for public HR/Benefits company – Developed actionable one year roadmap with recommendations, inherent risk questionnaire, and a RACI Matrix- Won $200K in investment funding to build out proposed solution/pitch via PwC’s Innovation Challenge. The final round of this Challenge was a “Shark Tank” like setting where I presented to PwC leadership and key clients. Our team of three received this internal funding to build out our proposed end-to-end solution. *Experienced Associate, Cybersecurity & Privacy Consulting (February, 2017 - June, 2018)*

Gb

Executed and assisted in the completion of financial statement audits for privately held and SEC registered companies, which included Sarbanes-Oxley 404 work, as well as the preparation of the 10-Q, 10-K, and other SEC filings with a primary focus on the technology sector.Participated in firm rotations: • Capital Markets and Advisory Services - Implemented strategic plan for a public company’s adoption of the new revenue recognition standard (ASC 606) • Third Party Risk Management- Analyzed processes and corresponding risks for client’s third party risk management procedures and provided recommendations for improvement to management• Internal Audit- Conducted review of client’s Legal Department and developed extensive risk and controls matrix-Selected for Business Development Committee - One of two associates chosen with the goal of building relationships with new potential clients (focused on start-up community) as well as increasing associate involvement- Nominated to Seattle Staff Assurance Council - Helped guide and implement national and local office initiatives and facilitated Seattle office events- Selected for Campus Recruiting Target Teams - Identified and recruited top talent and maintained positive campus relations as well as core member of the Gonzaga campus recruiting team

Gb

•Supervised 20+ employees; Responsible for employee shift management, opening/closing procedures•Applied and completed US. Foods food costing program for all recipes and menu items•Designed and installed new music system for restaurant•Implemented and organized all restaurant documents onto a cloud database•Provided customer service: mediated customer complaints, and employee situations•Skilled in “Aloha” POS system, including all manager functions

Spokane, Wa, Us

•Call 150+ prospects daily presenting/discussing opportunities for giving to raise donations for the University•Gained great professional communication and sales skills •Received donations from nearly 50% of the people contacted

Education record

Bachelor’S Degree, Accounting And Finance