Chris Merrell Email & Phone Number

Greater Salt Lake City Area

Manage financial planning, forecasting, and reporting including revenue, sales general and administrative costs (SG&A), payroll and headcount along with sales leadership support• Developed payroll booking and allocation model to ensure accurate and timely analysis and reporting while bringing clarity and efficiency to a cumbersome and obscured process• Created inaugural annual operating plan for two business units including full p&l (sales, costs, sg&a), headcount and balance sheet• Established monthly reporting cadence providing key leadership with variance analysis, forecast review along with monthly and YTD results including KPI tracking• Key liaison to human resource department for accounting, finance and treasury departments requests, reporting and analysis• Instrumental in NetSuite and Hyperion implementation

Park City, Ut

Manage financial planning, forecasting, and reporting for fixed people and overhead expenses including analytical support for the human resource team• Key point of financial contact for 7 executives helping develop and manage to budget• Drove change to organization structure within multiple systems resulting in more accurate and efficient budgeting and reporting and improved customer satisfaction• Developed monthly headcount tracking and fixed cost variance analysis and reporting for executive leadership and Board of Directors • Led move to web based reporting of employee engagement survey results saving 160 FTE hours each year as well as improved and timely access for leadership analysis and sharing • Key support to human resource department developing and maintaining headcount roster in line with budget, employee turnover dashboard keeping executive leadership informed

The Woodlands, Tx

Manage financial planning, forecasting and reporting activities for Sales General and Administrative (SG&A) costs • Performed annual headcount planning and expense analysis driving strategic $260M annual budget partnering across 19 different business owners• Managed development and tracking of savings initiative scorecard helping the indirect procurement team execute on their commitment to reduce spend by $10M• Managed monthly forecast improving forecast accuracy to within 3%• Executed critical sales incentive plan (SIP) audit resulting in 10-point improvement aligning pay with performance and driving corresponding quota attainment• Partnered with senior management to execute on $14M of cost out actions

The Woodlands, Tx

Global financial and business support responsibility for the three Vice Presidents over Marketing Shared Services (MSS), Customer Experience (CX) and Corporate Strategy and Business Development (CSBD) teams• Developed a key monthly reporting package providing the 3 vice presidents critical KPI information needed to manage their business and ensure business controls were in place and being followed• Created complex financial model to predict required investment and potential ROI by entering into new go-to-market channels in order to increase revenues and customer base• Reduced spend by ~20% versus original budget through careful analysis and close partnership with 3 vice presidents while maintaining solid business performance

Houston, Texas Area

Financial management and business support responsibility for VP of US Channel Sales ($3.9B) • Responsible for business and financial performance, analysis and reporting• Managed monthly revenue and expense forecast and demonstration loan budget oversight• Drove headcount and expense management creating annual revenue and expense budget including approval of channel partner goals tied to financial benefits

Houston, Texas Area

Managed financial aspects of the Global Corporate and Enterprise accounts ($1.3B) sales team• Provided solid financial contract/deal support, expense management and performance reporting helping drive 39% growth year over year and finish 104% of plan• Drove consistent revenue and expense forecast resulting in less than 2% variance• Secured agreement between 4 separate business units ensuring approval of new contract terms under tight time schedule for critical global corporate account during key negotiations• Developed partner rebate program encouraging increased share of wallet with key enterprise account

Houston, Texas Area

Managed the end-to-end (E2E) biannual revenue and planning for quota setting process for the Americas sales teams made up of ~4,000 sales managers • Managed critical $350M North America sales compensation budget and forecast model • Created key metrics dashboard adopted by the world wide compensation team that internal and external auditors relied upon as a vital quarterly status and SOX compliance tool• Performed biannual sales effectiveness modeling analyzing key people metrics and sales trends versus budget and prior year performance resulting in more fair and accurate compensation for sales teams and the company• Developed and executed successful transition plan to transfer sales compensation responsibilities to the Malaysia center of excellence team with no reduction in performance

Houston, Texas Area

• Reduced bi-annual revenue planning and quota setting timeline by 30% with cross functional team• Produced monthly and quarterly sales forecasts with less than 1% variance.• Reduced yearly operating expense by $3M and past due product placement by 50%+• Performed monthly profit and loss forecast and financial accounting close for over $2B in annual sales and $60M in annual operating expense budget

Houston, Texas Area

• Directed monthly forecast, budget and close process for over 25 research and development cost centers creating new operating expense budget and forecast model for $300M annual budget resulting in significantly increased trust, cooperation and forecast predictability

Greater Salt Lake City Area

Managed projects; tested, trained and implemented new credit card collection system enhancements and procedures; managed reporting for past due credit collections results; created and analyzed critical dialer and TRIAD statistical reports; managed predictive dialer and TRIAD portfolio management systems (adaptive control system – statistical analysis); managed and maintained IT Group and vendor relations; managed staff of highly competent and career minded individuals.

Greater Salt Lake City Area

Managed general accounting functions - general ledger, accounts payable, accounts receivable, payroll, inter-company, general ledger reconciliation, forecasting, planning, analysis, fixed assets, capital budget, taxes and journal entry; monitored and tracked capital projects; oversaw daily control procedures on general ledger; selected, trained and supervised staff of accounting professionals.

Greater Salt Lake City Area

Managed bank accounting - general ledger reconciliation, establish deposit and loan rates, in-clearings, out-clearings, inter-company, fixed assets and journal entry; selected and supervised staff; monitored general ledger reconciling; closed bank’s books monthly.

Master Of Business Administration (M.B.A.), Finance, General

Bachelor Of Arts (B.A.), Communications, General, Spanish

Associate Of Science (A.S.), Accounting