The Travillian Group is a nationally focused, boutique Search & Talent Advisory firm dedicated to serving the Financial Institutions and FinTech industries. The Travillian Group has helped clients build their businesses since our establishment in 1998. Travillian has a stellar reputation and adheres to the highest ethical standards. We focus on building long-term, trust-based relationships with each client and utilize a team approach to executing a search assignment, leveraging the unique but interlocking relationships and knowledge base of each search.Previously affiliated with SNL Financial, the premier provider of news and data to the Financial Institutions, The Travillian Group currently operates as a fully independent firm. Our previous affiliation with SNL gave us a platform and base of contacts that proved to be imperative during the early years of our firm's existence. Their extraordinary reach gave our search executives access to inner-circle market information and an unrivaled relationship base. Our current commitment to having the best resources in the industry, including SNL, has allowed our firm to further differentiate ourselves. This is something that is immediately apparent to our candidates and clients when we speak with them regarding their specific interests.

Robert Half Management Resources, the premier provider of senior-level accounting, finance and business systems professionals on a project and interim basis. With more than 145 offices worldwide, we have an extensive network of consultants in areas including audit and compliance, financial reporting, accounting, finance, business systems, taxation, administration and operations management, and project management.Robert Half Management Resources is the world’s leading provider of senior-level accounting, finance and business systems professionals on a project and interim basis. Our consultants specialize in corporate accounting, financial and business systems analysis, internal audit, taxation, regulatory compliance, mergers and acquisitions, financial reporting, and more.Companies have come to rely on our experienced professionals to support their most important initiatives. Many of our consultants have earned one or more of the business credentials employers value most, including the certified public accountant, certified internal auditor, certified information systems auditor, chartered financial analyst and certified fraud examiner designations. Robert Half Management Resources operates in 145 locations worldwide.For more than 15 years, Robert Half has been named to Fortune® magazine’s list of “Most Admired Companies.” (March 1, 2017)

• Develop, implement, and execute pricing and finance strategy for business segment consisting of over $150M in annual revenue. • Responsible for segment P&L deliverables including monthly close, budgeting, re-forecasts, and strategic projects to achieve corporate revenue and profit goals both short and long term. • Drive more than $7M in profit annually to the bottom line due to pricing initiatives, expense efficiencies, and client profitability analysis. • Partner with over 40 sales executives to help price individual deals to maximize revenue and profitability while helping to drive strategy by sales channels and segmentations.• Collaborate with corporate departments and accounting department to forecast financial impact for financial statements, budget, and investments.• Communicate and present financial results, issues, and recommendations to executive management. Manage and produce financial presentations and packages for segment.• Manage and develop financial staff of 2 to ensure productivity, accurate deliverables, and superior customer service.

 Responsible for price, yield, and revenue optimization for over $300,000,000 in equipment rental assets in central and western United States. Managed dynamic pricing models to maximize utilization and profits and completely accountable for pricing strategy and results.  Worked with Region Sales Managers and Vice Presidents to forecast financial revenue and pricing to ensure we achieve and exceed corporate targets.  Analyzed data and developed action plans to increase contribution margins and rental rates to maximize return on investment of equipment and work with sales managers to implement new strategies.  Developed new reporting to gain better understanding of revenue opportunities and risks to business plans & forecasts and work with sales management to initiate and track expected KPI results. Prepared presentations for upper management on current state of pricing and revenue in regions.  Implemented finance & pricing strategies for established products as well as key growth products for a business region.

Complete responsibility for financial management and forecasting of the North American division, specifically concerned with all phases of analysis, and reporting to maximize profitability, accelerate growth, and expand product line. Managed all aspects and phases of budget and reforecast process from beginning to final approval with emphasis on communication with operational department managers to achieve company objectives. Collaborated closely with senior management to implement programs and services that supported long-term growth objectives and strategic planning initiatives.Financial Reporting Managed all aspects of financial reporting and revenue/expense analysis for $130,000,000 division to help achieve expected profit targets.  Integral in month-end closing process as liaison with accounting, operational managers, and senior management.  Provided required financial reports and descriptive narratives on monthly basis to executive management.  Developed and implemented in-depth executive financial reporting package which included more detail on sales trends, revenue drivers, margin analysis, variances, and overall status of divisions.  Communicated recommendations to achieve specific financial targets.Forecasting & Analysis  Total responsibility for division P&L’s with emphasis on accurate forecasting of monthly, quarterly, and annual profit goals. Gathered all pertinent facts from department managers for precise measurement of revenue and expense projections. Interfaced with sales managers and account executives to gather essential information regarding revenue forecasts and prospects of future deals. Prepared, managed, and presented quarterly reforecast for division.  Analyzed data to achieve higher profitability for division. Projects included pricing and costing analysis, sales trends, commission, and productivity reporting.

Complete responsibility for financial management of the Pharmaceutical Marketing Services division specifically concerned with all phases of analysis and reporting to maximize profitability, accelerate growth, and expand product line. Financial ReportingManaged all aspects of financial reporting for $60,000,000 division to help achieve expected profit margin of 28% and EBITDA of $19,000,000. Integral in month-end closing process as liaison with accounting, operational managers, and senior management. Provided required financial reports and descriptive narratives on monthly basis to executive management. Forecasting & Analysis Total responsibility for division P&L with emphasis on accurate forecasting of monthly, quarterly, and annual EBITDA goals.Gathered all pertinent facts from department managers for precise measurement of revenue and expense projections.Interfaced with sales representatives to gather essential information regarding revenue forecasts and prospects of future deals.Prepared, managed, and presented quarterly reforecast for division. Analyzed data to achieve higher profitability for division. Projects included pricing and costing analysis, sales trends, commission, and productivity reporting. Developed reporting for $7,000,000 capital budget including analysis of project planning, revenue, expenses, benchmark achievement, and compliance.Budget ResponsibilitiesManaged entire $70,000,000 budget for division from inception to completion with strict deadlines and deliverables. Initiated meetings with department managers to gather requirements and needs for upcoming budget cycle. Produced detailed budget reports for upper management to explain department requirements and requests.Completed and submitted all required budget reporting to executive management on timely basis.

Analyzed and reported on $80,000,000 ad sales revenues and expenses. Developed and implemented new in-depth sales forecasting platform and ad sales financial reporting package which included historical, variance, trend, and pricing analysis. Communicated financial status and results to executive management.Worked with sales managers extensively to project future sales pipeline.Prepared budget package for division.