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Peter Folan is a Manager - Finance Business Partnership at ZS. He possess expertise in financial analysis, sales, microsoft excel, insurance, account management and 12 more skills.
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Finance ManagerZs Jul 2024 - PresentEvanston, Il, Us- Spearheaded the financial and operational separation of a new SaaS product business from the core Consulting organization.- Served as the cross-functional liaison, collaborating closely with Product Leadership, Legal, Systems, and Accounting teams to ensure a seamless transition.- Leveraged deep product knowledge and understanding of reporting requirements to design the financial and operational infrastructure for the new SaaS business.- Established the product-level P&L, including revenue recognition, cost allocation, and profitability tracking processes.- Implemented robust subscription management, usage tracking, and data analytics systems to provide granular visibility into the SaaS business performance.- Developed financial policies, controls, and reporting capabilities to enable data-driven decision-making and ongoing optimization.- Played a pivotal role in setting up the new SaaS business for long-term success by aligning financial operations with strategic objectives. -
Sr Finance SpecialistZs Jan 2023 - Jul 2024Evanston, Il, Us- Consulted on client MSA negotiations, providing guidance on rates, discount structuring, rebates, and payment terms.- Oversaw our Deal Review Counsel, advising during the proposal process to ensure profitability and risk mitigation.- Coordinated the revenue and margin planning to ensure accuracy in our upcoming people demand. -
Finance SpecialistZs Aug 2018 - Jan 2023Evanston, Il, Us- Finance business partner for several of the largest pharmaceutical companies that ZS contracts with on consulting services.- Trusted advisor across a multitude of leaders to ensure financial hygiene on their ongoing consulting engagements. -
Sr. Financial Analyst, Manufacturing SalesGrainger Jan 2016 - Aug 2018Lake Forest, Illinois, Us- Proactive and strategic partnership with the VP of Manufacturing Sales, influencing sound, financial decisions- Management of operating expenses of a 1K person sales organization- Led through annual plans and quarterly forecasts for $2B of revenue- Provided root cause analysis on revenue and Gross Profit to understand key drivers of the business- Led through the roll out of P&L's to the sales organizations to help VPs understand the overall health of their business- Consulted on contract renegotiation to ensure bottom line profitablity- Understanding of economic trends of the manufacturing industry, specifically within heavy machinery and food industries -
Sales Coverage AnalystGrainger Sep 2013 - Jan 2016Lake Forest, Illinois, Us- Execute sales coverage deployment plans and strategies under supervision and coordination with Deployment Manager and functional leaders. - In house expert and advocate for all sales coverage models.- Key member of high performing execution team focused on optimizing sales coverage in order to maximize revenue and ROI. - Review and analyze target customer and prospect data associated to coverage optimization strategy and deployment plan(s)- Work with field leaders to uncover local intelligence that would allow for better improved market and/or territory development- Work cross functionally with other data driven departments to improve processes and data quality- Design Districts and Territories based on defined coverage strategy (customer targeting and geography)- Assist with coverage assessments, territory optimization and resource deployment- Build and deploy tools to help the sales force execute against their defined strategy- Proven success at helping lead a cross-functional team in the planning, execution and deployment of Sales Force Expansion, an iterative process and strongest ROI amongst the company’s top investments- Adept at simplifying complex processes and providing accurate deliverables and meeting deadlines- Responsible for process development, data management efficiency and continuous improvement on mapping, designing and executing the sales force expansion strategy- Led the expansion of 320 new sellers through five expansion deployments in 2015 by working cross-functionally with business leaders to optimize markets throughout the US to gain additional market share- Proven ability to navigate a diverse, dynamic and fast-paced business environment, using strong communication skills to interact and influence stakeholders- An ambitious, results-oriented individual with the proven ability to develop and implement strategic and operational initiatives -
Territory Sales RepresentativeGrainger May 2011 - Sep 2013Lake Forest, Illinois, UsI am responsible for maximizing and growing revenue and profits within my assigned geography by selling to existing customers and acquiring new business. My specific responsibilities include:• Creating and executing a territory sales plan that meets or exceeds stated revenue and profit targets• Optimizing call routes to maximize time in the field and overall efficiency• Meeting regularly with customers in sales territory to understand their evolving MRO needs• Expanding Customer understanding and use of Grainger’s standard product and service capabilities• Identifying and pursuing new customer acquisition opportunities in assigned territory• Monitoring real-time opportunities at new businesses and/or business expansion in assigned territory• Conducting cold calls to acquire new customers in assigned sales territory• Educating potential customers on Grainger’s offer and purchase options• Building long-term, productive, and mutually beneficial relationships with new customers• Championing Grainger’s value proposition in assigned territory and brand in the local community• Being regularly available and responsive to customers’ real-time needs• Identifying and executing local marketing activities to enhance local presence and grow sales -
Premium AuditorChlystek & White Services Jun 2009 - May 2011Chlystek & White Services is a Chlystek & White Services, Inc. (CWS) is an information service for P&C insurance companies, third party administrators, MGA"s and self-insured groups. CWS provides updated financial and other underwriting information via physical, telephone and voluntary "self" premium audits. My role was to complete physical premium audits throughout the Chicago land area. I work with over 25 different insurance carriers and follow strict protocol and time restrictions. I deem myself proficient in Excel, Future Audit, and PAM systems. -
Associate Premium Auditor ILiberty Mutual Insurance May 2008 - Apr 2009Boston, Ma, UsLiberty Mutual Group is a Fortune 100 company comprised of four strategic business units with corporate operations headquartered in Boston, Massachusetts. My role was an associate premium auditor where I went through an extensive training program as well as maintained a mentor to assist me in the first year of this position.My job was to perform an examination of policyholders' accounting and financial records to insure accurate calculation of earned premium for smaller, less complex risks. I ensured that audited exposures (payroll, sales, etc.) are accurately calculated within strict insurance guidelines. I communicated audit findings through detailed formal reports supported by audit work papers.
Peter Folan Skills
Peter Folan Education Details
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University Of Illinois Urbana-ChampaignEconomics
Frequently Asked Questions about Peter Folan
What company does Peter Folan work for?
Peter Folan works for Zs
What is Peter Folan's role at the current company?
Peter Folan's current role is Manager - Finance Business Partnership.
What is Peter Folan's email address?
Peter Folan's email address is pe****@****tes.com
What is Peter Folan's direct phone number?
Peter Folan's direct phone number is +177354*****
What schools did Peter Folan attend?
Peter Folan attended University Of Illinois Urbana-Champaign.
What skills is Peter Folan known for?
Peter Folan has skills like Financial Analysis, Sales, Microsoft Excel, Insurance, Account Management, Customer Service, Accounting, Underwriting, Microsoft Office, Powerpoint, Cold Calling, Microsoft Word.
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