Peter Mertz

Peter Mertz Email and Phone Number

Vice President, Finance and Global Treasury @ Tabhi
California, United States
Peter Mertz's Location
San Francisco Bay Area, United States, United States
About Peter Mertz

As an impactful and strategic finance executive, I drive organizational advancement by transforming and enhancing the treasury function. By leveraging my strong background in cash management, financial and strategic planning, and operational refinement, I ensure the meticulous execution of financial obligations within agreed timelines. In addition, I advance team efficiency, speed, precision, and analytical depth by championing continuous process improvement and employing cutting-edge tools, automation, and industry best practices. As a proficient team leader and relationship cultivator, I secure buy-in, build top-performing teams, and foster a culture of unwavering excellence. Below is a selection of the top accomplishments from my career with Mondee Holdings: ● Building Mondee's treasury department, creating many new processes and procedures, including bank and investor compliance, by creating dashboards and decks to illustrate financial health and establish levels of authority for expenditures. ● Spearheading the seamless post-M&A integration efforts at Mondee, consolidating disparate banking relationships, optimizing the account structure, and achieving a 70% reduction in bank fees in addition to navigating the complexities of insurance coverage normalization, ensuring comprehensive and aligned protection for the newly integrated entity. ● Leading the process to automate AP and collections workflows, driving efficiency, ensuring commission payments, reducing errors, and freeing resources for higher-value activities. I am excited to expand my professional network and see what the future may hold. If you would like to connect, please contact me at p.mertz@verizon.net.AREAS OF EXPERTISEPeople Management & Team Leadership Relationship & Partnership ManagementProcess & Procedure Improvement Budget Development & Reporting C-Suite Engagement & Presence Financial Planning & ForecastingCross-Functional Collaboration Innovative Problem-Solving Operational Optimization Cash Management

Peter Mertz's Current Company Details
Tabhi

Tabhi

View
Vice President, Finance and Global Treasury
California, United States
Website:
tabhi.com
Employees:
4
Peter Mertz Work Experience Details
  • Tabhi
    Vice President, Finance And Global Treasury
    Tabhi
    California, United States
  • Mondee
    Global Director, Treasurer
    Mondee 2016 - Present
    Austin, Texas, Us
    Recruited to make immediate impact by implementing critical changes, policies, and procedures for publicly traded $3B leisure and corporate travel technology company, specializing in sale of airline tickets through internal platform and cost savings solutions. Lead all treasury operations. ● Guided company through process of going public in 2022, leading all pre- and post-IPO financial strategies, ensuring compliance with regulatory requirements, and played instrumental financial role in capital raises of $50M in 2017 and $190M in 2019, positioning company for substantial expansion.● Navigated complexities of revenue prediction in seasonal, 98% international business environment heavily reliant on travel agencies with varied payment processes, contributing to improved forecasting accuracy.
  • Prospect Mortgage, Llc
    Assistant Treasurer
    Prospect Mortgage, Llc 2014 - 2016
    Sherman Oaks, Ca, Us
    Recruited to provide weekly, monthly, and annual cash flow and spending forecasts. Collaborated with CFO and treasurer with responsibility that expanded to manage team of 4 analysts, producing treasury analytics reports for executive management. Acted as key member of Asset Liability Committee (ALCO). ● Ensured compliance with stringent banking covenants across 6 banking partners, managing financial agreements and safeguarding company's financial stability with $30M in cash reserves.● Monitored and maintained compliance with all financial covenants, playing pivotal role in preserving strong relationships with banking institutions and upholding company's financial integrity.

Peter Mertz Skills

Strategy Finance Management Consulting Due Diligence Business Development Corporate Development Financial Analysis Valuation Investments Entrepreneurship Financial Modeling Competitive Analysis Corporate Finance Start Ups Market Research Financial Services Mergers And Acquisitions Consulting Business Strategy Strategic Consulting Management Project Management Contract Negotiation Crm Business Planning Financial Planning Wealth Management Investment Management Cash Management Operation Analysis Strategic Operations Treasury Operations Streamlining Operations Corporate Compliance Forecasting Investment Counseling Debt Restructuring Team Motivation

Peter Mertz Education Details

  • Ucla Anderson School Of Management
    Ucla Anderson School Of Management
    Finance & Entrepreneurship
  • Bucknell University
    Bucknell University
    Economics & Political Science

Frequently Asked Questions about Peter Mertz

What company does Peter Mertz work for?

Peter Mertz works for Tabhi

What is Peter Mertz's role at the current company?

Peter Mertz's current role is Vice President, Finance and Global Treasury.

What is Peter Mertz's email address?

Peter Mertz's email address is p.****@****zon.net

What is Peter Mertz's direct phone number?

Peter Mertz's direct phone number is +131036*****

What schools did Peter Mertz attend?

Peter Mertz attended Ucla Anderson School Of Management, Bucknell University.

What skills is Peter Mertz known for?

Peter Mertz has skills like Strategy, Finance, Management Consulting, Due Diligence, Business Development, Corporate Development, Financial Analysis, Valuation, Investments, Entrepreneurship, Financial Modeling, Competitive Analysis.

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