Rich Graffeo, Cpa Email & Phone Number

Santa Barbara, CA, US

• Supports the Direct-to-Consumer sales team for all things revenue related.
• Develops business cases to provide financial analysis for DTC initiatives and identify profitability and ROI.
• Sits on the DTC Leadership Team to help support the key leaders and provide a financial lens to new ideas.

Santa Barbara, CA, US

• Managed the operating expense budget for the Go To Market organization (~$200M annually).
• Collaborated with business partners to gain insights and develop models to adjust cost center level forecasts accordingly.
• Forecasted Capex and depreciation related to our retail displays across the globe (~$19M annually).
• Developed a financial model for forecasting revenue driven costs based on % of fees for credit cards and marketplaces.
• Lead review meetings with various levels of team members & business partners to discuss the details of our spending.

Santa Barbara, CA, US

• Managed the operating expense budget for the Go To Market organization (~$200M annually).
• Collaborated with business partners to gain insights and develop models to adjust cost center level forecasts accordingly.
• Forecasted Capex and depreciation related to our retail displays across the globe (~$19M annually).
• Developed a financial model for forecasting revenue driven costs based on % of fees for credit cards and marketplaces.
• Lead review meetings with various levels of team members & business partners to discuss the details of our spending.
• Identified and reviews ad-hoc business cases to either help generate more revenue or to reduce Opex. This includes examining ROI on incremental Opex ideas as well as creating a P&L for our discount site program.

Santa Barbara, CA, US

• Owned processes for Inventory and COGS accounting, including Warranty, E&O Reserves, and Tariffs
• Analyzed trends and fluxes to provide detailed commentary for consolidated financials and all of US Opex and COGS. This included both P&L and BS commentary for actuals v actuals as well as actuals v forecast.
• Reviewing work done on various Inventory accounts, Intercompany, and accruals

Santa Barbara, CA, US

• Managed the Opex PO accrual process and connected with business partners and FP&A to book the proper accruals
• Successfully lead the project of transitioning the accruals from FP&A to Accounting
• Greatly improved the accrual process and documentation, as recognized by PwC, our external auditors
• Reduced our Opex close from Day 7 to Day 5 due to the processes I implemented around the Open PO Report
• Created a more efficient and cleaner review file that is used by both Accounting and FP&A (Excel and Google Sheets)
• Collaborated with FP&A to review budgets and to gain an understanding of the monthly spend by FSLI

Santa Barbara, CA, US

Santa Barbara, CA, US

• Managed the Books for 8 different Surgery Centers Ranging from LA to San Francisco
• Prepared Journal Entries, Account Reconciliations, and Completed Month End Process for all 8 Centers
• Proficiently Used QuickBooks and Excel to Prepare Monthly Financials
• Analyzed Financial Statements to Help Reduce Operating Expenses

San Francisco, California, US

• Managed and Aided Clients with Financial Advice while Building Long-term Relationships
• Ensured Compliance with Operational Regulations and Managed Risk Daily
• Created Budgets for Customers and Helped them Organize their Finances
• Analyzed Business Documents for LLC’s, Corporations, Sole Proprietorships, and Partnerships
• Maintained top 5% in Quality Sales and Above 100% in Quarterly Incentive

Sherman Oaks, CA, US

I performed various office tasks, such as producing housing flyers, etc. I learned a lot about the mortgage industry as a whole, including how the process works, dealing with credit reports, and all the necessary aspects to getting a home loan.

Santa Barbara, CA, US

I managed the scoreboard for the athletic events at the college. I also did ticket sales, helped faculty at the games, and did other tasks needed for the athletic games.