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.• Responsible for key reporting, utilized by both GTM and Finance, by stitching together data from various systems.• Helped improve the Opex forecast summary file that then allowed us to compare forecasts weeks sooner than before.• Developed an ERP training guide for the GTM organization which was later used company wide.

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• Managed Fixed Assets for the US books and reviewed work prepared by our Fixed Asset Accountant• Reviewed account reconciliations as well as external reporting schedules for 10-Q and 10-K financials• Processed G&A, SAAS, and activity-based allocations for all entities to ensure costs were hitting the proper FSLI’s• Was designated as a “Super User” in SAP ERP implementation for the allocations process• Served as a mentor and leader for various team members (for both new hires and existing staff-level coworkers)

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.