Percenteum Financial Solutions was created to help fill the Finance support gap that many SMB companies are challenged with. PFS is an extension of your organization, with the ability to scale support as your business needs change. Whether a set number of hours per week for FP&A Outsourcing or specific project and strategy based consulting, we partner with you to find the simplified solutions you desire.

Drive account level analysis and operational finance support on a $192M business portfolio which had an average revenue improvement of 9% Y/YImproved financial discipline within the Account Management team, ultimately leading to the implementation of 12 Month Strategic Account Management Plans that led to a $1M increase in revenueCreated a 5- year dynamic P&L model investment case analysis showing "Good", "Better" and "Best" scenarios; used to determine revenue, market/ growth potential and investment commitmentHelped manage the financial consolidation of a $32M acquisitionBuilt a dynamic model to forecast rolling 12 months for a product with $86M in revenue, leveraging data from source system reports Manage finance deliverables and calendar including oversight of preparation of monthly and quarterly forecast updates, with +/-5% accuracy on averageExpertly managed a mandated department re-org, gaining a portfolio of responsibility 1.2x greater than the previous portfolioLead monthly financial result discussions with executive operational business leaders, Collaborate with product Executives to assess and deploy annual budget plans for a $192M portfolioLead a high performing team of junior and senior analysts

Worked with BAU teams on identification of upcoming renewals to ensure timely submission and eliminate risk of expirations and resulting penalty fees. Resulted in cost savings of 9% of a $57M cost budgetAssisted the transformation programs team with developing the MIS Investments - Benefits/ROI Framework & Guidelines for tech remediation business cases. Resulted in elimination of unsound business cases being approvedWorked with finance team, reporting team, asset mgmt team, SDMs and MIS delivery mgmt team to update pricing, volume capture, cost, FTE support ratios, and tenant information in order to optimize cost recovery

Drive account level analysis on Enterprise Services accounts regarding revenue, margin and profit contribution performance Prepare monthly reporting packages to deliver key insight and trends to senior management, including executive scorecard, troubled account analyticsEnhance quality and relevance of information provided through improved level of detail and integrity of dataProvide business and financial decision support to ES finance and operations SVP'sAd hoc support for CEO, CFO and operational reviewsDevelop and implement effective processes that are consistently deployed across regions, account finance and financial account management functions (particularly for Cash Flow initiatives)Ensure proper tools and resources are in place for ES financial reportingMentoring, coaching and operational leadership of junior level analystsForecasting, reporting, and analysis of the ES Cash Conversion Cycle (A/R, A/P, inventory)

Performed an in-depth reporting analysis which resulted in visibility to an additional ~$43M in Billed A/R for which the company had not yet received paymentSpearheaded a project to revamp on demand performance dashboards for 200+ users. Hosted virtual and recorded regional training sessionsManaged a reporting efficiency project which resulted in a 1-day reduction in MEC report processing times

Assist in the preparation of the monthly financial results package and Financial Close process, ensuring proper analysis and interpretation of performance are provided to senior managementSupport Sr. Level Executives including CFO and CEO with robust analysis and reporting to assist with short term and long range company revenue forecast goals and performanceAssist with development of the revenue projections for the annual budget, including consolidation of all financial and supplementary data; provide key analysis and reporting for actual to budget performanceManage the creation and distribution of various monthly, quarterly, annual, and ad hoc revenue metrics reports/analysis to assist with tracking and forecasting of over $125M in annual company sales revenueSupport Operations, Sales, Billing and external customers with ad hoc analysis/ reporting and development of financial models/tools/reporting to assist in planning and trackingAssist in providing key requested data to auditors during quarterly auditsServe as Sr. Finance Team Leader, providing guidance and indirect management to other analysts