Steven Perez Email & Phone Number

Austin, TX, US

Austin, Texas

• Conducted comprehensive assessments of existing payment processes for Top 5 US Brokerage, identifying and addressing inefficiencies that led to a 25% improvement in processing speed
• Implemented payment strategies for a Top 20 U.S. Bank, enhancing transaction efficiency and reducing costs by up to 20%, saving approximately $10 million annually
• Developed and presented business cases and feasibility studies to support strategic initiatives and investment decisions
• Led cross-functional projects to implement strategic initiatives, ensuring timely delivery and alignment with business objectives over a 6-month engagement

Austin, Texas

• Develop, consolidate, and maintain line of sight into the business unit P&L, as a key contributor to forecast, month-end, and budget reviews with finance leadership teams
• Developed and maintained revenue forecast tools for 6 new SaaS (Software-as-a-Service) product rollouts
• Lead the go-to-market (GTM) pricing strategies for all Business-to-Business and Direct-to-Consumer client deals
• Create, maintain, and adjust pricing rate cards for wholesale and retail product offerings
• Regularly collaborate with functional leaders across Engineering, Product, Marketing, and Sales to consolidate product and financial data into actionable information to reduce bottom-line product costs and add value to.
• Identified and implemented labor process improvements that resulted in a 25% reduction in ad-hoc pricing requests from the Sales team and also led to a reduction in the timeline of our sale life cycle.

Austin, Texas

• Created a dynamic pricing model to highlight staff leveraging effects on engagement profitability, which resulted in Project Team adjusting staffing forecasts to drive engagement margin up 7%
• Increased team efficiency through coaching and developing 6 junior staff resources tasked with weekly deliverables
• Lead financial consultant tasked with building pricing scenario models that resulted in 10 new contracts valued at $2.3M
• Conducted internal training classes for over 20 new hires to adopt new project management software
• Developed and maintained a revenue management data model valued at $7.3M extending through April 2024, which aids the Project Team with financial management decisions on staffing, leverage and deliverable timelines

San Antonio, Texas

• Created and implemented a Billing & Collections model to reconcile deliverables aligned with monthly milestones across 9 work-streams, resulting in project billings of $96M
• Developed risk model scenarios to aid Project Team in price reduction negotiations that retained $32M and 2 work-streams from a competing bid
• Led collaboration for 11 cross-functional work-streams to correlate staffing, revenue forecasts, and cost budgets
• Prepared monthly financial reporting and presentations to 11 project team leads and 13 partners
• Actively managed an internal team of 3 analysts as a quality assurance lead on project deliverables

Master Of Business Administration - Mba, Business Administration And Management, General

Activities and Societies: Graduate Finance Association (GFA)

Bachelor Of Arts (B.A.), Economics