Tim Malenfant, Cma, Fmva Email & Phone Number

Houston, Tx, Us

Cambridge, Ma, Us

Finance business partner supporting Forrester’s consulting business unit. Ensured accuracy and integrity of monthly financial results. Performed variance analysis and created monthly reporting packages. Delivered business reviews and developed budgets and forecasts.• Improved revenue forecasting accuracy by building a book-to-bill revenue forecast model.• Delivered gross margin improvement by aligning delivery capacity with client demand to optimize the cost of delivery for consulting engagements.• Developed and implemented a quarterly Sarbanes-Oxley certification process. Yielded substantial time savings and significantly improved accuracy and integrity of the certification process.

Nashville, Tn, Us

Finance business partner supporting the Workforce Development Solutions business group. Played a critical role supporting the re-build and launch of the company’s largest product portfolio yielding a 10% gross margin improvement across the company.• Built and published Power BI dashboards and reports to support launch and growth of new products. These tools were critical to manage expectations of key stakeholders, including board of directors and product partners.• Collaborated with operations and business enablement teams to uncover both overused licenses and excess licenses for company’s major product offering. Overused license discovery generated ~$2M billable revenue. Excess license discovery facilitated transitioning clients to the company’s new offering.• Developed formula to convert multi-year seat license sales to number of subscribers which is the critical measure to determine share of total addressable market captured and owned by the company.

Boston, Ma, Us

Hired as the lead financial analyst responsible for improving planning, forecasting, and decision support for the wholly-owned broker-dealer/RIA entity – Signator Investors, Inc. Promoted to a lead strategy role responsible for optimizing the business model. Supported two acquisitions to nearly double the size of the business. • Spearheaded strategic initiatives to pivot company's business model from captive insurance agency to independent broker-dealer. Economics of new business model required special focus on business development programs as well as cost of benefits and rewards programs. Successfully transitioned from a largely fixed-cost structure to a variable-cost structure to drive $5M increase in net income.• Led the project to develop and implement a new business development program to drive profitable growth within the affiliated network of registered representative and investment advisors.• Collaborated with senior leaders and investment bankers to close two acquisitions totaling $100+M. Responsible for due diligence and post-close performance reporting.

Oo

Owned financial management and control functions for wholesaler broker-dealer subsidiary of Sun Life Financial. Oversaw $100M budget. Led team of five Finance and Operations professionals.• Merged Finance operations for two sales companies into single Finance team. Restructured business processes and re-aligned responsibilities to yield 20% cost reduction.• Maintained strong financial and operational controls around highly sensitive personnel data and ensured compliance with company and external regulator rules for sales and marketing practices.• Delivered financial models and supported go-to-market efforts for new life insurance product offering.

Oo

• Built the Sales Operations function; responsible for financial management and sales operations for U.S. life insurance distribution organization. Sales grew $30M to $200M over six years.• Recruited, trained, and managed sales operations team of five responsible for territory management, quota setting, and sales/performance reporting. The team’s work was critical to create accountability and clearly define rules of engagement across account executive and sales roles.• Developed and administered sales compensation and incentive plans for wholesalers and account managers. Set annual quotas and delivered monthly performance reporting.• Partnered with data architects to develop a data warehouse and data marts to improve accountability and enable data-driven decision-making.

Oo

• Developed and delivered monthly management reporting package to support administration and operations of a newly created life insurance wholesaling organization. Results and trend reports enabled more effective leveraging of company resources.• Designed, modeled, documented, and administered variable compensation plans for Sales and Account Management staff.

B.S., Exercise Science

Master'S Degree, Accounting

M.S., Accounting