Todd Mortellaro Email and Phone Number
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☐ Energetic, focused, and hands-on leader with 15 plus years of progressive experience in sales support, cross functional collaboration, and Financial Planning & Analysis.☐ Leveraging my skill set to initiate process enhancement and simplification to improve workflow and reporting processes. Partners closely with various business partners to provide insight and identify business opportunities based on the understanding and interpretation of financial and non-financial information. ☐ Versatile performer who thrives in a fast-paced and demanding environment, embraces a collaborative work style and possesses a clear customer and operations focus with a passion for business support. ☐ Helping business leaders understand exactly what the numbers mean and the commercial impact they will have on the business. ☐ I am attracted to growth oriented (organic/inorganic) firms and am not afraid to roll up the sleeves and operate in a lean environment of controlled chaos.☐ Fiduciary for 401k plans; company liaison for all lines of insurance; HIPPA Privacy Officer☐ Extremely personable and possessing strong communication skills.☐ Background includes diverse organizational structures with the ability to establish rapport and credibility with all working levels from field staff to the C-Suite. ☐ Triathlete - Why be great at one sport when you can be mediocre at three!☐ Skill SetFinance Leadership, Financial modeling, P&L Management, Variance analysis, Budget & Forecasting, Strategic & Innovative, Pricing models, Operational improvement, Analytical & Inquisitive, Detail-oriented, Self-motivated, Skilled Problem Solver, Strong communicator, High attention to detail, Consensus Builder☐ Areas of Expertise:Financial Planning & Analysis, Forecasting, Budgeting, Reporting, SaaS Metrics, Modeling, Report Design, Trend Analysis, Ad-Hoc Analysis, Key Performance Indicators (KPIs), Scenario Modeling, Data Visualization, Process Improvement, Business Partnering, Problem Solving, Project Management, Monthly Close Process, Sales Compensation Analysis, Contract Review, Merger & Acquisition Analysis, Power BI, Tableau, QuickBooks, AWS Cloud Practitioner☐ Technical Skills:• Oracle Planning & Budgeting Cloud• Hyperion• Essbase (Extended Spreadsheet Database)• OBIEE (Oracle Business Intelligence Enterprise Edition)• Workforce Planning• PeopleSoft• Cognos• SalesForce☐ Microsoft OfficePower BIExcel - Advanced Formulas - Pivot Tables - Lookups - Macros - PowerQuery - Power PivotWordAccessPowerPoint
Box Partners
View- Website:
- boxpartners.com
- Employees:
- 29
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Director Of Financial Planning And AnalysisBox Partners Mar 2022 - Present
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Manager, Finance & Accounting ServicesE78 Partners Aug 2021 - Mar 2022Greater Chicago AreaE78 Partners delivers tailored accounting, finance, and technology solutions that reduce risk and drive value creation for private equity firms, portfolio companies, and private corporations. -
Financial Business ConsultantSelig Group Aug 2021 - Oct 2021• Enhanced weekly flash and standard monthly reporting.• Provided customer, product, volume, sales, and margin analytics.• Ad-hoc analysis to support management decision making. -
Business Finance ConsultantRealtor.Com Mar 2021 - Jul 2021Greater Chicago Area• Develop and maintain KPI reports and dashboards to enable performance management and facilitate accountability. • Improve metrics reporting on MRR, Churn, TCV, and CAC.• Supporting Adaptive Insights rollout.• Support the understanding of drivers of revenue across the portfolio of products and generate actionable insights on business and financial trends and initiatives. -
Director Of Financial Planning And AnalysisSuzlon Wind Energy Corporation (Sweco) Apr 2018 - Oct 2020Greater Chicago Area• Instituted new monthly/quarterly reporting process to reduce cycle time from days to hours with improved accuracy.• Supported CFO's effort to reduce monthly close cycle time from 6+ days to 3.• Redesigned monthly KPI presentation and drove communications between upper management and front line managers. Identified root causes and potential counter measures to improve performance.• Implemented new review process for annual budget to ensure alignment with organizational goals.• Improved the forecasting process for the $12M third party business, and identified areas of investment to reduce revenue backlog and improve cash flow.• Manage cash forecasting, including payroll cash reporting and payments to 3rd party vendors.• Key contributor in the five year strategic planning process to define financial targets and key assumptions.• Fiduciary for 401k plans; manage business insurance providers (CGL, WC, Auto); HIPPA Privacy Officer.• Manage internal IT group responsible for computer-related activities to fulfill the organization's needs.• Developed and implemented process improvements to the finance reporting functions to improve operational efficiency and quality of output. -
FinanceHill-Rom Oct 2016 - Feb 2018Greater Chicago Area• Business unit FP&A leader supporting market offerings in the areas of Therapy Rental ($250M), Extended Care facilities ($25M) and Home Care markets ($21M).• Provided guidance and assistance to global marketing organization ($20M) to ensure alignment and “one voice” with regards to program spend.• Presented and explained monthly results to the PSS leadership team and worked with local teams to clearly identify root causes of variances and potential counter measures to improve performance.• FP&A leader in 5 year strategic planning process – partnered with Global Marketing organization to better understand the product road map, capacity planning, product prioritization, and define financial targets and key business assumptions. -
Director - Financial Planning & AnalysisEpsilon Jul 2013 - Sep 2016Greater Chicago Area• Provided FP&A guidance and support to an $85M strategic business unit that specialized in B2C and B2B database marketing analytics, insight & strategy, and agency creative services. • Worked closely with senior management, providing insightful analyses of revenue, labor, expenses, and capital to help drive business activities toward achieving financial goals. • Prepared, consolidated and presented monthly analytics on headcount, revenue, and expense results against budget and prior forecasts• Developed business case for capital investments to support business growth and improve ROI.• Organized finance, operations, and recruiting staff to support and monitor headcount and labor expenses. -
Manager - Financial AnalystsTrue Value Company May 2011 - Jul 2013Greater Chicago Area• Responsible for Merchandising Finance department that provided sales budgets and forecasting.• Managed weekly, monthly & quarterly reports on $1.3B in annual sales revenue with a focus of identifying variance to forecast, plan, and YOY results. • Managed the implementation of a new reporting system - enhanced consistency, increased flexibility and accuracy of weekly management reporting.• Managed a staff of 4 financial analysts responsible for supporting merchandising business objectives. • Managed third party auditor to identify vendor claims for improper billing, erroneous freight charges, and unrealized purchasing allowances. -
Client Services ManagerEnsono Jan 2005 - Apr 2011Greater Chicago Area• Led cross-functional teams in analysis and completion of RFP’s for new and existing clients. Responsible for pro-forma pricing model, cash flow analysis, and profitability analysis.• Designed complex pricing models to meet specific client contractual requirements - data center management, mainframe, client server, and SaaS. Ensured the proper capture and maximization of incremental revenue.• Directly interacted with Ensono clients to ensure client satisfaction and to create opportunities for expanded business relationships. -
Director Of FinanceBowne Business Solutions Jan 2001 - Jul 2004Greater Chicago Area• Managed a staff of three Business Analysts that supported Business Development to achieve an annual sales target of $7.5M. • Mentored two staff accountants who supported monthly close, revenue & cost accruals, developed operational budgets; monthly P/L analysis, analyzed the impact of new equipment placements, labor costs, and the generation of forecast budgets. • Created custom reports to determine account profitability and business line performance. Identified variances that could be leveraged to improve organizational profitability.• Quarterly presentation to executive management team in the areas of budget information, YTD regional performance, forecast estimates and special projects.• Developed and approved financial models used for pro-forma projections and profit/loss analysis for new and expanded services improving efficiency.• Regional liaison with Corporate Accounting and the office of the CFO. -
National Projects ManagerBowne Business Solutions Jan 2000 - Jan 2001Greater Chicago Area• Serviced the needs of Bowne’s largest legal outsourcing client with annual revenues of over $16M. • Responsible for defining and executing special projects targeted to meet client needs on a national and regional level.• Reduced invoice cycle time from fifteen workdays to five, decreasing the DSO for the account by 10%• Directed the development of application software to provide job tracking and invoicing data. System contributed to the decline in client DSO.• Standardized financial and operational reporting across all locations.
Todd Mortellaro Skills
Todd Mortellaro Education Details
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Logistics, Materials, And Supply Chain Management
Frequently Asked Questions about Todd Mortellaro
What company does Todd Mortellaro work for?
Todd Mortellaro works for Box Partners
What is Todd Mortellaro's role at the current company?
Todd Mortellaro's current role is Director Financial Planning & Analysis | Budgeting & Forecasting | Certified Corporate FP&A | Financial Reporting Leader.
What is Todd Mortellaro's email address?
Todd Mortellaro's email address is ta****@****ail.com
What is Todd Mortellaro's direct phone number?
Todd Mortellaro's direct phone number is +146926*****
What schools did Todd Mortellaro attend?
Todd Mortellaro attended Quinlan School Of Business, Loyola University Chicago, Michigan State University.
What skills is Todd Mortellaro known for?
Todd Mortellaro has skills like Forecasting, Process Improvement, Cross Functional Team Leadership, Management, Strategy, P&l Management, Leadership, Budgets, Analytics, Strategic Planning, Outsourcing, Project Management.
Who are Todd Mortellaro's colleagues?
Todd Mortellaro's colleagues are Gio Bmon, Eddie Rockhold, Clay Evans, Michael Whitlaw, Vennela M, Esther Oduro, Mba, Michael Womack.
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