Todd Mortellaro Email & Phone Number

Greater Chicago Area

E78 Partners delivers tailored accounting, finance, and technology solutions that reduce risk and drive value creation for private equity firms, portfolio companies, and private corporations.

• Enhanced weekly flash and standard monthly reporting.
• Provided customer, product, volume, sales, and margin analytics.
• Ad-hoc analysis to support management decision making.

Greater 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.

Greater 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.

Greater 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.

Greater 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.

Greater 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.

Greater 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.

Greater 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.
• 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.

Greater 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.

Mba, Finance

Bachelor Of Arts (B.A.), Logistics, Materials, And Supply Chain Management