Fp A Financial Planning

Mark L. Braun

Glen Ellyn, IL

*********@*****.*** 630-***-****

PROFESSIONAL PROFILE

Financial Management, Controllership, Business Development, Sales Operations & Pricing, Analytics

Energetic catalyst for a high performing team that will lead the creation of prudent, often creative, and always deeply examined analyses to support decisions. A savvy collaborator focused on growth while challenging every assumption.

Spear-header of game changing business cases forwarding the transformation of PE-backed firms, the digitization of course materials, the launch of free wi-fi, and the garnering of investment to re-invigorate growth and deliver savings.

A modeling powerhouse that partners with the front-line, working fast and tirelessly to capture and convert complex scenarios into driver-based tools enabling efficient iteration and quick-to-digest executive / customer presentations. Areas of Practice: Forecasting & budgeting, Reporting and analytics, Financial modeling, Strategic planning, ROI’s, Sales operations, Pricing, Process analysis, Project management, Systems and database design, Deal quarterbacking Industry Lines: Software (SaaS) / Cloud, Construction, FinTech, Education, eCommerce, Retail, Publishing, Distribution, Aviation WORK EXPERIENCE

Barudin Wellness (Family Business), Glen Ellyn, IL Present

• Co-founded town clinic with wife and quickly built-up patient base to enable support for multiple staff including admin. Premistar (Partners Group), Chicago, IL (Construction -- Revenue ~$700M) 2023 – 2024 (June)

-- Accurately managed consolidation of financial results and plans for 20 business units, automated internal management reporting, deployed web-based reporting to field, and inaugurated a systems-driven financial planning process -- Senior Finance Manager -- Contractor

• Managed consolidation for 20 business units and a group of 30 contributors, integrating results from multiple ERP’s in Planful.

• Developed a systematic process to generate monthly reporting out of Planful and PowerBI creating a near instant turn on key management reports and enabling a shortening of the monthly close.

• Re-invented the Financial Planning process used for multiple Forecasts and the Annual plan including new systems-generated planning templates, an automated submission process, and enhanced analytics and reports to help identify opportunities. Smarsh (K1), Remote / Portland, OR (FinTech -- Revenue ~$400M) 2022 - 2023

-- Quickly established deep partnerships and expanded role to support Sales, Marketing and Operations. Provided actionable insights allowing teams to hit top-line and bottom-line targets. Fixed key aspects of a broken monthly close -- Controller / Finance Business Partner (Sales, Marketing & Operations)

• Improved close to ensure the accuracy of revenue and expense recognition for areas supported while enhancing visibility.

• Created revealing and decision inducing analysis of Sales and Marketing performance including detailed Bookings trending and Marketing ROI / reverse funnel views to support management, helping enable team to hit bookings and spend targets.

• Helped curate a process and template to enable efficient CEO approval of an extreme volume of purchase order requests.

• Prepared a scenario analysis referenced to revamp the company’s incentive and commissions programs, RedShelf (DNS) Chicago, IL (EdTech -- Revenue ~$200M) 2020 - 2022

-- Created the FP&A function, developed investor models and analytics, provided start-to-finish support and customer facing consult for large deals, enhanced Sales reporting and analytics, helped facilitate Series D fund raise -- Head of FP&A / Sales Support

• Launched FP&A and Sales reporting, mostly from scratch and inaugurated a Forecasting model and reporting process.

• Built a long-term financial model, customer analytics, and key metrics to support the needs of existing and potential investors and management; provided timely and thorough responses ad hoc requests. Supported due diligence for Series D fund raise.

• Built the pricing model and drove discussions with campus constituents contributing to RedShelf being awarded $30M+ deals to be the exclusive digital provider supporting course materials in tuition program at two premier institutions.

• Developed marketing and pipeline analysis, deal review and approval materials and customer-facing collateral. Mark L. Braun, Page #2

Gogo (Public), Chicago, IL (In-flight Internet & Software -- Revenue ~$0.8B) 2014 - 2019

--Instrumental leadership guiding start-up of International division driving monthly revenue from $0 to over $15M, wearing many hats including quarterbacking and pricing sales pursuits projected to contribute $1B+ in future revenue-- Senior Finance Manager -- Regional Controller / Sales Support / Deal Desk

• Directed planning and modeling for newly launching airlines and partnered with Sales on the pursuit and pricing of a $1B+ pipeline. Played critical role supporting airline negotiations including on-site meetings in Hong Kong and India.

• Engineered a comprehensive satellite model deemed “most important in Gogo history” to support a customer pursuit.

• Quarterbacked 100+ page RFP responses requiring deal team coordination and extreme attention to detail / accuracy.

• Inspired a pricing framework resulting in the launch of free wi-fi at two airlines leading to $50M in new annual revenue. Manager -- International Finance

• Spear-headed the enhancement of a management reporting package for the start-up International division.

• Launched customer P&L’s providing visibility resulting in healthy tension across silo’s by matching revenue and spending. McGraw-Hill Education (Apollo Global Management), Chicago, IL (Publishing -- Revenue ~$1.6B) 2013 - 2014

--Built a product portfolio planning tool utilized to optimize a $50M annual investment in new products aimed at driving a 100% shift in Revenue from print to digital; digital revenues grew at a record pace following implementation-- Director of Finance -- Product Strategy and Financial Planning

• Aligned executive team and created a new product portfolio strategy and Revenue plan for an $800M division.

• Coordinated a 200-person publishing team to reinvest $50M aimed at transforming sales from print to digital.

• Optimized the product portfolio with a prioritization model that ultimately contributed to record digital revenue growth.

• Directed priorities and development of a high-performance team including two managers and four analysts. Follett (Private), Westchester, IL (Campus Retail, E-commerce & Software -- Revenue ~$3.2B) 2002 - 2013

-- Created financial plan for an industry-changing text rental model, developed growth strategy for a top 100 e-Commerce business, presented a $60M supply chain business case to the Board, enabled a critical acquisition then integration -- Director of Finance / Strategy

• Drove business case for industry changing and company saving text rental program, growing margins from 25% to 70%+.

• Partnered with McKinsey in a company-wide strategic review. Guided consultant in creating a new model for evaluating new physical and virtual store acquisitions. Led the prioritization of $10M in cost savings initiatives.

• Ushered to approval the company’s largest ever capital project, a $60M robotic supply chain solution.

• Oversaw the promotion multiple analysts into manager roles and provided skip-level leadership for three analysts. Assistant Controller / Manager of Finance / Senior Financial Analyst / Financial Analyst

• Led planning and reporting for a $500M division (top-100 online retailer) through the reinvention of the eCommerce site.

• Coordinated due diligence resulting in the acquisition of Varsitybooks.com and supported integration efforts. Procter & Gamble (Public), Cincinnati, OH (Consumer goods -- Revenue ~$70B) – Analyst / Intern 2000 - 2002 Systems Experience

Advanced Microsoft Office, Hyperion, Adaptive, Planful, NetSuite, Navision, Lawson, SAP, PowerBI, Domo EDUCATION

Elmhurst College, Elmhurst, IL GPA 3.8

Master’s in Professional Accountancy

University of Wisconsin - Madison, Madison, WI GPA 3.7 Double Major: Finance, Economics w/ International specialization, Honors program, Full scholarship Study abroad at Copenhagen Business School and Visiting Scholar at the University of California - Berkeley Harvard University - Extension School, Boston, MA Northwestern University, Chicago, IL Strategic Management (continuing ed) Predictive Analytics (continuing ed) New Holstein High School, New Holstein, WI GPA 4.0 Valedictorian, Student Council President, ACT 99% (math)

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