Vice President of Finance & Accounting

BRANDON PFEFFER, CMA

********@*******.*** • Cell #: 301-***-**** • Ashburn, VA 20147 • LinkedIn.com/in/BrandonPfeffer

Vice President of Finance & Accounting

Corporate Finance Accounting Business Partnering Financial Operations Strategic Planning Financial Modeling

Versatile & dedicated corporate finance and accounting executive who improves financial performance by operational excellence. Strong executive leadership, analytical, collaboration, decision-making, team building and communication skills.

Areas of Expertise

• Corporate Finance • DCF / IRR / ROI Analysis • Internal Controls / Audits / Tax • US GAAP • Financial / Cost Accounting

• Financial Management • Pricing / Structuring • M&A / Capital Markets / IPOs • SOXs • Risk Management / ASC 606

• Treasury / FX Hedging • Variance Analysis / KPIs • Due Diligence / Negotiations • IFRS • ERP Systems / Data Analysis

Experience

QAD INC., Ashburn, VA

Director - Finance & Special Projects 2023 - 2025

Partnered with business units with $250M in expenses providing finance, budgeting, strategy and operational analysis.

Managed an offshore finance team of 5 providing operating plans, variance analysis, KPIs & analytics for board reporting.

Provided analytics to the CFO to drive new strategic initiatives targeting 20% growth on the firm's $500M revenue.

Developed a new product P&L framework & pricing strategy designed to increase gross margins from 65% up to 80%.

Created new revenue and expense models that increased forecast accuracy by 20% and reduced budget cycles by 35%.

Developed R&D capital investment allocation strategies for North American, Latin America, EMEA, Australia & APAC regions.

Partnered with the accounting to improve the GL structure and reduce month-end close time from 15 days down to 6.

Renegotiated several contractor, IT and software vendor contracts that resulted in new annual OpEx savings of $15M.

Worked with IT on new NetSuite ERP and Adaptive Planning system implementations & dashboard development projects.

NAVIGATE360 LLC, Reston, VA

Director - Financial Planning & Analysis 2022 - 2023

Directed all corporate finance, budgeting, forecasting, headcount planning, treasury, financial modeling & reporting functions.

Led a finance team of 3 and redesigned the monthly management & quarterly board reporting packages, presentations & implemented new executive dashboards that improved KPI visibility across 30+ key financial and operational metrics.

Provided financial guidance & analytics to the CFO & business units heads, facilitating revenue growth of 15% to $75M.

Developed complex budgeting, revenue/expense forecast and pricing scenario and sensitivity models to maximize ROI.

Created a new product bundling framework & pricing analytics that improved customer sales growing EBITDA 10% YoY.

Partnered with the controller to implement new accounting and financial systems to improve processes and accuracy.

QOMPLX, INC., McLean, VA

Director - Finance / Controller 2019 - 2021

Directed all global accounting, corporate finance, FP&A, budgeting, strategic planning, treasury, and purchasing functions.

Hired firm’s first accounting team, managed financial statement preparations, audits, taxes & implemented new systems.

Directed all accounting operations, ensuring compliance with GAAP and ASC 606 standards for revenue recognition.

Managed finances through a $100M fundraising round and advised the CEO on scaling revenue 25% YoY to $50M.

Supervised a finance & accounting team of 7 that created reporting packages & presentations for BOD & investor meetings.

Created a new 3-year strategic initiative and partnerships roadmap with $50M revenue steam and 25% EBITDA margins.

Developed data-driven revenue/expense, cash flow management & financial statements scenario and sensitivity models.

Provided mentoring, coaching, performance management, professional development & training to firm’s analyst team.

WINSTON ENTERPRISES LLC, Pikesville, MD

Vice President / Senior Advisor / Controller – Accounting, Finance & Treasury 2014 - 2019

Provided consulting services to software, technology, defense, energy, supply chain & PE firms with revenues of $10M to $1B.

Supervised teams ranging in size from 5-20, managing all client accounting, general ledger accounts payable (AP), account receivable (AR), internal controls, audit, tax, financial reporting & KPIs, improving operating margins by up to 15% YoY.

Performed financial management, cash flow modeling, treasury management and investor relations services for clients.

Supervised the development of financial dashboards, data analysis and BI tools that improved decision processes.

Partnered with clients to structure new strategic joint ventures and partnerships improving EBITDA growth by up to 20%.

Conducted financial modeling, structuring, merger integration, risk management, valuation and due diligence for new corporate mergers, asset acquisitions, business development and divestitures transactions totaling $1.5B for clients.

Managed client’s foreign currency risk exposure using dynamic cash flow and advanced balance sheet hedging strategies.

Evaluated and implemented new corporate finance, accounting, ERP, CRM, HRIS systems and SaaS software for clients.

BRANDON PFEFFER, CMA ********@*******.*** Page Two

REWORLD HOLDING CORP., Morristown, NJ

Manager - Finance & Strategy 2011 - 2013

Managed a finance team of 4 that delivered strategic operational improvements and increased EBITDA from $250M to $350M.

Led the development of new operational strategic plans, business intelligence (BI) tools & executive financial dashboards.

Structured over $800M in new corporate mergers, partnerships & strategic investments, growing revenues by 20% YoY.

Reduced the firm’s corporate financing costs by 18% by restructuring bank loans, bonds, and revolvers for the CFO.

Analyzed cost structure & expense management process, identifying cost reduction opportunities of $30M annually.

Partnered with the controller on improving quarterly close process, financial reporting, SEC reporting and compliance.

Performed ad-hoc analysis and special projects support for accounting, investor relations, treasury, and legal groups.

OSG, New York, NY

Manager – FP&A & Accounting 2005 - 2010

Directed corporate finance, strategic planning, mergers and operational analysis growing EBITDA from $50M to $400M.

Managed a global finance team of 10 responsible for budgets of $1B, quarterly forecasts & Annual Operating Plans (AOP).

Developed and monitored key performance indicators (KPIs), financial metric, operating targets and revenue drivers.

Managed a project accounting & cost management team of 5, supporting 10+ new construction projects valued at $1.7B.

Analyzed and executed $2B+ strategic investment, asset acquisitions joint ventures and corporate M&A transactions.

Created predictive simulation models that improved pricing strategies, helping to increase revenues by 25% to $1.4B.

Facilitated equity raising, debt issuance and maintained relationship with banks and credit rating agencies for the CFO.

Prepared analysis, commentary, and presentations for quarterly board of directors’ meetings, earnings & analyst calls.

DELOITTE & TOUCHE LLP, Houston, TX

Manager - Capital Markets & Business Advisory 2002 - 2003

Performed financial modeling, business analytics, merger integrations, valuation and due diligence services for over $2B in transactions for software, technology, energy, defense, aerospace, pharmaceutical, biotech, industrial & private equity firms.

Managed a quantitative team of 5 providing advanced decision support to CFOs for firms with $100M to $5B in revenues.

Identified and implemented continuous improvement, change management & Lean Six Sigma (LSS) initiatives for clients.

Partnered with client accounting and investor relations teams to develop reporting documents and models for IPOs.

Conducted economic research, competitive trend and industry analysis helping clients to improve pricing methodologies.

MIRANT CORP. Atlanta, GA

Controller / Senior Associate - Asset Management & Structuring 1997 – 2002

Managed finance & accounting for a $3B portfolio of new assets, infrastructure and corporate development projects.

Oversaw accounting operations with 5-person team, managing general ledger, accounts payable, accounts receivable, payroll, job order costing, billing, cost management and financial reporting for the asset management group’s CFO.

Structured complex DCF and financial models of new projects, companies and investments for corporate M&A, project finance, strategic acquisitions and business development transactions ranging in size from $250M to $2.65B.

Prepared monthly and quarterly financial reporting package that included financial statements, KPI & metrics reporting, dashboard reporting, analysis of key business trends and actual vs. budget variances explanation.

Evaluated corporate financing alternatives including bank loans, bonds, and revolvers for senior management.

Organized & coordinated the firm’s junior analyst and summer intern training program, developing strong teams.

Education

CARNEGIE MELLON UNIVERSITY, Tepper School of Business, Pittsburgh, PA

Master of Science in Industrial Administration (MBA), Majors: Finance & Strategy

CORNELL UNIVERSITY, Dyson School of Applied Economics and Management, Ithaca, NY

Bachelor of Science (BS), Majors: Business Management & Economics

Certifications

Certified Management Accountant (CMA)

Memberships

Institute of Management Accountants (IMA)

Software

• MS Office 365 • Adaptive Planning • Dynamics 365 • NetSuite • Salesforce • ChatGPT • Tableau • Google Suite

• Advanced Excel • Anaplan / Planful • Oracle Fusion • Sage Intacct• Zuora • Claude • Power BI • Xero / Carta

• PowerPoint / Visio • Office Connect • SAP / Hyperion• Workday • Coupa/ Zylo• Gemini • Bloomberg• QuickBooks

• Access / MS Project • Cognos / TM1 • Vena / Jedox • PeopleSoft • OneStream • Prophix • FactSet • SQL / VBA

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