Strategic FP&A Leader with SaaS Expertise

Alex Perkins

202-***-**** *********.*.*******@*****.*** Washington, DC 20002

Summary

Strategic and results-driven finance partner with MBA and 10 years of progressive finance experience in rapid decision-making environments. Proven success in presenting to executive stakeholders, building team responsibilities and objectives, identifying savings, and driving forecast accuracy. Adept at financial modeling, budgeting/forecasting, data analysis, and cost saving initiatives. Looking to add value in growing or established company with long-term vision. Work Experience

Manager, FP&A iCIMS - Holmdel, NJ Jul 2025-Present

● Managed 2-3 FP&A analysts, structured tasks and objectives, and led cost efficiencies for leading SaaS company in HR tech with $280 million in ARR.

● Assisted plans and ensured alignment in saving +$20 million annually e.g. cloud savings.

● Presented approved 2026 budgets based off cross-functional stakeholder alignment.

● Presented month-end reports, forecasts, and board decks to CFO and finance management using Workday Adaptive Insights and Office Connect.

● Led expense discussions with executives and directors, established monthly deliverables,

& supported cash forecasts.

● Trained 2 new analysts to independently handle individual monthly reporting responsibilities and set weekly 1 on 1 meetings to mentor their growth within finance. Financial Business Analyst Lead Cellebrite - Vienna, VA Apr 2024-May 2025

● Led 1-2 FP&A analysts and presented monthly financial reports to VPs for alignment in rapidly growing SaaS company with +$300 million in revenue.

● Reduced budget vs. actual report errors & time by up to 90% by connecting directly to financial system and presented to team.

● Led expense discussions with VPs, established monthly reports, & initiated +$400k cost savings in 1-2 days.

● Supported creating new travel reports for stakeholders and analyzed Salesforce revenue and Netsuite expense data to model forecasts for taking on additional organizations.

● Structured team’s processes, developed achievable deliverable dates based off requirements and feedback, and created team schedule. Senior Financial Analyst, FP&A CoStar Group - Washington, DC Jun 2021-Apr 2024

● Most tenured corporate FP&A analyst in leading real estate SaaS provider & S&P 500 company with +$3 billion in revenue.

● Maintained trust & strategic support as finance partner to 1/3 of company’s workforce.

● Led company’s headcount reports to CFO. Reduced reporting process time by +85% using Oracle, Workday, and Excel with cross-functional alignment.

● Presented monthly financial reports to VPs, helped identify $9 million savings, and developed revenue models based off sales productivity data in Salesforce and Power BI.

● Facilitated global actual vs. forecast meetings, mentored analysts, & reviewed their work.

● Supported CFO and senior management to develop new pricing strategies, measure commission restructuring impacts, and enhance cost-efficiencies using Power Query.

● Submitted allocations, supported month-end and quarterly earnings (e.g. press releases, 10-Qs, investor decks), and reviewed executive scripts.

● Automated monthly cash collections and backlog reporting to CFO.

● Coordinated monthly reporting structure requirements (e.g. M&A impacts) with accounting, HR, IT, and relevant business units.

Treasury/Accounting Specialist Volkswagen Group of America - VA Nov 2019-Jun 2021

● Managed treasury operations including cash flow forecasting and liquidity planning for

+$30 billion in asset liability management (ALM), and reported the performance of hedged instruments for world’s largest automaker by revenue.

● Drove actual vs. forecast meetings and continuously achieved evolving KPI targets.

● Automated daily cash forecast reports using SAP and Excel (VBA macros), reducing times by 50%.

● Established FX hedge reporting and regulatory controls for hedge accounting compliance for North America region.

● Mentored team members on dataflows and process maps. Documented procedures. Financial Analyst Volkswagen Group of America - Reston, VA Dec 2015-Nov 2019

● Produced monthly financial reports to investors with +$1 billion securities with VW.

● Led streamline reporting efforts during system conversion, reducing processing times by 67%-75% using SQL and Excel (e.g. VBA macros, Index Match).

● Prepared budgets, modeled cashflows, reconciled accounts, & supported month-end.

● Initiated RFPs, reviewed SOWs, and recommended bids resulting near 50% YoY savings. Financial Analyst (Contract) Volkswagen Group of America - VA Sep 2015-Dec 2015

● Supported month-end close, account reconciliations, & financial statement consolidation.

● Established bank reconciliations and streamlined reporting processes. Staff Accountant (Contract) Venn Corporation - Vienna, VA Apr 2015-Jun 2015

● Assisted in general ledger account reconciliations for an international logistics company.

● Recovered over $400,000 in debt collections.

Education

MBA in Business Administration Boston University - Boston, MA 2025 MS in Computer Science Northeastern University - Boston, MA Expected Dec. 2026 BA in Economics University of Maryland - College Park, MD 2014 Skills

Communication, Budget/Forecast, Workday, Oracle, Netsuite, Salesforce, SAP, SQL, Excel

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