VP, FP&A & Strategic Growth Leader

BRANDON PFEFFER, CMA

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

Vice President, FP&A

Corporate Finance FP&A Business Partnering Strategic Initiatives Operations Financial Modeling M&A

Versatile and detail-oriented finance executive who improves financial performance by operational excellence.

Strong executive leadership, analytical, collaboration, decision-making,, presentation and communication skills.

Areas of Expertise

• Strategic Planning • DCF / IRR / ROI Analysis • Mergers / Integrations • Financing • Accounting / US GAAP

• Financial Management • Pricing / Structuring • Contracts / Due Diligence • IPOs / IR • FX / Risk Management

• Forecasting / Treasury • KPIs / Variance Analysis • Start-ups / Private Equity • Strategy • ERP Systems / BI Tools

Experience

WINSTON ENTERPRISES LLC, Ashburn, VA

Vice President / Senior Advisor - Finance, Operations, M&A & Treasury 2014 - 2019, 2025 - Present

Provide consulting services to software, pharmaceutical, biotech, healthcare, medical practice and energy firms.

• Manage 5-20 person client teams across corporate finance, FP&A, strategic planning, management reporting, accounting, internal controls, tax and purchasing, driving up to 15% YoY operating margin improvements.

• Lead financial management, cash flow modeling, debt restructuring, treasury and investor relations for clients.

• Provide corporate finance & financial modeling expertise to AI firms for the training & development of new LLMs.

• Conduct financial modeling, merger integration, risk management, and due diligence for $1.5B in client mergers.

• Partnered with pharma R&D teams to develop financial models for clinical development portfolio of 20 pipeline assets, conducting scenario & simulation analysis that influenced over $600M in new R&D investment decisions.

• Evaluated strategic initiatives including physician practice acquisitions & clinic expansions, analyzing 25 options with total capital requirements of $300M & recommending investments with projected returns exceeding 18%.

QAD INC., Ashburn, VA

Director - Finance & Special Projects 2023 - 2025

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

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

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

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

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

• Created a new capital investment allocation strategy for the North America, LatAm, EMEA, and APAC regions.

• Worked with IT on NetSuite ERP & 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.

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

• Led a finance team of 3 that developed annual operating plans, rolling forecasts, multi-years strategic plan, KPIs, financial metrics, monthly management and quarterly board reporting packages, presentations and dashboards.

• Performed financial structuring for new mergers, business development, joint venture & partnerships transactions.

• Created a new product bundling and pricing framework that improved customer sales, growing EBITDA 10% YoY.

• Produced a data-driven 3-year strategic roadmap to optimize capital allocations for new product investments.

• Developed revenue, cash flow, strategic planning and pricing scenario and sensitivity models to maximize ROI.

QOMPLX, INC., McLean, VA

Director - Strategic Finance & Operations 2019 - 2021

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

• Created a 3-year strategic initiatives roadmap and advised the CEO on growing revenues by 25% YoY to $40M.

• Managed finances through a $100M fundraising round and scaled company operations to prepare to go public.

• Provided financial guidance & modeling to the CEO for new mergers, JVs & partnerships, growing revenues by 20%.

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

• Developed revenue, expense, cash flow management and financial statements scenario and sensitivity models.

• Hired the first accounting team, managed audits and taxes and implemented a new NetSuite ERP accounting system.

• Provided mentoring, coaching, performance management, professional development and training to employees.

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

REWORLD, Morristown, NJ

Manager - Finance & Strategy 2011 - 2013

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

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

• Led the creation of new operational strategic plans, business intelligence (BI) tools and financial dashboards.

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

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

• Analyzed vendors and expense management processes, identifying $30M in annual cost savings opportunities.

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

OSG, New York, NY

Manager - Finance & M&A 2005 - 2010

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

• Led a 10-person global team managing $1B in budgets, forecasts, and AOP across 125 operating companies.

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

• Created predictive 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.

• Developed & monitored key performance indicators (KPIs), financial metrics, operating targets & revenue drivers.

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

HIGHSTAR CAPITAL, New York, NY

Senior Consultant - Private Equity Advisory 2004 - 2005

Designed strategic operational plans that increased profitability across 5 portfolio companies by an average of 20%.

• Managed a team of 4 responsible for developing business unit budgets, revenue forecasts & cost reduction plans.

• Partnered with sales teams to restructure pricing frameworks, improving customer margins by up to 30%.

• Served as a liaison with rating agencies and investment banks for credit rating reviews for acquisition financing.

• Performed financial management, business cases analysis & transaction advisory for a new $750M acquisition.

DELOITTE & TOUCHE LLP, Houston, TX

Manager - Capital Markets & Business Advisory 2002 - 2003

Performed financial modeling, business analytics, merger integrations, and due diligence services for over $2B in transactions for software, tech, biotech, pharma, medical equipment, healthcare, industrial and manufacturing firms.

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

• Identified and implemented continuous improvement, change management & Lean Six Sigma (LSS) processes.

• Partnered with client accounting & investor relations teams to develop SEC reporting documents for IPOs.

• Conducted economic research, competitive trend & industry analysis helping clients to improve pricing strategies.

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 • NetSuite • Workday • ChatGPT • Tableau • Google Suite

• Advanced Excel • Anaplan / Planful • Dynamics 365 • Salesforce • Claude • Power BI • Google Sheet

• PowerPoint / Visio • OneSteam / Vena • Oracle Fusion • Sage Intacct • Gemini • SQL / VBA • Coupa/ Zylo

• Access / MS Project • Pigment / Jedox • SAP / Hyperion • QuickBooks • Zuroa • Datarails • Xero / Carta

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