Summary
Overview
Work History
Education
Skills
Timeline
Share awards from CFC Underwriting demonstrating exceptional ability
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Adam Regev

Boca Raton,FL

Summary

Dynamic leader with a proven track record at Brillify Merch LLC, driving growth through strategic thinking and data-driven decision making. Excelled in financial management and cross-functional collaboration, enhancing operational efficiency and securing high-stakes partnerships. Adaptable and resilient, empowered teams to innovate, achieving market penetration and sustainable business success.

Overview

11
11
years of professional experience

Work History

Startup Founder

Brillify Merch LLC
04.2024 - Current
  • Developed and executed business strategies to drive growth and market penetration. I developed and executed a regional expansion strategy targeting mid-sized tech companies in South Florida. By analyzing competitor offerings and identifying underserved markets, I introduced a tiered merchandise solution aligned with client growth stages. Also implemented prospecting tool via Lusha and branded sales decks, resulting in a 1000% increase in qualified leads and a 25% boost in monthly revenue within six months.
  • Established scalable operational frameworks for Brillify Merch’s service delivery by standardizing order processing, automating branded presentation creation, and integrating CRM with supplier portals. This reduced turnaround times by 35%, minimized manual errors, and enabled consistent client experiences across multiple channels, supporting both rapid growth and operational efficiency.
  • Fostered a culture of innovation at Brillify Merch by launching a quarterly "client challenge" where teams proposed creative promotional product concepts based on real-time market trends and client feedback. This initiative led to the development of eco-friendly onboarding kits and tech-enabled merchandise bundles, which became bestsellers and increased repeat business from key accounts by 30%.
  • In the process of negotiating high-stakes white-label partnership with Wilkins Media, positioning Brillify Merch as their preferred promotional merchandise supplier for nationwide campaigns. . By aligning our capabilities with their media timelines, we are securing favorable terms that will ensure recurring revenue and strengthened our long-term sustainability in the agency channel.
  • Implemented robust financial management practices at Brillify Merch by introducing project-based budgeting, renegotiating supplier contracts, and integrating our ERP system, Odoo.
  • Managed the end-to-end budgeting process for Brillify Merch, including forecasting, cost control, and compliance with U.S. financial regulations. I developed a comprehensive business plan, detailing projected cash flow, breakeven analysis, and market growth strategy. The plan was used to secure both immigration approval, reinforcing financial credibility and operational clarity.

Finance Operations Manager

CFC Underwriting
09.2014 - 03.2025
  • At CFC Underwriting, led cross-functional teams to streamline financial operations by spearheading the successful implementation of Oracle NetSuite. I introduced an automated procure-to-pay process, eliminating manual bottlenecks and reducing processing time by over 50%. This initiative not only enhanced workflow efficiency but also delivered significant cost savings and improved financial reporting accuracy across departments and locations in the US, UK, Belgium, Canada and Australia.
  • Developed and implemented standardized financial reporting processes at CFC Underwriting, including automated month-end close procedures and real-time dashboard reporting via Oracle NetSuite. This improved data accuracy, reduced reporting errors by 70%, and accelerated financial statement delivery from 10 days to 3, enabling faster decision-making and enhanced stakeholder confidence.
  • Improved efficiency within the finance department by collaborating on cross-functional projects, including the implementation of Oracle NetSuite and the redesign of key workflows such as accounts payable and month-end close. Partnered with IT, procurement, and operations teams to identify pain points and streamline processes, resulting in a 40% reduction in manual tasks and a faster, more accurate financial close cycle.
  • Enhanced cross-functional communication by serving as a key liaison between the finance team and departments such as operations, procurement, and IT. Facilitated regular alignment meetings and translated financial insights into actionable business terms, ensuring shared understanding of budgets, forecasts, and project impacts. This collaboration led to more informed decision-making and smoother execution of company-wide initiatives.
  • Provided critical support during M&A transactions by conducting in-depth financial analysis across multiple currencies and international regions. Developed long-term financial models incorporating FX considerations, regional tax structures, and localized revenue assumptions to support valuation and capital raising initiatives. Delivered scenario-based forecasting and sensitivity analysis that guided executive leadership in cross-border negotiations and strategic decision-making.
  • Led annual budget preparation initiatives by partnering with department heads across multiple regions to align financial targets with organizational objectives. Facilitated strategic planning sessions, consolidated multi-currency inputs, and ensured alignment with long-term growth plans. This collaborative approach improved accountability, increased budget accuracy, and enhanced visibility into departmental performance against corporate goals.
  • Enhanced internal controls by designing and implementing a structured audit schedule across finance operations, including procurement, expense management, and financial reporting. Conducted regular internal reviews to identify control gaps and ensure compliance with regulatory requirements across multiple jurisdictions. These efforts strengthened risk management, improved audit readiness, and reinforced financial integrity company-wide.

Education

Membership Number 1747630 - Chartered Accountant

Institute of Chartered Accountants in England And Wales
London
06.2012

Bachelor of Science - Business And Financial Economics

Leeds University
Leeds
06-2006

Skills

  • Strategic thinking
  • Adaptability and resilience
  • Delegation and empowerment
  • Data-driven decision making

Timeline

Startup Founder

Brillify Merch LLC
04.2024 - Current

Finance Operations Manager

CFC Underwriting
09.2014 - 03.2025

Membership Number 1747630 - Chartered Accountant

Institute of Chartered Accountants in England And Wales

Bachelor of Science - Business And Financial Economics

Leeds University

Share awards from CFC Underwriting demonstrating exceptional ability

I was awarded sweet equity in CFC Underwriting following M&A transactions in both 2017 and 2022. Sweet equity—also referred to as sweet shares—is typically granted to key employees as an incentive to attract, retain, and reward high performance by offering a stake in the company's future success. I am keen to implement a similar model at Brillify Merch LLC, with the goal of recognizing and rewarding our U.S. team members for their contributions and achievements.

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