ANTHONY J. PERNA
Raleigh,NC
Summary
Accomplished finance executive with expertise in strategic financial planning and team leadership, driving initiatives that enhance performance and exceed revenue expectations. Skilled in developing robust financial models, KPIs, and streamlined processes that support organizational growth and operational efficiency.
Overview
21
21
years of professional experience
Work History
Director of Sales Finance
Brightly Software (A Siemens Company)
01.2024 - Current
- Revamped US compensation plans for Account Executives and Business Development Managers, aligning incentives with Siemens initiatives and implementing accelerators/decelerators and SPIFFs; both teams surpassed FY25 plan by over 30%
- Built FP&A function from ground up, hiring business partners for each sales vertical; managed annual budgeting process and finalized monthly financial forecasts for Siemens SI
- Played a key role in Brightly's move to SaaS enterprise market. Built three-year budget, constructed strategic launch including using pilot customers as GTM vehicle, and ultimately surpassed FY2024 plan by an astounding 44%
- Led a team of eight colleagues across Finance, Revenue Operations, and IT
- Developed new standardized reporting packages, robust financial models, and KPIs such as pipeline, ARR created and churn, improving performance visibility across the organization
- Led migration of Salesforce data to Anaplan, aligning with Siemens universe, achieving go-live in under four months
- "2024 Circle of Excellence" nomination, as voted on by peers - a designation for employees who quantifiably impacted company growth -
Senior FP&A Business Partner
EverCommerce - Nasdaq (EVCM)
01.2022 - 01.2024
- Built financial forecast, incentive program structure and partnered with C-Suite on tactical rollout for EC's first ever "compelling event," incentivizing existing B2B SaaS customers to board payments platform, delivering $80MM increased TPV in first six months
- Modeled long range plan and designed GTM strategy for embedded payments integration at EverPro's fastest growing subsidiary, facilitated successful go-live in three months, elevating revenues 12% above budget in 2023
- Revamped forecasting process by configuring Excel models to integrate data from NetSuite, enhancing accuracy of financial projections.
- Conducted valuations on potential investment cases, including iOS compatibility expansion and legacy solution upgrades, supporting ~20% YoY revenue growth.
Director of Finance, Executive Committee Member
New Era Technology Inc. - VC/PE Backed
East Hanover, USA
11.2018 - 03.2020
- Led cross-functional due diligence and valuation for over $100MM in acquisitions while accelerating post-merger synergies.
- Built world-class finance team, instituted shared resource model, reducing payroll/benefits and administration costs by 25%
- Project managed three ERP migrations of financial data to Microsoft Dynamics, created new customized Power BI dashboards, cut month-end close in half and enhanced visibility for CEO and Board of Directors
- Introduced standardized chart of accounts, optimizing consolidated reporting across Northeast region during rapid M&A growth
Financial Controller
New Era Technology Inc. - VC/PE Backed
East Hanover, USA
05.2017 - 11.2018
- Developed GTM strategy for new B2B BaaS solution, including pricing, margin management, and sales compensation, contributing $10MM to top line within twelve months
- Customized sales analysis models, identified KPIs, and introduced new quota and target incentive plans for cross-sell initiative, resulting in 11% revenue increase in Hardware and Integration for NJ office from 2017 to 2018
- Identified shortfalls in scalability and seamlessness; designed and installed new modules in CRM, automating sales commission, WIP, pipeline and job costing, improving reporting accuracy and timelines
Co-Owner - Vice President
Premier Restorations - $5MM Small Business
Sloatsburg, USA
06.2011 - 04.2017
- Launched consignment and vehicle storage services in 2016, adding a robust $750K of revenue in just 15 months, while also strengthening customer relationships and increasing small business notoriety
- Implemented strategic initiatives and provided financial guidance, driving sales growth from $3MM in 2011 to over $5MM by 2016
- Negotiated volume pricing with key vendors, reducing costs 15% and enhancing gross profit annually from 2013 to 2016
- Researched market and executed relocation to 250% larger facility in better proximity to NYC, enabling organic growth of over 30% within two years
Financial Analyst
Emerson Electric - NYSE (EMR)
Florham Park, USA
06.2005 - 04.2010
- Performed monthly financial statement consolidation procedures for 15 subsidiaries, across four continents and over $150MM in budgets; transmitted to corporate via Hyperion
- Partnered with engineering leaders to draft quarterly financial forecasts and identify inefficiencies in plant operations, achieving labor cost reductions of 5% in 2007 and 7% in 2009
- Conducted market analysis and modeled long-range forecast while collaborating with senior management on strategic GTM framework for new product release in 2007
- Compiled due diligence for Automated Power Services acquisition, ensuring thorough analysis and assessment
Education
Bachelor of Science - Accounting
Fairleigh Dickinson University
Madison, NJ05-2005
Skills
- Sales strategy
- Financial analysis
- Budgeting and forecasting
- Financial modeling
- M&A valuation
- Revenue growth
- Key performance indicators
- Data analysis
- Team leadership
Websites
Timeline
Director of Sales Finance
Brightly Software (A Siemens Company)
01.2024 - Current
Senior FP&A Business Partner
EverCommerce - Nasdaq (EVCM)
01.2022 - 01.2024
Director of Finance, Executive Committee Member
New Era Technology Inc. - VC/PE Backed
11.2018 - 03.2020
Financial Controller
New Era Technology Inc. - VC/PE Backed
05.2017 - 11.2018
Co-Owner - Vice President
Premier Restorations - $5MM Small Business
06.2011 - 04.2017
Financial Analyst
Emerson Electric - NYSE (EMR)
06.2005 - 04.2010
Bachelor of Science - Accounting
Fairleigh Dickinson University