Charles Keen
Naples,FL
Summary
Managerial professional with proven record of streamlining processes and leading high-performing teams. Known for strong analytical skills and commitment to achieving results. Teams rely on collaborative leadership and adaptability to changing needs.
Overview
25
25
years of professional experience
Work History
Manager FP&A
Medisolv, Inc.
Naples, FL
02.2022 - Current
- Built a 3 year look forward, 5 years historical 3 Statement Financial Budget. The budget is dynamic, allows us to flex revenue, hire / term employees, operating expenses are on a vendor level, by month and department.
- Built a 5-year Contractual Annual Reoccurring Revenue (CARR) tracker by customer, product, and month.
- Updated and maintained the Cude report. This report tracks retention by customers and products.
- Created an Actual to Budget Revenue bridge by Customer, product, and month.
- Created an Actual to Budget Expense bridge by Vendor and Employee, department, and month.
Financial Analyst (Contract)
Remembrance Group
Naples, FL
09.2020 - 01.2022
- Built a two-year daily cash forecasting model for all nine locations using historical fixed and variable cost trends, improving liquidity visibility and rolling the analysis into weekly and monthly management reporting.
- Created consolidated Income Statement and Balance Sheet reporting for all nine locations, enabling a more comprehensive enterprise view of financial performance and position.
- Funeral Services with nine locations that have been in business for over 44 years.
Financial Analyst (Contract)
ROC Gas and Oil
Naples, FL
06.2019 - 08.2020
- Created an Excel automation tool that generated 30+ standalone income statements directly from the trial balance, eliminating over 50 hours of monthly manual entry, improving accuracy, and freeing up time for management review.
- A lubricants, commercial fuel, and retail business with operations in Utah, Colorado, Wyoming, and New Mexico.
Vice President, Forecast and Budgeting
ASG Technology, Naples FL
Naples, FL
01.2001 - 01.2015
- Partnered directly with the CEO, COO, and CFO on forecasting, covenant matters, and acquisition strategy, while building investor-ready financial models, sensitivity analyses, and working capital forecasts.
- Supported eight acquisitions, including transactions above $100 million, and contributed to multiple Term Loan B and high-yield bond raises through financial modeling, diligence, and pro forma analysis.
- A global software provider enabling mission-critical technology solutions for leading edge environments.
Director of Forecast and Budgeting
ASG Technology, Naples FL
Naples, FL
01.2006 - 01.2008
- Company-wide budgeting and expense planning while producing management reporting and quarterly performance analysis to improve visibility and accountability.
- A global software provider enabling mission-critical technology solutions for leading edge environments.
Payroll Manager
ASG Technology, Naples FL
Naples, FL
01.2003 - 01.2006
- Managed approximately $65 million in annual payroll and ensured accurate posting and reconciliation to the general ledger.
- Supervised and trained payroll staff while preparing labor and payroll analysis to support broader financial reporting needs.
- A global software provider enabling mission-critical technology solutions for leading edge environments.
Staff Accountant
ASG Technology, Naples FL
Naples, FL
01.2001 - 01.2003
- A global software provider enabling mission-critical technology solutions for leading edge environments.
Education
Bachelor of Science - Accounting
Florida Gulf Coast University
Air Weather Support
United States Air Force
Skills
- Air Weather Support Certification
- NetSuite
- Intacct Financial Reporting (Sage)
- QuickBooks Desktop / Online
- Lawson
- Salesforce / HubSpot
- MS Excel (Mac / PC) (Indirect, Index, Sumifs, Choose, Data Validations)
- Microsoft PowerPoint
- Microsoft Word
Websites
Timeline
Manager FP&A
Medisolv, Inc.
02.2022 - Current
Financial Analyst (Contract)
Remembrance Group
09.2020 - 01.2022
Financial Analyst (Contract)
ROC Gas and Oil
06.2019 - 08.2020
Director of Forecast and Budgeting
ASG Technology, Naples FL
01.2006 - 01.2008
Payroll Manager
ASG Technology, Naples FL
01.2003 - 01.2006
Vice President, Forecast and Budgeting
ASG Technology, Naples FL
01.2001 - 01.2015
Staff Accountant
ASG Technology, Naples FL
01.2001 - 01.2003
Bachelor of Science - Accounting
Florida Gulf Coast University
Air Weather Support
United States Air Force
EXECUTIVE HIGHLIGHTS
- Built enterprise forecasting and cash planning models ranging from 13-week to five-year horizons to support executive decision-making, liquidity visibility, and long-range planning.
- Designed automated financial reporting solutions that transformed trial balance data into full financial statements and materially reduced manual reporting effort.
- Supported eight acquisitions, including transactions above $100 million, through financial modeling, diligence, pro forma analysis, and covenant-related planning.
- Partnered with CEOs, COOs, CFOs, lenders, auditors, and investors by delivering financial models, reporting packages, and analysis for strategic decisions and capital activities.
- Created consolidated Income Statement and Balance Sheet reporting across multi-location operations, improving enterprise visibility into performance and financial position.
- Led and developed finance and payroll staff while strengthening reporting discipline, process consistency, and operational support across organizations.
CORE COMPETENCIES
- FP&A / Forecasting
- Budgeting, Long-Range Planning, Sales Forecasting, Variance Analysis, EBITDA Analysis
- Cash Flow / Modeling
- Cash Flow Forecasting, Five-Year Models, Deferred Revenue Schedules, Product Trend & Profitability
- Reporting / Controllership
- Financial Reporting, Financial Statement Preparation, General Accounting, Year-End Audits, Account Reconciliations
- Operations / Leadership
- Payroll Management, Process Improvement, Management Reporting, Cross-Functional Finance Support
- Transactions / Strategic Finance
- M&A, Due Diligence, Pro Forma Modeling, Covenant Negotiations, Board Presentations
- Tools / Systems
- Excel Modeling, ERP and Financial Systems, CRM Reporting, Data-Driven Decision Support