James Rich III

Ed-Tech Start-Up

• Utilized forecasting systems and tools such as Adaptive, NetSuite, and G Suite to analyze revenue variance, business pipeline and industry trends as well as matrix reporting in a fast-paced SAAS Start-Up environment.
• Complete ownership of Monthly Financial Close Process and P&L for Corporate and R&D cost centers/Departments.
• Collaborate closely with the Sales and Operations team in the tracking and management of KPI's for Go-To-Market operations.
• Management of Full Company corporate headcount and payroll overhead.
• Partner with Product & Engineering business partners to forecast cloud Infrastructure and perform usage cost management (AWS, Snowflake, Google Cloud).
• Evaluated external consumer preferences and behaviors, combined with market trends and historical data, to adjust and enhance business operations via salesforce.
• Direct point of contact and support concerning all forecast, budget, and Opex initiatives regarding R&D and G&A for ELT (CTO, Chief Product Officer, VP Finance Strategies).

• Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts.
• Reviewed weekly budget performance reports, ensuring all states and agencies operated within allocated budgets and investigated excessive expenses and reporting discrepancies from qualifying businesses.
• Performed complex financial and budget analyses to determine requirements and justify requested funding.
• Consolidated financial data and materials for key leadership meetings.
• Assisted companies with choosing and timing investments for optimal results.

• Assited in the construction of Turner Studios Budget Model to value and estimate costs of new projects.
• Assisted acquisitions team evaluating live projects by helping create cost benefit analysis in preparing appropriate due diligence material.
• Developed forecasting tools to analyze revenue variances and capitalize on industry trends.