Summary
Work History
Skills
Certification
Work Preference
Education
Hi, I’m

Paul Forbes

Denver,CO
Paul Forbes

Summary

Dynamic and results-driven finance executive with over 6 years of experience leading financial operations and strategic business initiatives. Proven expertise in financial planning and analysis, budgeting, forecasting, and risk management. Adept at driving profitability and growth through innovative financial strategies, cost optimization, and operational efficiency. Strong track record of building and leading high-performance teams, fostering a culture of accountability, and implementing best practices in financial management. Exceptional ability to communicate complex financial information to stakeholders and support decision-making at the highest levels.

Work History

Hercules Industries, Inc
Denver, Colorado

President of Finance and Business Strategies
09.2022 - Current

Job overview

  • Co-developed and implemented the 5- and 10-year financial strategy. Successfully reduced projected losses in first year from 10% to a controlled 4.2% in year one, with an average net positive sale growth of over 8% YOY.
  • Developed and Automated the DCF model to evaluate the company’s stock price based on projected financial performance and risk-adjusted discount rates.
  • Oversaw acquisition efforts for a $70M company, including target screening, valuation modeling, and deal structuring.
  • Co-manage a budget of $300 million.
  • Developed company's risk management procedures.
  • Oversaw the implementation initiative for the new DMP software.
  • Rebuilt the company's financial and inventory KPIs.
  • Rebuilt the pricing departments strategy and reporting framework; streamlining the workflow.
  • First 3-month reduced pricing overrides by 55%, consistently met GM% targets, and provide personalize bi-weekly and monthly analysis reports to company's heads.
  • Head of the ERP transition team for the financial, pricing, and supply chain sector- actively engaged and oversaw the integration and construction of dashboards, Birst, and Ad Hoc Reporting.
  • Spearheaded the creation of the internal training program to enhance employee learning. Examples include Pricing Matrix, Profitability Analysis, Pricing Workflow Optimization, Wholesale Marketing Strategies, and Gross Margin Control, enhancing company-wide financial acumen and operational efficiency.

Empire Portfolio Group
Ashburn, Virgina

Regional Operations Manager Empire Portfolio Group
09.2019 - 08.2022

Job overview

  • Managed operations for nine Orange Theory studios throughout the DMV area.
  • Directly managed financials, budgets, best accounting practices, payroll, and inventory.
  • Created a 26.6% profit and 35% customer growth pipeline YOY through personalized marketing practices.
  • Built a 5-year financial model and budget for the studios; beating budget YOY.
  • Starting Budget $5MM - Ending Budget $9MM (3-yr period)
  • Managed a team of 100.
  • Kept employee retention at 95% and member retention at 85%. *Top across all Operation Managers*
  • Kickstart and managed the Social and Digital Media sector for each of the nine studios.
  • Trained managers across the company on how to replicate my success.

Shred415
Sterling, Virgina

Business Development/Consultant Shred415 LLC
08.2021 - 01.2022

Job overview

  • Created multiple Lead Generation Pipelines: LR 200%; OB Leads 500%; IB Leads
    1500%; B2B Leads 150%: 6.3% CVR (highest amongst franchises).
  • Directed and oversaw the financial activities of the franchise.
  • Staffed 50 team members in the franchise.
  • Contract budget of 100K.
  • Achieved a profit increase of 94.4% within three months, with profits rising from $18k to $35k monthly.
  • Built the SOP for the short-term; then trained new and previous team members into
    standard Shred415 SOP.
  • Performed as training and hiring manager until hiring successor.
  • Performed and Trained all aspects of operations in the franchise until hiring successors.
  • Built the Shred415 Ambassadorship program for highschool (18+) and college students interested in fitness and business.
  • Free NASM CPT Reimbursement program for those
    enrolled in the program.
  • Accomplished Contract Goals

Orangetheory Fitness
Staten Island, New York

Regional Manager Orangetheory Fitness
05.2018 - 09.2019

Job overview

  • Built a diverse Lead Generation Pipeline for five studios in NYC: generating 110%
    collectively throughout all streams.
  • Yearly budget of $5MM.
  • Membership retention during the pandemic was at 18%: increased retention to 32% in
    the first month: 45% in the third month.
  • Oversaw a team of 30.
  • Implemented CDC approved COVID OP: keeping members and team members safe
    without affecting growth (only studio in NYC to not rely on a COVID-19 EIDL loan).
  • Trained new employees and maintained healthy staff morale through consistent
    coaching and team building.
  • Analyzed business performance data and forecasted business results for upper
    management.
  • Diverse in training and performing all aspects of operations.

Skills

Core Competencies
  • Product Development & Management
  • Operations
  • Risk Forecasting
  • Financial Modeling
  • Contracts
  • Quality Control
  • Supply Chain Management
  • Budget Management
  • Delegation
  • Negotiation
  • Time Management
  • Leadership
  • Team Building
  • Communication
  • Critical Thinking
Sales & Marketing
  • Sales Management
  • Lead Generation
  • Marketing Strategy
  • CRM Systems (eg, Monday, Asana)
Project & Process Management
  • SCRUM Master
  • Agile Methodologies
  • Project Management Tools: Monday, Asana
Technical Skills
  • Microsoft Analytics
  • Google Analytics
  • Power BI
  • M Code (Power Query)
  • SQL
  • Python
  • AWS
  • Cloud Suite
  • INFOR
  • Epicor
  • DBMS

Certification

  • Introduction to Corporate Finance – Columbia Business School
  • Financial Analysis for Decision Making – Babson College
  • Foundations of Central Bank Law – International Monetary Fund
  • Justice – Harvard University
  • MBA Essentials – The London School of Economics and Political Science
  • Oxford Executive Strategy Programme – Saïd Business School, University of Oxford
  • Entrepreneurship and Economics – Harvard University
  • CS50: Computer Science for Business Professionals – Harvard University
  • Elevating Business and Careers with Generative AI – International Business Machines Corporation (IBM)

Work Preference

Work Type

Full Time

Work Location

HybridOn-SiteRemote

Education

SUNY Empire State College
Saratoga Springs, NY

MBA from Financial Analyzing & Information Technology

SUNY Empire State College
Saratoga Springs, NY

Bachelor of Science from Business Economics

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Paul Forbes