Courtney Trevino
VP of Finance & Ops at BRUCE BOLT- Claim this Profile
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Bio
Ashton Darnell
Without a doubt, Courtney is the real MVP of any organization. I had the incredible opportunity of working with Courtney over the span of the past 5+ years where we served together as pillars of support and leadership in our respective areas for a company experiencing significant organizational change; ultimately leading to acquisition. Her ability to think and communicate strategically comes naturally both with numbers and with people which makes her an undeniable asset to any team that's lucky enough to have her and I can't wait for the opportunity to work with her again.
Ryan Fitzgerald
Courtney is an invaluable asset to our company’s Finance Team. She has been pivotal during our expansion and then eventual acquisition phase of our company, whilst continuing to provide accurate financial forecasts and managing day to day accounting tasks. Her deep knowledge of accounting practices and her can-do attitude make her great for leading multiple types of projects. To anyone looking to add a rockstar to their organization, look no further as you have found one!
Ashton Darnell
Without a doubt, Courtney is the real MVP of any organization. I had the incredible opportunity of working with Courtney over the span of the past 5+ years where we served together as pillars of support and leadership in our respective areas for a company experiencing significant organizational change; ultimately leading to acquisition. Her ability to think and communicate strategically comes naturally both with numbers and with people which makes her an undeniable asset to any team that's lucky enough to have her and I can't wait for the opportunity to work with her again.
Ryan Fitzgerald
Courtney is an invaluable asset to our company’s Finance Team. She has been pivotal during our expansion and then eventual acquisition phase of our company, whilst continuing to provide accurate financial forecasts and managing day to day accounting tasks. Her deep knowledge of accounting practices and her can-do attitude make her great for leading multiple types of projects. To anyone looking to add a rockstar to their organization, look no further as you have found one!
Ashton Darnell
Without a doubt, Courtney is the real MVP of any organization. I had the incredible opportunity of working with Courtney over the span of the past 5+ years where we served together as pillars of support and leadership in our respective areas for a company experiencing significant organizational change; ultimately leading to acquisition. Her ability to think and communicate strategically comes naturally both with numbers and with people which makes her an undeniable asset to any team that's lucky enough to have her and I can't wait for the opportunity to work with her again.
Ryan Fitzgerald
Courtney is an invaluable asset to our company’s Finance Team. She has been pivotal during our expansion and then eventual acquisition phase of our company, whilst continuing to provide accurate financial forecasts and managing day to day accounting tasks. Her deep knowledge of accounting practices and her can-do attitude make her great for leading multiple types of projects. To anyone looking to add a rockstar to their organization, look no further as you have found one!
Ashton Darnell
Without a doubt, Courtney is the real MVP of any organization. I had the incredible opportunity of working with Courtney over the span of the past 5+ years where we served together as pillars of support and leadership in our respective areas for a company experiencing significant organizational change; ultimately leading to acquisition. Her ability to think and communicate strategically comes naturally both with numbers and with people which makes her an undeniable asset to any team that's lucky enough to have her and I can't wait for the opportunity to work with her again.
Ryan Fitzgerald
Courtney is an invaluable asset to our company’s Finance Team. She has been pivotal during our expansion and then eventual acquisition phase of our company, whilst continuing to provide accurate financial forecasts and managing day to day accounting tasks. Her deep knowledge of accounting practices and her can-do attitude make her great for leading multiple types of projects. To anyone looking to add a rockstar to their organization, look no further as you have found one!
Experience
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BRUCE BOLT
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United States
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Online and Mail Order Retail
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1 - 100 Employee
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VP of Finance & Ops
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Jan 2023 - Present
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Head of Finance and Operations
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Mar 2022 - Jan 2023
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MOJO
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Software Development
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Controller
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Nov 2021 - Mar 2022
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DreamView Inc.
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United States
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Construction
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Director of Finance
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Nov 2020 - Nov 2021
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Concierge Auctions
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United States
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Real Estate
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1 - 100 Employee
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Director of Finance
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Jul 2019 - Nov 2020
Support CFO in optimizing operations as it relates to Accounting and FP&A functions of the business, specifically, but not limited to areas of Cash Management, Monthly Financial Statements, Financial Forecasting, and other ad-hoc requests. Support CFO in optimizing operations as it relates to Accounting and FP&A functions of the business, specifically, but not limited to areas of Cash Management, Monthly Financial Statements, Financial Forecasting, and other ad-hoc requests.
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Director of Finance
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Oct 2018 - Jul 2019
Sole financial representation inclusive of all P&L, Balance Sheet, and forecasting activity for Invodo to parent company. Created 2019 financial plan with VP of Sales and VP of Operations. Collaborate regularly with VP of Sales and VP of Operations on multiple financial initiatives. Overtook management of Revenue/COGS actuals and forecasting for Click3X and ICCS business units. Renovated Revenue Recognition policy. Built and distributed Job Tracking document. Improved Click3X and ICCS day to… Show more Sole financial representation inclusive of all P&L, Balance Sheet, and forecasting activity for Invodo to parent company. Created 2019 financial plan with VP of Sales and VP of Operations. Collaborate regularly with VP of Sales and VP of Operations on multiple financial initiatives. Overtook management of Revenue/COGS actuals and forecasting for Click3X and ICCS business units. Renovated Revenue Recognition policy. Built and distributed Job Tracking document. Improved Click3X and ICCS day to day accounting processes. Worked with interim VP of Content Production to develop flash sales reporting. Executed plan for NetSuite implementation improvements with CFO and Controller of parent company. Show less Sole financial representation inclusive of all P&L, Balance Sheet, and forecasting activity for Invodo to parent company. Created 2019 financial plan with VP of Sales and VP of Operations. Collaborate regularly with VP of Sales and VP of Operations on multiple financial initiatives. Overtook management of Revenue/COGS actuals and forecasting for Click3X and ICCS business units. Renovated Revenue Recognition policy. Built and distributed Job Tracking document. Improved Click3X and ICCS day to… Show more Sole financial representation inclusive of all P&L, Balance Sheet, and forecasting activity for Invodo to parent company. Created 2019 financial plan with VP of Sales and VP of Operations. Collaborate regularly with VP of Sales and VP of Operations on multiple financial initiatives. Overtook management of Revenue/COGS actuals and forecasting for Click3X and ICCS business units. Renovated Revenue Recognition policy. Built and distributed Job Tracking document. Improved Click3X and ICCS day to day accounting processes. Worked with interim VP of Content Production to develop flash sales reporting. Executed plan for NetSuite implementation improvements with CFO and Controller of parent company. Show less
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Invodo
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United States
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Media Production
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1 - 100 Employee
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Sr. Project Finance Analyst & Accountant
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Jul 2018 - Oct 2018
Collaborated with CEO after CFO’s departure to maintain stability in finance/accounting department. Quarterbacked preparation of month-end financials for parent company, including working with contract Controller and Staff Accountant. Owned and administered P&L forecasting for CEO during transition period of acquisition. Achieved EBITDA forecasting within 3% for next 60 days and within 5% for days 61-120. Provided Board of Directors and parent company with reporting and ad hoc analysis. Led… Show more Collaborated with CEO after CFO’s departure to maintain stability in finance/accounting department. Quarterbacked preparation of month-end financials for parent company, including working with contract Controller and Staff Accountant. Owned and administered P&L forecasting for CEO during transition period of acquisition. Achieved EBITDA forecasting within 3% for next 60 days and within 5% for days 61-120. Provided Board of Directors and parent company with reporting and ad hoc analysis. Led weekly pipeline meeting with CEO, VP of Sales, and VP of Operations. Assisted CEO and VP of Operations in execution of Austin office closure in order to meet KPIs given by parent company.
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Project Finance Analyst & Accountant
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Jun 2017 - Jul 2018
Assisted Controller and CFO with Due Diligence process leading to acquisition. Implemented project post mortem reviews and analysis across account and delivery teams to track successes and failures for future projects. Maintained Adaptive Insights after departure of Controller. Strategized with CFO and CEO on commission/bonus plans for all teams to achieve KPIs needed for acquisition. Owned cash management and forecasting, Board of Director Gross Margin reporting and 2018 Revenue plan with… Show more Assisted Controller and CFO with Due Diligence process leading to acquisition. Implemented project post mortem reviews and analysis across account and delivery teams to track successes and failures for future projects. Maintained Adaptive Insights after departure of Controller. Strategized with CFO and CEO on commission/bonus plans for all teams to achieve KPIs needed for acquisition. Owned cash management and forecasting, Board of Director Gross Margin reporting and 2018 Revenue plan with assistance from CFO. Completed all month-end close tasks for P&L and Balance Sheet with contract Controller. Provided month-end financials to parent company’s CFO.
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Sr. Staff Accountant
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Oct 2015 - Jun 2017
Created and distributed all job codes for company’s non-billable and billable projects. Oversaw all Revenue, COGS, and OPEX activity. Managed intern. Revamped POC revenue recognition process with production team, which resulted in improved revenue forecasting. Achieved revenue actuals within 3% of forecast for next 30 days and within 5% of forecast for next 60-90 days. Trained production team to be proficient in NetSuite. Provided audit and BoD meeting support to Controller. Created quarterly… Show more Created and distributed all job codes for company’s non-billable and billable projects. Oversaw all Revenue, COGS, and OPEX activity. Managed intern. Revamped POC revenue recognition process with production team, which resulted in improved revenue forecasting. Achieved revenue actuals within 3% of forecast for next 30 days and within 5% of forecast for next 60-90 days. Trained production team to be proficient in NetSuite. Provided audit and BoD meeting support to Controller. Created quarterly reporting package for Executive team consisting of KPIs related to delivery; Calculated related bonuses for team. Member of company culture focus team. Captained company’s relationship with The Entrepreneur Foundation. Organized all community service events for company.
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Staff Accountant
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Feb 2014 - Oct 2015
Managed Accounts Payable process in an industry heavily reliant on contract labor from start to finish. Led Concur implementation into NetSuite for employee expenses, then scrutinized all employee expense reports. Supervised MRR recognition for retainer and platform clients totaling $7MM. Managed all (20) corporate credit cards and implemented Gen2 software to help with importing transactions at project level into NetSuite.
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Accounts Receivable Clerk
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Aug 2013 - Feb 2014
Managed invoicing and payments for 200+ active accounts (multiple storefronts/various products). Facilitated company’s first relationship with collection agency. Developed and implemented new A/R collections processes to align with revenue restructure of company.
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Education
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2009 - 2012
St. Edward's University
Bachelor of Business Administration (BBA), Finance, General
Community
