James Gerbeville

Director of Finance at CollegeVine
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Boston

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Experience

    • Internet Marketplace Platforms
    • 1 - 100 Employee
    • Director of Finance
      • Jul 2018 - Present

      - Lead all aspects of day-to-day accounting operations, including revenue recognition, payroll, accounts payable, accounts receivable, and the monthly close - Continually improve business processes to ensure timely and accurate monthly closing, budget analysis and reporting for the management team - Direct year-end audits and annual compliance reporting - Hire and manage highly motivated and productive finance staff - Manage HR operations (including onboarding new employees, open enrollment, annual benefit package renewal and new benefit offerings) for 65 full-time and 300+ part-time employees in 35 states - Designed and implemented extensive marketing, sales and finance reporting tools based on key business drivers - Identified and presented to management key marketing and sales insights which were driving a 40% decrease in annual bookings growth Show less

    • United States
    • Software Development
    • 1 - 100 Employee
    • Manager of FP&A
      • Jan 2016 - Jul 2018

      - Led the corporate planning and forecasting process, including annual budgets, monthly forecast, long term planning and strategic scenario modeling - Developed and maintained a 5-year planning model which incorporated all key business metrics as drivers and projected a detailed P&L, balance sheet and cash flow statement - Coordinated monthly, quarterly, and year-end closings, including monthly management reporting package - Contributed to the contract review and administration function - Led the corporate planning and forecasting process, including annual budgets, monthly forecast, long term planning and strategic scenario modeling - Developed and maintained a 5-year planning model which incorporated all key business metrics as drivers and projected a detailed P&L, balance sheet and cash flow statement - Coordinated monthly, quarterly, and year-end closings, including monthly management reporting package - Contributed to the contract review and administration function

    • United States
    • Software Development
    • 1 - 100 Employee
    • Senior Financial Analyst
      • Oct 2014 - Jan 2016

      - Led monthly budget reviews with department leaders; developed reporting package and analyzed data providing key insights into budget variances - Implemented Adaptive Planning, incorporating all aspects of the corporate financial model including the P&L, Balance Sheet and Cash Flow statements - Designed commission plans in Xactly (incentive compensation system) significantly decreasing the amount of time necessary to calculate commissions - Led monthly budget reviews with department leaders; developed reporting package and analyzed data providing key insights into budget variances - Implemented Adaptive Planning, incorporating all aspects of the corporate financial model including the P&L, Balance Sheet and Cash Flow statements - Designed commission plans in Xactly (incentive compensation system) significantly decreasing the amount of time necessary to calculate commissions

    • United States
    • Advertising Services
    • 1 - 100 Employee
    • Financial Analyst
      • Nov 2013 - Oct 2014

      - Managed weekly revenue forecast for ~$300M yearly revenue; collaborated cross-functionally with Sales and Finance to improve accuracy of forecasting process - Integrated the Jumptap and Millennial SalesForce instances; implemented improvements made to the Jumptap SalesForce to improve forecasting and visibility - Administered and calculated quarterly commissions for 150+ employees - Managed weekly revenue forecast for ~$300M yearly revenue; collaborated cross-functionally with Sales and Finance to improve accuracy of forecasting process - Integrated the Jumptap and Millennial SalesForce instances; implemented improvements made to the Jumptap SalesForce to improve forecasting and visibility - Administered and calculated quarterly commissions for 150+ employees

    • United States
    • Advertising Services
    • 1 - 100 Employee
    • Financial Analyst
      • Sep 2012 - Nov 2013

      - Participated in board deck preparation and worked cross-functionally with sales management to show important business trends - Assisted and collaborated with finance and sales staff in annual budget process including modeling of revenues and expenses- Designed and developed daily and monthly key metric reports to be delivered to senior management- Designed, along with key stakeholders, business requirements for new analytic platform- Assisted in improving the monthly close of revenue by improving accuracy of third party systems - Linked SalesForce.com with internal systems, improving data accuracy and efficiency Show less

    • Sales Analyst
      • Jun 2011 - Sep 2012

      - Managed revenue forecast report- Developed analytical reports for key business stakeholders- SalesForce.com administrator - Worked with sales to develop SalesForce to meet requirements - Administered and calculated quarterly commissions

    • Sales Operations Assistant
      • Jun 2010 - Jun 2011

      - Salesforce.com Administrator- Provided support for sales team by generating key Salesforce.com reports and dashboards- Designed, developed and improved business process including contract execution workflow in SalesForce.com

Education

  • Bentley College - Elkin B. McCallum Graduate School of Business
    Master’s Degree, Accounting
    2011 - 2012
  • Bentley University
    Bachelor’s Degree, Information Systems Audit and Control
    2007 - 2011

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