Phillip Morgun

Partnered with Chief Client, Revenue, and Marketing Officer to prepare and maintain the budget & forecast for 20 departments, totaling $200MM.

Developed the inaugural GTM headcount report, enhancing forecast accuracy by 10% through real-time tracking and identification of hiring gaps.

Established the first Professional Services P&L, defining billable roles and cost rates, and implementing utilization tracking to identify key KPIs and revenue opportunities.

Boosted operational efficiency by 50% through the creation of Excel-based adaptive reports, streamlining month-end variance analysis and reporting processes.

Synthesized critical SaaS KPIs (ARR, GNARR, Churn, LTV:CAC, Net Retention) into comprehensive monthly reports, informing executive strategic insights.

Provided financial guidance to the Professional Services team, elevating their margin from -20% to 5% within one year.

Spearheaded a strategic initiative to revamp the entire price book, optimizing pricing structures and aligning them with market dynamics, resulting in a 10% increase in overall product profitability.

Created and identified synergy models for M&A, enabling $1MM in cost savings post-acquisition.

Supported due diligence, M&A modeling, and post-merger integration for two transactions, including a $1.9B PE Exit to Siemens, acting as the key Finance liaison.

Led ASC 606 implementation for SaaS revenue, streamlining contract analysis and revenue recognition to ensure compliance and reporting accuracy.

Collaborated with Chief Marketing and Technology Officer and VPs to manage the budget and forecast for 30 departments, totaling $245MM.

Identified and implemented cost optimization strategies, generating $5.8MM in savings over three years.

Improved data processing time efficiency by 20% through the development of SQL queries and Excel automation for HDCT updates.

Developed a multi-cloud (AWS, Azure, GCP) TCO model for 16 master portfolios, optimizing revenue and pricing decisions, resulting in $10MM in savings.

Partnered with IT Senior Leadership to establish enterprise Cloud Financial Management (FinOps) practices, modernizing IT finance processes for the cloud.

Performed comprehensive due diligence and financial modeling for early-stage companies in blockchain and social impact sectors, directly supporting over $1M in capital deployed.

Analyzed deal flow and prepared investment memos, providing critical market insights and performance benchmarks to guide investment committee decisions.

Supported the launch and growth of Lenderfit, a fintech venture, by conducting market entry, revenue model, and competitive analyses to inform early-stage investment and operational decisions.