Erik Bulis

A trusted advisor to the SVP and GM of the Americas Geo, and functional P&L owner for Americas Sales & Services businesses.  Lead Sales planning inclusive of organizational design, GTM optimization, quota management, and incentive design.  Drive strategic initiatives related to cost optimization, deal pricing, and Sales team measurement (analytics & KPIs).  Cross-functional lead co-developing a finance Center of Excellence in India and implementing reporting and planning system modules (Anaplan).  Managing a team of 4 (Sr Mgr and 3 Sr Analysts).

Awarded Business Partner of the Year in 2018

Responsible for annual planning, monthly forecasting, business unit reporting, and decision analysis. Directly managed a staff of 3 financial analysts. Areas of support included WW Sales and Marketing, along with controller responsibilities for the Americas. Prior responsibilities include Revenue, COGS, Consolidation, Services, Manufacturing, and G&A.

• Created and implemented Excel-based business support model to automate data integration, forecasting, and reporting. This streamlined and standardized the support function for the division.
• Developed a cohesive interlock of reporting and analysis standards between divisional and corporate partners for the worldwide finance operations of Sales & Marketing.
• Created a commission and bonus modeling tool; currently used as the basis for the worldwide quarterly forecasting and accrual calculation.
• Led the development and implementation of a division-wide travel & entertainment efficiency program targeting non-customer spend; generated a 28% reduction to the current run rate spend.
• Successfully managed the finance and accounting integration of three business units representing over $250M in annual revenue and 448 employees.
• Key Finance Lead during an ERP transition from Oracle to SAP (BPC v7.5).
• Developed, with sponsorship by the Division CFO, a training forum to act as a focused, centralized resource for professional development and learning.  The program includes internally and externally provided content, small group case studies, a feedback/review cycle, and an oversight committee.

Reporting directly to the CFO, I was responsible for company-wide financial reporting, forecasting, project analysis, and process improvement. In addition to FP&A responsibilities, I developed several Excel-based automation modules leveraging VBA to support revenue validation, sales commission calculation & reporting, and interactive marketing presentation tools.