Charlie Eid

Experience

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  ERB - Financial Group

  Jan 2007 - Jan 2012

  Controller

  Coordinated cross-functional team of controllers and bookkeepers and various companies from early to expansion stage for both private and traded startups and high-tech companies of various financial and accounting services. Partnered with senior management to prepare and deliver both monthly and quarterly budgets, provide performance and financial updates, and safeguard payroll efficiency. Collaborated with big 4 accounting firms on managing the audit of financial activities as well as mergers and acquisitions. • Controlled a life science and health care Venture Capital in collaboration with general partners and CFO.• Functioned as go-to person for all financial and accounting issues, taxes, labor laws, and global payroll. Show less

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  Perfecto

  Jan 2012 - May 2019

  Perfecto was acquired by Perforce Software Inc, at the end of 2018.I Led a global team of controllers and bookkeepers through daily operations while implementing systems, organizing budgets, generating forecasts, developing planning tools and strategies, and engaging with stakeholders to support fundraising and mergers and acquisitions. Conducted thorough analysis on business plans and data to provide detailed metrics and reports. Interfaced with sales team and general counsel to facilitate in legal and financial matters in customer contracts. Established foreign entities with wide experience in financial, legal, operational, and human resources aspects.• Recognized as go-to consultant for all financial and operational objectives.• Boosted profitability and cost efficiency by generating an optimized SaaS KPI metrics dashboard.• Enhanced strategic budget control, cost saving, and different efficiency initiatives.• Scaled financial operations to support business with over $60M annual revenue and 250 global employees. • Accumulated more than $100M in aggregate funds by fostring fundraising and working capital credit lines. Show less

  • Finance Director

    Jan 2013 - May 2019

  • Controller

    Jan 2012 - Jan 2013
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  Utilant

  Jan 2020 - Jan 2021

  VP of Finance

  Utilant LLC was acquired on June 2021 by Majesco, a global provider of cloud insurance platform software• Partnered with bankers and executive management to prepare the company for the acquisition process, creating the financial plans and dealing with various financial due diligence issues.• Enhanced the financial reporting abilities by implementing a new ERP cloud system and adapting new processes and tools.• Created a detailed business planning model and comprehensive set of financial and operational KPIs to measure the company’s business momentum progress. Show less

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  Freelance

  Mar 2022 - now

  Financial Business Consultant