Peter Diaz

About Peter

 

Key Achievements

  • Partnered with department heads at a $1B+ revenue multi location Retail Company to establish
    operating targets, manage regular forecasts, and build annual budgets.
  • Built detailed 13-week cash flow model to manage liquidity and reporting to Private Equity
    Owner.
  • Improved monthly KPI deliverable timing by 25% for Services Company.
  • Finance business partner in the NetSuite implementation for $100M SaaS Company. 

Technology Expertise

  • NetSuite
  • OneStream
  • Adaptive Planning
  • Excel
  • QuickBooks

Education

  • Southern Methodist University, Dallas, TX
    - Master of Science, Accounting
    - Bachelor of Business Administration, Accounting

Previous Companies

  • PricewaterhouseCoopers
  • BDO USA, LLP
  • Allvia
  • Bluebeam
  • Unity MSK
  • EyeCare Service Partners
  • Premier Truck Group