Bryan Perler

Bryan Perler

About

Detail

CFO
Scotch Plains, New Jersey, United States

Timeline


work
Job
school
Education

Résumé


Jobs verified_user 0% verified
  • Valenz Health
    CFO
    Valenz Health
    Apr 2025 - Current (1 year 7 months)
  • Icario
    CFO & CAO
    Icario
    Aug 2022 - Apr 2025 (2 years 9 months)
    Oversee all financial, legal, compliance, HR and Corp IT activities for the Company.
  • Zelis
    CFO & CAO, Sapphire Digital (Zelis Subsidiary)
    Zelis
    Oct 2021 - Aug 2022 (11 months)
    Operated as the Business Unit CFO post-acquisition reporting directly to the Zelis CFO.
  • SAPPHIRE DIGITAL
    CFO & CAO
    SAPPHIRE DIGITAL
    Aug 2019 - Oct 2021 (2 years 3 months)
    Oversaw all financial, legal, compliance, HR, BI, data engineering and Corp IT activities for the Company. Co-led the successful exit of the Company in October 2021 to a strategic buyer in Zelis.
  • SAPPHIRE DIGITAL
    SVP & CFO
    SAPPHIRE DIGITAL
    Jun 2013 - Aug 2019 (6 years 3 months)
    Oversaw all financial, legal and compliance activities for the Company.
  • Benchmark Solutions
    Managing Director - CFO & Head of Strategy
    Benchmark Solutions
    Mar 2011 - Mar 2013 (2 years 1 month)
    Oversaw all strategic, financial and legal activities for Benchmark Solutions, a Warburg Pincus backed financial technology startup, reporting directly to the CEO. Participated at all monthly Board meetings and served on Benchmark’s Executive Committee.
  • Tradeweb
    Director - U.S. Strategy & Business Development
    Tradeweb
    Jun 2009 - Mar 2011 (1 year 10 months)
    Reported directly to Tradeweb’s Executive Committee with responsibility for business development activities and presenting new strategic opportunities (organic and inorganic) to the Company’s Executive Committee and Investment Committee of the Board.
  • Tradeweb
    Director - Corporate Finance
    Tradeweb
    Jan 2008 - May 2009 (1 year 5 months)
    Reported directly to the CFO/CEO. Participated on the Global and U.S. Markets Leadership Committees responsible for definition and review of the company’s business strategy. Collaborated with executive management on the preparation of multi-year strategic business and financial plans. Responsible for preparing all materials for quarterly Board of Directors meetings, analyzing revenues, expenses and capital expenditures for the U.S. region, drafting organic business development cases, and assessing M&A opportunities.
  • Tradeweb
    Vice President - Global Head of Financial Planning & Analysis
    Tradeweb
    Jan 2005 - Dec 2007 (3 years)
    Managed the global planning and forecasting of P&L, cash flows, headcount and capital expenditures. Prepared monthly dashboards of key business metrics to support strategic decision-making for the executive committee. Collected competitive intelligence and created competitive benchmarking analyses to assess company performance against peer group.
  • Tradeweb
    Controller & Assistant Controller
    Tradeweb
    Jun 2003 - Dec 2004 (1 year 7 months)
    Oversaw general accounting functions, including the monthly financial close process, analysis of balance sheet and P&L accounts, and cash management. Prepared and distributed monthly financial statements. Performed internal control reviews and implemented procedures to improve weaknesses.
  • PricewaterhouseCoopers
    Senior Associate
    PricewaterhouseCoopers
    Sep 2000 - Jun 2003 (2 years 10 months)
    Planned and executed domestic and international financial statement audits in accordance with applicable regulatory requirements. Reviewed, documented and tested clients’ internal control environments and presented value-added recommendations to client management to improve processes.
Education verified_user 0% verified
  • D
    Daniel Hand High School
    Daniel Hand High School
    Jan 1996 - Jan 2000 (4 years 1 month)
  • Lehigh University
    BS, Accounting
    Lehigh University
    Jan 1996 - Jan 2000 (4 years 1 month)
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