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Charles and Carol Keen

@charlesandcarolkeen

FP&A Manager at Medisolv, Inc. who flagged $3M in at-risk ARR early and built the company’s first integrated long-range plan.

United States

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At Medisolv, Inc., I owned the $30M annual operating budget and built the company’s first integrated long-range plan. I also created a five-year contractual ARR model that flagged $3M in at-risk renewals early and supported retention actions that saved about $2M in ARR.

I delivered Board of Directors financial decks and built the EBITDA-to-pro forma EBITDA bridge used by the CEO, CFO, and PE sponsor. By redesigning monthly revenue and expense bridge reporting, I cut variance-review time by 30%.

At Adaptive Computing, I built a five-year integrated financial model used to secure and maintain $10M in bank financing. I also cut the monthly close from seven business days to five and led a team of two.

At ASG Technology, I led financial analysis for eight acquisitions totaling more than $150M and owned an annual operating budget of about $250M. I built investor and lender presentations supporting a $300M high-yield bond offering.

Experience

Work history, roles, and key accomplishments

Manager, FP&A

Medisolv, Inc.

Feb 2022 - Aug 2026 (4 years 6 months)

Owned the $30M annual operating budget and built a 5-year contractual ARR model that flagged $3M in at-risk renewals, saving ~$2M in ARR. Delivered board financial decks and maintained lender covenant compliance.

FP&A ARR Forecasting Budgeting Long Range Planning EBITDA Bridge Cube Excel PowerPoint Salesforce HubSpot NetSuite Debt Covenant Compliance

Financial Consultant

Remembrance Group

Sep 2020 - Jan 2022 (1 year 4 months)

Built revenue and expense forecasting models across 9 locations and a daily cash forecasting model with a 2-year horizon, providing leadership with day-level liquidity visibility.

Financial Modeling Forecasting Cash Flow Forecasting Excel

Financial Consultant

ROC Gas and Oil

Jun 2019 - Aug 2020 (1 year 2 months)

Automated 30+ location-level income statements from the trial balance, eliminating 600+ hours of manual entry annually, and built an Actual-to-Budget model adopted as the standard enterprise tool.

Financial Modeling Automation Excel Variance Analysis

Controller

Adaptive Computing

Jan 2015 - Apr 2019 (4 years 3 months)

Built a dynamic 5-year integrated financial model used to secure and maintain $10M in bank financing. Cut the monthly close from 7 to 5 business days and led a team of 2.

Financial Modeling Budgeting US GAAP Team Leadership Cash Forecasting Excel

Finance Manager, FP&A & M&A

ASG Technology

Jan 2001 - Dec 2014 (13 years 11 months)

Led financial analysis for eight acquisitions totaling $150M+, including pro forma modeling and due diligence. Owned the ~$250M annual operating budget and supported a $300M high-yield bond offering.

Merger Modeling Due Diligence Budgeting Financial Modeling scenario analysis Working Capital Planning Board Reporting