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Charles Keen

@charleskeen1

FP&A Manager at Medisolv who created an ARR renewal model that flagged at-risk revenue early and helped retain ~$2M.

At Medisolv, I owned the $30M annual operating budget and built a five-year contractual ARR model that flagged at-risk renewals early, enabling actions that saved approximately $2M in ARR.

I also launched the company’s first integrated long-range plan and led customer and product retention reporting that shaped renewal and pricing strategy. Redesigned variance reporting cut review time by 30%.

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

Earlier, as Controller at Adaptive Computing, I built an integrated five-year financial model used to secure and maintain $10M in bank financing, and cut the monthly close from seven business days to five. My background also includes GAAP reporting, debt covenant compliance, cash forecasting, and SaaS metrics.

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 launched the company's first integrated long-range plan. Designed a 5-year contractual ARR model that flagged $3M in at-risk renewals, saving ~$2M in ARR.

FP&A ARR Forecasting Budgeting Long Range Planning EBITDA Bridge Board Reporting Cube Excel PowerPoint Debt Covenant Compliance

Financial Consultant

Remembrance Group

Sep 2020 - Jan 2022 (1 year 4 months)

Developed revenue and expense forecasting models across 9 locations and created a daily cash forecasting model with a 2-year horizon.

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 and implemented an actual-to-budget model adopted as the standard enterprise-wide tool.

Financial Modeling Budgeting Variance Analysis Automation Excel

Controller

Adaptive Computing

Jan 2015 - Apr 2019 (4 years 3 months)

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

Financial Modeling Budgeting Board Reporting Team Management US GAAP Cash Forecasting

Finance Manager, FP&A & M&A

ASG Technology

Jan 2004 - Dec 2014 (10 years 11 months)

Led financial analysis for 8 acquisitions totaling $150M+ and owned the ~$250M annual operating budget. Developed investor and lender presentations supporting a $300M high-yield bond offering.

FP&A M&A Due Diligence Pro Forma Budgeting Financial Modeling Investor Reporting