Bruce Zachary Illes
FP&A Director | SaaS/Telecom | Building Planning Systems & Forecasting Infrastructure | AFM, CFM (in progress)
- Role
- Fp & a Director at Sangoma
- Location
- Sarasota, FL, US
- LinkedIn followers
- 500 followers
About Bruce Zachary Illes
Director of FP & A specializing in building planning systems and forecasting infrastructure for multi-entity SaaS and telecom companies. I turn messy ERP data into board-ready forecasts and automate reporting workflows that help leadership make faster, better decisions.Recent work:Built FY26 planning model supporting $250M+ revenue decisions across 7+ entitiesAutomated 650-position headcount forecasting engine, reducing planning cycle time 30-40%Rebuilt revenue mapping post-NetSuite go-live, cutting manual work from days to <1 hourSupported ~35 M&A diligence evaluations and ~10 acquisitions with operating models and integration planningImproved forecast accuracy 15-20% and embedded standardized reporting that accelerated exec decision-makingI bring deep technical skills (Excel Power Query/VBA, Power BI, SQL, NetSuite) with a focus on maintainability, documentation, and building systems that scale. I\'ve managed FP & A analysts across three companies and enjoy coaching team members to think like P&L owners.Advanced Financial Modeler (AFM, Financial Modeling Institute). Pursuing Chartered Financial Modeler (CFM). Always happy to connect with fellow FP & A professionals.
Experience
Fp & a Director
May 2024 — Present · Sarasota, FL, US
Own company-wide planning and forecasting across revenue, OPEX ($130M+), margin, and headcount across 7+ entities; prepare quarterly board materials and investor reporting packages for CFO reviewBuilt FY2026 three-statement planning model (P&L, Balance Sheet, Cash Flow) with modular architecture and multi-scenario workflows, enabling executive team to evaluate growth paths and resource allocation decisionsRebuilt revenue mapping post-NetSuite go-live using memo/JE-pattern rules; eliminated most untagged lines and cut manual mapping from days to <1 hourAutomated 650-position headcount forecasting via Position-ID engine (proration, merit/bonus/tax flags, scenario overrides) feeding Power BI;~30-40% planning cycle-time reductionStandardized NetSuite to Power BI pipelines (SharePoint/Files, ODBC) and GL rollups; stabilized refresh and cut Power Query from 10+ min to ~2-3 minImproved forecast accuracy 15-20% through driver refinements and variance playbooks; embedded outputs into weekly exec huddles with a standardized 5-minute \"what changed\" view that accelerated decision-makingManage 1 FP & A analyst; established modeling standards, documentation protocols, and QA processes to support continuity and scalability
Education
University of South Florida
Master of Business Administration (MBA), Business Analytics
2018
German Graduate School of Management and Law (GGS)
International Summer Academy
2017
University of South Florida
BS, Finance, General
2014
Skills
- Social Networking
- Powerpoint
- Microsoft Excel
- Outlook
- Databases
- Customer Service
- Social Media
- Financial Analysis
- Event Planning
- Leadership
- Microsoft Office
- Renovation
- Construction
- Microsoft Word
- Access
- Quickbooks
- Finance
- Time Management
- Accounting
- Public Speaking
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