Peter Swain
Director of Financial Planning and Analysis at XR
- Role
- Director of Financial Planning and Analysis at XR Extreme Reach
- Location
- Providence County, RI, US
- LinkedIn followers
- 500 followers
About Peter Swain
I lead FP & A with a focus on revenue, profitability, and helping the business make sense of its numbers. Most of my work revolves around forecasting, margin analysis, commissions, and translating data into insights, but I also jump in wherever the team needs me, from budgeting to reporting to reconciling tricky data. I try to make finance practical and easy to understand so teams can see what’s actually happening and make smarter decisions. I’ve worked across the full P&L and partnered with all operational and commercial departments to ensure the numbers reflect reality. I get the most out of my job when I can see that the work I do has a very real impact on the company, and that’s a big part of what drives me every day.
Experience
Director of Financial Planning and Analysis
Apr 2024 — Present · Dedham, MA, US
Currently leading FP & A with a focus on revenue performance, commercial support, and overall business profitability. I work closely with sales, operations, and accounting to help the company understand its revenue trends, make better decisions, and keep reporting accurate and consistent across systems.Most of my time is spent on the revenue side: forecasting, profitability reviews, commissions and reconciling reporting, but I still support internal departments with budgeting, forecasting, and other FP & A needs when needed.My primary responsibilities include- Reviewing profitability by product, client, and line of business to identify trends and improvement opportunities- Partnering with the billing and accounting teams on revenue recognition, allocations, and reconciliation across products- Owning weekly and monthly revenue reporting, ensuring accuracy and alignment across systems- Managing commission calculations, payments, and reporting across the organization- Supporting the design and structure of commission plans, including process automation and software implementation- Maintaining and improving Power BI dashboards that track KPIs and key business metrics- Supporting leadership with analysis and insights that drive data-based decisions- Helping with company-wide planning and forecast updates as needed- Support working capital analysis and reporting
Education
Cape Cod Community College
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Southern New Hampshire University
Master of Science - MS, Accounting and Finance
Maine Maritime Academy
None, Marine Engineering Operations
Massachusetts College of Liberal Arts
Bachelor of Science (BS), Business Administration and Management, General
Skills
- Recruiting
- Managerial Finance
- Rugby
- Student Recruiting
- Vendor Contracts
- Leadership
- Team Management
- Project Management
- Accounts Receivable
- Strategic Financial Planning
- Public Speaking
- Community Engagement
- Personal Finance
- Time Management
- Entrepreneurship
- Vendor Relationships
- Operations Management
- Financial Analysis
- Managing Accounts
- Accounts Payable
- Purchase Orders
- Project Coordination
- Team Leadership
- Volunteer Recruiting
- Market Research
- Staff Relations
- Camping
- Financial Management Experience
- Community Outreach
- Financial Modeling
- Capital Allocation
- Small Business
- Project Finance
- Baking
- Management
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