With more than 30 years of experience spanning financial services and software, Roy Berelowitz has designed, developed, and implemented profitability and pricing systems for banks of all sizes. He leads sales of Kaufman Hall’s Axiom Enterprise Performance Management (EPM) Software products to companies across multiple industries, with a focus on ensuring clients have the optimal solutions to achieve organizational objectives.

Roy previously served as a Sales Executive for Large Institutions with the Risk and Compliance division of Fiserv, where he managed the sale of EPM products to financial service organizations across the western U.S. His areas of expertise include EPM, financial and managerial accounting, strategic planning, funds transfer pricing, budgeting, forecasting, reporting and analytics, and customer and relationship profitability systems.

All Specialties:

FTP & Profitability
Relationship Profitability & Pricing
Budgeting & Forecasting

Insights from Roy Berelowitz