Sum Theory: Detailed Company Information & Corporate Profile

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Summary

Sum Theory was established in 1996 and is headquartered in Plano, Texas, United States. With a workforce of 10–50 professionals, the firm generates annual revenue between $10 million and $50 million, positioning it as a mid‑sized provider of business consulting solutions.

The practice specializes in professional services that drive digital transformation, full-service integration, enterprise resource planning, finance transformation, financial close and consolidation, enterprise performance management, and go-to-market strategy.

Key figures guiding the firm include Chief Executive Officer Dennis Cail III; Managers Julien Jeanty, Gerald Smith, Vinny Mendez Arriaza; Senior ERP Manager Rachel Knight; Solutions Consultant Latoyia Gooden; Implementation Consultant Casey Cail; Director of Business Development Derrick Rummels; and several others such as Harshad Desai, Roxanna Brown, CJ Brantley, Ian Somes, Charles Smith, Charlie Wilcox, and Suresh Chundi.

Sum Theory Websitesumtheory.com
Phone Number(972)442-7222
Industries
Sum Theory Headquarters Address101 E Park Blvd, Plano, Texas, 75074 US
Company Size10-50 employees
Specialities & ServicesProfessional Services, Digital Transformation, Full Service Integration, Enterprise Resource Planning, Finance Transformation, Financial Close and Consolidation, Enterprise Performance Management, Go to Market Strategy
Founded1996
Estimated Annual Revenue$10M - 50M
Updated:2026-10-16

Workforce Turnover

Length of Employment

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Sum Theory's workforce includes employees across a wide range of tenure levels.

17% have been with the company for 1 to 2 years25% have been with the company for 3 to 4 years8% have been with the company for 5 to 7 years8% have been with the company for 8 to 10 years42% have been with the company for more than 11 years

Former Employees: Role Changes

Role at Former Company
Role at New Company
Contact top employees from Sum Theory
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Gerald Smith
Gerald SmithManager, Financial Close Management
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Rachel Knight
Rachel KnightSR. ERP Functional Manager
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Latoyia Gooden
Latoyia GoodenSolutions Consultant
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Casey Cail
Casey CailImplementation Consultant
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Dennis Cail III
Dennis Cail IIIChief Executive Officer
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Harshad Desai
Harshad DesaiPrincipal Consultant
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Koli
KoliDirector Management Consultant
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Vinny Mendez Arriaza
Vinny Mendez ArriazaManager, Financial Close Management
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Markita Brown
Markita BrownEAP Counselor
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CJ Brantley
CJ BrantleyFinancial Close Manager
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Ian Somes
Ian SomesSenior ERP Analyst
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Charles Smith
Charles SmithManaging Director-Enterprise Applications
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Angela Burnham Whorton
Angela Burnham WhortonDiversity, Equity and Inclusion Consultant
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Charlie Wilcox
Charlie WilcoxClient Relations Specialist
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Suresh Chundi
Suresh ChundiSalesforce Marketing Cloud Architect
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Sum Theory Corporate Information: FAQ

Sum Theory operates in the Business Consultancy industries. More details can be found on the official website: sumtheory.com.
Sum Theory has offices located in Plano, US.
The headquarters of Sum Theory are located in Plano, United States.
You can contact Sum Theory by phone at (972)442-7222.
Sum Theory currently employs 10-50 people.

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