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Financial Services Manager Resume

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Brandon, FL

SUMMARY:

  • A dynamic, accomplished Senior Financial Services Manager highly regarded for reengineering businesses processes, building consensuses, and providing outstanding solutions for F100 industry leaders like Coca - Cola. Sought for verifiable track record of managing complex projects and application development efforts while always delivering on time, under budget, and above expectations. Practiced in clarifying business requirements, performing analysis between goals and existing procedures/skill sets, and designing process improvements to increase productivity and reduce costs. Recognized for strong interpersonal skills, highly adept at leading diverse teams and facilitating negotiations with key stakeholders.
  • Received multiple promotions up to Financial Services Manager II at Confidential, orchestrated flawless sale of $1.3B+ in Cold Drink Equipment via a custom SQL-based system while adhering to all corporate standards.
  • Created and developed specialized systems that performed reconciliations and produced journal entries 90% faster than previous methods while simultaneously increasing the accuracy of such tasks considerably.
  • Secured $20M+ in savings due to the SQL/Access databases designed by myself and my team in 2010.
  • Generated the SQL process that took over the Full Service Commissions program and allowed the company to achieve modern performance based commissions program (a record $14M in savings the first year).
  • Originated SQL/Access-based tax application for Sales and Use tax department, automating the Sales/Use tax reporting process for all states and eliminating 80% of the time and effort previously required.
  • Financial Services
  • Financial Analysis/Reporting
  • Project Management
  • Relationship Building
  • Stakeholder Management
  • Process Improvement
  • Team Leadership
  • Strategic Planning
  • Requirements Gathering
  • Performance Development
  • Quality Control
  • /Mentoring

TECHNICAL SKILLS:

Technology and Tools: Microsoft Office Suite, Microsoft SharePoint, ASP.Net, VB.NET, Windows, Microsoft Visio, Microsoft Project, Microsoft OneNote, TrinTech products (AssureNET, ReconNET and Unity), Daily working knowledge of SAP (FICO), SAP reporting systems (BOBJ, BW, Every Angle), IBM AS400 (BASIS, Kronos), Various Information Warehouse systems (SAP BI, TeraData, MicroStrategy etc.)

PROFESSIONAL EXPERIENCE:

Confidential, Brandon, FL

Financial Services Manager

Responsibilities:

  • Received multiple promotions up to Financial Services Manager II, orchestrated flawless sale of $1.3B+ in Cold Drink Equipment via a custom SQL-based system while adhering to all corporate standards.
  • Reorganized and optimized an existing SQL process, eliminating 4 weeks out of quarterly activities.
  • Reconciled 1M+ pieces of equipment between two ERP systems (SAP and B.A.S.I.S) under heavy workload.
  • Chosen as the primary liaison between deal team, fixed assets, audit, master data and senior business leaders on Cold Drink Equipment matters, guaranteeing continued organizational coordination.

Confidential

Finance Specialist

Responsibilities:

  • Coordinated with RTR management to meet the objectives of a Shared Services RTR organization, eliminated hundreds of hours from the close process, and improved information quality and delivery through technical tool development.
  • Designed and developed specialized systems that performed reconciliations and produced journal entries over 90% faster than previous methods while simultaneously increasing the accuracy of such tasks considerably.
  • Developed custom reporting for the TrinTech accounting systems suite via SQL Server Report Services (SSRS).
  • Generated a unique ASP.Net web-based tool to facilitate more efficient SOX-required SAP User Access Reviews resulting in over 100k+ in savings and eliminating 2-3 weeks of administrative work.

Confidential

Reporting and Analysis Supervisor

Responsibilities:

  • Realized $20M+ in savings due to the SQL/Access databases designed by myself and my team in 2010.
  • Developed/oversaw development of ASP.NET web apps for workflow/reporting/project management, with the SSC Customer Contact Solutions call center providing support, and the Electronic Changer Fund web application.
  • Oversaw complete redesign and distribution of the Daily Case Sales report produced to enhance related planning.
  • Designed the SQL process that took over the Full Service Commissions program and allowed the company to achieve modern performance based commissions program (a record $14M in savings the first year).

Confidential

Financial Analyst

Responsibilities:

  • Sought for leadership acumen, maintained emphasis on /mentoring Analyst I positions.
  • Administrated Reconciliation Management Summary application which was used to document and track monthly account reconciliation and significantly increase overall workflow.
  • Generated SQL/Access-based tax application for Sales and Use tax department, automating the Sales/Use tax filing process for all states and eliminating 80% of the time and effort previously required
  • Utilized SSRS (SQL Server Reporting Services) for report development and SSIS for data manipulation.

Confidential

Financial Analyst

Responsibilities:

  • Designed, developed and administrated the web-based daily driver route reconciliation tool “Over/Short on the WEB.” (O.S.O) - Version 1.0 which exceeded lofty expectations put forth by management.
  • Provided Microsoft Office to enhance employee performance across administrative efforts.
  • Spearheaded HTML and ASP 3.0 web-based tool to track delivery driver accountability, leading to process flow standardization and dramatic improvement across all related metrics.

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