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Director Financial Planning & Analyst Resume

SUMMARY:

Seasoned Finance and Accounting professional with progressive leadership experience both domestically and internationally in improving capabilities, developing teams, analyzing business performance and working cross - functionally with business partners to foster cooperation, mitigate risks, and develop and execute successful action plans.

CORE COMPETENCIES:

  • Strategic and annual planning
  • Financial modeling and analysis
  • Public accounting with Big 4 audit
  • Design and evaluation of internal controls
  • People and project management
  • Process improvements and innovation

SKILLS:

  • Strong analytical skills and critical thinking ability
  • Advanced Excel modeling
  • Oracle Hyperion Planning, HFM and Essbase/Smartview
  • MS Office (Excel, PowerPoint, Word)

PROFESSIONAL EXPERIENCE:

Confidential

Director Financial Planning & Analyst

Responsibilities:

  • Led the International Division Confidential & Confidential group with Confidential direct team of four finance professionals and oversight over regional Confidential & Confidential teams across Europe, Asia, Australia and New Zealand.
  • Managed the development of the annual operating plan, three year strategic plan, quarterly P&L, balance sheet and cash flow forecasts.
  • Managed the capital expenditure planning and approval process, including prioritization and development of business cases.
  • Strengthened working capital management, cash flow and liquidity by partnering with Treasury, Accounting Operations and regional finance teams.
  • Streamlined and improved Confidential comprehensive monthly management reporting package for the executive leadership team which provided performance variance analysis, trends and working capital metrics.
  • Delivered monthly cost center Confidential & Confidential expense and headcount reporting to business unit leaders with direct follow up meetings to drive budget accountability and decision making.
  • Developed presentations for the President and CFO of International, Board of Directors, including partnering with External Reporting and Investor Relations to draft the quarterly earnings releases.
  • Implemented Oracle Hyperion Planning improvements which enhanced the planning process, visibility to performance drivers, and management reporting.
  • Provided key analytical and reporting support for Confidential European wide organizational restructuring in 2015 resulting in $110M of annualized cost savings.

Senior Manager

Confidential

Responsibilities:

  • Selected for an expatriate assignment in the Netherlands to re-build and manage the Sarbanes-Oxley (SOX) program for the European operations with focus on France, United Kingdom, Germany and the Netherlands.
  • Conducted process mapping of key risk areas including Inventory, Confidential /R, Confidential /P and financial reporting, evaluated the effectiveness and efficiency of internal controls, and identified areas of potential weakness.
  • Successfully worked with multiple teams across scope countries to significantly improve the compliance landscape and develop remediation plans related to non-compliance issues.
  • Recruited and developed Confidential team of five internal compliance specialists in the scope regions.

Senior Manager

Confidential, Boca Raton, FL

Responsibilities:

  • Managed the development of the operating budget for the Retail Division with revenues in excess of $6 billion.
  • Worked with corporate partners including Merchandise Finance, Marketing Finance, Store Operations, Human Resources and others in validating and updating the inputs for both the annual budget and monthly forecasting process.
  • Acted as an advisor and financial partner to both the Sr. Director and VP of Retail Finance in the management of the Retail Division P&L including providing analytical support for strategic initiatives.
  • Partnered with General Accounting in the monthly close process of the Retail Division P&L including providing account analysis, accounting entries, and budget variance explanations.

Regional Finance Manager

Confidential, Dallas, TX

Responsibilities:

  • Managed the P&L of the Southwest region which generated in excess of $1.1 billion in revenues across 190+ stores. Acted as Confidential trusted advisor and financial partner to the Regional Vice President.
  • Worked with Store Managers and District Managers to enhance understanding of implications of financial decision-making. This included performing in-person P&L training with managers throughout the region.
  • Developed and implemented processes and policies that improved financial discipline. Examples included:
  • Creating Confidential multi-functional payroll calculator integrated within Confidential labor scheduling system. This allowed Store Managers to calculate their scheduled payroll and ensure budget compliance.
  • Creating Confidential functional reporting tool to support inventory clearance events for the Retail Division. The report allowed stores to focus their sales efforts on SKUs with the highest financial impact, helped identify opportunities for stock rebalancing and monitored sell thru performance.
  • Developed the annual store level sales and gross margin plans for the region.
  • Acted as Confidential liaison between the stores and corporate partners such as Merchandising, Marketing, Real Estate, Operations and Accounting in resolving P&L issues.
  • Reviewed and provided feedback on new store pro formas for the Real Estate group.
  • Prepared and presented Quarterly Business Reviews, business cases and ROI analysis for capital expenditures in the region.

Senior Financial Analyst

Confidential, Boca Raton, FL

Responsibilities:

  • Managed the store labor budget model used to allocate $470 million in annual operating payroll across 1,000+ retail stores.
  • Developed on-going monthly store level sales and labor forecasts and automated their delivery to the stores via the company online portal.
  • Created Confidential labor staffing model for retail stores that resulted in $29 million in annualized cost savings and Confidential 6% reduction in the annual growth of average hourly rates through an optimized workforce mix. Teamed with in-house industrial engineers to review and update the labor standards used in the labor model.
  • Provided senior management with Confidential weekly payroll reporting package, including key labor metrics, budget variance analysis and exception reporting.
  • Developed and automated Confidential monthly Retail Balanced Scorecard report for senior management accessible online via the company portal. Key features included presentation of comprehensive financial and operational performance metrics and the ability to view results at all levels of the retail hierarchy.
  • Partnered with IT to develop Confidential database tool on the company’s online portal to track key competitor information. Information from this database was used by various departments including Store Operations, Real Estate and Marketing.
  • Developed business cases for operational pilot test programs in stores designed to increase sales and customer service levels. Supported the tests with pre/post financial analysis and reporting.
  • Provided ad-hoc analyses to senior management such as margin analysis, inventory reserve levels and operating expense budget variances.
  • Innovated and streamlined advanced Excel models and built processes that saved time using SQL and Essbase queries.

Confidential

Senior Internal Auditor, Boca Raton, FL

Responsibilities:

  • Planned and performed operational audits of various areas within company business units using Confidential risk based approach.
  • Areas reviewed included Real Estate, Property Accounting, Store Planning, Warehouse facilities, and international operations in Japan and France.
  • Reviewed and evaluated systems of internal controls and business processes.
  • Prepared and issued audit reports to company executives.

Confidential, Miami, FL

Senior Financial Auditor

Responsibilities:

  • Planned and performed financial audits of medium sized corporations in the healthcare and telecommunication industries.
  • Supervised and reviewed the work of staff accountants.
  • Reviewed and evaluated systems of internal accounting controls.
  • Prepared financial statements, audit reports, and management letters.

Confidential, Miami, FL

Senior Financial Auditor

Responsibilities:

  • Planned and performed financial audits of small privately held corporations in the manufacturing and financial services industries.
  • Supervised and reviewed the work of staff accountants.
  • Prepared financial statements and audit reports.
  • Prepared corporate, partnership and individual Federal and State income tax returns.
  • Performed tax research and prepared written IRS correspondence for clients.

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