SUMMARY:

An experienced, energetic, results oriented professional finance leader with vast knowledge of budgeting, forecasting, and analysis; demonstrated ability in managing business segments profitability while offering innovative ideas and improved processes and procedures.

TECHNICAL SKILLS:

• Microsoft Office Suite: Word, Excel - (Advanced-pivot tables, vlook-Up, macros, formula nesting), Access, PowerPoint and Outlook
• Hyperion, Business Objects, BPC
• SAP, PeopleSoft, Great Plains Oracle Financials, Computron

PROFESSIONAL EXPERIENCE:

Consultant

Confidential

Responsibilities:

• Creating operating budget, capital plan and productivity statistics for Confidential

Confidential, Trumbull, CT

Contracted assignment

Responsibilities:

• Led reconciliation process of spare - parts consignment inventory valuing in excess of 100M spread across 14 countries
• Analyzed customer contractual obligations regarding consignment inventory; reconcile physical counts vs. system generated reports and customer records
• Supported Negotiations with customers to resolve spare-part billings and return receipts to close out consignment inventory accounting practice and open distribution centers internationally

Confidential, Rocky Hill, CT

Finance Manager

Responsibilities:

• Created zero base annual budget and monthly forecast with key indicator analysis to isolate shifting trends
• Increased customer satisfaction through changing an annual $3M customer credit process to expedite appropriate financial obligations resulting in less customer turnover (number one complaint from customers was length of time to receive a credit)
• Changed financial reporting process to accommodate system changes as a result of a initiative to implement SAP
• Managed inventory of Confidential products for schools statewide, reconciled against state numbers to assure proper allocations and distribution (saved $10K vs. prior year on annual discrepancy)

Confidential, Bridgeport, CT

Finance Manager

Responsibilities:

• Coordinated financial set up of a $30 million state funded employment program and internal systems in order to properly evaluate performance of state grant
• Worked with new and existing accounts to develop an implementation plan for vendor site level technology and reimbursement program components
• Performed technical training to internal employees for on-going support and maintenance
• Conducted program administrative training to include - portal administration, offer set up and management program accounting and reconciliation procedures
• Managed the transitions of entities on going accounts and report retention and payment schedules along with key indicator benchmark matrices

Confidential

Finance & Systems Consultant

Responsibilities:

• Shortened Month-end close process by one day enabling proper approval levels prior to accrual submission per SOX
• Business analysis and business consulting within the science and support lines responsible for drug development (Oncology and Primary Care Business Units) including isolating financial and operating issues as a result of acquisitions eliminating over $7M in account reclassifications monthly
• Created Excel models for Job cost saving analysis, expense tracking, statistical forecasting and tracking of P&L impacts on major initiatives
• Designed financial reporting packages, financial modeling and cost scenario analysis
• Closed monthly financials in accordance to GAAP and isolated problem variances for review and accountability
• Automated P&Ls including foreign exchange conversions and year over year exchange rate impact
• Developed standardized KPI benchmark analysis used in interpreting performance and advanced decision making processes changes
• Sarbanes-Oxley- Developed required documentation for revenue (narratives, flowcharts, risk control matrices, test plans) identify control gaps for required remediation.

Confidential, Ft. Lauderdale, FL

Financial Planning & Analysis Manager

Responsibilities:

• Managed and coordinated the completion of $240 million operating revenue and expense budget along with statistical, capital, and strategic plans consisting of over 30 cost centers
• Implement reliability reporting for meeting deadlines from start to product delivery minimized obstructions in process flow resulting in a 10% increase in customer satisfaction
• Prioritized workflow among four analysts to ensure timely reporting of financial statements, productivity scoring, and consumption
• Led over 35 people in all functional groups in a successful PeopleSoft ERP system migration project and simplified reporting through developing new product code chart of accounts
• Developed an expense tracker for isolating reductions in revenue when calculating sales tax which decreased expenses by more than $800K per year
• End to end test manager for a replacement of the circulation mainframe system
• Represented the Finance Division on the process improvement team to measure feasibility and reliability of key benchmarks resulting in improved customer satisfaction
• Reported weekly company financials month-end close results to the Chief Financial Officer for status updates to all divisional directors
• Operations Financial Planning Supervisor, Senior Financial Analyst, Senior Operations Analyst, Senior Circulation Analyst

Confidential, New York, NY

Financial Analyst

Responsibilities:

• Produced financial analyses of operating results versus forecasts, budgets, and historical data for the CFO monthly presentation to national partners (letter of recommendation from PWC CFO)