PROFESSIONAL EXPERIENCE:

Confidential

Proprietary Equity Trader

Responsibilities:

• Utilize proprietary trading platform to trade equities and options strategies.
• Trained as a proprietary trader to research and screen for potential investments.
• Develop, test, and maintain financial models and trading algorithms used for equity trading strategies.
• Research equity securities, analyze economic trends, and maintain Excel based signal generators for trading.
• Develop predictive analytical historical data sets and integrate data into financial models.
• Extensive Excel model building and data analysis utilizing pivot tables and macros.

Confidential, Detroit, MI

Financial Analyst

Responsibilities:

• Assist in preparing monthly Budget Performance Reporting package for 6 major functional areas of total IT organization.
• Review Actuals to Budget with stakeholders. Develop Budget to Actual variance explanations and develop full year forecast.
• Building and populating a business intelligence tool to maintain and track budget to actual performance of IT labor resources.
• Provide management with various month end analysis. Periodic tracking of future project ongoing IT costs that impact pricing.
• Assist with providing special project data for consultants McKinsey, Gartner, and internal benchmark studies.
• Extensive data analysis using advanced Excel methods, including V - lookup, pivot tables, slicer and slicer charts.

Confidential, Bloomfield Hills, MI

Proprietary Equity Trader

Responsibilities:

• Principal Proprietary Equity Trader. Utilize proprietary trading platform to trade equities and options strategies.
• Trained as a proprietary trader to research and screen for potential investments.
• Develop, test, and maintain financial models and trading algorithms used for equity trading strategies.
• Research equity securities, analyze economic trends, and maintain Excel based signal generators for trading.

Confidential, Auburn Hills, MI

Financial Analyst

Responsibilities:

• Prepare monthly IT organization financial forecast including monthly project discretionary spending forecast.
• Work to improve IT organization forecasting process, documentation, and act as change agent to implement forecasting.
• Prepare ad-hoc analysis and high level reporting including monthly reporting summaries, strategy, and analysis.
• Work as business process owner in the area of financial forecasting integrating cross functional areas into new processes.
• Effectively support organization with project management actives, new business processes, and resource planning.
• Develop, maintain Strategic Project Roadmap Process for prioritizing IT organizations long term spending strategy.
• Assist with special projects, consulting, reporting and analysis to a widely matrixed organization.

Confidential, Southfield, MI

Consultant - Project Team Implementation Business Analyst

Responsibilities:

• Support the implementation of a global revenue and volume forecasting system as part of Implementation Team.
• Maintenance of Master Data and coordination with application administrators on maintenance of Master Data relating to multiple product groups and regions.
• Recommend System Enhancements and beta test new features/functions as they are released.
• Access & use of several databases to extract data for decision support, data preparation and cleansing activities and master data development.
• Recommend and Roll-out standard analysis practices and processes for system users.
• Prepare Ad Hoc projects, management reports and information for executive leadership and special projects as required.
• Training of new users on the Forecasting System and refresher training for existing users upon new software releases.

Confidential, Troy, MI

Consultant - Financial and Reporting Manager

Responsibilities:

• Develop processes, tools, and reporting methods to identify and measure business cost improvements in the IT environment.
• Built expansive database to consolidate project and financial metrics for executive management reporting.
• Prepare ad hoc project financial analysis for client IT executive leadership team.
• Assess cost reduction opportunities and assist in development of realistic business cases for IT cost savings initiatives.
• Validate projected cost savings estimates against realized savings. Measure and track variances to projected savings.
• Ensure proper status reporting process, structures, and scorecards are implemented.
• Provide direct project management and coordination support to Project Leadership Team.

Confidential

Consultant - Financial Planner

Responsibilities:

• Prepare IT Project budget and coordinate planning process with client executives.
• Track actual project performance and costs against project plan.
• Update and maintain project resource planning model. Analyze budget impact of various changes to IT project scenarios.
• Implement Project Budget, Process, and Quality Controls using process orientated methodologies.
• Develop and maintain critical IT project tracking metrics using complex Excel models.
• Prepare executive level presentations used to summarize project budget and project level activities.

Confidential, Fraser, MI

Cost Analyst / Senior Financial Analyst

Responsibilities:

• Facilitate item costing activity & process to develop standard costs, purchase price variance analysis, and inventory valuation.
• Prepare monthly sales analysis including sales to budget analysis, unit volume variance, and content per vehicle analysis.
• Prepare ad-hoc analysis and special projects such as direct and indirect manpower to sales ratio analysis.
• Assist in month end close activities including review and preparation of general ledger entries and account analysis.
• Knowledge of QAD financial software. Use of Cyberquery queries to pull ERP data into various databases.

Confidential, Madison Heights, MI

Automotive Business Manager / Senior Financial Analyst

Responsibilities:

• Developed annual automotive budget and 3 year operating plan with input from sales, marketing, and engineering teams.
• Prepared monthly sales forecasts with consistent 5% accuracy. Provided sales variance analysis using efficient methods.
• Analyzed sales, profitability & market trends. Tracked platform and vehicle production volumes of 7 major OEM customers.
• Created and maintained a sales & cost database with flexible and efficient reporting capabilities within Microsoft Access.
• Tracked capital spending for plant and local departments on a monthly basis. Prepared reports of capital spending vs. budget.
• Forecasted local operating expenses for sales, marketing, engineering and technical services on a quarterly basis.
• Prepared ad-hoc analysis and special projects for sales, marketing, engineering, and manufacturing senior management.
• Extensive knowledge of AS400 / Confidential & Confidential software. Effectively used complex queries to pull ERP data into Access.

Confidential, Detroit, MI

Program Management Finance and Timing Analyst

Responsibilities:

• Managed financial budget for multiple GM axle programs with over $200 million investment from program inception to close.
• Communicated budget data on a daily basis to engineering, purchasing, and sales functions in order to meet program targets.
• Prepared monthly financial report of program progress and analysis including forecasting of program capital spending.
• Developed and tracked key program timing and milestones using Access database tools on a weekly basis.
• Tracked re-billable tooling purchase orders and expenditures to ensure 100% payment on GMT 360 / 370 axle programs.
• Recognized as timely resource and supplier of data and analysis to internal customers - sales, engineering, & purchasing.
• Knowledge of Oracle ERP platform, Microsoft Project, Excel, and PowerPoint. Extensive Access development for timing database.