CAREER OBJECTIVE

Attain leadership role within Finance leveraging my strengths and experience in financial analysis & reporting, accounting, auditing, risk management, process improvement and customer service.

STRENGTHS

• Extensive experience analyzing financial information and presenting conclusions to business leaders.
• Strong organizational skills enabling the communication of pertinent findings efficiently and accurately.
• Advanced financial modeling skills promoting streamlined analytical processes.
• Successful working as an individual contributor and team member to realize corporate goals.
• Self-motivated to continuously improve professional capacity. Gained genuine appreciation for diverse accounting and financial management concepts through the achievement of Certified Management Accountant (CMA) and Certified Financial Manager (CFM) professional designations.

Confidential,
 CT  2010

MANAGER - FINANCIAL PLANNING & ANALYSIS                                                                                         
Direct report to VP Finance. Heavily engaged in strategic financial modeling and special projects in matrix environment to improve execution strategies of Sales, Marketing, Procurement and Finance teams.

• Responsible for the design and rollout of strategic managerial dashboard used to evaluate daily medical supply and equipment sales and margin performance for 130+ sales reps territories across multiple lines of business. Dashboard is largely automated and complete with Executive Summary highlighting companywide performance by market and variance to growth objectives. Model is used as the basis for commission incentives for top performing sales reps.
• Designed profitability (ROI) model used by Senior Sales Managers to quickly assess the added value of new customers and changes to terms of existing customers on an incremental and fully loaded basis. Model is comprehensive and incorporates advanced Excel attributes such as drop-down menus and look-up tables for effective and efficient use.
• Completed other projects as requested by divisional President, VP Sales & Marketing and VP Operations.

Confidential,
CT 2006 - 2008 / 2009 - 2010

FINANCE MANAGER / INDEPENDENT CONSULTANT                                                                            

Responsible for the design, monthly generation, analysis and presentation of financial dashboard to senior management.

• Dashboard highlighted material monthly and year-to-date operating performance variances (actual, forecast and budget) and exhibited trends in membership, FTE’s, yields, statistics, and other pertinent performance metrics. Recommended alternatives to ineffective/inaccurate reporting processes and allocation methodologies by identifying inherent weaknesses and proposing more appropriate activity based cost (ABC) drivers.

• Extracted and organized financial data utilizing PeopleSoft, Hyperion Essbase and advanced Excel modeling techniques. Integrated colorized charts and graphs into presentation package to facilitate the discussion of material trends by line of business. Automation and links utilized to the extent possible to ensure consistency, accuracy and efficiency.  
• Actively involved in monthly close discussions with CFO, Controller, Director, and other business leaders. Responsibilities included the analysis and presentation of material operating expense variances for national accounts.

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FULL-TIME PROFESSIONAL ACCOMPLISHMENTS
Confidential,
CT 2003 - 2006                                                                                                                                                   

FINANCIAL ANALYST                                                                                                                                                                   

Performed as lead analyst for assigned lines of business and monthly closings. Analyzed month end financial results and identified material variances to budget and forecast.

• Designed comprehensive financial model to forecast monthly closing cycle results and streamline journal entry processing. Model incorporated Excel macros and other intermediate functions enabling consistent, efficient and accurate analysis within established deadlines.
• Earned Professional Certification in Financial Management (CFM) designation on self-study basis to broaden knowledge of advanced corporate finance principles.
• Position eliminated due to divestiture of unregulated business segment.

                                                                                                                                                                                   
Full-time CMA Candidate                                                                                                                          2002                                                                                                                                                                                                                                     

Earned Professional Certification in Management Accounting (CMA), on a full-time / self-study basis, in preparation for a rewarding career opportunity in financial management.

Confidential,
CT  1999 - 2002                                                                                                                                                         

SR. PORTFOLIO ANALYST                                                                                                                  

• Actively monitored diverse secured loan portfolio within Commercial Finance Division (CFD).  Aggregate exposure in excess of $100MM. Conducted extensive quarterly financial statement and financial covenant trend analyses to ensure compliance with terms and conditions of loan and security agreements. Maintained direct contact with client management (Controller or CFO level) to address unusual financial trends and propose risk mitigation strategies for underperforming A/R and inventory collateral.
• Resigned to pursue CMA designation on full-time basis.

RELATED PROFESSIONAL EXPERIENCE SUMMARY 1989 - 1999
                                                                                                                                                                            

• Significant experience auditing and communicating the quality, accuracy, and timeliness of A/R and inventory collateral reporting of assigned commercial banking clients. Examinations were conducted remotely and on client premises throughout CT, MA and NJ. Examinations targeted, but not limited to, overall working capital and cash flow management, customer billing procedures and A/R DSO trends, inventory turnover statistics and physical validation (cycle counts), cost accounting and margin analysis, vendor payment compliance, bank statement reconciliations and debt utilization practices.

• Extensive commercial banking experience involving financial statement analysis and monitoring key performance trends of a wide array of secured middle market clients across a diverse spectrum of industries.

EDUCATION / PROFESSIONAL DESIGNATIONS
B.Sc., Finance
President and Treasurer of Multicultural Student Organization
Achieved Certified Management Accountant (CMA) professional designation
Achieved Certified Financial Manager (CFM) professional designation