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Senior Manager, Financial Planning & Analysis And Operations Resume

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Montvale, NJ

SUMMARY OF QUALIFICATIONS

Experienced, self-motivated Senior Level Finance professional with global exposure, an MBA, 10 years of diversified exposure in Financial Planning & Analysis, Business Development, Research, and Quantitative analysis. Strong track record working across the industries including retail, wholesale, manufacturing and consumer products in various progressive roles. Demonstrated success in:

  • Financial & Strategic Planning
  • P&L Management
  • Financial Statement Analysis
  • Research & Business Analysis
  • Variance Analyses
  • Financial modeling
  • Profitability Analysis
  • Budgeting and Expense Control
  • Discounted cash flow Analysis
  • NPV and IRR Analysis
  • ROI and ROA Analysis
  • Cost & Expense Analysis
  • Merchandising / Inventory Analysis
  • Business Forecasting
  • Business Development
  • Capital Expenditure Analysis
  • Leadership and Team building
  • Data Analysis
  • Presentations and Training
  • Product Development Cycle
  • Communication capabilities
PROFESSIONAL EXPERIENCE

Confidential, Montvale, NJ 
(Dominant chain of Supermarkets with revenues of over $10B, Key banners include Pathmark, Food Emporium, Waldbaums, Superfresh, A&P Fresh, Food Basics and Best Cellars) 
Senior Manager, Financial Planning & Analysis and Operations 2008 – Present

  • Reported to Director and VP of Finance; prepared and managed budgets, forecasts and financial reports for Executive Management and RVPs of all the banners; reported on annual sales revenues of $10B and Operating Expenses of $3B
  • Performed in-depth analysis on store performance by banner and by region using key performance indicators (KPI), matrix like EBITDAR, Four Wall EBITDA; provided recommendations to RVPs on areas of improvement and potential closures; actions taken resulted in savings of more than $20M
  • Performed key analysis on annual Stock Loss / Shrink of $85 Million focusing on key drivers and presented findings to Senior Director and SVP of Operations which helped implementing strategies resulting in savings of more than 10%
  • Improved forecast accuracy by more than 30% on various expense and income items by analyzing and using performance metrics, historical results, budgets, and trends
  • Partnered with Operations, Marketing, Supply & Logistics and Merchandising teams to prepare annual operating budget; assisted with sales and expense target setting calling out risks and opportunities; achieved high approval rate in record time
  • Executed comprehensive analyses of monthly performance and contribution across all banners and regions, analyzed financials and prepared the monthly executive package with reports, written analyses of key variances both at the field and corporate level; also prepared the variance reports at banner level for RVPs explaining causes of fluctuations
  • Created one page executive summary bridging the gap between actual and target EBITDA; prepared financial and analytical models for EBITDAR, Shrink, Online Business and Pharmacy Business Analysis; presented results to SVPs
  • Facilitated preparation of weekly, monthly, quarterly, rolling 12-month operational forecasts and 5-year strategic forecasts at the banner and enterprise levels; assessed and summarized risks for senior management

Confidential, New York, NY
(Consumer goods manufacturing and wholesale company) 
Manager, Finance & Operations 2005 – 2008
Analyst, Finance & Business Development 2004 – 2004

  • Held full P&L responsibility for the assigned market
    • Managed the complete inventory budget for the market and realized a 100% Return On Investment (ROI)
    • Cut operating costs by 34%; prepared product pricing model that reduced product pricing time by 80%
    • Prepared projected profitability statements and monitored business performance to achieve optimal resource allocation
    • Facilitated preparation of financial statements, month-end closing, and product budgets
  • Directed business development activity and managed the operations and logistics for the assigned territory
    • Performed market and product research to develop new market; increased revenues by 25% in less than three years
    • Generated sales forecast and justified new market development investments; resulted in a new investment of $10M
    • Performed variance and profitability analysis, presented key findings and recommendations to senior management
  • Performed financial due diligence to evaluate various strategic business opportunities

STS Group, New York, NY
(Global consumer goods wholesale and Retail Company) 
Research and Management Consultant 2003 – 2003

  • Analyzed and developed processes and procedures for departmental integration
  • Performed extensive market research and prepared competitive analysis reports with strategic recommendations

Confidential, New York, NY 
Summer Associate, Private Clients Group 2002 – 2002

  • Performed investment portfolio analysis with senior financial advisor and presented recommendations to clients
  • Assessed client objectives and risk tolerance and built appropriate portfolios to help investors realize their objectives

Confidential, 
Business Development Analyst 1997 – 2000

  • Created business plan and projections to launch new product, resulting in 20% increased revenues
  • Conducted cost/profit analysis for new products, obtained 24% annual cost reduction
  • Performed financial analysis and facilitated the opening of a new branch office in Bangkok
  • Negotiated financing package with bank that reduced cost of capital

EDUCATION

  • MBA, Corporate Finance and Consulting, Confidential University
  • Member: Finance Club and International Student Association
  • Received Charles H. Babcock Scholarship for top academic performance
  • Post Graduate Diploma in Banking and Finance, Confidential University
  • BS, Mathematics, Confidential University

ADDITIONAL INFORMATION

  • Memberships:Past Secretary and VP of Rotary Club, increased club funds by 25%, received “Die-Hard Rotaracter Award”
  • New York Society of Security Analysts (NYSSA), Committee: Alternative Investments, Career Development
  • Other Qualification: Pursuing CPA
  • Technical skills: Advanced expertise in MS Office, Financial Modeling, Oracle Financial Systems – General Ledger & Fixed Assets, COGNOS – TM1, Windows OS, Mac OS X

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