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Candidate's Name , MBAStreet Address   C: PHONE NUMBER AVAILABLEhttp://LINKEDIN LINK AVAILABLE  EMAIL AVAILABLEFinancial Analysis & Reporting Budget & Forecasting Business IntelligenceSenior Corporate Finance Executive/Finance Manager with over ten years of experience in Change Management and a full understanding of the financial/forensic accounting field. I bring discipline with Subject Matter Expertise in Corporate Finance, Project Management, and Business Intelligence. Proven track record in driving and executing strategy while leading change in an Agile environment across the corporate finance spectrum.Financial Analysis & Reporting Business Intelligence Budgeting & ForecastingSarbanes Oxley Financial Technology Project ManagementStrategic Planning Executive Leadership Relationship ManagementBusiness Development Leadership Staff DevelopmentProfessional ExperienceManagement Consultant  Bridgewater, NJ April 2009 to PresentBusiness partner to management, sales, marketing, operations, R&D, and IT.Implemented forecasting and Business Intelligence projects for clients including J&J, Verizon, RWJ Barnabas, Stryker,Nice-Pak, and The Amaral Group, and CP Accountax. This was accomplished with expert data extraction and manipulation to build comprehensive reporting systems, working with IT to implement automated reporting, and presented actionable financial insight. We also created several robust online reporting systems and tools for use by internal business partners.Created, implemented, and maintained new financial analysis and reporting functions by partnering with sales, marketing, IT, and accounting.Partnered with IT consultants to design, implement, and test an effective financial analysis and business intelligence module for the conversion to a TM1 ERP system.CTW Motorsports LLC  Bridgewater, NJ (2010-2017)Founder, CFO, Director of Business DevelopmentResponsible for every aspect of the firm  product development & engineering, finance, sales, and marketing (sold to an industry leader in 2017)DUN & BRADSTREET  Short Hills, NJ June 2007 to April 2009Director, US Sales Revenue Finance (Leader)Responsible for all forecasting, budgeting, reporting and analysis for the US Strategic Sales Channel. Created all analysis tools in the sales finance department. Partnered with sales teams to drive revenue and provide strategic insight. One direct report.Co-created the primary business intelligence system within the company, the VAPS Tool - used to provide insight into sales, product development, expenses, forecasting, and reporting. Later converted into a digital dashboard for management and was adopted by the statistical modeling department for use in their database files.Generated the most accurate sales forecasting within the company by several orders of magnitude. This was accomplished by partnering with the US Sales Team and Product Management to accurately predict customer behavior and spending due to market conditions. 2009 sales were within $60K against a $306M, the only channel to meet plan.Mentored a team of 14 junior finance professionals in developing reporting, forecasting, and capital budgeting skills. Today they are now Directors and Vice Presidents of finance  due in part to my mentoring ability.Revenue Recognition review of all sales contracts and gross to net revenue modeling for budgeting & forecasting.TRIUMPH LEARNING, LLC  New York, NY November 2004 to June 2007Director of Financial Planning, Analysis & Business IntelligenceProvided leadership in Financial Planning & Analysis, Treasury, and Business Intelligence for the two fastest growing divisions within the company (Triumph Learning and Buckledown). Project manager of all financial and operational projects.Architect of a fully Financial Planning & Analysis function, where there was none previously.Directed all phases of forecasting, planning, expansion strategies, and headcount for budgets up to $100M.Created and implemented a highly effective Business Intelligence function supporting sales, marketing, product development, management, and external reporting. This tool supported decisions made by every department at a time when sales and revenue growth was running in excess of 50% a year.Accurately modeled product life cycles and related product development amortization to reflect actual results. Previous attempts a noted consultant failed to achieve an accurate result, solving large recurring write-off issues.THE HERTZ CORPORATION  Park Ridge, NJ January 2001 to September 2004Manager, Head of Off-Airport FinanceProvided budgeting and financial analysis for management, sales, and marketing. Reviewed, analyzed, and made recommendations on off-airport expansion initiatives and capital expenditures. Previously SFA in RAC Business Planning.Increased sales force effectiveness by accurately modeling insurance company contract impacts to determine sales and profitability, resulting in the approval of 25 large contracts - increasing sales by almost 20%.Implemented a company-wide $20 million annual cost savings by identifying software alternatives for major legacy MIS projects, also increasing productivity for the group by almost 20%.BULGARI CORPORATION OF AMERICA  New York, NY April 2000 to December 2000Senior Financial AnalystLed all budgeting and financial analysis for US subsidiary. Managed annual budgets in excess of $100 million, performed M&A analysis, capital project planning, and monthly reporting for senior executives. Managed two direct reports.ESSENTIAL DENTAL SYSTEMS  Hackensack, NJ July 1997 to August 1999Finance, Marketing, and Sales AnalystProvided budgeting, financial and sales analysis, managed the annual marketing budget of $2 million, and performed new product introduction & profitability analysis. Prepared monthly financial, marketing, and sales reports for management.EducationMBA, Finance  Martin Tuchman School of Management, New Jersey Institute of Technology, Newark, NJ (2001)BS, Marketing Management  Martin Tuchman School of Management, New Jersey Institute of Technology, Newark, NJ (1996)SkillsMS Office, Salesforce, ERP (e.g. BPC, Cognos, Hyperion, SAP, TM1) Quickbooks, Business Objects, Great Plains, Oracle, SQLCertificationsCertified Public Accountant, New Jersey  in process (2018/2019)Project Management Professional  in process (2018)