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Click here or scroll down to respond to this candidateCandidate's Name , MBA5901 Mount Eagle Drive, #718, Alexandria, VA 22303 PHONE NUMBER AVAILABLE EMAIL AVAILABLE SUMMARYSeasoned finance leader with over 20 years of experience driving strategic growth and financial transformation across diverse industries. Proven expertise in financial modeling, analysis, forecasting, and cross-functional collaboration. Skilled in implementing scalable financial processes and leveraging technology to drive efficiency and profitability. Committed to fostering a culture of excellence, innovation, and inclusivity within dynamic, high-growth environments. SKILLSTechnical Finance Skills Financial Modeling Budgeting, Forecasting, and Scenario Planning Revenue Forecasting and Trend Analysis Management / Board of Directors Reporting Cash Flow Management Data Mining and Validation KPI Development, Tracking and Variance Analysis Customer Profitability Analysis and Lifetime Value (LTV) Mergers & Acquisitions Analysis Financial Analysis within SaaS Business Model and Key Metrics Soft Finance Skills Team Leadership and Development Strategic Planning Cross-functional Collaboration Process Optimization and Change Management Adaptability and Problem-solving Compensation and Commission Planning Pricing Strategy Project Management and Software ImplementationSoftware & Systems Data Analysis, BI & Databases: Microsoft Excel (Expert), Excel Powerquery, Power BI, BI360, Hyperion, IBM Cognos Analytics, SQL ERP & Accounting: Oracle NetSuite, SAP, Infor, Microsoft Dynamics GP, Sage 100cloud, QuickBooks, Stoneware Store Manager Other software experience: TriNet, TimeSolv. Kronos Workforce Central, ADP, Workday, Zuora, e-Recruit, other Microsoft Office productsCandidate's Name , MBA5901 Mount Eagle Drive, #718, Alexandria, VA 22303 PHONE NUMBER AVAILABLE EMAIL AVAILABLE EXPERIENCESportsfan (2020-Present)Director of Financial Planning and Analysis Denver CO Lead financial planning, analysis, and reporting for this rapidly growing $5-10M revenue 4 store retail apparel chain. Key responsibilities include: Develop a data-driven sales forecasting model to optimize inventory management, minimizing stockouts and maximizing profitability. Conduct financial analysis and trend modeling to inform strategic decision-making. Create and maintain a dynamic dashboard for the owner, providing real-time insights to drive agile business decisions. Lead the development and implementation of a 3-statement financial forecasting model, enhancing visibility into future financial performance and facilitating proactive planning. Perform in-depth gross margin analysis, identifying key drivers of profitability and uncovering opportunities for price optimization and cost reduction. Collaborate with marketing and sales teams to analyze customer LTV and AOV, informing strategies for customer acquisition, retention, and upselling. American Honda Finance Corporation (2018-2020)Interim Financial Planning and Analysis Los Angeles CA Streamlined forecasting processes, reducing cycle time by 20% and enabling increased output with less staff. Developed expense budgeting framework for the $400M annual operating plan, enhancing cost control and strategic resource allocation. Rewrote SQL queries to optimize data extraction and reporting efficiency, improving decision- making timelines. Designed and performed training to operational unit leaders on budgeting and forecasting processes.Cetera Financial Group (2016-2018)Interim Financial Planning and Analysis Los Angeles CA Spearheaded the design and implementation of a revenue projection model to support a $1 billion operating budget Revamped 5-year strategic plan, collaborating across the organization Data mining and validation for anticipated ERP change Candidate's Name , MBA5901 Mount Eagle Drive, #718, Alexandria, VA 22303 PHONE NUMBER AVAILABLE EMAIL AVAILABLE Emerald Health Services (2014-2016)Vice President of Finance and Corporate Affairs Los Angeles CA As the lead finance executive, revamped operations for a $50M healthcare staffing company, overseeing accounting, FP&A, payroll, AR, IT, and a 16-member team. Built a revenue projection model factoring in travel nurse contract lengths and staffing levels to optimize resource allocation and cash forecasting. Designed and implemented a comprehensive Excel-based payroll model to automate calculations, streamlining a complex process for 100-200 nurses and ensuring accuracy in compliance with varying regulations. Led on a full-scale successful ERP implementation. Provided strategic guidance on compensation planning, pricing, and resource management. Streamlined billing and AR processes, implementing automation tools to reduce manual data entry, accelerate invoicing, and improve collections efficiency. Velocify (2010-2014)Director of Finance / NetSuite implementation Lead Los Angeles CA Built and developed the finance function within a rapidly scaling $20 million SaaS company, enabling strategic decision-making for growth. Performed interim CFO and Controller duties during transition periods, ensuring operational stability. Led financial planning & analysis projects as well as managing projects related to accounting, human resources, and sales. Played a pivotal role in the company-wide NetSuite ERP implementation, including design, execution, and Chart of Accounts optimization, enhancing financial reporting efficiency. Developed sales commission plans that incentivized performance and drove revenue growth. Spearheaded billing optimization efforts, including a thorough data cleanse. This initiative uncovered approximately $1 million in missed billings, resulting in substantial revenue recovery. Played a key role in the Zuora implementation, ensuring accurate and efficient billing processes. Performed in-depth analyses related to customer acquisition cost, churn, and lifetime value in a SaaS business model.David & Goliath (2008-2010)Interim Financial Planning and Analysis Los Angeles, CA Designed and implemented a budgeting model and process for an advertising agency. Analyzed project and client profitability to determine future pricing resulting in a 10% improvement to earnings.Candidate's Name , MBA5901 Mount Eagle Drive, #718, Alexandria, VA 22303 PHONE NUMBER AVAILABLE EMAIL AVAILABLE Teleflora (2005-2008)Senior Director of Financial Planning and Analysis Los Angeles CA Directed finance, planning, and operations for a $600M e-commerce driven florist network, ensuring efficiency and profitability across diverse revenue streams. Partnered with business unit leaders to measure and increase operational efficiency by 5% each year. Analyzed subscription-based point of sale software revenue and optimized pricing models to drive growth within a multi-product service offering. Led successful implementation of Hyperion Essbase for use in analytics and planning. Developed a daily cash forecasting model with over $2 billion in annual transactions. OMelveny & Myers (2003-2005)Senior Manager of Financial Planning and Analysis Los Angeles CA Started a firm wide planning and analysis group for a global 900 attorney law firm. Analyzed and priced potential mergers and acquisitions. Led firm reorganization project that led to a 20% increase in profit per partner. Implemented accounting, time tracking, and business intelligence software packages. Adexa (2000-2003)Director of Financial Planning and Analysis Los Angeles CA Created and directed the Financial Planning and Analysis for a global high growth $70 million business-to-business supply chain software company. Developed a global pricing model for all software. Directed compensation plans including the creation of stock options. Designed and compiled monthly Board of Directors report package for meetings. KPMG (1999-2000)Manager of Mergers and Acquisitions Consulting Group Los Angeles, CA Deloitte (1993-1999)Manager of Tax Los Angeles, CAEDUCATIONUniversity of Southern California, Marshall School of Business Master of Business Administration, FinanceGPA: 3.7; Deans List, Honors Graduate; Merit scholarship recipient University of California Los AngelesBachelor of Arts, Business-EconomicsADDITIONAL INFORMATIONCertified Public Accountant inactive |
