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Click here or scroll down to respond to this candidateCandidate's Name , M.B.A.Street Address
PHONE NUMBER AVAILABLEEMAIL AVAILABLEProfessional HighlightsFinance and business professional with extensive experience in business analysis, financial planning, accounting, and financial management. Managed a group of professionals responsible for providing vital financial information, analysis, and guidance to business management resulting in enhanced revenue and profitability.ExperienceKeystone Shipping Company, Bala Cynwyd, PA 2023 to 2023Senior Manager, Finance & AccountingFinancial planning and analysis financial forecasts, budget development and reporting, decision support, and budget control.Financial modeling including business unit profitability and cash flow forecasting.Preparation of month-end financials; development of clear and concise financial statements and presentation of financial results.Development of business valuation models for acquisition opportunities.Support company controller with audits and changes to financial policies and procedures.Implementation of streamlined internal processes and procedures within accounting and finance functions.LBC Credit Partners, Radnor, PA 2021 to 2023Manager of Financial Planning and AnalysisForecasting, Budgeting, AnalyticsDevelop and maintain financial models and analyses to support business leadership including investment fund cash flow projections / IRR forecasts, levered returns analysis, and credit facility borrowing base analysis.Prepare performance metrics for all investment funds including fund purchasing capacity, asset portfolio metrics, credit facility metrics, and fund leverage.Prepare capital activity projections and liquidity forecasts for investment funds to determine investor capital contributions and investor distributions.Analyze and monitor credit facilities and provide required credit facility reporting to lenders as mandated by loan servicing agreements.Prepare investment allocations among investment funds and credit facilities.Collaborate across organization to prepare, enhance, and standardize reports, forecasts, budgets, and analytics.Pandrol USA, Swedesboro, NJFinance Manager (RHMR Consultant) 2019 to 2020Manage corporate FP&A process for railroad fastening system manufacturing company.Responsible for budgeting, monthly closing, and reporting process utilizing SAP BFC.Prepare and maintain sales and contribution margin reporting by customer and product.Argosy Capital, Wayne, PA 2015 to 2019VP Performance & AnalyticsPerformance ProjectionsPrepare performance metrics for all investment entities including projected return metrics for all private equity, real estate, and credit funds.Provide performance information for investors, potential investors, industry questionnaires, databases, and surveys.Financial PlanningPrepare and coordinate annual budgets, interim forecasts, and five-year business plans for each management company.Quarterly ReportingConsolidate and report investment entity fair values and projected returns.Fund RaisingProvide information required for fund raising and marketing materials, including track records and projections.Cash Flow ForecastingPrepare rolling 12-month cash flow forecasts reflecting pipeline investments, capital activity, and credit facility activity in order to determine capital projections and credit facility requirements for all investment entities.Contract positions 2010 to 2015Comcast Corporation, Philadelphia, PAMaintain relationship with Business Services marketing budget owners in role of business partner and financial advisor.Create and maintain a spending tracker which tracks marketing expenditures by project type.Collaborate with marketing budget owners to prepare forecasts and budgets including devising and documenting budget and forecast assumptions.Provide monthly variance analysis for actual compared to budget and to forecast.International Market Centers, Las Vegas, NVPrepared $85 million annual expense budget. Worked closely with business managers to ensure current and accurate assumptions incorporated into budget.Drove annual expense budget process. Ensured budget cycles and reporting deadlines met by facilitating and coordinating across multiple functions to assemble required data.Produce and report key financial metrics and key performance indicators pertaining to budget to executive leadership and board of directors.Marlin Business Services Corporation, Mt. Laurel, NJ 2008 to 2009Manager of Financial Planning & AnalysisDrove business planning process including annual plan and interim forecasts. Ensured planning cycles and reporting deadlines met by facilitating and coordinating across multiple functions to assemble required data.Drove process improvement project to implement software solution for budgeting/planning/forecasting/reporting process that overcomes deficiencies in spreadsheet-based planning and reporting and consolidates various finance functions into a single performance management application. Evaluated and assessed assortment of third-party software applications for functionality, compatibility, cost, and technology requirements to determine optimal selection.Prepared and presented monthly financial analysis including monthly business reviews and monthly operating results to senior management.Analyzed actual results versus plan/forecast on monthly basis and provide variance analysis and explanations. Monitored operating expenses and drove opportunities for improvement in costs. Provided guidance and resolution on issues concerning unfavorable variances to plan/forecast.Prepared, analyzed, and reported weekly risks and opportunities to plan/forecast to senior management. Assisted management in determining corrective action for potential risks to budget. Process improvement realized through overhaul and automation of data compilation and end-product reports to management.Produced and reported key financial metrics and key performance indicators to senior management.First Data Corporation, Wilmington, DE 1997 to 2007Director of Financial Planning & Business Analysis 2004 to 2007Financial Analyst/Sr. Financial Analyst 1997 to 2004Business AnalysisImpacted profitability of the Star electronic funds transfer network P&L comprised of $467 million annual revenue and $100 million annual expense by analyzing and communicating financial direction of business to senior management.Worked closely with internal clients in role of business partner and financial advisor.Fulfilled primary role in RFP process to select vendor to provide plastic debit card production for MAC and Star electronic funds transfer networks representing $7 million annual expense.Performed active role in integration of various fee structures resulting from consolidation of various electronic funds transfer networks.Management/SupervisionManaged staff of five professionals responsible for various aspects of business analysis, planning/forecasting, and month-end financial close process.Produced vital financial information for management including annual financial plans, monthly financial forecasts, daily statistical information, revenue driver trend and fluctuation analysis, variance analysis, product analysis, vendor analysis, headcount analysis, pricing analysis, and various other managerial information.Created and developed a new process to consolidate and streamline reporting of financial results across business lines to managers with P&L responsibility.Planning/Forecasting/BudgetingPrepared $467 million annual revenue plan and monthly forecasts. Worked closely with business managers to ensure current and accurate assumptions were incorporated into plan/forecast.Analyzed actual results versus plan/forecast on monthly basis and provided variance analysis and explanations. Addressed and resolved issues concerning unfavorable variances and identified opportunities to help attain budget.Monthly Financial ClosePrepared, analyzed, and reported monthly actual revenue and expense results for monthly financial close process.Liaison between multiple billing groups and business unit for key billing and accounting decisions as relates to client fees, product pricing, and revenue recognition. Performed review of monthly billing statements prior to release to customers.Maintained compliance with Sarbanes Oxley requirements pertaining to documentation of process to record billing as revenue in general ledger and implementation of internal financial controls to ensure accuracy and completeness of financial statements.Morgan, Lewis & Bockius LLP, Philadelphia, PA 1996 to 1997Senior AccountantPrepared journal entries for monthly close including cash, payroll, depreciation, and partners' draw.Reconciled Firm operating, payroll, imprest, escrow, foreign, and investment accounts to general ledger.Determined Firm cash position on daily basis and prepared reports for senior management.Calculated fee sharing payments for eligible attorneys.Maintained Fixed Asset System for all Firm assets and ran monthly depreciation reports through FAS software.EducationM.B.A., Temple University, Philadelphia, PAB.A., Double major in Accounting and Finance, Temple University, Philadelphia, PA |
