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Click here or scroll down to respond to this candidateCandidate's Name
LIPERSONAL PROFILEExperienced Finance Professional with over 35 years of expertise in financial planning, reporting, and strategic analysis. Specializes in delivering in-depth financial insights and actionable recommendations to drive profitability and operational efficiency. Proficient in financial modeling, forecasting, and risk management, with a strong track record of optimizing processes, ensuring budget compliance, and enhancing cost transparency. Adept at leveraging technology to improve financial accuracy and streamline operations, consistently supporting strategic decision-making and long-term financial success.STRENGTHS & CAPABILITIESAnalyze financial information to assist in decision-making and management.Verify and align financial records to ensure accuracy and consistency.Interpret financial data to identify trends, anomalies, and insights.Build and maintain effective partnerships with stakeholders.Lead and manage teams to achieve goals and foster collaboration.Make informed decisions that align with long-term business objectives.Provide clear visibility into cost structures and expenditures.Develop and implement solutions to address complex business challenges.Suggest enhancements to business processes for greater efficiency.PROFESSIONAL EXPERIENCEWELLS FARGO COMMERCIAL, CORPORATE AND INVESTMENT BANKING TECHNOLOGY FINANCE 3rd PARTY OPERATIONOCT 2020 OCT 2023Finance ManagerLed Spend Reporting and Analysis for Technology Partners and Finance, specializing in Software and Software Capitalization accounting.Managed 3rd Party Inventory for $400 million in 2021, using the Contingent Resource System to ensure compliance.Created a model to align 3rd party spending with monthly inventories, improving variance insights.Built a high-performing finance team from non-financial Technology resources.Documented processes and tool functions comprehensively.Contributed to transformation teams, addressing systems and process challenges.Helped peers adapt to changes in finance areas and reporting.Established a team to share best practices and resolve issues across the organization.WELLS FARGO SUPPORTING CIO/CTO TECHNOLOGYJAN 2018 OCT 2020Finance Manager Expense Center of ExcellenceReviewed CCAR and stress testing models to strengthen financial planning.Trained staff on variance reporting to enhance decision-making.Directed a 9-quarter rolling forecast for $4.9B in base expenses with Finance and Reporting teams.Approved 600+ monthly accruals to better align expenses and manage finances.Implemented a data cascade approach for improved visibility and accountability in meeting financial goals.WELLS FARGO ENTERPRISE INFORMATION TECHNOLOGY FINANCEMAY 2014 JAN 2018Finance Manager - Supporting Enterprise Functions TechnologyExpert in Financial Control, advising on Tech business cases and cost impacts.Skilled in explaining Fixed and Variable costs for applications and their retirements.Managed a 9-quarter rolling forecast for a $730MM base expense budget and a $175MM+ project budget.Provided cost-cutting and efficiency recommendations to the CIO and Senior Leaders.Directed Tech managers in cost allocation and expense management for different Lines of Business.Carl Zeiss Microscopy, LLC., Thornwood, NYSenior Global Business Development Manager, Aftersales Service2017 2019Expanded Aftersales for a $500M Global Microscopy Business.Executed global marketing strategies for Sales & Service Centers.Developed tools to track business growth.Ran campaigns that brought in over $4M in new business.Found new Aftersales opportunities, securing $1M in partnerships.Regional Service Manager2014 2017Led a team of 27 Customer Support Engineers in the Northeast and Mid-Atlantic U.S.Introduced service metrics to improve performance and skills.Increased Service Contract business by 25%, adding $2.5M in new revenue.Spearheaded seamless collaboration with a broad spectrum of stakeholders, including Hospital Staff, School Superintendents, Human Resources Departments, and School Boards, to strategically drive organizational success and foster effective communication.Skillfully facilitated highly productive meetings and discussions, addressing critical areas such as staffing needs, recruitment strategies, and efficient personnel management.Acted as a guiding resource for potential students, adeptly navigating federal forms and documents to ensure unfettered access to valuable educational opportunities.Formulated and implemented meticulously crafted policies, precisely aligned with organizational objectives and legal mandates, bolstering overall compliance and performance.Exhibited a strong dedication to continuous improvement by conducting thorough research and analysis, presenting innovative solutions to enhance operational efficiency and effectiveness.Conducted virtual meetings with prospective clients and organized diverse educational events through Zoom.Captivated audiences with compelling presentations, adeptly bridging gaps in understanding among stakeholders with diverse perspectives, ultimately fostering harmonious collaboration and progress.Built strong relationships with influential decision-makers across various channels, leveraging Microsoft's strengths to enhance brand visibility, drive sales, and provide exceptional support.Surpassed quotas with an impressive 122% cloud quota and 215% device quota, consistently exceeding targets.Integrated cross-platform solutions to enhance customer utilization, maximizing value for clients.Managed CRM systems meticulously, ensuring detailed customer journey updates for improved experiences.Advocated for hardwareDeveloped and nurtured strong, trust-based relationships with influential business decision-makers across a diverse range of channels, including social, digital, video, demos, chat, phone, and in-person interactions. Strategically capitalized on Microsoft's unique advantages to elevate brand visibility, drive robust sales, and deliver unmatched support.Achieved an outstanding 122% cloud quota and an exceptional 215% device quota, showcasing a remarkable track record of surpassing targets.Strategically positioned and seamlessly integrated cross-platform solutions to elevate customer utilization, driving maximum value for clients.Demonstrated meticulous attention to detail in managing CRM systems, ensuring comprehensive updates on customer journeys, and significantly enhancing overall customer experiences.Passionately advocated for client hardware and software upgrades, leading to increased customer satisfaction and unwavering loyalty.Expertly pitched, priced, and delivered top-tier products/services, skillfully showcasing Microsoft's unparalleled value proposition and solidifying its market position.Successfully fostered engaging interactions, ensuring seamless customer transitions and amplifying overall sales success.Stayed abreast of the ever-changing laws and regulations concerning cybersecurity within public and private learning institutions, showcasing a commitment to staying ahead of industry developments.Articulated and effectively sold a comprehensive range of cloud services, platforms, hardware, and software, addressing diverse customer needs with utmost efficiency.Demonstrated exceptional sales prowess by skillfully closing software-as-a-service (SaaS) deals, consistently surpassing ambitious sales goals.Proactively built and diligently managed robust sales pipelines, driving continuous net-new and repeat revenue streams.Displayed an acute understanding of accurate sales forecasting and order alignment, resulting in optimized business outcomes and streamlined operations.Showcased an innate ability to identify customer needs and seamlessly convert prospects into lucrative revenue opportunities.Leveraged powerful services like LinkedIn Sales Navigator to actively engage customers, uncover untapped sales prospects, and expand market reach.Identified and capitalized on valuable opportunities for account development, leveraging compelling value propositions to drive exceptional business outcomes.Exemplified effective collaboration with peers, managers, and corporate teams, making significant contributions to elevate brand awareness and market presence.Established invaluable connections through proactive lead generation and active participation in impactful events, broadening the company's network and influence.Demonstrated an unwavering commitment to continuous learning, actively completing essential training and securing relevant certifications to maintain an ever-evolving skillset.Showcased technology during educational industry exhibitions.Sought advanced knowledge, readily mentored team members, and embraced constructive feedback, fostering a culture of continuous improvement and growth.Prepared and analyzed payroll reports, including overtime, absenteeism, and vacation.Managed leave certifications, tracked Short Term Disability (STD), FMLA, and other leaves.Reported Reduced Compensation and End of STD to third party.Reviewed technician applications, conducted interviews, identified top talent, and informed applicants.Maintained technician hiring spreadsheet and managed internal job postings on social media.Addressed benefits queries for active employees and retirees.Handled I-9 coordination using EmpForce and managed new hire orientation.Oversaw Non-Exempt Timekeeping for St. Gabriel Manufacturing 24/7 Operating Site.Streamlined pre-/on-boarding, automated internal job postings, and created HR metrics reports.ADDITIONAL EXPERIENCECompensation Specialist Human Resources Support SpecialistSyngenta Crop Protection, LLC St. Gabriel, LA1997-2013Co-Owner of Performance Lawn & Landscape Mgmt., LLC in Gonzales, LA.Contract Human Resources Administrative Assistant at Lofton Staffing, assigned to Syngenta Crop Protection, Inc. in St. Gabriel, LA.Buyer at Boeing Computer Services in Vienna, VA.NextStep, Remote - Seattle, Washington Director, Academic Program Operations11/2019 - 12/2022Improve nurse aide content across didactic, lab, and clinical competencies.Maintain high state pass rates, exceeding averages.Develop engaging learning content for adult learners.Align content with regulations and state exam requirements.Lead a 40-member team, focusing on goals and graduation rates.Collaborate with various teams for compliance and success.Manage budget, analyze variances, and take corrective actions.Enhance mentorship program for learner success.Oversee hiring, evaluations, training of instructors and staff.Nurse Aide Content Creator & Project Manager2/2019 - 11/2019Led the creation of 136 nurse aide skills and videos.Ensured compliance with state and federal regulations.Developed nurse aide program and content strategy.Managed editorial and writing teams.Crafted video scripts and on-screen directions.Mentored nurse writers and editors.Collaborated with subject matter experts.Improve nurse aide content across didactic, lab, and clinical competencies.Maintain high state pass rates, exceeding averages.Develop engaging learning content for adult learners.Align content with regulations and state exam requirements.Lead a 40-member team, focusing on goals and graduation rates.SAIT Capstone Project (Scoria) Network Traffic Analyzer with IDS functionalityJan Apr 2023Taught 3rd Year Psychology: Neuroscience, Brain, Behavior.Collaborated with researchers on journal articles.Achieved high student survey scores: 4.5 - 4.6 out of 5.Provide application assistance for Financials Accounting implementation (GL, AP, Fixed Assets, Investment)Aid financial institution clients in Prologue Financials database creation and financial report setupReview final databases for production readiness and quality standards.Define and set up product configuration, including Chart of Accounts and data elements.Collaborate with clients and data providers on data file requirements and preparation.Resolve data setup issues independently.Deliver client training and production support (onsite, WebEx, classroom)Coordinate schedules, hosted tenant provisioning, and core interface activitiesMonitor project plan, manage expectations, ensure production readiness.Treasury Fulfillment Project Manager for Public Sector Bank of America Merrill LynchMar 2019 - Dec 2022 (3 years 10 months)Primary interface for med/high revenue public sector clientsLead and coordinate complex treasury, cash management, card, and depository product implementations.Manage relationships, servicing, and technical assistance for smooth implementations.Offer consultative guidance during implementation.Conduct internal and external client calls, utilizing project management and technical skills.Address internal client team requests and troubleshoot issues.Engage key stakeholders throughout the implementation process.Managed delivery department for local, curbside, and state-wide shipments using CityHive and Vision Commerce.Helped customers find wines and spirits for special occasions, pairings, gift baskets, and corporate orders.Led store-wide inventory process and actively participated.Assisted customers and team members in selecting wines, spirits, and craft beers, and arranging product displays.Maintained frequent communication with local vendors and distributors for special orders.Creating SEO case studies and content based on web-based developments by coworkers.Writing blog posts for independent business clients on various topics and genres.Developing content calendars for independent clients.Conducted safety inspections on trucks and trailers before each trip and reported maintenance concerns.Unloaded packages from trucks carefully to ensure goods were delivered without damage.Checked shipping papers to identify the nature of the load and hazardous materials, if any.Proficient in tactical planning and convoy defense techniques.Supervised or operated wheeled vehicles, organized convoys, dispatched vehicles, verified vehicle logbooks, compiled time, mileage, and load data, and performed self-recovery operations as a Motor Transport Operator SGT.Skilled in operating all classes of wheeled vehicles and served as the primary trainer of Soldiers.Identified and selected candidates for recruitment while overseeing Army Recruiting substation operations.Planned and executed lead-generation activities to support the annual recruiting mission.Conducted interviews, screenings, tests, and evaluations to achieve recruiting goals.Established and maintained coordination with educational institutions and communities for recruiting and awareness programs.Informed interested individuals about military obligations, career opportunities, and benefits.Prepared case files for enlistment and commission applications.Participated in community activities and special events to promote recruitment.Monitored recruiting activities and maintained market data for goal allocation.Utilized databases, online forums, and social media to attract suitable recruits.Enhanced regular Army recruitment by 80% within a quarter through training and mentoring three recruiters.Recognized as the top recruiter in the Downers Grove Recruiting Company for FY 2017, with 24 contracts written for the Chicago Battalion.Enhancing customer satisfaction through safe and timely transportation and delivery of goods.Loading and unloading items for delivery.Handling delivery scheduling and rescheduling with customers as needed.Fastenal Atlanta, Ga Accounts ReceivableJanuary 2018 September 2020Record customer payments, including cash, check, and credit card transactions.Keep receivables up-to-date by calculating outstanding invoices.Investigate account discrepancies by obtaining information from sales and trade promotions.Address valid or authorized deductions through adjusting entries.Handle invalid or unauthorized deductions following pending deductions procedures.Wholefoods Market Atlanta, Georgia Frontend / Cash office SupervisorMay 2012 December 2017Evaluate team members and manage daily department operations.Provide courteous, friendly, and effective service to customers and team members for positive company branding.Lead cash office team, overseeing daily balancing, bank deposit preparation, and paperwork reconciliation for sales reports.Ensure smooth preparation of daily deposits for armored transport pickup.Maintain accurate daily work records for store accountant and storage needs.Supported internal end-users, addressing hardware, software, and network problems.Resolved complex technical issues, escalating when needed for timely solutions.Performed remote troubleshooting using Bomgar and SCCM.Logged and documented support requests in ServiceNow.Assisted end-users with account troubleshooting, password reset, and Smartcard Login.Conducted software installations and upgrades on workstations and laptops.Identified and resolved user access issues to shared network resources.Performed basic troubleshooting of networking technologies and protocols, including IP addressing, DNS, DHCP, and VPN client configuration.Manage staff recruitment, including phone screens, interviews, and background checks in the Accurate system.Conduct new hire onboarding and orientations, providing ongoing support and ensuring adherence to safety protocols.Handle weekly payroll functions using the EPAY payroll system.Supervise the Janitorial department of 40+ employees across all shifts to maintain Amazon facility cleanliness.Schedule and assign daily cleaning tasks and monthly projects, conducting facility tours to meet IH and Amazon standards.Attend daily Amazon management meetings to stay informed and support the team.Collaborate with other department leaders, utilizing effective communication and determination to achieve shared objectives.Resolved technical issues via email and phone for non-technical clients using Labor Management software in the hospitality industry.Identified and documented customer-impacting software bugs, replicating conditions for resolution with the engineering team.Proactively identified at-risk customers and collaborated with Client Success Managers to retain them by implementing appropriate solutions.Diagnosed and resolved data integration problems between the company's software and third-party providers.Recommended solutions for third-party providers and coded scripts to ensure smooth client operations.Software Support Analyst Tarkenton Companies01/2015 to 02/2019Supported legal sales associates in marketing web-based software across the U.S. and Canada.Conducted remote diagnostics and troubleshooting for end-user issues, ensuring complete documentation of help desk tickets.Assisted clients with web-based software applications and provided overall customer support.Collaborated with the development team to resolve customer issues, testing CRM platforms and social media monitoring tools, and giving feedback.empowerment.Skillfully manage competing priorities and plan activities logically.Create project plans based on customer requirements and input from stakeholders.Successfully oversaw and performed installations for 8 major convenience store remodels.Managed 5 systems, including cabling, Point-of-Sale equipment, CCTV monitoring, and Security Listening System.Completed each remodel within 30-45 days, serving 4 retail merchants and a restaurant chain.Established and developed a team from 2 members supporting 1 market to a team of 15 supporting 5 markets.Provided direction, support, and motivation to the team, ensuring the achievement of operational goals through personalized 1:1 support, career development, coaching, and mentoring.Successfully executed projects involving market reviews, operational improvements, and market strategy development in collaboration with global cross-functional teams.Managed internal vendor partnerships to influence future launches and reduce operating costs.Demonstrated strong leadership during challenging situations, guiding the team through elections and crises, and working with partners to influence policy and platform integrity changes.Built and led a successful team, expanding the global training function by 50% and enhancing the team's capabilities to cater to a diverse, multicultural audience.Spearheaded a complete revamp of the global onboarding training program, introducing a new digital content strategy for engaging and effective learning, leading to improved retention and quicker proficiency.Collaborated with Policy and Quality teams to identify and address immediate training needs, ensuring continuous improvement and alignment with organizational goals.Facilitated the scaling of support operations by launching 15 vendor sites worldwide within 3 years, resulting in improved support metrics, higher customer satisfaction (CSAT), increased efficiency, and cost savingManaged 74 instructors and supervised 479 US Combat Control and International students from 21 nations.Maintained training records in a proprietary database and assisted in course development and syllabus changes.Led an 80-hour training upgrade to enhance program effectiveness.Conducted nearly 600 end-of-course surveys to gather critical feedback, ensuring high-quality training and 100% leadership engagement.Spearheaded a rewrite of the Fundamentals course, resulting in increased relevance and efficiency with 11 units, 43 objectives, and 74 science and technical studies items.Ensured training compliance for 74 personnel by overseeing 27K hours and instructor certifications.Dedicated 1.6K hours as a Sexual Assault Victim Advocate, providing support to 4 clients and responding to 3 incidents, fostering a climate of support and resiliency.Led procurement process from start to finish, including requests for proposals and invitations to bid.Ensured proper allocation of resources for employees.Offered top-level administrative support to two senior executives and ten direct reports.Created and maintained spreadsheets to track, analyze, and report on performance data.Conducted thorough investigations into sensitive matters such as harassment and discrimination, collaborating with legal counsel when needed.Supported employee onboarding and retention through guidance on interview methodologies and talent selection.Conducted training sessions on HR topics for employees and leadership.Conducted exit interviews to gather feedback for organizational improvement.Provided candid advice on HR practices, talent placement, and risk management to business leaders.Prepared takeoffs from architectural drawings.Created and submitted project bids.Managed crews and oversaw projects from initiation to completion.Reviewed contracts and ensured compliance.Conducted job site inspections.Acted as the primary contact for General Contractors (GCs) and Superintendents.Procured parts and materials for projects.Developed trim sheets as needed.Frontier f/k/a Verizon Communications December 2006 to October 2017Frontier Communications, f/k/a Verizon Tampa, FloridaProviding excellent customer service to clients, addressing their inquiries, resolving issues, and ensuring customer satisfaction.Assisting in sales and marketing efforts, promoting products and services, and supporting sales teams in achieving targets.Offering technical assistance to customers with regards to telecommunication services, internet connectivity, and other related issues.Installing and maintaining telecommunication equipment and services for residential and business customers.Diagnosing and resolving network and connectivity problems, ensuring minimal downtime for customers.Handling billing inquiries, processing payments, and managing customer accounts effectively.Assisted the Corporate Curriculum and Instructional Officer in implementing effective curriculum plans across 9 campuses in Triumph Public High Schools Charter School districts located in Laredo, Lubbock, El Paso, and the Rio Grande Valley.Provided support to principals and teachers in managing curriculum systems like Eduphoria, SuccessED, and the Texas Assessment Management System.Streamlined HR department workflows for new hires and terminations using a checklist.Led the implementation of Livebinder for collecting resources, lesson plans, and curriculum templates in Eduphoria.Health Educator/Intern Healthy Futures of Texas, San Antonio, TexasJune 2018 October 2018Developed and implemented educational programs on sexual health, including Draw the Line, Big Decisions, S.H.A.R.P, and Seventeen days.Conducted interviews with high school students interested in joining the Youth Advocacy Council.Collaborated with various stakeholders, including HHSC State Evaluator, Prevention Staff, and other PRC Data Coordinators, to enhance statewide substance abuse prevention efforts.Conducted Epidemiological Workgroups with regional community stakeholders to identify substance use patterns.Contributed to the development of the Regional Needs Assessment, focusing on region-specific issues related to the Strategic Prevention Framework and Social Determinants of health.Utilized Community Agreements as a valuable reference tool for other prevention resources in the community.Closed sales, built contracts, and presented merchandise to meet client preferences.SODEXO Raleigh, NC Retail Supervisor2016 to 2019Supervised 30+ employees, preparing budgets and implementing sales strategies.Managed pricing policies, daily coupons, and customer service to boost sales.Achieved targeted sales goals, attracting 200+ doctors, nurses, patients, and visitors monthly.Consistently scored high (97-99.6%) in annual health inspections for three years.Assisted in new employee orientations, contributing to a 97% retention rate.Recognized as a "Five Star Supervisor" for exceptional patient care delivery.Provided expert consultation to prospective applicants and various military branches, delivering comprehensive IT technical training programs tailored to their unique needs and requirements.Collaborated with the Vice President of Admissions to establish and forecast marketing plans and projected class start outcomes. Assisted in developing specific budgets and ensuring compliance with relevant processes and procedures.Responsible for achieving 100% of targeted sales and recruitment initiatives for B2C and B2B.Top Consultant Industry Performer in the Million Dollar ClubMaintained annual sales revenue over $1.5-$2 million over 8 years, proven track record.Trained & developed team & minimize staff turnover.Assisted senior management in the development and implementation of training programs.Continuous review of process improvement metrics to ensure quality customer service.Promoted school marketing and promotional activities, recruitment efforts.Proactively identified and pursued potential agency/corporate candidates as well as external funding sources to support the organization's goals and initiatives.GAContactLinkedInProfessional SkillsFinancial ModelingBudgeting & ForecastingRisk ManagementFinancial RegulationsInternal ControlsManagement AccountingAccount ReconciliationData AnalysisFinancial StatementsBusiness AnalysisBusiness Process ImprovementMotivating Teams to High PerformanceDeveloping Strong Business Partner RelationshipsStrong Team LeadershipStrategic Decision-MakingCost TransparencyStrategic SolutionsProcess Improvement RecommendationsCompliance ManagementVariance AnalysisExpense ManagementData CollectionData VisualizationData AnalyticsCritical Thinking SkillsAdaptable Team LeaderFlexible Team MemberPolicy ImplementationStrategic CommunicationsTechnical AnalysisMicrosoft Office SuiteInteragency CoordinationAll-Source Intelligence AnalysisOpen-Source Intelligence AnalysisDATAMINRSILOPhysical Security (PHYSEC)Personnel Security (PERSEC)Sensitive Compartmented Information (SCI)Security Clearance ManagementSecurity AwarenessClearance VerificationCyber Threat AwarenessSCIF ChecksSafe CustodianIntelligence Preparation of the Environment (IPOE)Targeting DevelopmentField Service OptimizationData Mining & AnalyticsKPI Dashboards & ScorecardsTeam BuildingMarket & Trend ResearchContract & Sales NegotiationProject ManagementFinancial ModelingStaff Management & TrainingService & Spare Parts Portfolio ManagementDepot Repair OperationsService Revenue GrowthCustomer Satisfaction ImprovementService Metrics DevelopmentStrategic Planning & ExecutionCross-Functional CollaborationCustomer Support Strategy AlignmentService Product DevelopmentMarketing Campaign ExecutionBusiness DevelopmentService Product Performance MonitoringContract Administration & RenewalService Product MarketingSales ExpertiseRelationship BuildingProduct KnowledgeMarket UnderstandingFlexibility and AdaptabilityInterpersonal SkillsProblem SolvingAbility to MultitaskCustomer ServiceMicrosoft PowerPointLeadershipAbility to Work Under PressureMicrosoft ExcelFast LearnerMicrosoft OfficeChange ManagementStrategic PlanningLeadership and Team ManagementAdaptabilityConflict Resolution TeamworkAdaptabilityComplex ProblemProblem SolvingTime ManagementMultitaskingInterpersonal Communication |
