Post Job Free

Resume

Sign in

Manager Customer Service

Location:
Bloomfield, NJ
Posted:
November 04, 2013

Contact this candidate

Resume:

Joseph A. Russo

** ****** ******, ***** *********, NJ 07031 Phone: (973) 420 - 8346 E-

mail: acapka@r.postjobfree.com

PROFILE

Results-driven Finance Professional with several years supporting financial

planning and analysis, banking, Generally Accepted Accounting Principles

(GAAP), audit, and treasury activities. Proven ability in initiating

process improvements and developing financial models that add value and

assist senior management in attaining corporate objectives. Excellent

organizational and communication skills.

PROFESSIONAL EXPERIENCE

ADF Companies, Fairfield, NJ

September 2010 to Present

Manager of Finance / Accounting

($350 million, 2nd largest Franchisee of Yum Brands)

Responsible for ensuring appropriate and consistent accounting and

reporting practices (GAAP), Forecasting, Budgeting, ongoing monitoring of

transactions and market activity, software implementation, accounting

changes as well as providing guidance and support to business unit teams.

Other responsibilities include:

. Review all financial and operating results on a monthly basis.

Communicate any financial or operational concerns with variety of

stakeholders including executive team, board of directors, creditors and

investors.

. Plan and supervise interim and year-end audit engagements for preparation

of annual certified financial statements in conjunction with outside

auditors.

. Interface with outside accounting firm in the preparation of Federal and

State Tax Returns.

. Responsible for budgeting, capital budgeting, forecasting, compliance of

financial covenants, project tracking, benchmarking, and general ledger.

. Report directly to Chief Financial Officer; lead a staff of 6 accountants

/ analysts.

. Developed a lease tracking application and Implemented a fixed asset

system.

. Reduced month-end close cycle by 2 days utilizing lean concepts including

simplification of reporting, systems integration, and reduction of waste.

Ding Moo LLC. Paterson, NJ

April 2009 to September 2010

Finance Manager / Consultant

Managed all functional areas, AR, AP, Inventory, payroll, customer service,

financial analysis, budgeting, and cash management for a $15M family run

Dairy Products Distribution Company. Supervised 8 employees in all

functional areas listed above.

Other responsibilities include:

. Reported Inventory trends and month-end close activities.

. Supported the preparation of economic analysis relating to product,

customer profitability and capital expenditures.

. Maintained banking relationships, including loan refinance and the

negotiation of additional lines of credit.

. Managed construction project from start to finish from the initial plan

planning/budget phase through to projects completion. Continuously

communicated/negotiated with general contractor and sub-contractor on

timetables, project costs and recommend action to maximize efficiency.

PDI Inc. Saddle River, NJ

July 2008 to Mar 2009

($120 million NASDAQ provider of contract sales teams to pharmaceutical

companies, offering sales support services)

Manager, Strategic Planning & Forecasting

Managed the planning, coordination, preparation and consolidation of the

Sales Services Segment annual budget and monthly rolling forecasts.

Continually updated the forecasts with new assumptions and standards.

Compared monthly actual results to annual budget, monthly rolling forecast,

and new business budgets. Identified variances, summarized and provided

explanations for senior management.

. Established and maintained a centralized standard set of templates for

the development and preparation of new business budgets for client

presentations based on RFP specifications and/or given assumptions.

Analyzed the costs related to PDI services and external partners to help

build the initial budgets. Gained an understanding of the financial

elements of pharmaceutical co-promotion arrangements, including gross-to-

net spreads, discounts, rebates, and inventory management. Researched

and documented unusual revenue recognition arrangements.

. Appointed to Strategy Committee, which includes the CEO, CFO and other

Senior Department Heads.

. Integral part of the Product Commercialization team from the initial

evaluation of opportunities,, management of client partnership and

monitor the financial results with key performance indicators reporting,

market share comparisons, competitive and ROI analysis.

Joseph A. Russo

Page Two

Covanta Holding Corporation Fairfield, NJ

Feb 2006 to July 2008

($1.7 billion global NYSE developer, owner and operator of infrastructure

for the conversion of waste to energy)

Senior Financial Analyst

Managed the monthly cash flow reporting process for 31 domestic energy

plants / business units. Provided budget and forecast reporting and

analysis with detailed explanations of variances from actual results.

Assisted Business Mangers in reconciling their monthly cash flow reports.

Provided financial planning and analysis for the Accounting & Financial

Reporting Group. Key work included a comprehensive five-year plan

including granular budgets of $500 million along with strategic forecasts,

operating plan, and quarterly estimates. Created monthly P&L activity

against budget for accuracy, suggesting adjusting journal entries when

necessary.

. Created a new cash flow reporting tool using Khalix for Excel which

increased reporting turnaround time by a full day and delivered more

accurate cash forecast to senior management. Delivered presentations

explaining the tool and provided training for Regional and Local Business

Managers to ensure proper understanding and efficient utilization of the

tool.

. Revised and developed Covanta's proposal for the New York City Waste

Contract.

. Developed a model, which allows Business Development and Executives of

Covanta to understand the impact of their operational decisions.

Medco Health Solutions Inc. Franklin Lakes, NJ

Jan 2005 to

Feb 2006

($40 billion NYSE provider of clinically-driven pharmacy services)

Business Analyst

Presented annual reviews to clients based on their pharmaceutical spending.

Consulted with clients on how to reduce their overall cost of pharmacy

benefits and informed clients of new drugs on the market or soon to be on

the market.

Northern Leasing System, Inc. New York, NY

Oct 1999 to Jan 2005

(Privately-held market leader in micro-ticket equipment leasing)

Senior Financial Analyst

Provided financial analysis for Collateralized Debt Obligation (CDO) and

Asset Backed Securitization (ABS) transactions. Actively researched

distress portfolios for new investment opportunities. Supervised a three-

member team.

. Restated previous three years financial statements for proper GAAP;

developed strategies to recoup losses from the restatement.

. Appointed a member of the M & A Team to assist in pursuing prospective

businesses / portfolios. Designed Valuation, Liquidation, ROA, ROE and

Cash Flow models to better gauge performance and the impact of

acquisitions and created a model for pricing prospective businesses.

. Developed related financial analyses and legal documentation related to

the sale of an Asset Backed Securitization.

. Revised the Pitch Book and KPI weekly reporting for Officers of Northern

Leasing Inc. and outside sources.

Financial Analyst / Jr. Financial Analyst

Provided Corporate Officers with reserve analysis of all Asset Backed

Securitizations. Acted as liaison to Investors for the purpose of

developing new debt structures. Utilized Access database to analyze A/R

roll rates and cure rate reporting. Assisted in preparation of financial

statements. Managed collateralized based borrowing activities.

EDUCATION

Master of Business Administration Fairleigh Dickinson University May

2009

Bachelor of Science in Finance Kean University of New Jersey May 1996

TECHNOLOGY SKILLS: Excel, Word, PowerPoint, Access, SQL,

Microsoft SL Dynamics, MAS 500, PeopleSoft, FRX, and Khalix



Contact this candidate