Samuel Wolfe, MBA

Murphy, TX ***** • 214-***-****

acawh0@r.postjobfree.com / http://www.linkedin.com/in/samuelwolfe

Financial Analysis, Modeling and Pricing

Finance professional experienced in detailed financial analysis, modeling and pricing of complex, global

outsourcing and procurement proposals. Routinely communicates proposal financials and recommendations to

senior management. Recognized for process improvement and establishing documented procedures and

protocols for inter-departmental use. Top-level perspective with attention to detail. Identifies opportunities for

improvement and works with cross-functional teams to implement plans. Expertise includes:

• Financial Modeling & Analysis • Pricing Models • Cash Flow & P&L Analysis • Management & New Hire Training

• Mentoring • Project Implementation • Account Reconciliation • Journal Entry Preparation

Selected Accomplishments

• Pricing/Financial Modeling lead on signed renewal/new business contracts in excess of $180M.

• Established training documentation for new hires for ITO deal pursuits

• Successful roll-out of 7-Eleven proprietary fuel wholesale business, managing estimated $12M/month in fuel

tax remittance & related accounting responsibilities

• Set-up of 7-Eleven electronic sales tax payment, estimated savings: $500K/year in related payment expense.

Professional Experience

Xerox Corporation 2/2011 - Present

Consumer Solutions Group: ITO, Financial Services Outsourcing

Sr. Financial Analyst

• Prepares financial and business related analyses and research in areas such as financial and expense

performance, rate of return, depreciation, working capital and investments.

• Analyzes, prepares and summarizes recommendations for financial plans, acquisition activity, financial

trends and operating forecasts.

• Performs financial forecasting, variance analysis of actual vs. forecast and reconciliation of internal

accounts.

• Creates and analyzes monthly, quarterly and annual reports and ensures financial information has been

recorded accurately

• Performs analyses and assists in recommendations on various treasury activities such as internal

investment activity, external investments, banking relationships, cash management and investor relations.

• Monitors and analyzes company cash position to cover cash commitments and cash forecasting.

• Prepares materials for external security analysts, conducts lease versus buy analyses and monitors

company’s cost of capital.

• Prepare, review and present financials (including base case analysis and pricing) for new business

prospects.

HollyFrontier Corporation 10/2010 – 2/2011

Corporate Tax Department

Tax Analyst II

•Conduct, prepare & coordinate filing of excise tax, sales & use tax returns with various federal, state & local

taxing jurisdictions.

• Perform return review on fellow analysts’ completed returns before final approval by management.

• Reconcile tax GL accounts and assist accounting dept in the development of tax accruals, entries and

adjustments.

• Perform detailed tax review and approval of product contracts representing primary revenue stream for Holly

Corp.

• Assist in state excise and sales/use tax audits including correspondence with auditors, tax research, and

construction of detailed audit defense records throughout audits.

• Address taxing jurisdictions regarding state excise and sales/use tax correspondence issues.

• Obtain, review and maintain tax exemption certifications from customers on a daily basis for federal and state

excise taxes and sales/use taxes.

• Obtain proper licensing for new states and jurisdictions for excise tax and sales/use tax.

7-Eleven, Inc. 1/2005 – 10/2010

Corporate Tax Department

Excise Tax Analyst

• Actively manage all tax-related aspects of 7-Eleven Inc’s wholesale fuel business through subsidiary known

as SEI Fuel Services, Inc.

• Manage SEI Fuel’s motor fuel excise tax reporting process including remittance in 31 states as well as county

and city tax jurisdictions.

• Manage accounting processes related to motor fuel excise tax reporting including performing state tax

reconciliations, approving & posting journal entries, and completing tax account trial balances.

• Oversee and approve over $12 million dollars per month in motor fuel excise tax payments.

• Handle vast majority of motor fuel excise tax compliance issues with regards to all taxing jurisdictions.

• Helped form the excise tax group as seen through developing the position descriptions, defining key

responsibilities and assembling training documentation.

• Hired, trained and continually mentor three direct reports which assist in generating tax returns, managing tax

refunds, assisting with tax compliance, mailing tax returns, and researching critical tax issues.

• Involved with initial roll-out of SEI Fuel Services, Inc. and served as key tax contact throughout the

approximate 2 year roll-out process handling all tax pertinent issues such as licensing requirements and tax

research.

• Serve as power-user for ZyTax fuel tax reporting software including troubleshooting errors, reporting all

software tax issues to vendor and executing software updates on all desktop workstations.

7-Eleven, Inc. 7/2003 – 1/2005

Corporate Merchandising Department

Pricing Analyst

• Analyze weekly and monthly survey data to compile recommendations on prices for products within

assigned product categories

• Manage categories within department-specific application in addition to other databases in order to properly

review category pricing an relation to competitive pricing

• Work with other departments to identify opportunities, gather pertinent data, and secure approval to pricing

recommendations

• Analyze product movement data to help discover and verify the impacts of pricing recommendations both

before and after implementation

7-Eleven, Inc. 5/2001 – 7/2003

Corporate Tax Department

Sales Tax Supervisor

• Supervised tax team of 11 to ensure efficient, timely and accurate processing of all sales/use tax returns,

and EFT payments.

• Contributed to team by processing and paying sales/use and equipment taxes for Connecticut as well as

paying Virginia meals tax

• Aided in resolution of tax related questions from franchisees, marketing managers, field consultants and

store operators

• Regularly communicated with other corporate accounting units, field accounting centers, divisions,

markets, stores regarding a variety of tax matters

• Aided manager with state tax reconciliations, balancing tax accounts, posting journal entries, and setting

up ACH credit payment plan for states’ sales and use tax

• Gained experience in Oracle, CorpSales (by Deloitte and Touche), Oracle Browser, Discover 3.1, GLDI

and APDI (journal and check uploading applications)

EDUCATION

Master of Business Administration, Strategic Management

The University of North Texas - Denton, TX

Bachelor Business Administration, Finance

The University of North Texas - Denton, TX

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