John R. Wynott, CMA
Belmont, MA **478
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617-***-**** ********@***.***
A financial manager with well-balanced financial planning, analysis,
reporting and supervisory skills, complemented by hands-on operational
experience. Have successfully managed financial and accounting
responsibilities in large corporate and small business environments.
International business experience. Industry experience includes
software, property and casualty insurance, financial information and
environmental services.
S&C TECHNOLOGIES - PORTIA Boston, MA 10/11-
Present
Finance Manager
Finance Manager for PORTIA, a $45MM international software firm focused
on the middle-to-back office needs of a wide variety of investment
firms. PORTIA was recently sold by Thomson-Reuters to SS&C
Technologies.
. Performed all accounting, billing and reporting
functions for PORTIA as the business disentangled
from Thomson-Reuters and integrated the functions
into SS&C Technologies' infrastructure.
. Decision maker working with PORTIA Senior
Management, Thomson-Reuters finance and SS&C
Technologies finance creating and implementing
controls and process to manage the business
financially going forward.
. Developed detailed "stub year" operating plan for
5 subsidiaries for the new owner SS&C
Technologies.
. Expanded the use of Salesforce.com (previously
used in support area only). Developed pipeline
reports to assist in monitoring sales activity
regionally. Created global hosting and license
reports to support quarterly revenue forecasts.
DST GLOBAL SOLUTIONS Boston,
MA 04/05-10/11
Chief Financial Officer
CFO for the North American unit of DST Global Solutions, an
international company offering software and services to over 260 of the
premier investment institutions.
. Directed the finance, accounting, audit response,
real estate and HR activities of the North
American unit. Managed staff of 5.
. Provided all accounting including PL and BS
reporting, financial planning and forecasting and
business and financial analysis.
. Reduced monthly close cycle from 7 days to 4
days.
. Consistently applied accounting concepts for
revenue recognition of software and software
capitalization.
. Developed initial global KPI reporting package
for UK CEO to assist in monitoring resource
utilization across various functions.
. Introduced initial monthly global sales pipeline
tracking report for UK CEO and Regional Managing
Directors. Consolidated various tracking systems
into simplified and consistent format.
. Major participant in the 2007 acquisition of
Mosiki Development. Provided due diligence
preparation and review. Created financial
modeling of acquisition scenarios. Integrated
Mosiki operation into the existing DST
infrastructure.
. Initiated by client and by person profitability
reports.
SUNGARD DATA SYSTEMS Bedford,
MA 01/99-06/04
Group Chief Financial Officer
Group CFO for SunGard Securities Processing (promoted March 2001).
This group was comprised of 4 business units with total revenue of
$150MM.
. Directed the finance, accounting, strategic
planning, audit response and human resources
activities of 4 business unit.
. Co-managed three business unit controllers with
the business unit Presidents.
. Managed back office accounting department in
Hopkins, MN. Operation employs 9 accountants.
Duties for the operation include A/P, A/R, G/L,
tax reporting and payroll. Managed the
implementation of new accounting system for the
SSP Group (Sun Accounts.
. Operated dual roles for SunGard during time
period, Group CFO for the SSP Group and
CFO/controller for the SunGard Brokerage business
unit..
. Administered the roll out of the new Sarbanes
Oxley directives from Corporate to the 4 business
units.
Chief Financial Officer
CFO for SunGard iSolutions (promoted April 2000).
. Managed a staff of 6 professionals.
. Responsible for merging 2 business unit's
(Brokerage and Security Systems) finance and HR
teams into one cohesive unit. Consolidated
reporting and streamlined finance operations in
order to reduce duplicate processes.
. Expanded customer profitability reporting to
include Security Systems clients.
. Created complex forecasting model to accurately
predict monthly revenue. Model was extremely
valuable during past 3 years of volatile trade
activity.
Controller
Controller, SunGard Brokerage Systems
. Developed key management reports utilized to
monitor rapid growth in the business unit
(revenue doubled in 2 years). Reports created
included revenue per trade by customer, cost per
trade by customer and customer profitability.
LIBERTY MUTUAL INSURANCE COMPANY
BOSTON, MA
Assistant Controller-Personal Market SBU
(promoted June 1994)
. Managed a staff of 6 professionals.
. Directed the annual business planning process for
the SBU ($2.8 billion in premium). Updated
planning tools for major organizational changes
for the 1995 and 1997 planning seasons. Assisted
nine regions in compiling their financial and
strategic plans. Analyzed region plans and
budgets. Reduced initial 1998 expense budget by
$25 million.
. Managed the monthly financial statement analysis
(income statement, cash flow and balance sheet).
Responsible for analyzing actual results versus
plan for premium, losses and expense.
. Key financial member of a highly confidential
project team involved in reducing Liberty's
expense structure. Developed detailed financial
analysis supporting each of the 20 opportunities
identified. Acquisitions, technological
improvement and consolidation are three of the
opportunities acted upon.
. Managed the installation of a new budget and
reporting system (Hyperion Pillar) in 1995.
Trained over 200 users. System greatly improved
the setup, consolidation and reporting associated
with the budgeting process. Eliminated a
manual/paper intensive process with electronic
reports. Improved delivery time to users by 5
days.
. Managed the implementation of a new cost
accounting system (Dun & Bradstreet) in 1996.
Reviewed cost drives for each cost center and
revised if necessary. Developed electronic
interfaces with non-financial systems that
provided more timely and accurate allocations.
Reduced closing cycle 3 days.
Director of Planning & Analysis
. Key financial member of a highly confidential
project team involved in examining Liberty's
purchasing and warehousing operations. Developed
financial analysis supporting each of the
opportunities identified. Supplies and forms now
ordered electronically and delivered directly,
eliminating the warehousing operation.
FT INTERACTIVE DATA
BEDFORD, MA
Senior Financial Analyst (promoted November 1988)
. Prepared the 1990 expense budget ($28 million)
for the Data, Systems and Operations division and
the 1989 revenue ($62 million) and expense ($17
million) budgets for the Marketing and Products
division.
. Major participant in the annual 5-year strategic
planning process.
Finance Project Leader (promoted November 1987)
. Prepared and presented "white paper" analyzing
the impact the stock market "crash" had on 1988
revenues.
Senior Accountant (promoted November 1985)
. Senior Accountant for Chase Access Services (a
former division of FTID).
. Prepared book closings on a monthly basis and
submitted financial statements to the Chase
Manhattan Bank.
. Invested excess cash in short-term instruments.
. Filed quarterly and annual corporate income tax
returns (state and federal) for Chase Access.
. President's Award winner in 1986.
Assistant Revenue Accounting Manager
BROWNING-FERRIS INDUSTRIES
BOSTON, MA
District Accountant-Brighton Division (promoted April 1983)
District Accountant-Quincy Division (promoted October 1982)
Assistant District Accountant-Brighton Division
EDUCATION:
Bentley College Graduate School, Waltham, MA
MBA graduate 1987.
Providence College, Providence, RI
BS in Business Administration 1981.
CMA Certificate.
Certified September 1990.