Sales Customer Service

Joseph M. D'Amico, Jr.

** ******* ******* ( Dracut, MA 01826 ( (c) 978-***-**** ( E-mail:

******@***.***

[pic]

Professional Profile

Manager, Financial Planning & Analysis

Expertise in analysis, evaluation and execution of change ( Recognized by

internal clients for initiative, perseverance and insight ( Strong

communication, critical thinking and problem-resolution skills (

Experienced in the identification of operational issues affecting business

( Ability to drive and manage complex projects ( Skilled at working with

large database sets

Career Highlights

. The primary Finance person responsible for all due diligence during

companies recent acquisition valued at over $360M. (Litle & Co.)

. Streamlined Business Review tool for Customer Service team, saving

over 300 hours in preparation time and $200K in expenses (Litle & Co.)

. Planned and assisted in the implementation of automated Purchase Order

workflow process, reducing costs by $100K (Litle &Co.)

. Formulated financial planning for the entire organization by

developing charts and metrics to help analyze and drive business

(Litle & Co.)

. Initiated and implemented improved expense management and reporting

processes, adding $100K immediately to the bottom line (RSA Security)

. Created Worldwide sales booking and revenue tracking model to more

accurately forecast and report results on a daily basis (RSA

Security)

. Key sales operations finance member during three acquisitions (RSA

Security)

Core Competencies

Revenue Forecasting & Expense Analysis Financial Modeling Profitability

Improvements

P&L/Budgeting Financial Presentations Strategic Planning

Effective Communicator Team Player Business Partner

Education & Technical Skills

BSBA, Accounting University of Massachusetts at Lowell

Global MBA University of Southern New Hampshire

Technical Experience:

MS Excel MS PowerPoint Visual Basic SAP

Siebel Salesforce.com Oracle

Hyperion, Essbase

SQL QuickBooks SOP 97-2 Budget Maestro

Professional Experience

4/2009- Litle & Co., Lowell MA

Present Finance Manager - Responsible for management of all financial

reporting and analysis in the corporation. This includes revenue and

expense forecasting and budgeting, profit performance and financial

metrics. Conduct monthly business reviews related to business

financial investment and annual plan. Communicate with executives and

senior management from all operational areas to ensure financial

models accurately state revenue, expenses, and earnings.

. Key finance person responsible for all due diligence during

companies $360M dollar acquisition.

. Manage entire Planning & Analysis process for $220M company

. Developed a detailed and efficient Customer Service Business Review

Tool, which has saved the company over $200k a year

. Designed an entirely new monthly reporting package, consisting of

over 35 charts and graphs

. Worked closely with Sales team to create a detailed sales

comparison analysis, saving the company $35k annually

. Provide CEO and Chairman with annual, quarterly, and monthly

financial reports and graph presentations

. Develop, analyze, and communicate monthly/quarterly operational

metrics to senior management

. Identify, research, and resolve inappropriate or inconsistent

forecast and budget variances

. Work with private equity firms to provide them with detailed

analysis and reporting of company results

5/2008- Fidelity Investments, Marlborough, MA

4/2009 Principal Financial Analyst - Provided financial support for

the Phones Channel Group for entire company. Key player in calculation

of quarterly KPI's and management reports.

. Accurately forecast Customer Support Services expense ($280M) for

FY2008 on a monthly basis

. Process monthly channel management results and present findings to

Vice President to enable judicious decision-making

. Provide exclusive finance expenses support to the WI Channel phones

group ($300M)

2/2001- RSA, Security Division of EMC, Bedford, MA

5/2008 Principal Financial Analyst - Responsible for the World Wide

Sales financial integrity and strategic analysis, with a key role in

strategic planning, budgeting, and reporting process. Support the

corporate budget process, which includes developing the annual budget,

projecting revenues and expenses, and identifying potential risk

areas.

Collaborate with senior management to ensure annual budgets

and results are in line with corporate objectives

Communicate variances of division's results and forecasts

with appropriate recommendations.

Perform deal carve outs to comply with VSOE guidelines and

regulations

Prepare monthly divisional executive revenue presentation

in a timely manner

Analyze contracts to extract financial data for use in

booking calculation and revenue recognition

Manage one Financial Analyst

Financial Analyst III - Increased responsibilities include support of

the WW Channel Team and Consumer Sales division. Sales operations

support person for three acquisitions. Responsible for seamless

integration of Sales and Finance teams from numerous acquisitions.

Manage worldwide channel distribution inventory

Report daily bookings and revenue figures to CEO

Responsible for worldwide sales expense and revenue

forecasting and reporting

Financial Analyst II - Key business partner for entire America's Sales

team. Support VP of America Sales in key strategic initiatives and

goal tracking. Track and report all America's revenue and expenses

including quarterly forecasts.

. Work daily with Vice President of Sales on expenses & revenue

issues

. Responsible for monthly expense analysis and travel reports for 180

employees

. Track and prepare monthly Americas revenue forecasts

Financial Analyst I - Support the various duties of the Sr. Financial

Analyst. Run reports and prepare presentations for review by Finance

Manager. Research process improvements to increase Finance team's

efficiency.

. Prepare daily Flash revenue reporting to CEO, CFO and Sr. VP

. Create PowerPoint presentations for VP of America Sales and Sales

Managers

. Successfully integrated sales force from three acquisitions

6/1999- Sr. Accountant, Lowell, MA

2/2001 Saints Memorial Medical Center

Contact this candidate