Customer Service Management

RAFAEL M. PHILLIPS, JR.

* ****** ******, ********, ** 06410 H 203-***-**** M 203-***-****

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

EDUCATION

. Masters of Business Administration, concentration in Finance,

currently pursuing at the University of New Haven

. Bachelor of Science, University of Bridgeport, Majored in Finance and

Banking, Dean's List

. United States Army, Fort Jackson, SC

COMPUTER SKILLS

. MS Excel (Expert) MS Access MS PowerPoint

MS Word

. SAP PeopleSoft Business Objects

. Hyperion Essbase Hyperion Retrieve Hyperion

Planning

. Great Plains Enterprise FRX Bancware

(Insight & Conductor)

PROFESSIONAL EXPERIENCE

Pratt & Whitney - East Hartford, CT

12/2009 to Present

Financial Consultant

. Manage, analyze and forecast the monthly SG&A and Cost of Sales

expenses for the GP7000 (Engine Alliance) Commercial Engines

Program; the Engine Alliance is 50/50 joint venture between General

Electric and Pratt & Whitney

. Implemented and exceeded superior billing efficiencies by improving

the program's Freight and United Technologies International

Operations process. An annual savings of over $2 million

. Responsible for managing, developing and enhancing the annual

planning process, present the monthly, quarterly, and annual SG&A

variance analysis to the EA President & the EA General Manager,

create and maintain a variety of financial and corporate closing

reports for management: COS Report, Engine Cost Analysis, Trend

Analysis, Spare & Lease Pool Engine Analysis, Warranty Analysis

. Manage and improve the program's Cost of Sales billing process and

create Notional Costs for a range of expenses: Freight, Goodrich

Corp. Expenses, Marketing and Communications, Warranty, United

Technologies International Operations, IT Projects and Maintenance,

Assets Paid in Capital, Seconded Salary, Tooling, and Other Program

Tasks

. Assist and advise the EA Industrial Director of Operations in

matters of Freight, Goodrich operations, financial related analysis

and decision support

Maid on Wheels, Inc. - Fort Lee, NJ

01/2009 to 12/2009

Financial Consultant

. In charge of creating and managing all aspects of the company's

planning and forecasting

. Built management tools to measure and analyze financial &

operational information (e.g. financial ratios, key performance

indicators, sales analysis and product pricing)

. Implemented and evaluated efficiency ratios to track individual

work force profitability

. Compiled a Revenue & Compensation Analysis Report to better

understand the company's liquidity, income distribution and payroll

. Other responsibilities include: 1099 reports, P&L analysis, create

business forms for operations

Valassis, Inc. - Windsor, CT 12/2007

to 12/2008

Sr. Financial Analyst

. Managed the overall Planning and Forecasting process for the Direct

Mail Division, created and maintained the tools that facilitated

the process, established deadlines for all the functions and

ensured deadlines were met, analyzed the Plans/Forecast and

assembled the budget package for review by senior management

. Analyzed functional performance by collaborating with functional

leaders to help them understand spending levels and to make sure

they were at or below budget

. Created, generated and distributed the monthly financial reporting

package for the Direct Mail Division, worked in conjunction with

FP&A and Accounting to ensure accuracy and reasonableness,

constantly improved and strengthened the efficiency and usefulness

of each report

. Directed the day-to-day management of Hyperion, built and managed

all Web-Forms used for planning and forecasting, worked with IT

Admin in developing business rules, verified and ensured all data

was accurately moved and maintained between versions and

applications, checked and verified all Actual Analyses Web-Reports

were accurate and practical

. Partnered with functional areas to proactively identify business

issues and solutions, constantly involved with special projects, ad

hoc requests and general business analysis and modeling for senior

management

RAFAEL M. PHILLIPS, JR.

Anthem Blue Cross and Blue Shield of Connecticut - North Haven, CT

04/2005 to 12/2007

Financial Analyst Lead

. Performed and supported the month-end, forecasting and planning

administrative expense reporting process for the North East Local

Group Region, ensuring the process and all the deliverables were

well planned, well communicated, smoothly executed and completed on

a timely basis

. North East Allocation expert which consisted of ensuring products

were competitively priced by applying appropriate Cost Accounting

methodologies to charge correct administrative expenses, conduct

financial allocation analysis and impacts, update allocation

surveys, provide allocation training, make certain all allocations

were properly reflected in the system

. Created and implemented efficient and quality improvements by

streamlining proactive Excel report templates which were involved

in all key activities performed by the expense management team

. Developed, analyzed and maintained various reports and projects to

assist in the management of business: Vendor Analysis, Non-

Recurring Expenses, Walk Forward Analysis, Capital Expenditure

Projects, Customer Service, Claims & E&B Variance Analysis &

Projects, FTE Analysis Reports, Selling Expense Forecasting

Webster Bank - Waterbury, CT 10/2002

to 04/2005

Financial / Profitability Analyst

. Worked with core system Bancware & Access outputs to calculate,

analyze and provide detailed Funds Transfer Pricing & Capital Excel

reports for the Business Lines and the bank, which were integral

parts in reviewing profitability

. Designed advanced MS Excel modeling methods to improve Funds

Transfer Pricing & Capital and Expected Loss reporting

. Communicated with senior level stakeholders to identify business

requirements and created specifications for reporting needs

. Provided rapid analytic response for decision support

. Analyzed monthly FTP & Capital results and trends to provide

highlights to senior management

. Produced Plan & Forecast for deposit products and interest rate

indexes

Gilman & Ciocia - White Plains, NY

01/2001 to 10/2002

Financial Analyst

. Launched and originated the initial set up of Gilman & Ciocia's

Finance Department

. Introduced sophisticated MS Excel modeling techniques, which

exceeded internal production objectives

. Spearheaded the development of a new Excel Budget & Forecasting

System within the organization, which consisted of 140 offices in

17 states

. Assisted and collaborated closely with the CEO & CFO on cost

reduction Excel projects, which resulted in:

o Greater efficiency and management of the financial

representatives' draw payments by $1 million annually

o The closing of 10 negative EBITDA offices, a reduction of $3.7

million

o The reduction of financial representatives' commission payout

rates. An annual savings of over $400,000

o Decreasing low producing financial representative's health

benefits payments. An annual savings of over $260,000

. Member of the G&C Acquisition Team, accountable for due diligence,

cap values, NPV analysis, licenses and contingent payment schedule

. Other responsibilities included: SEC 10Q & 10K Stock Options

reporting, Great Plains uploads and downloads, Board Meeting

reports, Billings & Delinquency reporting

People's Bank - Bridgeport, CT

06/1995 to 1/2001

Budget Analyst

. Generated, analyzed, and provided essential monetary data, as well

as produced and maintained all financial reports, which were

integral to the Credit Card Division

. Developed, analyzed, and improved Excel reporting tools to assist

with the Budgeting, 3 Year Planning and the forecasting of Fee

Income, Expenses, Funding, New Direct Mail Program Profitability

and Yield Analysis, Capital Expenditures, Late Fees, Interchange &

Assessment Fees for Visa and MasterCard

. Researched, compiled and tracked financial reports to MasterCard

and Visa, such as Risk Key Indicators, Assessment Reporting,

Income and Expense Reporting, Benchmark Reporting and Functional

Cost Study

. Provided analysis reporting to the CEO and FVP of Finance, such as

Asset Quality, Account Analysis, Trend Analysis and Balance

Scorecard reports

CERTIFICATIONS AND LICENSES

. State of Connecticut Producer License for Life, Accident and Health

Insurance, 2005 to 2009

OTHER SKILLS

. Fluent in Spanish Logical thinker & detailed oriented

Ability to work in high pressure situations

. Excellent communication skills Identify risks and opportunities

Contact this candidate