Sales Project Manager

AARON ZUTLER

**** ****** ***. #***

Fort Lee, NJ 07024

(C) 201-***-****

Email: *******@*****.***

SUMMARY:

. Provided Sarbanes-Oxley audit oversight of the payment review process for

an Energy Efficiency program, confirming that incentive payments are

correct prior to final payment approval.

. Implemented management reporting process for application development team

at Bank of America Securities department to plan and monitor yearly P&L

budget of over $20 Million, coordinated IT chargeback allocations.

. Gathered sales data from multiple proprietary order management and

billing systems. The multiple system eventually transitioned into

Salesforce.com

. Have Masters degree in Business Administration, Finance, Rutgers Graduate

School of Management

TECHNOLOGIES:

Advanced excel functions; Pivot Tables, vlookups & formulas ; Oracle

Financial Applications 11i: General Ledger, Asset Management, Visio,

Project, Excel, Access, Powerpoint, Salesforce.com, and Bilingual in

Russian

EDUCATIONAL BACKGROUND:

Rutgers University, Graduate School of Management, Newark, NJ

Master of Business Administration, Finance, 2000

New Jersey Institute of Technology, Newark College of Engineering, Newark,

NJ

Bachelor of Science, Mechanical Engineering, 1994

PROFESSIONAL EXPERIENCE:

Public Service Electric & Gas Company, NJ

Senior Financial Analyst (Consultant) 06/09 - 08/10

. Provided Sarbanes-Oxley audit oversight of the payment review process

for the Renewables and Energy Solutions Department, confirming that

incentive payments are correct prior to final payment approval.

. Ensured energy savings invoices are processed in accordance with Company

policies

. Performed ad-hoc analysis, calculations and interpretations of data and

information associated with the determination of energy savings

. Actively participated in resolution of disputes with third parties

concerning technical payment issues

. Prepared monthly scorecard reports for senior management using Excel

vlookups, pivot tables, and Access queries.

Praxell, Inc., New York, NY

Business Analyst / Consultant - One month project 10/08 --11/08

. Developed vendor expense budget; Input and paid vendor invoices using

Quickbooks software

. Performed bank reconciliations for multiple operating accounts

. Managed electronic fund transfers and resolve transfer disputes with

customers

AT&T, Morristown, NJ 02/07 - 07/08

Senior Financial Analyst (Consultant) - Wholesale Customer Service

. Utilized company Oracle and Microsoft Access databases to coordinate

account reconciliations between International Debt budget management and

foreign telecom providers. Prepared monthly management reporting of

network traffic with contracted carriers.

. Determined debt owed to AT&T by carriers and ensure invoices are prepared

and sent timely and accurately

. Collected debt and accurate application of payments received across

various international offices using Oracle Sales Analyzer and Microsoft

Access databases.

. Managed the investigation and resolution of billing disputes with

international carriers within required timeframe

Thomson Financial, New York, NY 08/06 - 01/07

Financial Analyst - Finance/Sales

. Gathered sales data from multiple proprietary order management and

billing systems using MS Excel and Access. The multiple system

eventually transitioned into Salesforce.com

. Calculated commissions paid to sales representatives based on

commissionable activity and compensation plans

. Forecast future commission expenses and make sure they stay within budget

. Resolved commission disputes with representatives using order management

system and commissionable activity database within required deadline

. Maintained financial accounts reconciliations and records in compliance

with Sarbanes-Oxley (SOX)

Bradley Pharmaceuticals, Fairfield, NJ 10/04 - 08/06

Financial Analyst

. Worked with Sales Director to define reporting processes that will

ultimately drive decision support for Sales

. Generated financial reports summarizing sales data for senior management

utilizing Oracle Financials

. Analyzed sales data to identify trends, variances, and develop sales

forecasts using MS Access.

. Managed sales and marketing databases and ensured the integrity of data

within the databases

. Developed budget projections for reimbursements to Managed Care

organizations

. Determined commission compensation for sales representatives

KForce Inc., Michael Page International, Execusearch, NY 08/03 -

07/04

Independent Consulting Assignments

Summary: Utilized Oracle Sales Analyzer and Oracle Financial Planner to

develop template for annual budget plan.

Client#1: Merrill Lynch

. Provided financial and budgeting support of the data center and

distributed computing operations using Oracle Financial Analyzer and

Oracle Sales Analyzer for a yearly budget exceeding $100 Million

. Worked with the Controller to develop distributed and mainframe pricing

models to improve visibility of cost recovery

Client#2: Globix Corp.

. Prepared financial reports and presented to senior management

illustrating income statements by product line.

. Created a MS Access database importing from Oracle to analyze revenue

and expense figures

Client#3: Citibank

. Maintained validation of various Business lines as well as performed

statistical analysis utilizing Dun and Bradstreet financial data.

. Formulated profitability reports for commercial lending customers using

Microsoft Excel and Access to update customer relationship management

platforms

Bank of America, New York, NY 11/00 - 06/03

Financial Analyst - IT Clearing & Settlements

. Implemented budget management process for application development team

at Bank of America Securities to plan and monitor yearly P&L budget of

over $20 Million

. Administered Market Data service agreements and reviewed monthly fees to

validate billing accuracy.

. Reviewed P&L results with senior IT managers, analyzed variance from plan

and advised senior managers on whether operational goals are within

budget.

. Supported the monthly P&L close process for IT spending ensuring the

integrity of the financials, including appropriateness of related expense

accruals

. Coordinated IT chargeback allocations for securities operations business

partners.

NJ BOARD OF PUBLIC UTILITIES, Newark, NJ 09/94 - 03/00

Business Analyst/Project Manager

. Reviewed annual budget of approximately $50 Million, to determine

variances between budget and actual amounts.

. Organized the development of a Geographic Information System (GIS), used

to map utility facilities throughout New Jersey, from proposal through

system implementation. Obtained Vendor quotes, wrote proposal, and

obtained senior management approval for project.

. Reviewed present value cost analyses for capital investments for accuracy

. Reviewed operations contracts for utility production facilities, rate

issues, and prepared presentations for senior management

. Automated regulatory compliance record keeping system from paper into an

MS Access database and trained five end-users with database use

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