Project Manager Financial

David C. Smith

**** ******** ***** *****

Lino Lakes, MN 55038

Home Phone: 651-***-****

Cell Phone: 651-***-****

E-Mail: ********@***.***

SUMMARY OF QUALIFICATIONS

A Team Leader experienced in the areas of:

- Project Teambuilding/Leadership

- Financial Statement Preparation and Analysis

- Financial Modeling/Analysis

- Budgeting and Forecasting

- Vendor Management

Over ten years experience with large companies in various industries,

including:

- Manufacturing

- Financial Services

- Retail

- Property/Casualty/Reinsurance

- Health Care

WORK EXPERIENCE

Deluxe Corporation, Shoreview, Minnesota

May 2007 - Present

Team Lead/Project Manager, Financial Planning and Analysis

Lead Corporate Financial Planning and Analysis team in communicating

financial results and recommendations along with project leadership

- Own monthly consolidated reporting and communication of financial

statement results and recommendations to senior leadership (CEO and CFO)

- Lead and coordinate annual operating plan (budget) timelines and

deliverables with senior executive leadership along with business unit

and fulfillment finance leaders

- Successfully developed and led project related to simplification and

overall improved accuracy of balance sheet and cash flow forecasting

process within Deluxe

- Successfully drove Strategic Planning process which involved closely

working with both executives and business unit finance leadership

resulting in a more efficient deliverable cycle and served as a strong

base in the annual budgeting process

- Lead highly visible Lean Project that involves partnering with business

unit, fulfillment, and corporate shared services partners to simplify and

automate reporting processes while also improving accuracy

- Lead project to implement a Rolling Forecast for Deluxe. This involves

the development of a project plan and communication to leadership on

rolling forecast benefits (replacement of current budgeting process),

timelines and deliverables.

- Supervise and provide performance feedback to Senior Analyst on the team

- Lead other efforts within team on making processes more efficient, deepen

relationships with business partners, and enhance communication of

results to senior leadership

GMAC ResCap, Bloomington, Minnesota

August 2006 - May 2007

Lead Financial Analyst, Financial Planning and Analysis

Lead Corporate Financial Planning and Analysis team in consolidating,

analyzing and communicating financial results and recommendations to senior

management at GMAC ResCap

- Led analysts in the creation of the MD&A (Management's Discussion and

Analysis) commentary related to 10Q and 10K submissions

- Owned month end close process and directed senior analysts on related

deliverables and analyses

- Successfully drove process changes resulting in more effective

partnership with business segments

- Successfully presented an opportunity for increased profitability to

senior leadership around net interest margin. Worked effectively with

business segment leaders to drive changes.

- Served as financial liaison with Treasury and business segments in an

effort to educate team on processes and methodologies

- Directed, supervised and provided performance feedback to assigned

contractors within the team

- Trained and advised team on financial model creation and communication of

financial results

Best Buy Company, Richfield, Minnesota January

2005 - August 2006

Team Leader, Consumer Electronics

Managed financial decision support process for Cellular Phone business unit

and established myself as go to person for strategic projects

- Managed financial decision support process for Cellular Phone business

unit (budgeting, forecasting, variance analysis/recommendations - annual

$900M in sales)

- Led cross-functional teams on a variety of projects (many with

substantial size of prizes- pricing, promotions, etc.)

- Successfully led team to sales and operating profit variance to budget

and forecast of less than 5% vs 20% at the start of the position

- Presented an opportunity for increased market share to cross functional

senior leadership team, action-planned and drove outcomes resulting in

$15M in annual incremental operating profit

- Led cross-functional team in an effort to increase revenue recognition.

Best Buy had already been able to recognize an additional $3M in revenue

prior to my departure in 2006.

- Provided feedback to managers/directors as to their direct reports'

performance on the cross functional projects that I led

- Seen as "go to" person when strategic projects arose

Best Buy Company, Richfield, Minnesota January 2003

- January 2005

Senior Financial Analyst, Properties Finance and Capital Planning

Managed financial decision support process behind new retail stores. In

addition, provided financial planning support for Retail Business Units and

Retail Functional Groups (e.g. Retail Operations, Services, Visual

Merchandising, BBY.Com, etc.) in the areas of capital target setting and

financial analysis

- Managed financial decision support process behind new store process

(capital planning, resource planning, budgeting/forecasting)

- Seen as "go to" person when confidential strategic projects were

introduced

- Worked effectively with other teams involved in the new store process

(e.g. Real Estate, Advertising, etc.) to present 15-20 new store projects

per month to senior management (e.g. COO, CFO)

- Established targets, measured results and developed action plans

involving capital budget of $412M for Retail

- Led a cross-functional project with IS involving store equipment

(Registers, PCs, Printers, etc.) that is estimated to save Best Buy over

$15M over 3 years.

- Obtained Employee of the Quarter Award for work on new store analysis

Best Buy Company, Richfield, Minnesota May

2002 - January 2003

Senior Financial Analyst, Portfolio Performance

Project Manager for implementation of business unit reporting system

- Was a successful project manager for Portfolio Performance Management

project. Project involved developing a reporting system that combined

data from several different sources throughout the company.

- Led planning, analysis, and implementation phases of project

- Project resulted in enhanced business-reporting efficiency and eliminated

duplication of data.

St. Paul Companies, Inc., St. Paul, Minnesota

April 2000 - March 2002

Senior Financial and Planning Analyst, IT Procurement

Provided contractual, financial and team building support for Information

Systems (IS)

- Negotiated and drafted IT-related hardware, software, and professional

services contracts, some in excess of $5M.

- Saved the company over $600K in 2001 by negotiating a settlement

regarding software usage.

- Developed effective individual/team relationships with internal

departments and suppliers via sourcing new products or services by using

RFP/RFQ/RFI processes.

- Managed suppliers and realized substantial savings by holding suppliers

to contracted deliverables.

- Conducted extensive financial analyses and prepared Executive Summaries,

Cost Benefit analyses, Lease vs. Buy analyses, NPV comparisons, and other

models for presentation to senior management.

- Conducted budget forecasts and variance reports for departments within

IS. Work successfully with departments to adjust costs to meet overall

budget objectives.

Blue Cross and Blue Shield of Minnesota, Eagan, Minnesota

July 1998 - April 2000

Financial Analyst

Provided contractual, financial and project building support for

Information Systems (IS)

- Negotiated and drafted IT-related hardware, software, professional

services contracts.

- Prepared monthly financials for various IS projects, and provided insight

on ways to control expenses. Met with Senior Management on a regular

basis to discuss these items.

- In 1999 alone, was able to save IS more than $8.5M in savings by leading

cross functional teams in selecting equipment with best technology at the

best price.

- Implemented contract management system (Argis) that resulted in a

centralized, more cost efficient method of tracking contractual data.

- Worked with systems analysts to develop and implement an electronic

requisition system through Microsoft Excel. This resulted in a more

efficient method of managing capital budgets, vendor/product selection,

and the overall approval process.

EDUCATION

MBA in progress, University of Phoenix, Phoenix, Arizona

BA, Finance, University of St. Thomas, St. Paul, Minnesota

TECHNICAL EXPERIENCE

- Lean Six Sigma Experience

- Working knowledge of several software applications, including:

- Microsoft Office (Word, Excel, PowerPoint, Access)

- Cognos

- Hyperion Essbase and Enterprise

- Peoplesoft

- Crystal Ball (Statistical Tool)

- MS Project

- SAP (Financial Systems Software)

- Oracle (PA, GL)

- Hyperion Pillar (Budgeting Software)

- Obtained Series 7, 63 licenses (brokerage)

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