Kevin P. Owens, CPA
**** ********** ** #*** ? BUFFALO GROVE, IL 60089
Home: 847-***-**** Cell: 224-***-****
E-mail: *********@*******.***
ANALYTICAL / ACCOUNTING PROFESSIONAL
Professional Experience
United States Cellular, Chicago, IL 1998-2010
Sales Effectiveness Forecast Analyst, Chicago, IL (2009 - 2010)
. Manage the end-to-end quota setting process including budgeting,
analyzing and reporting on expected post-pay, pre-pay and renewal
business results.
. Ensure consistency in approach for all quota setting and adjustments.
Work with field sales leadership to ensure quota adjustment requests
are appropriate and financially responsible.
. Provide key data, analysis and decision support to field sales
leadership and aid to the Directors of Sales in the setting of quotas
for all sales channels (company-owned, dealer-owned and direct). This
included analysis and guidance associated with meeting budget
requirements, sales associate productivity and necessary performance
expectations.
. Provide ad-hoc and strategic analytical support to the assigned
markets on productivity and financial measures. This is inclusive of
researching monthly financial results and compensation data to provide
the business with key performance and financial metrics related to
sales associate performance
. Ensure all quota and bonus material is delivered in compliance with
all company SLA's and Sarbanes-Oxley controls.
. Lead the future development of quota methodology vs. business
objective attainment.
. Communicate complex quota methodology and administration process with
the field sales leadership teams as well as the executive leadership
team. Responsible for presenting confidence levels of model behavior
to senior leaders of operations, customer service, finance and HR.
FMLA, Etc.
. Lead the monthly development of trend analysis and monitor key
performance indicators and business drivers. Research significant
changes in these indicators and provide input as to how to improve
performance in specific areas.
Financial Planning & Business Analyst II, Knoxville, TN (2003 - 2009)
. Responsible for budgeting and forecasting revenue, operating costs and
capital expenditures for 35 companies ($950M). Provided support for
several internal departments.
. Responsible for creating operations models related to Revenue, Costs
and Capital Planning. Modeling techniques include, regression
analysis, discounted cash flow, ROI, among others.
. Responsible for compiling monthly financial reporting and information
related to company metrics such as Cash Flow, ARPU, CPGA, etc. Also
included insightful budget-to-actual explanations, and rate/volume
analysis. Additionally, partner with Corporate Accounting during the
month-end close process.
. Created, maintained, and supported custom databases and models that
help consistently communicate, explain and forecast key financial,
statistical and operational metrics.
. Collect, analyze, and present financial information to Regional VP,
Directors, and Sales Leadership teams. Identify risks and
opportunities to allow them to meet their specific goals. Apply
principles of situational or context analysis by using competitive
strategy methods such as SWOT (Strength, Weakness, Opportunities,
Threats).
. Partnered with Field Managers by producing daily/weekly recurring
statistical and financial information. These operational reports
supplied tools to better coach frontline associates and meet company
strategic goals.
. Member of many cross-functional teams to create, investigate, and
suggest improvements in the communications, reporting, budgeting,
forecasting and costing processes.
. Provided financial expertise by leading and working with cross-
functional teams. Ensuring that the projects are modeled appropriately
and financial implications are adequately understood and considered
. Responsible for quarterly forecasts. Communicate, explain, and
identify areas of opportunity or risk and suggest possible scenarios
to senior management.
. Prepared ad-hoc analysis as requested by management. The types and
nature of these analyses vary according to business needs. These
analyses were to provide and to evaluate various strategic and
tactical decisions.
. Member of several transition teams responsible for the analysis around
the acquisition as well as the divesture of several companies and
licenses with in the region.
. Review current and significant FASB changes so that changes can be
incorporated into our budgets, forecasts, and competitive analysis
scenarios. Ensure ethical standards and compliance with Sarbanes-
Oxley guidelines
Kevin P. Owens, CPA
PAGE 2
PROFESSIONAL EXPERIENCE (continued)
Staff Accountant II, Chicago, IL (1998 - 2003)
. Full cycle and full statement accountant. Responsible for Income,
Balance Sheet and Cash Flow Statements. Responsible for G/L month and
year-end closing for nine companies ($300M+).
. Responsible for complete balance sheet reconciliations including,
cash, liabilities, inventory etc.
. Provided analytical analysis of accounts, and ad-hoc reporting on need
basis including Bad Debt and aged receivables.
. Responsible for 40 plus, tax returns monthly. Included State Sales &
Use, Quarterly Federal Excise tax, Utilities, etc. Assisted with the
year-end state and federal Income Tax returns (1120) for each of the
companies assigned to me.
. Worked with Auditors and assisted with year-end audits. Including
account schedules, field inventory counts, field asset counts, and
being interviewed on policies and procedures.
. Created and maintain Journal Entry upload templates, databases, and
monthly analysis using tools such as Excel, Access and Visual Basic.
. Created processes that assist in reducing the close process from three
to two days using tools such as Visual Basic, Excel and Access.
. Member of many cross-functional teams to investigate, suggest, and
implement improvements within communications, reporting, systems, and
budgeting.
. Representative for the accounting department on several conversion
projects. These teams included USCC's billing system and inventory
system assuring that the systems accurately posted correct information
from the 3rd party systems into SAP.
Motivation Media, Glenview, IL 1997-1998
Staff Accountant
. Was responsible for G/L month/year-end closings for four companies.
. Managed fixed assets and supporting schedules.
. Completed tax returns monthly along with Sales & Use, Excise,
Utilities and corporate tax returns (1120S)
. Responsible for reconciling all B/S accounts including Cash, A/P, A/R,
Work in Progress among others
. Created and maintained a commissions database within Access
. Assisted with year-end audits for four companies
IRMCO, Evanston, IL 1995-1997
Staff Accountant
. Was responsible for G/L month/year-end closing and monthly budgetary
analysis.
. Handled A/P, A/R, inventory and pricing of product.
. Acted as member of a team to select and implement a General Ledger
System including inventory, A/P, A/R and cash systems; created pricing
system using Access and Excel
Computer Proficiency
. SAP - Super User . Hyperion / Essbase
. Crystal Reports . SQL .
CARES
. Visual Basic (VBA) . Excel .
Access . Power Point . PILOT
. Microsoft Word . MARS .
Conversion Teams . Mainframes
. MAS 90 . SBT . Great
Plains . Skyline
Education And Training
DeVry University, Illinois, Bachelor of Science Degree in Accounting
Member of the SAP Super Users Group ASUG
U.S. Cellular , Management Development Forum (MDF)