Management Vice President
Resume:
BARRY SHEPPARD
Newark, New Jersey ***** **********@*********.*** H(973) 485-
P&L Statement Ownership Budget Development Single - Multi-Year
Forecasts
Financial Analysis Project Management Management Reporting
SUMMARY OF EXPERIENCE
Corporate Financial Planning & Analysis - Developing and presenting
executive level financial packages.
. Management - Prioritized & delegated tasks based on skills, resources and
needs.
. Analysis - Developed and presented monthly and quarterly performance
review packages to division president and senior vice president (package
included SWOT analysis and recommendations to align with corporate
goals).
. Budget Development - Developed budgets ranging from $5M to $200M using
zero-based budgeting methods.
. Project Management - Identified improvement opportunities through
leadership, technology and feedback.
. Support - Participated in cross-functional teams to assist in decision-
making, goal setting, and problem solving.
PROFESSIONAL BACKGROUND
Contractor - American Express Bank, Merrill Lynch - New York, NY
Supporting various departments
(3/00-10/08)
. Analysis - Analyzed P&L Statements for "Financial Advisory Services"
department of international bank (approximately $10M monthly revenue) -
Developed and presented monthly and quarterly performance review packages
to division president and vice president. Package included SWOT analysis
and recommendations to align with corporate goals - Prepared detailed
monthly variance analysis that identified and analyzed unusual activity -
Performed market and comparative analysis that led to a revised pricing
strategy and 5% sales increase - Analyzed $100M of real estate rental and
leasing contracts and developed multi-year cash flow projections -
Identified and analyzed key performance indicators to respond to changing
demands - Created local, national & worldwide staffing analysis (20,000+
personnel) - Developed three, four and five year revenue & expense
forecasts for both small and large capitalization firms ($500M+).
. Budget Development - Developed budgets ranging from $5M to $150M using
zero-based budgeting methods - Collaborated with various Managers to
obtain future assumptions in preparation of budgets.
. Project Management - Identified improvement opportunities through
leadership, technology and feedback. Increased productivity 10% by
creating flow charts and writing procedures to supplement employee
training. Collaborated with management to prioritize tasks based on
skills, resources and needs. Set goals, implemented strategy and
evaluated progress/results.
. Support - Participated in cross-functional teams to assist in decision-
making, goal setting, and problem solving -Supported management with data
analysis, reports & presentations that will increase productivity and
efficiency in time sensitive environments - Supported 200 attorneys at
major NY law firm by providing financial analysis to supplement
litigation.
. Financial Modeling - Created Excel spreadsheets that included pivot
tables, macros and look-up functions.
Senior Financial Analyst - Paine Webber - Weehawken, NJ
Supporting Communications/Information Technology Division
(6/98 - 1/00)
. Budget Development - Initiated and led discussions with multiple
Department Managers to obtain complete details of all budget assumptions
and figures to develop a $200M expense budget -Implemented a timetable to
monitor budget development and ensure all deadlines are met for
presentation to Division Senior Vice President.
. Analysis - Prepared detailed monthly variance analysis including summary
which identified and analyzed unusual activity - Developed, analyzed and
presented the monthly and quarterly cost center P&L reports to the Senior
Vice President - Developed local, national and worldwide staffing
analysis.
. Process Management - Streamlined data collection procedures, resulting in
10% increase in productivity.
. Financial Modeling - Developed financial models to capture expenses of
120 cost centers and 2,500 employees.
. Support - Assisted department managers with data analysis, reports &
presentations that will enhance their ability to perform their functions
in a cost-effective manner, in time sensitive environments.
Page 2 BARRY SHEPPARD
**********@*********.***
Senior Budget Analyst - City of Newark, NJ
Office of Management & Budget, Supporting Police Department
(11/94-6/98)
. Budget Development - Developed a $95M budget for 3 cost centers and 1,500
personnel in a union environment - Partnered with police Deputy Chief to
obtain future assumptions in preparation of budgets - Implemented a
timetable to monitor budget development and ensure all deadlines are met
for presentation to the Mayor, Business Administrator, Department
Managers and City Counsel Members - Monitored expense amounts and
transferred resources within the budget to meet changing demands.
. Training & Development - Increased staff efficiency over 500% by
providing Microsoft Excel and Word training to approximately 12-15
associates.
. Leadership - Supervised 6 Clerks in the office of police finance - Led a
team of 8 Budget Analysts through the development and completion of an
overall budget for the City of Newark.
. Support - Supported the City of Newark during labor negotiations with
Labor Unions representing the Police Department, by providing financial
analysis and forecasts - Supported senior police officials by providing
ad hoc analysis relating to security costs for city sponsored public
events and protecting visiting dignitary's.
. Analysis - Developed expense analysis and presented findings to Deputy
Chief of Police in charge of finance and Budget Director - Created three,
four and five year expense forecasts.
. Revenue Management - Managed over $10M in grant revenue and directed the
allocation of funds per grant specifications - Monitored grand spending
and presented findings to Budget Director.
Budget Analyst - City of Newark, NJ
Office of Management & Budget, Supporting Sanitation Department
(2/94-11/94)
. Budget Development - Developed a $40M budget for 3 cost centers and 150
laborers in a union environment - Partnered with Sanitation Director to
obtain future assumptions in preparation of budgets.
. Analysis - Developed expense analysis and presented findings to the
Department Director - Created three, four and five year expense
forecasts.
. Support - Supported the Senior Budget Analyst in the development of the
budget for the entire City of Newark.
. Training & Development - Worked in field with Laborers to better
understand the responsibilities of the position and provide more accurate
recommendations to increase productivity.
EDUCATION
Bloomfield College, Bloomfield NJ
BS - Finance
SOFTWARE
Microsoft Suite - Excel, Word, PP & Access
Hyperion Retrieve for Excel
ACTIVITIES
Volunteer - Operation HOPE (Banking on our Future), www.operationhope.org
(2009)
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