Sales Analyst

GREGORY S. BERG, MBA

** ******* ***** **********, ** 07039 973-***-**** ****.****@****.***

Experienced finance professional who can partner with senior leadership to tackle tough business issues, develop

innovative and sound strategies, and successfully lead implementation. Demonstrated success at identifying areas to

reduce costs, grow volumes, and create efficiencies. Expertise in financial reporting, planning and analysis.

EXPERIENCE

UBS WEALTH M ANAGEMENT & BUSINESS BANKING, ORIGINATION CONTROLLING, WEEHAWKEN, NEW JERSEY

Director 2008 –April 2009

Sole lead in the creation of a $1.3 billion total cost budget plan for all business areas where none

previously existed identifying cost savings opportunities amounting to over $100 million.

Developed transparency reporting to aid the business areas as to specifically where they are above and

below targets.

Built and promoted model determining acceptable cost increases while maintaining efficiency to

compensate for aggressive company initiatives that create pressure against the budget.

Responsible for having an in-depth knowledge of P&L line items in order to determine savings

opportunities.

Prepared weekly and monthly revenue reports including estimates with commentary as to the causes of

revenue fluctuations for a $4.3 billion firm.

Responsible for risk and service quality metrics which are part of company key performance initiatives.

Exhibited strong interpersonal skills among all levels of management and business areas in order to

influence behavior.

Managed personnel on daily basis to develop into strong team contributor.

HEWLETT PACKARD FINANCIAL SERVICES, CORPORATE DEVELOPMENT, MURRAY HILL, NEW JERSEY

Senior Financial Analyst 2003 – 2008

Prepared and analyzed financial reports on a global basis for Executive Council, measuring crucial results

against HP for over a $4 billion annual portfolio for entire organization, including product and segment

penetration, channel and top accounts analysis.

Analyzed worldwide sales compensation results recommending savings opportunities to reinvest in the

organization while maintaining industry competitive plans.

Worked closely with worldwide Business and Sales Leaders in constructing reports to devise strategies

that drive sales and improve coverage.

Created and managed business plan targets for region and product groups ensuring overall company

objectives are met.

Developed and implemented new sales system tool which aligns HPFS and HP sales representatives

providing real-time, qualified leads to dramatically increase volume.

Worked on the development of one global data repository used for reporting against company metrics;

such as, measuring effectiveness of sales force, new and existing programs, and win-loss analysis for

various levels of Management.

Recipient of HPFS Making History Team Award for successful work in the development of reporting tool.

TIME INC., FINANCE, NEW YORK, NEW YORK

Senior Financial Analyst 2002 – 2003

Prepared and presented a $120 million capital spending package to CFO and Executive VPs of Time Inc.

Analyzed Business Reviews focusing on revenue and income comparing Actuals to Reforecasts and

Budgets commenting on variances.

Evaluated monthly and quarterly reporting packages, including related party revenues, depreciation,

Business Reviews and headcount analysis for eight titles/divisions; such as, Sports Illustrated and Golf.

Reviewed annual business plans and reforecasts for divisions determining they were in accordance with

management expectations.

Coached personnel to progress into strong team contributor.

GREGORY S. BERG, MBA 973-***-****

EXPERIENCE

SIEMENS MEDICAL SOLUTIONS, INC., MEDICAL FINANCIAL SERVICES, ISELIN, NEW JERSEY

Senior Financial Analyst 2000 – 2002

Prepared annual business plan to determine overall division and all individual group targets.

Developed sales compensation plan endorsing measurements and targets, creation of reports, and

approved payouts to payroll.

Accurately prepared and analyzed monthly financial reporting package, within tight deadlines for a $500

million portfolio.

Authorized and developed system enhancements that improved company processes; such as, eliminating

risk of overspending by automatically calculating minimum payout needed to achieve desired results.

Handled system conversion from two division’s perspectives to ensure data was accurate and reliable

maintaining that essential information continued to be reported.

THE CIT GROUP, CAPITAL FINANCE DIVISION, LIVINGSTON, NEW JERSEY 1995 - 2000

Senior Financial Analyst (1999 – 2000)

Prepared yearly business plan for over a billion dollar industry to determine financial goals.

Analyzed actual margins and compared to prior month, prior year and business plan commenting on

sizeable discrepancies presented to Executive Leadership.

Prepared asset rollforwards estimating new volume, liquidations and terminations on a quarterly basis.

Senior Accountant/Systems Analyst (1995 – 1999)

Uncovered over $300 thousand dollars of unbilled and uncollected rental payments.

Accountable for the daily maintenance of the division’s portfolio, including accounting, general ledger and

information systems tasks noting any sizeable variances to Controller.

Conducted review of software on a periodic basis to determine programs are performing properly and

recommended enhancements to streamline division operations.

ROTHSTEIN, KASS & COMPANY, P.C., ROSELAND, NEW JERSEY

Staff Accountant 1993 – 1995

Provided general accounting, auditing, and tax analysis/preparation services to clients, specifically

investment partnerships.

EDUCATION

RUTGERS, THE STATE UNIVERSITY OF NEW JERSEY

MBA Degree with a concentration in Finance, May 2001, 3.8 GPA

Beta Gamma Sigma, Business Honor Society

MUHLENBERG COLLEGE, ALLENTOWN, PENNSYLVANIA

B.A. Accounting, May 1993

Omicron Delta Epsilon, Economics Honor Society

Dean’s List – 1990, 1991 & 1992

Zeta Beta Tau Fraternity, President, January 1992 – December 1992

COMPUTER PROFICIENCY

Business Objects, Microsoft Office Suite (Excel, Word, PowerPoint, Access, Outlook), Essbase, SAP,

PeopleSoft, InfoLease, InfoTrieve, InfoAnalysis

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