Sales Customer Service

David Wolf

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

Address: ** ******* *****

City: Novato

State: CA

Zip: 94947

Country: USA

Phone: 415-***-****

Skill Level: Experienced

Salary Range: $90,000

Primary Skills/Experience:

See Resume

Educational Background:

See Resume

Job History / Details:

SUMMARY OF QUALIFICATIONS

-Senior Level Financial Analyst with over 15 years of progressively complex experience in multiple industries and a MBA in Finance.

-Particular expertise in the areas of budgeting, forecasting, reporting, explaining variances and making recommendations.

-Develop annual budgets based on historical trends and forward looking expectations or current business plans and strategic planning.

-Provide mid-year forecasts based on customer input and historical trends as well as evolving expectations or changes in performance trends.

-Executive management teams consistently seek out my advanced spreadsheet, database, and business reporting skills to identify organizational finance and IT needs.

-Demonstrate optimum customer service to internal clients by consistently providing valued options during the multiple phases of project management; provide highly focused service.

TECHNICAL EXPERIENCE

-Quickly acquire strong applications knowledge and become the company`s point person on system needs or functions. Sample systems learned: PeopleSoft Financial System, QAD, Jenzibar, and Cognos.

-Strong command of database terms and concepts.

-Knowledge of all MS Office applications, with advanced skills in Excel, Access, and PowerPoint.

-In-depth knowledge of Excel financial formulas and forecasting/modeling tools.

-Working knowledge of SQL and QuickBooks.

PROFESSIONAL EXPERIENCE

Senior Financial Analyst, Traditional Medicinals, Sebastopol, CA (2011 to 2012)

-Served as business advisor regarding company`s operations and administrative units; reported financial and budgetary information to budget managers. Provided advisement and made recommendations based on organizational needs to allow managers to properly readjust and optimize financial decisions and expenditures.

-Maintained forecast templates and met with managers to help them keep abreast of changing trends; reviewed key expense line items to identify risks and opportunities, resulting in more financially savvy decision making.

-Provided metrics, which supported the development of high level budget assumptions and lower risk financial decisions. Also provided process maps and procedure documentation of critical functions such as broker commission calculations.

-Provided monthly reports on parts inventory, gross profit by customer, and statements to the company`s bank resulting in accurate records and ensured loan compliance.

-Automated reports with Excel formulas, in place of manual steps, reducing effort and the risk for error.

Senior Financial Analyst, Alliant International University, San Francisco, CA (2004 to 2011)

-Served as business advisor with university`s largest schools ($40M and $10M, respectively); report information to various budget managers, provide advisement based on requests, make alternate recommendations based on changing organizational needs to allow managers to properly readjust and optimize expenditures.

-Facilitated the development of a departmental operations budget by developing and maintaining segment and aggregate budgets, which created completed annual budgets for each new fiscal year.

-Provided monthly budgetary updates to department heads, which informs them of their performance compared to budget based on revenue and expenses.

Senior Financial Analyst, Alliant International University, San Francisco, CA - continued (2004 to 2011)

-Continuously reviewed anticipated final operating results to clarify the `end of the year` budget enabling the ability to effectively create forecasts of following full year budgetary operations.

-Identified and corrected GAAP compliance issues by clarifying situations whereby employees were paid as employees and individual contractors; saved the organization significant financial hardship by avoiding monetary penalties.

-Developed financial implications for increasing tuition by varying amounts; enabled managers to understand revenue impact based on multiple tuition increases resulting in strategic budgetary planning.

-Provided two comparable options (Lease vs. Buy or Net Present Value Analysis) to identify least expensive choice for organization in order to reduce budgetary expenditures.

Financial Analyst, Hall Kinion and Associates, Novato, CA (2002 to 2004)

-Provided financial reports and information on metrics regarding company sales as well as profits and losses to Managers and Board of Directors. Conducted weekly summary reports regarding contractor hours, permanent positions placed, and revenue generated, which calculated and created the commissions distributed to sales staff.

-Prepared profit and loss statements for senior management and The Board of Directors to allow department heads to inform the board and shareholders of company operating results.

-Prepared budgets for sales organization based upon projected revenue/expenses to allow all contributors of the sales organization to understand their necessary revenue generation goals for the year.

-Provided budget to actual revenue generation reports to the branch managers and VPs to determine bonus amounts of individual contributors based on their annual income contributed to the organization.

-Streamlined the business process involved in calculating the bonuses of the sales team resulting in the reduction of operations time to calculate bonuses by 83%.

Senior Financial Analyst, McKesson Corporation, San Francisco, CA (2001 to 2002)

-Saved the company money by capturing profit leaks; assessed customers` original contractual markup terms of their supply agreements. Provided reports to sales staff indicating supply volume reduction resulting in contractual adjustments based on volume differentiation, which yielded significantly higher profits.

-Acquired understanding of customer supply agreements and pricing through independent research and by interviewing account managers creating the ability to identify potential areas of lost revenue.

-Improved the integrity of data used to measure profit leaks, capturing a $5 million opportunity cost of lost income.

-Identified opportunity cost, which management incorporated into the baseline budget revenue requiring the sales team to incorporate realization targets into annual budget to avoid the former loss of $5 million.

Project Analyst, Niku Corporation (formerly ABT), Petaluma, CA (1998 to 2001)

-Developed and submitted reports to company managers that tracked changes in employee headcount resulting in the maintenance of accurate employee information as well as compensation and overhead expenditures.

-Integrated confidential Niku and ABT employee information into a single database application [ADP] resulting in a reliable system-wide repository where multiple departments and managers could access employee information.

-Served as technical liaison to HR, Finance, and IT departments by identifying system needs and necessary information to create a comprehensive employee database.

Business Analyst (Prior to Niku acquisition of ABT) (1998 to 2000)

-Analyzed market information to develop revenue models for proposed business plans; make strategic recommendations and create action plans for increasing company revenue. Designed and improved the employee database system resulting in a more streamlined documentation process yielding a reduction of overhead expenses.

-Oversaw and created reports detailing variances between projected and actual staffing, measuring changes in employee headcount, which contributed to the decision making regarding staff expenses and company acquisition.

-Developed revenue models for proposed business plans resulting in the ability to create multiple income stream scenarios based on various sets of operating conditions.

-Created and administered employee history database [Access], resulting in a comprehensive bank of employee information including but not limited to salary, department, title, and stock options granted (dates, vesting, and ability to exercise options).

Administrative Analyst, Golden Gate University, San Francisco, CA (1993 to 1998)

-Provided enrollment information to internal and external constituents to optimize the revenue generation of future program offerings. Improved data integrity by identifying weaknesses and recommending solutions to managers, which improved productivity of administrative staff and reduced overhead costs.

-Prepared reports detailing variances between projected and actual enrollments, to enable department managers to identify actual income generation.

-Created database [Access] and reports on course enrollment histories to enable department managers to identify which course topics and academic programs yielded strong revenue generation, and which programs cost more to offer than was a worthwhile budgetary trade off.

-Provided reports to state, federal, and private accrediting institutions including WASC and IPEDS to ensure standard accreditation procedures and protocol where being conducted.

-Offered expertise on legacy student system during system-wide database conversion to enable comprehensive and effective system functioning; trained staff on how to navigate new system during and after conversion.

EDUCATION

MBA, Finance, Golden Gate University, San Francisco, CA 1998

BA, Statistics, University of California, Davis, CA 1991

VOLUNTEER AND COMMUNITY EXPERIENCE

Condo Board Vice President and Treasurer, Gateway Commons HOA, Novato, CA (2008 to 2011)

Oversee collection of delinquent accounts: collection agency reporting and minimizing receivables. (2008 to 2011)

Created summarized treasury report, including balance sheet summary, on a monthly basis. (2008 to 2010)

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