Gus Lombardo

Greenwich, CT *****

860-***-****

www.linkedin.com/in/gus-lombardo

ac00lr@r.postjobfree.com

Summary

Expertise supporting Global Marketing, Product, and Sales management teams

Trusted team member, business partner, and leader consistently leveraged to liaise between multiple business units

(Marketing, Sales, Product, Sales Support, Accounting, Procurement, Technology, and Regulatory Reporting)

Financial modeling expertise supporting business initiatives across the organization Professional Experience

Legg Mason, Inc. – Global Asset Management, Stamford, CT 2007-2017 Vice President, Senior Financial Analyst, Financial Planning & Analysis (FP&A) 2012-2017

Led budgeting, forecasting, and reporting duties for $53M Global Marketing and $11M US Product business units

Managed financial reviews, updates, and report creation for Global Marketing and other Distribution business units

Developed standardized monthly and quarterly financial reporting to improve operating expense transparency

Coordinated the production and consolidation of annual Marketing, Product, and Sales budgets

Implemented specialized management reporting and analysis on various key metrics including year-over-year comparisons, actual versus budget comparisons, average cost per head, expense composition, and general expense trending which expedited results three business days earlier

Shaped management reporting narrative around strategic priorities specifically related to budget and forecast variances vs. actual results

Created and evaluated compensation models and headcount tracking

Conducted detailed monthly/quarterly financial review meetings and provided guidance to stakeholders

Executed quarterly reforecast of operating expenses throughout the fiscal year on a global basis

Engineered financial tracking mechanism for advertising expenditures to ensure campaigns remained on budget and on schedule

Assistant Vice President, Financial Analyst, FP&A 2007-2012

Led the annual 15c regulatory expense reporting for Global Distribution

Initiated post audit reporting of expenses related to new fund launches which resulted in improved reporting and firm accrual accuracy

Trained business unit personnel on a Workday system implementation and organized Global Marketing cost centers and accounting processes

Controlled monthly general ledger maintenance including accruals for significant events such as advertising/branding campaigns and project code reporting

Mohegan Sun Resort Casino, Uncasville, CT 2005-2007 Sales Information Management Specialist

Actively managed all aspects of a sales information management system for a four-diamond, 1,200 room property with 100,000 square feet of meeting and convention space, including group bookings, selective sell guidelines, meeting room conflict resolution, group database, and Information Systems liaison

Generated weekly revenue management displacement models to properly yield room segments (casino, group, and transient).

Designed and managed sales managers’ quarterly incentive plan

Reviewed sales contracts and reconciled group meeting/convention space

Monitored daily transactions so that issues that impact fiscal year budget forecasts are immediately addressed

Responsible for generating projected versus actual reporting comparisons in order to identify revenue opportunities

Produced ad hoc reporting that supported the Vice President of Sales, national sales managers, event and service managers, and executive conference managers to facilitate the timely identification of revenue opportunities

Organized and supervised new personnel systems training, new product/system update information, and actively participated in new product development

2

Budget Analyst 2004-2005

Performed detailed analysis for Information Systems, Surveillance, Human Resources, Administration, and Cashiering, which resulted in 10%-15% reductions in cost and increases in efficiencies to develop yearly operating budgets

Led monthly financial reviews for the Marketing and Slot departments to monitor expenditures to planned budgets

Produced various monthly analysis of Casino, Connecticut slot reports, Bad debt/Revenue and Expense reports, Market Event Analysis and Inclement Weather reports to senior management in order to implement an accurate performance evaluation

Wrote ad hoc reports to include discounted cash flow models for proposed expansions, renovations, and increased profitability; among these are the Phase III project, Uncas Grill, Earth Food Court, and slot and table games analysis focused on performance and removal/addition of games

Pfizer Global Research & Development, New London, CT 2004 Budget Analyst (Consultant)

Reconciled protocol level budgets, ranging from $300K to $150M for Phase 2 and 3 multi-center global studies in various therapeutic areas, in preparation for the Sarbanes Oxley compliance audit

Trained personnel in the audit process and best practices

Advised Budget Coordinator in identifying areas in need of resource reallocation GE Commercial Finance, Norwalk, CT 2003-2004

Investment Analyst

Developed management reports (accounts receivable, accounts payable, inventory, liquidity, etc.) and evaluated due diligence data for each item

Prepared working papers to document audit methodology, data sources, test work performed, and basis for conclusions

Communicated rationale for conclusions and evidence to underwriters and negotiated redirection of audit activities

Generated audit reports on current and prospective clients (borrowers)

Informed Senior Business Leaders and underwriters of due diligence activities, findings, and planned procedures United States Marine Corps, Camp Lejeune, NC 1988-1994 Sergeant E-5

Honorably discharged; Section Leader Amphibious Assault Vehicle Platoon.

Combat Duty in Operation Desert Shield and Operation Desert Storm.

Honors: Combat Action Ribbon, Navy Unit Commendation, Good Conduct Medal, National Defense Service Medal, Southwest Asia Service Medal, Sea Service Deployment Ribbon, Kuwait Liberation Medal. Education

University of New Haven, New Haven, CT 2006

M.B.A., High Honors

University of Connecticut, Storrs, CT 2003

B.S. in Finance, Cum Laude

President of the Finance Society

Computer Skills

Hyperion Financial Management and Planning, Workday, Microsoft Office Word, Excel, and Power Point, PeopleSoft, Delphi Single Property version 9.4, Cognos Financial Reporting Activities/Interests

Support community veteran efforts through volunteering at Homes for The Brave, Bridgeport as wells as corporate budget director for veteran employee resource group (VETS ERG)

Interests include: cooking, soccer, and fishing

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