Sales Manager

Steven D. Swenson

***** **** **** **** 832-***-****

Spring, Texas 77379 ******@***.***

OBJECTIVE:

Professional Business/Financial analyst seeking a position where my 20 years focused on financial reporting, trend analysis, forecasting, developing and streamlining procedures and finding innovative, cost-effective solutions.

CAREER SUMMARY:

Graduated as a political science major was hired in 1998 as a COBOL programmer to assist in the Y2K conversion. Later hired as a business analyst in the telecommunications department as a liaison between the accounting, finance, voice, data, and technology departments. Hired as a region financial analyst developing and streamlining weekly reporting, trend analysis, assisting in budgets and annual region business plans. As a senior financial operations analyst, I was responsible for $5,000,000 in monthly client billing, monthly closes, variance analysis, and monthly, quarter, and year to go forecasting.

Automated management weekly reporting saving hundreds of hours allowing mangers to spend more time with clients and employees.

Eliminated monthly errors in work order entries by creating error handlers and system workflows.

Developed weekly and monthly reporting for management that was adapted company wide. Learned several propriety software applications in each job: SAFES, Horizon, Learning management systems, Telemate, BO Ticket, and Workflow.

CRITICAL SKILS:

Trend and variance analysis Accurate forecasting Complex problem solving Financial reporting expert Hyperion, SmartView, SAP,and TM1 experience MS Office Suite especially Excel Superior research skills Experienced with VBA, Pivot Tables, Lookups Moderate computer troubleshooting skills Analyzed pricing and sales Monitor & analyze Key Performance Indicators Sales Force Develop ad hoc reporting electronic or printable Plateau Learning Management System

EMPLOYMENT:

November 2015 – Present

Covenant Security Services (covenantsecurity.com) Bolingbrook, Illinois

OPERATIONS ANALYST: Part time contractor. Creation and development of Excel templates and reporting as necessary.

September 2014 – June 2017

AON (aon.com) Houston, Texas

Senior Financial Operational Analyst: Primary financial advisor for seven client groups

Ensure that the contractual provisions are adhered to by the client teams, including billing procedures.

Serves as a point of coordination for all financial aspects related to Client Delivery Groups.

Forecast revenue based on trends, project revenue estimates, and contractual obligations.

Investigate and explain revenue and expense variances. Provide revenue recognition detail.

Validate invoices, providing edits to PeopleSoft, and reviewing subsequent updates, and create/update attachments with additional billing details.

Provide calculation and invoicing of performance penalties and incentives. Respond to billing related inquiries, including performing invoicing/accounts receivable audits, justification of fees, etc.

Respond to ad-hoc requests as assigned.

Assist with the annual budgeting processes, including data collection and analysis.

Responsible for over $5 MUSD in monthly billing.

November 2005 – August 2014

Securitas Security Service USA, Inc. (Securitas.com) Houston, Texas

REGION FINANCIAL ANALYST: Assistant to the Region Controller.

$500 MUSD in revenue, 80 branch offices, 12 states, 23,000 employees

Participate in the development of the annual region business plan and budget; assist Controller in monitoring progress against business objectives throughout the year.

Create reports, analyze trends, and audit branch offices on Securitas procedures, heavily involved in annual budgets, involved in the development of the annual business plan, trained new branch managers and area coordinators in collections and accounts receivable procedures.

Report, analyze, and interpret financial and operating data for management, including cost analysis, market niche reporting, profitability analysis, regional performance assessments, contract pricing analysis and wage analysis, and other ad-hoc analysis as directed.

Provide in-depth analysis and interpretation of financial data to monitor and report on progress of the Region and its profit centers compared to business plan targets.

Analyze records of present and past operations, trends and costs, estimated and realized revenues, administrative commitments, and obligations incurred to project future revenues and expenses. Identify and communicate loss trends.

Generate and distribute system reports and assist management in their utilization; may oversee or assist with information systems projects and/or ongoing operations.

Built a process that took raw data from the Securitas accounting applications; thereby eliminating nearly all human error in reporting branch office’s client portfolios and weekly revenue. The data was nearly 100% accurate compared to end of month condense income statements. This saved hundreds of hours per week in labor cost. This gives the Region the ability to react immediately to financial situations.

Developed a report that prevented branch offices from non-disclosure of their branch’s portfolio. The report was able to find variances in their portfolios in order to report current hours equal to the branch office’s revenue.

Built a weekly report that tracked sales manager’s sales totals and Region’s sales totals using Sales Force.

October 1998 – November 2005

Electronic Data Systems (HP.com), Houston, Texas

BUSINESS ANALYST in the telecommunication department outsourced to Continental Airlines Technology.

INFORMATION ASSOCIATE program using MVS/JCL, COBOL, TSO/ISPF, System Life Cycle (SLC). Primary for Aeromexico and Frontier Airlines credit card billing.

EDUCATION:

EDS Systems Engineer Development Program, December 1998.

Bachelor of Science in Political Science Sam Houston State University, Huntsville, Texas, December 1995.

Contact this candidate