David P. Bennett
Philadelphia, Pennsylvania • 215-***-**** • ac122e@r.postjobfree.com
Finance professional with over ten years of experience in financial analysis, business planning, district management, and tax preparation; proven ability to generate revenues and control costs.
SUMMARY OF QUALIFICATIONS
• B.S.-Finance
• Areas of Expertise:
Financial analysis
/reporting
Financial forecasting
Budgeting
Parametric estimating
Cost accounting
Procurement
Project management (Earned
Value Management)
Research/due diligence
Tax
Fixed assets
General ledger
Journal entries
Bookkeeping
Accounts payable/receivable
Business operations
New business development
Employee development
• Strong skills in leadership, building productive relationships, training and mentoring employees, developing and achieving business initiatives; flexible, detail-oriented, and analytical.
• Conversational in Italian
• Computer Proficiencies: Emphasys, Fidelio, Hyperion, Oracle, Peachtree, PeopleSoft, Periscope, ProSystems, QuickBooks, SAP, Tenmast, FRx, Great Plains Dynamics, BI360, SQL, Microsoft Word, Excel, PowerPoint, and WebEx
PROFESSIONAL EXPERIENCE
FINANCE OFFICER May 2017 – present
PRINTFLY CORPORATION Philadelphia, PA
• Developed a pricing model to determine the cost of production per item
• Prepared all closing reports and variance analysis
• Initiated new month-end reporting model
• Assisted I.T. Department in modeling new dashboard and reporting tools
• Researched and resolved duplicate trades
• Initiated cost controls for variable costs and direct labor
• Vendor contract management
CONTRACT FINANCIAL ANALYST October 2016 – March 2017
Indpendence Blue Cross – Philadelphia, PA
AAA Travel – Wilmington, DE
• Excel troubleshooting of broken links and formulas.
• Month-end closing reporting
• Variance analysis
• Severance audits
• Board of Directors meeting PowerPoint presentations
• FEP reporting
• Ad hoc reporting
FINANCIAL ANALYST October 2012 – September 2016
GENJI, INC. Philadelphia, PA
Premier provider of all-natural sushi and Japanese cuisine in the US & UK; over $115 million in gross operating revenues in 2015.
• Calculate monthly incentive bonuses
• Prepare Annual Budgets and Reforecasts
• Audit and approve all period financials and performance reports
• Calculate monthly, quarterly, and annual Sales reports
• Calculate variance analyses, Same Store sales, 3-month Averages, and other ad hoc financial modeling for the Board of Directors
• Coordinate and Conduct Quarterly Cost Analyses and SWOTs
• Conducted Advanced Excel training for departmental staff (i.e. Macros, Pivot Tables, vlookups/hlookups, Sparklining, listing, charting, flow-through modelling etc)
FINANCIAL ANALYST June 2011 – October 2012
JPMORGAN CHASE Newark, DE
• Profit & Loss Analyst
• Prepared all U.S. off market trading reports
• Reconciled all day end and month end global trade transactions
• Calculated LIBOR spreads
• Researched and resolved duplicate trades
• Monitored exchange rates for opportunities for arbitrage
• Interact with multiple departments to gather financial statistics, resolve budget and financial issues, and provide needed analytical support.
FINANCIAL ANALYST August 2007 – June 2011
AQUA AMERICA, INC. Bryn Mawr, PA
Public utility company that provides services throughout 14 states; nearly 1 million residential, commercial, and industrial customers; over $700 million in gross operating revenues in 2010.
• Produce operating budget variance reports and calculate trends to prepare monthly and quarterly financial forecasts; track cash flow projections and analyses against budget forecasts and strategic plans.
• Conduct wide variety of additional analyses: revenues, pricing, and financial or sales trends, and cost accounting analyses to determine potential variable savings.
• Interact with multiple departments to gather financial statistics, resolve budget and financial issues, and provide needed analytical support.
• Provide financial research and analysis to support senior management decision making regarding potential new business considerations.
• Monitor key indices throughout project life cycles (e.g., cost schedules, cost performance, schedule performance) for an average of 13 projects per year; provide early warnings related to project performance problems and present interpretive progress values to superiors.
• Analyzed operating performance by geographic location and potential customer growth, contributing to justification for acquisition of nine new territories in 2008, 18 in 2009, and 23 in 2010 - resulted in 20.6% increase in operating revenues since 2008.
EDUCATION
BACHELOR OF SCIENCE - FINANCE
UNIVERSITY OF UTAH Salt Lake City, UT
Member of nationally-ranked Rugby and Lacrosse teams - Elected officer of Greek Council
COMMUNITY INVOLVEMENT
• Volunteer Tutor - WEST PHILADELPHIA PUBLIC SCHOOLS - 2009-2016: provide assistance to 11 to 18-year-old students in spelling, mathematics (pre-algebra through calculus), geography, earth science, physics, and Latin.