Financial Manager

GERARD T. NUGENT

** ****** ******

Floral Park, NY 11001

Email: *************@*****.*** Home: 516-***-**** Cell: 516-***-****

FINANCIAL MANAGER

Highly qualified and versatile financial manager with extensive expertise in financial planning reporting and analysis. Demonstrated abilities in process improvement and margin expansion. Areas of expertise include monthly, quarterly and annual reporting. Derived and implemented product profitability. Designed and implemented SOX testing. Held various roles with increasing responsibility while developing skills in MS Office including MS Project and Oracle, Peoplesoft, MAS90, Solomon and JD Edwards GL packages. Core competencies include:

Budgeting and Forecasting Process Improvement Financial and Variance Reporting Margin Expansion Reconciliations and Analysis Project Accounting Sarbanes-Oxley Control Design and Testing International Management and Training of Talent GAAP

EXPERIENCE

The Execu Search Group August 2016-August 2017

Consulting Assignments with Execu Search clients

Cleared multiple month backlog of census and other US Government reporting. Reviewed and approved account reconciliation and recommended improvements.

Managed acquisition integrations and general ledger conversions.

Broadridge Financial Solutions Fixed Income Group, Jersey City, NJ Jan. 2004-Jan.2016

Sr. Director, Finance (2013-2016)

Financial reporting and analysis for $120 million division of Broadridge Financial Solutions.

Partnered with division management in tripling revenue of unit while increasing margins by more than 50%.

Managed forecasting, budgeting and financial analysis for multiple revenue and expense streams in support of senior management and business objectives.

Prepared detailed monthly analysis and commentary pursuant to the reporting of actual and forecasted financial results.

Director, Finance (2009-2013)

Successfully completed three-year audit driven by the spin-off of ADP Brokerage Services Group.

Designed and implemented Sarbanes Oxley controls, documentation, testing, reporting and compliance.

Managed the conversion of the time and material billing system to a Microsoft Project based platform for the finance department, maximizing labor based revenues.

Assistant Controller (2004-2009)

Derived and implemented product profitability for major products within the SBU empowering senior management to optimize resource allocation.

Designed and implemented system to track and manage deferred conversion accounting.

Responsible for due diligence and integration for any potential acquisitions.

Collaborated with shared services to off-shore routine transactions and processes.

New York National Bank, Bronx, NY July 2003-Dec. 2003

Assistant Vice President Controller

Responsible for all financial management for a $150 million community bank.

Performed and oversaw all regulatory and financial reporting for the bank.

Automated the financial reporting system to allow swifter and more effective financial analysis.

Managed the accounting and performance of the bank’s investment portfolio.

Cross Media Marketing, New York, NY May 2002-May 2003

Divisional Controller

Served as the controller for the $25 million annual revenue Preferred Consumer Marketing division as well as nine joint ventures.

Analyzed, budgeted and forecasted all revenue and expense for the ten separate entities.

Forecasted cash flows for the above entities and leveraged any synergies between the units.

Performed the monthly closing for the business units and communicated the results to the venture business partners.

Fiserv, Inc. Brooklyn, NY April 1995-March 2002

Assistant Vice President Divisional Controller

Managed the entire financial function for a start-up, stand-alone $50 million division of Fiserv. This included accounts payable, invoicing and receivable management, fixed assets and installation and customization of a general ledger system. Performed financial reporting for the division with full balance sheet and income statement responsibility.

Supervised staff of 5 and all financial forecasting, planning and analysis.

Established and managed financial operations for three separate entities within Fiserv; including the JPMC site in Brooklyn, a check processing site in Valley Forge, PA and a centralized mainframe compute utility serving more than 25 profit centers enabling the firm to better leverage internal systems and development resources.

Secured $50M in tax savings and training grants working in close cooperation with New York State and local economic development agencies.

Nationar, Inc., New York, NY June 1992-April 1995

Controller, Nationar Information Services, (December 1994-April 1995)

Managed the divisional financial operations including customer invoicing, monthly reporting and analysis and incentive compensation calculation.

Prepared pro forma financial statements evaluating the division as a separate entity for potential investors and strategic partners.

Senior Financial Analyst, Nationar, Inc., Business Planning and Analysis Department

(June 1992- December 1994)

Prepared the quarterly forecast of net interest income, revenue and expense as well as ongoing monthly analysis of these items relative to plan and trends.

EDUCATION

MASTER OF BUSINESS ADMINISTRATION July 1991

University of Pittsburgh

Concentration: Strategic Planning (GPA 3.5/4.0)

BACHELOR OF SCIENCE September 1988

St. John’s University

Major: Finance (Major GPA 3.8/4.0, Cum. GPA 3.3/4.0)

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