Finance and FP&A
Resume:
Jeffrey B. Harold
Johns Creek, GA 30097 **********@*********.***
CAREER COMPETENCIES
Budgeting / Forecasting
Revenue Assurance / Cost Control
Business Planning & Analysis
KPI Development / Implementation
Contract Administration
Internal / External Auditing
Business Process Optimization
Multiple System Implementation
PROFESSIONAL EXPERIENCE
Infor 2016 to 2017
Global Director, SaaS Financial Planning & Analysis – Financial consultant for multiple Operating and Leadership Teams within the $500M SaaS (Subscription) sales business.
Lead the enterprise short and long range financial planning, annual budgeting, and monthly forecasting processes to ensure accurate and timely economic projections; audience Management to Board level
Create/refine models and methodologies relating to Bookings, Revenue, Expenses, and Headcount
Design/deploy monthly & quarterly reporting packages that include financial statements, KPI’s, operational reporting, business trends, actual vs budget/forecast, and comprehensive explanations of variations
Provide oversight and direction for strategy, structure, and policy for the SaaS business.
Represent the final level of review and authority related to month-end close activities
Aptean, Inc. 2014 to 2016
Director of Financial Planning & Analysis – Serve as the FP&A group leader and strategic business partner for the Corporate E-Team, Sales & Marketing Operations, IT, Support, Consulting, SaaS for 31 distinct software products within the ERP, CRM, and Supply Chain businesses. Attainted a perfect 100% Individual Net Promotor Score for building strong cross-functional relationships and was the CFO Innovation Award winner for development of numerous analytical models.
Drive high-quality analytics that contribute to and drive performance within a highly matrixed organization
Lead the monthly close, forecasting, and reporting practices across multiple corporate functions
Coordinate the annual budgeting and planning process for assigned products and businesses
Serve as a trusted advisor on financial and business matters within the company
Develop financial models to measure multiple KPI’s within each vertical and horizontal function
NCR / Radiant Systems, Inc. 2008 to 2014
Senior Manager, Financial Planning & Analysis – Provide fiscal support to the PCR Retail and Hospitality Lines-of-Business in the areas of Sales for HW, SW, SaaS, Consulting, Support & Maintenance.
Own the monthly and annual revenue and expense planning process for two global LOB’s
Provide financial support to multiple verticals; including defining, analyzing, and communicating key financials, execution against objectives, variance justification, and trend analyses
Prepare client and project P&L's, and product/project margin analyses. Identify potential risks and opportunities against forward-looking outlooks within these areas
Develop and calculate Short Term Incentive and Commission Plans for Sales and Account Management
Nokia Siemens Networks 2005 to 2008
Business Unit Controller – Financial business partner to Managed/Consulting Services, Care, and the Regional Services Organization
Coordinate many aspects of financial planning and outlooking processes, including oversight responsibility for the budget/planning function and rolling 13-month forecast.
Accountable for highlighting impactful financial issues, provide early warning to key stakeholders
Infrastructure project reporting and analyses
Manage the control of expenses and develop containment efforts. Provide and implement recommendations regarding opportunities for expense efficiencies and margin improvement
The Weather Channel 2004 to 2005
Finance Manager, Planning & Analysis – Serve as financial advisor to: Programming, Production, Radio & Newspaper, Affiliate Sales, and Legal
Coordinate periodic Budget/Forecasting and Capital Planning functions
Identify and analyze variances between plans and results for Subscribers, Revenue, Costs, Marketing Campaigns, and Capital Expenditures
Conduct competitive intelligence gathering and produce recommendations for actions
Built and maintained a depreciation model for all original programming; e.g. Storm Stories
Create KPI’s, ROI, IRR, NPV, and Lease vs Purchase models for prospective capital investments
Showtime Networks Inc. 1989 to 2003
Director of Finance, Sales & Marketing Operations – Responsible for the fiscal affairs of the SE Division Office
Management responsibility for the fiscal operations of a $65 million business unit
Ownership and reporting of the monthly, yearly, and long-range plans for revenue, cash, and expenses
Maintain regional and national market share and growth projection analytics
Developed affiliate pricing strategies and negotiated vendor agreements
Performed activity based cost and economic value-added modeling for sales and marketing plans
Director, Financial Controls/Business Operations
Responsible for the oversight, consolidations, and reporting of all Budget & Forecasting data for the organization; Revenue = $1 billion and Expenses = $130 million
Oversight of the Financial Operations function, including: credit & collections, billing operations, accounts receivables, internal auditing, and contract administration
Developed internal reporting & analysis standards and established KPIs for the organization
Manager - Financial Process Development
Accounts Receivable Supervisor
Collections Representative
EDUCATION & GIVING
Graduated, Montclair State University, Upper Montclair, NJ
Habitat for Humanity
NCR Sprint for Cancer - Race CFO
Aptean Philanthropic Committee - Food Drive Leader
New Jersey Marathon / THANC Foundation Top Fundraiser
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