Rancho Santa Margarita, CA *****
email@example.com 949-***-**** www.linkedin.com/in/bradguiso
Financial & Strategic Planning Leader
Implement problem solving strategies leading to highly successful initiatives
Extensive experience delivering actionable analysis and results to increase revenue, reduce costs, streamline processes, and champion change. Big picture strategist, detail-oriented, and expert in financial analysis. Develop ideas and present recommendations to executive leadership to drive strategic initiatives for continuous improvement. Astute, goal oriented and proven success leading cross-functional teams. Professional experience includes leadership roles in Fortune 100, start-ups, government agencies, non-profits and small businesses.
Areas of Expertise:
Mergers & Acquisitions
Budgets & Financial Forecasts
Due Diligence Analysis
Key Performance Indicator (KPI) Analysis
Business Process Improvement
Return on Investment (ROI), Internal Rate of Return (IRR), Net Present Value (NPV)
CBRE, Tustin, CA 2011 – 2017
Providing Real Estate Outsourcing Services to MemorialCare Health Services and BNSF Railway.
Senior Financial Analyst
Support account through preparation of monthly variance analysis / explanations and present to client for 14 regions, 5 corporate campus’ and 31 Operations Managers. Created reporting to analyze recurring and reactive expenses. Developed ad-hoc financial reporting models to support account and client leadership with greater insight into financial and operational performance of account.
Developed monthly consolidated forecast model, reducing preparation time by 4 days per month.
Created financial reporting tool to facilitate monthly close and analyze and deliver monthly variance analysis and recommendations, speeding up financial close by 1 week per month.
Present variance analysis and variance explanations to SR Leadership at monthly financial performance review.
Received service award for leading functional development of data warehouse and Cognos reporting tool project which automated monthly financial reporting and moved data to fully supported IT platform from stand-alone unsupported server.
Worked with facility managers to review aging PO’s, reducing AP accruals by $3M+.
Developed models to analyze facility management KPI's, automated monthly P&L reporting by campus and building, and provided overview or RE portfolio by ownership and occupancy type. Models provided client faster and user-friendly view of their portfolio, monthly financial results, and demonstrated benefits and cost saving of in-sourced facilities management team vs using 3rd party vendors, saving client $250K+ in first 7 months of 2017.
RECA, Fort Worth, TX 2009 – 2010
Oil and Gas Start-Up.
Manager, Financial Planning and Analysis
Provided planning and analysis during early stages of company development. Researched, developed, and presented business cases and investment recommendations to executive leadership. Created ROI models for $500M+ in Land and Refineries, FBO, and vertical M&A investment opportunities.
Bradley Guiso firstname.lastname@example.org Page Two
ACCENTURE, Las Colinas, TX 2008 – 2009
Leading Provider of Consulting and Outsourcing Services.
Manager, Commercial Financial Planning and Analysis
Provided business advisory services, due diligence and business case analysis to support new business opportunities. Limited corporate risk exposure by providing guidance on working with financially challenged companies. Advised sales leadership on contract termination provisions clauses to protect company ROI.
Analyzed and evaluated new business opportunities, winning $70M+ in new contracts.
Researched financial soundness and provided guidance on financially challenged companies, minimizing risk of non-payment.
SABRE HOLDINGS CORPORATION, Southlake, TX 2005 – 2007
Global Leader in Travel Management, Parent of Travelocity.
Manager, IT Finance and Strategic Business Planning
Oversaw strategic business planning for 1.2K member IT development division with ~$180M annual budget. Improved transparency, co-operation, resource allocation and reporting accuracy through implementation of monthly financial and operational KPI review round table for division directors. Implemented best practice model to sequence and allocate resources to highest priority initiatives.
Led cross-functional teams to develop $100M+ in strategic business cases, creating $50M+ in annual cost savings.
Created business case and gained approval to implement $250M upgrade to core mainframe system.
Created and trained division through Finance 101 presentation, emphasizing strategic view of IT and its impacts to bottom line.
Additional Professional Experience
FIRST AMERICAN CORPORATION / CORE LOGIC, Westlake, TX
Senior Financial Analyst
GUISO FINANCIAL CONSULTING, Lake Forest, CA
Financial and Strategic Planning and Analysis Consultant
SPRINT PCS, Irvine, CA
Manager, Commissions Administration Processing and Analysis
Bachelor of Arts (BA), Business Administration and Economics – Emphasis in Finance,
California State University – Fullerton
Professional Financial Planning Certificate, University California – Irvine