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Manager Financial

Rancho Santa Margarita, California, 92688, United States
February 22, 2018

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Bradley Guiso

Rancho Santa Margarita, CA ***** 949-***-****

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

Strategic Planning

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)

Financial Models

Professional Experience

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 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.


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


Senior Financial Analyst


Financial and Strategic Planning and Analysis Consultant


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

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