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Manager Financial Planning and Analysis - Sr. Financial Analyst

San Diego, CA
June 28, 2018

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Accomplished Finance Professional and Entrepreneur, experienced in reporting and analysis as well as budgeting/forecasting; background in accounting. Innovative leader and creative problem solver; adept at identifying best practices with a proven ability to minimize operating expenses. Exceptional communication, negotiation and mentoring abilities.

CONSULTING EXPERIENCE - utilizing extensive interdisciplinary background to provide a whole-picture perspective with both short and long-term projects spanning multiple industries across several firms; notably FedEx, DataQuick Title Company, Collateral Specialists Inc., CP Global and Urban Plates. 2013-present

Successfully implemented corporate exit strategy in recent real estate M&A and implemented documentation policy and procedures to ensure proper retention of corporate finance process.

Prepared facility payroll data for outside service and handled monthly commission payouts.

Created strong internal controls, standardized procedures and policies, focusing on capacity planning.

Performed inspections as required by Federal and California State Law; ensured proper packaging and documentation marked with appropriate placards regarding hazardous materials.

Conducted multi-tiered property inspections in accordance with Federal/State/Small Business requirements or fulfilling other lender/management request for asset/artifact verification and compliance.

Handled analysis and verification of security interests for lending institutions performing due diligence and accounting of assets for risk mitigation.

Administered proprietary inventory database and ensured accuracy of all monthly control reports.


Microsoft Office, Vivid, Epicor ERP v10, Cognos Finance, Essbase, Business Intelligence (Hyperion Analyzer), PeopleSoft, Prophix (Oracle), Brio Intelligence Explorer, WinSQL, SPSS Clementine 10.0, SAP, OMD, Ctuit, Marketing Vitals, AS/400


URBAN PLATES, Solana Beach, California 2017-2018

Business Operations Analyst

Prepared annual budget process with an anticipated 33% growth in store presence.

Validated and coordinated implementation of Marketing Vitals analysis systems into operations framework.

Partnered with IT department to improve data reporting and promote best practices.

CP GLOBAL, Otay Mesa, California 2015-2017

Manager, Financial Planning and Analysis - Responsible for business/financial improvements for multiple divisions in a leading recycling equipment manufacturer.

Provided division performance analysis of underperforming areas, updating/revising "what-if" scenarios utilized to present options for a return to profitability to senior management, yielding a +240% YoY increase.

Worked tactically with Corporate Controller to identify financial goals, set milestones and track progress for fiscal health of the national corporation with international interests.

Redesigned Corporate Reporting Process to increase efficiencies/ease of understanding.

Improved and launched cost allocation models for various lines of business.

PEPBOYS AUTO, Corporate Headquarters, Philadelphia, Pennsylvania 2008-2013

Senior Analyst FP&A - Finance, Planning and Analytics Division - Merchandising

Proactively instituted process-mapping resulting in enhanced efficiency and clarity in reporting process across multiple divisions totaling $37MM.

Analyzed relevant data and prepared Monthly Summaries/Dashboards for Board Review; identified opportunities to expand scope of services to improve timeliness, accuracy and efficiency.

Coordinated/developed Expense Analysis Model across multiple divisions used to drive executive decision-making which yielded > 4% in savings during first year of implementation.

Managed and developed multiple reporting packages of financial reviews for senior management and business unit leaders; worked closely with managers on key performance indicator metrics.

Developed multiple process improvement initiatives; including customer retention models. 619-***-****

AON INSURANCE COMPANY, Horsham, Pennsylvania 2001-2008

Senior Financial Analyst - Responsible for reporting/financial analysis for Healthcare and Dental Divisions.

Analyzed and assessed the effectiveness of financial controls throughout the organization; identified areas for improvement, and implemented change as appropriate resulting in a 3% reduction in expenses for four years.

Responsible for development and implementation of forecasting/budget process of approximately $42MM.

Explicated and provided departmental analysis of pre/post financial close and variance analysis/reporting through preparation and posting of JE’s/accruals; assisted Accounting in resolution of discrepancies.

Ensured all reimbursements and third-party fees properly invoiced and collected in a timely manner.

GENERAL ELECTRIC FINANCIAL ASSURANCE, Fort Washington, Pennsylvania 1999-2001

Business Analyst - Coordinated planning and development of annual budgets for multiple departments to senior management; including implementation of cost allocation methodologies on an intercompany basis.

Finance Liaison to internal departments regarding new processes implementation, resolve challenges and clarify procedures by partnering with department heads through all phases of business plan development.

Empowered company leaders/facility management to efficiently administer areas of responsibilities and ensure consistency/integrity of data in their respective cost centers.

Provided performance analysis while conducting financial training and support to management and staff.

Developed methods that significantly decreased year-over-year operating expenses and implemented changes for site process improvements for two business integrations.

PANASONIC DOCUMENT SYSTEMS COMPANY, King of Prussia, Pennsylvania 1998-1999

Finance and Administrative Manager

- Managed all financial, operational and administrative responsibilities, including human resources as well as advertising and promotion activities; supported Sales and Inventory Management divisions.

- Functioned as Pennsylvania Branch Manager during extensive transitional period - directing all operational responsibilities such as recruiting/staffing/supervising/training and policies/procedures for Greenfield opportunity.

Established successful start-up of a corporate branch nearly six percent under budget.

Instituted new procedures resulting in lowest company account receivable ratio in the country.

Coordinated incident free account base integration resulting in an overnight customer increase of 225%.

Maintained accounting and financial documentation and performed all monthly close processes including the preparation of financial statements and internal/external audits; maintained asset/office inventories.

Supported in-depth analysis of all aspects of Sales, Operations and Expense Management and administered employee benefit plans; including Worker’s Compensation and health insurance.


GWYNEDD-MERCY UNIVERSITY, Philadelphia, PA 2008-present

Adjunct Professor for Business and History at the School of Graduate and Professional Studies (Online)

UNIVERSITY OF PHOENIX, San Diego, California 2013-present

Faculty Professor Business and Political Science - College of Humanities and Sciences - College of Business


UNITED STATES ARMY, Bad Kreuznach, Germany

Senior Analyst, Military Intelligence, Headquarters, 8th Infantry Division

Military Liaison to German Topographic Units in Neu Ulm, Germany.

Planned, developed and implemented terrain database.

Squad Leader accountable for performance readiness of troops; handled onboarding of incoming troops.


Master of Business Administration: Finance-Management, Woodbury University, Los Angeles, California

Master of Arts: International Relations, University of San Diego, California

Institute on International and Comparative Law (USD): Law Program to Russia and Poland

Masters Diploma: Social Science, University of Stockholm, Sweden

Bachelor of Arts: Political Science and History (Dual Major), Pepperdine University, Malibu, California

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