Manager Financial

Brian W. Villalobos

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

Cherry Hill, NJ 08034

[Cell] (856) 534 – 3298

[Email] *****************@*****.***

Executive Summary

MBA with extensive business experience employing financial skills in pricing, budget management, modeling, systems implementation, forecasting, reporting, writing policy, and controls in Fortune500 firms, AmLaw100 firms, non-profits, insurance and banking.

WORK EXPERIENCE

Consulting with ABIM, GCF Bank, Robert Half, and Michael Page 2013- Current

American Board of Internal Medicine – Updated the vintage revenue model that I built for ABIM in 2010. Changed parameters and validated the new model data.

GCF Bank – Bank was in the process of being acquired. Helped write their annual report and proxy statement, trouble shot finance, accountings, and payroll issues. Reported to the CEO.

Robert Half - Senior Financial Consultant, four engagements

oDrexel University – Just completed a consulting engagement with Drexel University. As the Acting Director of the One Center, I managed four direct reports. I built a parking revenue model that highlighted the benefit of adding a gate at their main garage that enabled the calculation of the payback period. Drafted a proposal to change the payment method for paying the vendor for catering services from a P-card held by the vendor to a more secure Single Use Account Card. It was implemented. Automated some of their monthly reporting and built a check sheet that automatically compared pages that had like data. Interacted with colleagues and vendors and resolved financial issues around student housing, food services, the bookstore, conferences and event planning.

o Jefferson University – Consulted at Jefferson University and Jefferson University Hospital on developing their 2017 projection and 2018 business plan. Particular areas of emphasis are their benefits expense related to merger activity as well as the allocation of corporate overhead expense in the new enterprise configuration.

oLenox China – Acting Director of FP&A reporting to CFO. Managed two financial analysts. Responsible for the monthly financial reporting and analysis. Performed ad hoc projects to support the CFO and Sales management. Evaluated merger partners. Systems used: Hyperion, Oracle and JD Edwards.

oPandrol USA – Assisted the new CFO build the 2016 Budget. Compiled a productivity model for Pandrol USA, a manufacturer of railroad fasteners. This model provided management with tools to forecast resource needs including labor, raw material, and machinery allocation to the various types of products they manufactured. All of which were requirements for the pricing model.

Michael Page International – Senior Financial Consultant

oPet360 – Subsidiary of Pet Smart. Functioned as the Director of FP&A. During a consulting engagement with Pet360 I developed several models to support their pricing, inventory, and costing strategies for the 2017 Plan. These included a break-even model, a product margin analysis tool, a lead generation model for their on-line auto ship business, and an order frequency vintage model. Also analyzed the cost and value of exiting certain business lines.

Drinker Biddle & Reath LLP 2011- 2013

Philadelphia, PA

Director of Financial Planning & Analysis. Managed the FP&A team which included the Financial Analysis Manager and a Financial Analyst at this AMLAW 100 firm. Our team was responsible for the production of the monthly financial reports, presentation materials for the CFO, the annual budget, the reforecast, the strategic plan, pricing and profitability, and ad hoc analysis.

Supported partners in historic matter legacy coding and pricing new engagements

Built a dynamic 5 year strategic planning model at the 16 practice group level

Enhanced the firm’s customized matter profitability system and analytics

Developed a partner evaluation tool to support the determination of share distribution

Constructed a financial model to support litigation efforts

Partnered with the Marketing Department to build a top 500 client database

American Board of Internal Medicine 2009 - 2011

Philadelphia, PA

Director of Financial Analysis. Responsible for all future related financial information and analysis for the organization. This includes directing the annual budget process, quarterly forecasting activities, and all ad hoc and project financial analysis. Reported to the CFO. Accomplishments at the Board included:

Established a forecasting process that previously did not exist

Developed and executed a new budget process and budgeting tool from scratch

Performed all financial analysis for the organization

Built a vintage revenue/pricing model for their new Maintenance of Certification Program

Performed an impact analysis on entering the international market

Member of the ABIM Investment Committee and Senior Operating Committee

Dechert LLP 2007 – 2009

Philadelphia, PA

Senior Manager for Strategic Analysis. Responsible for reporting and analysis of the consolidated firm financials. Managed two direct reports.

Built and implemented an OLAP cube analysis reporting tool

Modeled the forecasting and budgeting processes

Analyzed matter historic performance and identified opportunities to increase efficiency and profitability on future matter engagements

Supported the rate setting process with analysis of direct and indirect costs and sensitivity analysis of achievable profit margins at different rate/price points

Peer benchmarking using law firm metrics such as leverage, productivity, and realization

MBNA/Bank of America 1997 - 2007

Wilmington, DE

Vice President

Business Financial Officer. Managed a $125 million budget for US Credit Operations. Coordinated the compilation of financial data from sources through the US and abroad to produce a monthly rolling forecast.

Worked with the other operations executives to identify initiatives and quantify them

Identified savings and reduced the budget by 7%

Financial lead for the operations department for the MBNA to BAC transition team

Revenue Manager - Consumer Finance Division. Worked with the marketing team to develop revenue projections utilizing SQL data mining tools and data from Access and Oracle database systems. Consumer Finance Division accounted for 25% of the bank’s revenue

Modeled the pricing and financial viability of new products and partners for the CF business

In conjunction with marketing developed the annual business plan to achieve an optimal return on a $20M marketing budget

Manager of the Pricing Value Matrix Team - Strategic Planning Department.

Developed behavior analytical modelling of product and customer behaviors at varying price levels and product component mixes

Responsible for delivering an optimization of product mix by financial profiling all MBNA (domestic and international) products

Financial Planning Officer - MBNA Canada. Developed Canada’s first business plan which included revenue and expense targets for its first five years. Reported directly to the CFO of MBNA Canada

Responsible for analyzing and making recommendations on expansion strategies

Adapted the US Card planning and budget model to Canada’s operational environment

Corporate and Strategic Planning Manager. Financial reporting and budgeting responsibility for several products throughout the bank, including US Credit Card, Insurance, Deposits, Business Lending, and Consumer Finance.

Developed a linear regression tool to model functional driver relationships to expenses corporate-wide and was used for the corporate budget process

CIGNA Corporation 1988 – 1997

Philadelphia, PA

Assistant Director - Corporate Treasury. Managed a six person treasury administration unit. Responsible for the operational relationships between the banks and CIGNA’s divisions.

Assistant Director – Corporate Finance. Responsible for planning and reporting corporate financial results and developing earnings projections for the CFO, CIGNA’s board of directors, and investor relations.

EDUCATION

Kogod School of Business, American University – MBA Finance concentration, Washington, DC

School of International Service, American University – BA in Int’l Relations, Washington, DC

COMMUNITY SERVICE

President of the Haddonfield Y’s Men (YMCA affiliated service club) and Board Member.

Chairman of the Selection Committee for the Haddonfield High School Athletic Hall of Fame.

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