Director, Financial Planning & Analysis

Financial professional with over 15 years’ experience with in depth analysis of financial performance, risks and opportunities to provide executive management with sound financial recommendations. Ability to look beyond standard procedures, to effectively and creatively solve problems and make strategic, cost saving recommendations. Relationship builder and team player with the ability to leverage relationships and work closely with multiple facets of the organization, including c-suite.

SOFTWARE SKILLS

TM1, Hyperion, Microsoft Office including Word, Excel (macros, hyperlinks, pivot tables, graphing/charting, forecasting, linking files, formulas), PowerPoint, Access (including database queries), Citrix, Cognos, Lawson, Oracle Financials, QuickBooks, Timberline, and Visio

EXPERTISE IN:

Budget and multi-year planning including revenue and profit and strategic planning

Financial Analysis of performance, understanding business issues and provide advice to improve financial performance

Cash flow modeling

Cost saving initiatives including identification, recommendation and driving to completion

Key Business Partner to various departments throughout the organization

Ad-hoc reporting and analysis

Sales Commission, Reports and Analysis

General Ledger, Account Reconciliation and GAAP Compliance

EXPERIENCE

MAXIMUS, Atlanta, Georgia January, 2012 Present

Senior Manager of Finance, FP&A

Known throughout organization for detailed monthly variance analysis. My analysis not only identifies the major

drivers, but the reason for the variance and if it was a one-time event or a trend moving forward. Through early

identification, division has consistently exceeded profit margin goals by greater than 5%.

Perform quarterly trend analysis for KPI’s along with monthly variance analysis. Make updates to forecast based on

findings.

Work with key business leadership to lead modeling, planning, forecasting and analysis of division goal achievement.

Measure key performance metrics against plan revenue and profit while alleviating stretch goals.

Model pricing and prepare strategic analysis on new work opportunities, including capital expenditures and rate of

return. If deemed profitable, prepare change order including statement of work and pricing attachment. Through

operational efficiencies identified during startup phase, actual margins have exceeded priced margins by greater

than 5%.

Software used: TM1, Microsoft Office including Word, Excel, Access, Outlook and Power Point, Cognos, Cost Point, Oracle Financials, and QuickBooks

Giguere Homes, East Lansing, Michigan February, 2010 February, 2012

Controller

Performed multi-level analysis on final monthly financial numbers, identifying company performance and profitability of jobs.

Performed weekly cash analysis forecast for payables and receivables, working with bank on lines of credit.

Prepared monthly financial package, presenting key financial drivers to ownership and make recommendations based on data.

Software used: Microsoft Office (Word, Excel, and Access) and Timberline

Datapak Services, Howell, Michigan August, 2008 – February, 2010

Senior Financial Analyst

Implemented monthly management reports, setting departmental budget goals, while helping increase profitability from a 25% monthly loss to a 25% monthly profit.

Developed key pricing metrics for direct to consumer and retail business lines setting corporate strategy for client portfolio makeup.

Analyzed and reviewed quarterly financial data and presented results to ownership, made recommendations based on data

Spearheaded numerous projects including overseeing SAS70 Type II audit and taking over duties from outside CPA firm saving the company upwards of $10,000 per month.

Software used: Microsoft Office (Word, Excel, Access) and QuickBooks

Jackson National Life Insurance, Lansing, Michigan May, 2006 – March, 2008

Financial Accountant

Issued monthly KPIs to C-Suite and prepared variance explanations.

Performed daily SWEEP analysis, comparing rates of return for funds swept into a money market account versus

using those funds to purchase securities.

Responsible for analysis functions of $5B commercial mortgage and security portfolios. This entailed modeling

payment schedule, forecasting cash flow, and analyzing rate of return.

Served as SOX liaison, stayed abreast of policy changes and served as key point of contact with external and internal

auditors.

Software used: Microsoft Office (Word, Excel, Access), Hyperion, Lawson, and Bloomberg Terminal

The Michigan Group Realtors, Brighton, Michigan February, 2002 – April, 2006

Assistant Controller

Performed monthly analysis on cost of goods sold, found numerous errors costing the organization over 10% in monthly revenue.

Assist controller in preparation of annual budget and participate in departmental budget reviews.

Review financial data on a quarterly basis and make recommendations based on analysis.

Performed all accounting functions and month-end close processes, including: balancing general ledger, bank

reconciliations, and journal entries.

EDUCATION

Cleary University, Ann Arbor, Michigan

Bachelor of Business Administration (BBA), Finance Major June 2006

Graduated Magna Cum Luade

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