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Financial Analyst, Accounting, FP&A

Islip, New York, 11751, United States
October 18, 2018

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BRIAN D. HENKE, MBA Cell: 631-***-****

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

Islip, NY 11751-1923

Financial Professional with solid expertise in Finance, Accounting, Budgeting, Operations, Inventory and Staff Supervision. Experienced in operational, financial and tactical planning functions of large multi-unit organizations with a demonstrated ability to apply these skills across industries with minimal supervision. Skilled in fast paced environment with excellent analytical, organizational, communication, supervisory and interpersonal skills, a motivated self-starter and a critical thinker. Proficient in GAAP, Budgeting, Planning, Modeling, Acct Analysis, Project Management, Forecasting, AP/AR/GL/BS P&L, Cash Management, Mentoring, MS Excel Adv, Outlook, Word & PowerPoint, Dynamics AX, Hyperion Essbase & SAP.



Senior Finance Contractor for PSEG Long Island – Special Billing, Bethpage NY 4/2018-9/2018

Preparation of invoicing to FEMA/NYPA and LIPA for PSEG LI support of Puerto Rico electric grid restoration after Hurricane Maria in October 2017. Prepared seventeen invoices totaling over $27M.

Collection, summarization and confirmation of all labor and vehicle hours billable, crew rates, payroll taxes, fringe benefits, T&E expenses. Verification of outside contractors invoices for their services supplied for PR restoration.

Creation and coordination of invoice format with NYPA, LIPA, E&Y, PwC and PSEG LI management.

Researched and verified all expenses charged to PR Project and reconciled to the invoices using SAP.

Provided analysis and verification work in support of other storm billing invoices.

AFC MANAGEMENT LLC, (aka Apple Central, LLC)

Director of Finance and FP&A Greenwich, CT and Kansas City, MO 5/2012-8/2017

Accounting and FP&A Professional supporting senior management of a $150MM+ volume privately owned startup retail casual dining and QSR restaurant organization, operating 85 locations located in the Midwest and Northeast and 25 Corporate OH departments. Duties include supervision of monthly close, forecasts, budgets, and detailed monthly, quarterly and annual reports to the Executive team, in addition to preparation of ad hoc analyses and special projects at management request.

Supervised the accounting and payroll function team of 10, including monthly closes of 3 operating entities and G&A.

Created and managed budgets, forecasts and operating plans for 85 retail units and 30 departments, including operations, headcount, inventory, product pricing analysis, capital, and five year long term planning.

Managed and analyzed monthly financial statements and reports to ensure integrity of the organization’s financials.

Prepared monthly, quarterly and annual analysis of financial performance of the organization, including budget variance analysis, trend identification, outliers, KBI’s, cash flow, dashboards and reporting for internal and external customers. Owned the P&L and B/S. Extensive data manipulation from sources including databases and pivot tables.

Oversaw the completion of 3 acquisitions for the Finance and Accounting Departments.

Prepared schedules and worked closely with the CFO and the external accounting firm on the annual company audit

Managed the Treasury functions and regular reporting and management of cash balances needed for planning. purposes for multiple banks. Managed relationships with credit card processing services (BAMS DISC & AMEX).

Administrated the Corporate AMEX program and Concur travel expense reporting.

Maintained the accounting structure, including chart of accounts, departments and financial statement layout.

Calculated the monthly bonus awards for over 300 managers assuring accuracy, timeliness, and confidentiality.

Created, managed and enforced internal controls, policies and procedures while maintaining best practices.

Managed relationships with multiple vendors, banks, landlords, tenants, and other business contacts.

Mentored Managers and other staff members on Finance, P&Ls, Inventory control and other aspects of the business.

Extensive data management including downloads, graphing, statistics, reconciliations and report creation.

BLUE WOLF CONSULTING, East 26th St, New York, NY

AX Consultant Contractor for WPP Inc., New York, NY 9/2011-2/2012

Documented and created the process manuals for Dynamics AX, including all AP, GL package, AR and Fixed Assets.

Created the Corporate Accounting Policies and SOX documentation book reflecting the new processes and procedures required due to conversion to Dynamics AX.

BRIAN D HENKE Cell: 631-***-**** Page 2

DENTSPLY INTERNATIONAL - GAC Division, Islandia, NY (formerly Bohemia, NY)

Financial Analyst II 5/2009-7/2011

Finance Professional supporting Accounting, Finance and senior management of the worldwide leader of orthodontic appliances and supplies, a $150MM organization. Duties include forecasts, budgets, account analysis, and monthly reporting to Corporate, in addition to preparation of ad hoc analyses at management request.

Prepared financial statements and monthly close and reporting package for Denstply GAC. Compilation review of P&Ls for 24 departments in 5 functional groups, including financial results, with supporting and detailed data, including margin variance analysis and commentary, headcount, inventory, balance sheet and expense analysis.

Created, reviewed and revised the monthly, quarterly and annual forecasts and general ledger write-ups.

Budget Coordinator entrusted with preparation of annual budgets for 24 departments utilizing Excel, Hyperion and Dynamics AX. Prepared the annual budget for Corporate preview, the formal budget package, review and true up to full-year actuals and translation from Excel into Hyperion and Dynamics AX, reconciliation to the formal budgets.

Review of fixed assets purchases, assuring proper analysis for ROI and adherence to corporate policies.

Coordinated and developed GAC’s annual Strategic Plan, covering 4 calendar years.

Designed the new inventory layout of the division’s Bohemia warehouse and actively participated in the rollout of GAC’s cycle count program, which included their first wall to wall inventory in 30 years.


Contractor - Senior Financial Analyst - CitiGroup Ops and Tech Finance, NYC and Uniondale, NY 11/2007-10/2008

Finance Professional supporting Citigroup Operations and Technology department.

Prepared the financial statements and created, maintained and prepared the monthly reporting package for 18 entities, including financial results and forecasts, with supporting summarized and detailed data and variance analysis.

Summarized and reviewed the hardware and software maintenance contracts for the operational departments.

Prepared the 2009 budgets for the departments utilizing Essbase and Excel.

Maintained the department structure, including realigning of expense codes, management of department names and structure, and creation of reporting entities new departments.


Operations Finance Consultant 1/2007- 11/2007

Financial Consultant supporting Wendy’s and Applebee’s franchisee in analysis of financial and operation results of their 71 restaurants. Recommended improvements to analysis processes of operations metrics and trained company staff and improved use of Excel based spreadsheets. Partnered with the franchisee to foster achievement of organization’s objectives.

Prepared new spreadsheets for Operations and support staff to improve analysis of Operations results.

Improved and streamlined the budgeting and forecasting process and eliminated weaknesses of the existing procedure by reviewing the process and creating and revising spreadsheets and providing suggestions for the future.

Reduced waste and loss by identifying cash and inventory control weaknesses.

WENDY’S INTERNATIONAL, INC., Farmingdale, NY (Dublin OH)

Senior Financial Analyst FP&A 5/1997-12/2006

Finance professional providing financial and operational partnership to the NY Division Vice President and Operations team to exceed organization’s financial and operational goals. Provided financial leadership for the division with the objective of maximizing the financial results of the organization.

Conducted weekly review of operations and financial reporting for Wendy’s New York Division, consisting of 81 corporate owned and operated Wendy’s retail units, variance analysis of KBIs, sales, and expenses including food, waste, Theo FC, labor costs and hours, headcount, operating, advertising and occupancy costs, and highlighted deficiencies in the process. Advised DVP, Directors, DMs, and store management on needed improvements.

Prepared the annual operating plans and forecasts for 85 existing and planned retail units with an annual sales volume in excess of $150 million, including sales and all operating expenses, capital expenditures, revenue plans for 253+ franchise stores with annual sales volume of over $400 million and 5 OH supporting company operations .

BRIAN D HENKE Cell: 631-***-**** Page 3

Maximized profit by analyzing all aspects of store operations and expense control, including POS issues, impact on operations of changes in pricing structure, commodity and operating costs, marketing programs, product mix, competitive and internal encroachment, regulatory changes, and minimum wage impact and recommend changes.

Completed time and motion studies for specials site in order to create labor guides used to maximize workforce efficiency and minimize labor cost while providing optimal service to our customers.

Mentored franchisees and managers on aspects of store operations during store visits and meetings. Participated in the planning meetings, advising franchisees on the forecasting and budgeting process in support of their own organizations.

Improved understanding of company policies, procedures and operating results by developing and implementing management training classes covering variance analysis, cash control, audits, loss prevention and inventory control.

Improved cash flow for the organization by preparing cash flow analysis for proposed new stores and relocation, remodel or demolition and reconstruction of existing stores, to determine if the proposal met the corporate ROI hurdle.

OLYMPUS AMERICA, INC., Melville, NY (now Lehigh Valley, PA)

Senior Accountant 10/1994-5/1997

Assistant to Cash Disbursements Manager supervising six staff members. Prepared the monthly Financial Management report and financials for senior executives in New York and Tokyo World Headquarters. Completed account analysis of sales and expenses for the Clinical Instruments Division and the corporate overhead organization. Created monthly Financial Management reports and appropriate commentaries, which summarized, for senior executives, the results of operations and highlighted outcomes. Reduced the monthly close processing time by one half day by developing spreadsheets to automate the process of monthly allocation of corporate expenses to the eight divisions.


Master’s Degree, Business Administration, Finance, New York Institute of Technology, Old Westbury, NY

Bachelor’s Degree, Accounting, Dowling College, Oakdale, NY

Professional Management Seminars – Leadership, Public Speaking, Team Building, & Payroll

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