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Financial Analyst Sales

Hebron, Kentucky, 41048, United States
November 06, 2018

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

Hebron (Cincinnati), KY 41048

Mobile: 502-***-**** Home/Fax: 859-***-****



Financial analyst with extensive executive experience in financial planning, analysis, and control. Accomplished in domestic and international, private, public, and global organizations, with many years of international experience. Master’s degrees in accounting (2013). Master’s and Batchelor’s degree in economics. Associate’s degree in business organization and business strategy. Industry experience in manufacturing of aerospace, medical, steel and wood, and industry experience in banking, credit card debt, graduate education teaching economics and finance, government municipal service and tax. Employee management of up to three employees.


10 years’ operating and capital budget experience in service and manufacturing of up to six plant sites in USA and Mexico and in midsize municipalities

Internal financial budget consulting, saving $1M per year for two years on tax revenue, $65K annually on the audit tender, $100K on reimbursed VAT, and $40K on payroll by automating accounts payable and VAT reimbursements

Consolidated all budgets into corporate reporting, including all accompanying budget documents, processes, data collections, and revisions drafted in Excel and uploaded into either Cognos, Hyperion, Oracle or similar ERP/BI-system or published on SharePoint site as dash-boards with KPI-financial performance indicators and graphs

Created and monitored six full and two partial budget cycles by forecasting sales or revenue, and deriving the operating budgets of 210M to $460M per year, and then establishing the capital expenditure budgets of between $11M to $15.5M for 25 up to 78 projects per year

Developed, created, presented, and consolidated the manufacturing, operating, and capital budget variance analysis and their follow-up for six plants to the cross-functional group of executives including CEO, CFO, controllers, and all functional managers from sales, legal, engineering, quality, and operations as a weekly process, with a fixed deadline service declaration and subsequent timely submittal to corporate headquarters

Performed capital expenditure feasibility analysis and investment program management with loan applications to the World Bank, European Investment Bank, and Nordic Investment Bank with a pipeline of 26 international environmental projects in water, waste and energy

Created, presented and managed feedback of monthly budget monitoring of travel and expense for nine top-level executives.


Performed financial audits of 48 multi-dimensional logistics and supply contracts for the ware-house hotel to determine and resolve the individual and consolidated profitability and future management by installing the Du Pont Pyramid of return analysis to compare numbers for budget, actuals, and cash flow of profit, turns and capital

Performed financial audits for 46 IT software service contracts to determine their profitability, ability to bear discounts and SOX compliance and reduced their receivables aging from 66 to 49 days

Revised and changed the IT-project pipeline financial reporting to also include revenue and earned value analysis instead of just cost and expenses in their standard financial reporting

Ensured profitability and total cost inclusion of all manufacturing sales by managing all pricing models and quotes and their maintenance in close cooperation with sales, engineering, and manufacturing

Created five successful pricing models for the sales group of twelve sales engineers, to quote all final manufacturing products and used these in all custom manufacturing of the enclosures and fuel tanks for emergency back-up power generators

Responsible for all large serial or factory quotes with quantity and ad hoc discounts

Created eight standard enclosure designs for power generator sets by creating eight standard enclosures to fit all generator set below 1.5 MW

Identified the competitive advantage of lowering tank-height to eliminate costs of double shipping and additional sub-frames to the final customer

Co-started, developed, and automated online high-end sport apparel business with spouse


Developed and improved the cost-benefit analysis function for University of Dayton/USAF of process, methods, tools and presentation

Three years’ successful private investment experience besides ten years IRA and 401-k retirement investments experience

CitiGroup Inc., global MasterCard, forecasted credit card debt collections cost/the cash flow of their expense forecasting of delinquent debt within 2% of actual numbers

Published Citigroup Inc.’s bank-wide daily global credit and mortgage reporting

Performed cost variance analysis between actual costs and pricing model costs for all finished manufacturing goods to ensure cost reliability of pricing model quotes for Victory Industrial Products

Determined reliable paint cost per square foot by analyzing 60,000 square feet from 40 large paint jobs

Measured, displayed and analyzed daily sales and daily labor efficiencies for six manufacturing sites

Responsible for all internal financial consulting and business process reengineering to improve revenue collection and cost efficiency in a midsize municipality

Implemented activity-based costing for all municipal activities by absorbing all depreciation, capital costs, and allocating all overhead costs

Performed tax-case consideration for CPA firms, corporations, and tax-free funds

Performed detailed tax and VAT auditing for small and midsized service and sales companies

Knowledge of general ledger, balance sheet, profit and loss, and cash flow analysis

Proficient with GAAP, COSO, SOX, IFRS

Achieved six sigma green belt certification

Business case analysis of the following: lease vs buy, benchmarking of costs of external vs internal freight terminals, insurance reimbursement claims, investment in warehousing shelves, municipal co-financing of a metro, financial consequences of consolidating home help with nursing home operations, putting municipal auditing contract out for EU-tender bids, measurement efficiency of a service corporation, implementing constant improvement circles in adult economics education, standard costing, job costing, activity-based costing, cost-benefit, Global localization of manufacturing, business continuation planning with all international tax implications


Taught graduate and undergraduate students micro- and macroeconomics, finance, and investments at Webster, Sullivan, and Jefferson Universities in Louisville, KY

Taught representatives from the Check National Chamber of Commerce republic civics and marketing


Fluent: English, Danish. Business: German, Swedish, Norwegian; Basic: Spanish, French, Russian


Financial Manager, AwesomeSteals, Hebron, KY, self-employed, online retail merchandising of high end sport apparel, 2012-Present, part time to full.

Senior Facilities Analyst, Leica Biosystems/Danaher Sharonville, OH, Tissue Acquisition Solutions and their disposables. Contract of Financial model analysis of business continuation development: double capacity in China/Mexico, Contract Manufacturer, Buffer Inventory, December 2017 - Marts 2018

Cost Estimator, USAF/University of Dayton, contract developed the cost benefit analysis function, April - June 2017

Cost Accounting Analyst, Robbins Sports Surfaces, Cincinnati, OH, project of standard cost budgets for this hardwood floor manufacturer, one direct report Aug. – Sept. 2016

Budget & Forecasting Analyst, GKN Aerospace, Blue Ash, OH, operating and capital budgets creation and monitoring for this jet engine and oil parts manufacturer 2014-2015

Financial Manager, CitiGroup, Inc, Blue Ash, Ohio, credit card cash expense forecasting, one direct report, 2011-2012

Pricing Analyst, Victory Industrial Products, Batavia, OH, pricing models, quotes and costs 2007-2010

Financial Analyst, Pomeroy IT Solutions, Hebron KY, IT-project finance reporting and AR reduction 2006-2007

Professor of Economics, Webster and Sullivan Universities, JCC, Louisville, KY, Taught Micro and Macro Economics, Finance & Investments, 2003-2006

Financial Consultant and Coordinator, Municipality of Taarnby, Denmark, 2001–2002

Expatriate Financial Analyst, EPA Denmark/Ministry of Finance, HUDF Vilnius Lithuania 1999-2000

Assistant Auditor, CPA Firm Ib Oestlund, Copenhagen, Denmark, 1999

Economist, Municipality of Copenhagen, Denmark 1996-1998

Controller, DanTransport, Glostrup, Denmark, 1994-1995

Economist, Customs & Tax Region 1, Copenhagen, Denmark, 1993-1994

Project Manager of the Elderly Care, Roennede Municipality, Denmark 1993

Associated Consultant, Lundbeck & Rasmussen Consult, 1992

Location Specialist, Mannov Consult, Glostrup Denmark, 1992


Master of Science, Accounting/Auditing, Northern Kentucky University, KY

Master and Bachelor of Science, Economics/Statistics, University of Copenhagen.

Associates in Business Organization and Business Strategy, Copenhagen Business School.

Eligible to sit for the CPA Exam


MS Office: Excel; all functions, pivot tables, Word, Access, Visio, PowerPoint, SharePoint, Project Cognos ver. 9 1.5 years, ERP-LN 1.5 years. Tableau 10.4. Desktop 10.5, SQL-Lite and Macros: current study,

Brief exposure to: QuickBooks, Intuit Configurator, ACL Services Limited, Auditing, and Research, Institute of America’s Checkpoint tax research software

Appointed lead in the implementation of Intuit Configurator for Victory Industrial Products: bill of materials, sub-assemblies’ account number structure

Implementation of Oracle Financials at Municipality of Copenhagen setting the char of accounts by defining the 65-character account number structure’s identification of location, function, type etc.


Traveling, camping, sailing, decorative art, organic gardening.


GAAP, IFRS, COSO, SOX, BOM DL, DM, MOH, RFQ, KPI, DCF, ROI, ROE, NPV, IRR, EIRR, PAYBACK, FICA, FUTA, SWOT, EVA, IRS OCR, overhead, risk analysis, cost center, cost driver, cost analysis, cost-benefit, Boston Matrix, value chain, core competence, Boston Matrix, Income tax, business tax, sales tax, property tax, financial business process reengineering, re-location analysis, investment analysis, Du Pont Pyramid, activity based costing, benchmarking, linear regression, sensitivity analysis, contract tender, bank loan applications, labor efficiency, aviation & aerodynamics, sound attenuation, automotive, combustion & jet engine, turbine, sailing, scuba diving, metals manufacturing

Contact this candidate