Sales Manager

J OHN P ETTA J R .

** ****** ***** *********, ** 06795

********@*****.***

860-***-**** home 203-***-**** cell

FINANCIAL PLANNING & ANALYSIS EXECUTIVE

Financial Stewardship Financial Management Controllership

Executive leader with expertise in all facets of accounting, financial management, business analysis, and economic modeling within

high profile organizations. Skilled in collaborating with all members of the organization to achieve business and financial objectives.

Instrumental in streamlining and improving processes, enhancing productivity, and implementing solutions. Technical proficiency in

Microsoft Office including Advanced Excel, J.D. Edwards, PeopleSoft, Hyperion Enterprises (HFM), and Hyperion Planning

(Administrator).

Budget Management Risk Management Team Development

Financial Planning New Business Development Process Improvements

Strategic Planning/Analysis Accounts Payable/Receivable Report Generation

Accounting Operations Forecast Development Profit & Loss Projection

PROFESSIONAL EXPERIENCE

CLEAREDGE POWER (Formerly UTC Power (NYSE: UTX)), South Windsor, CT 5/2008 – 4/2014

UTC Power was acquired by ClearEdge Power – 2/2013

ClearEdge Power filed for bankruptcies (Chapter 11) – 4/2014

Manager of Financial Planning & Analysis

Managed corporate wide planning, forecasting, analysis, data management, and compiling, as well as summarizing current and future

business activities. Provided executives with analysis of all operating unit, analyzing and explaining variances, risks, and

opportunities to focus on key business drivers.

Recognized for automating processes and developing standard reporting packages utilizing strong knowledge of Achieving

Competitive Excellence (ACE) tools, including the implementation of Hyperion Planning web based budgeting, planning,

and forecasting solution to replace manual Excel spreadsheet reporting.

Key player in the sale of UTC Power to ClearEdge Power through relationship management and collaboration with investment

bankers, and saved the company over $100K through the merging of two Hyperion Planning Forecast systems into one.

Credited with improving financial reporting efficiency by 85% with the development and presentation of monthly service

financials for senior management.

Spearheaded a “What If” Service Organization pricing and profit model to assist in strategic business and operational

management decisions.

Responsible for sound financial and business controls in adherence with Sarbanes Oxley.

Led, managed, and maintained the restructuring monthly financial activities to consolidate forecast of revenues, expenses,

balance sheets, and cash flow reporting.

Received Achieving Competitive Excellence (ACE) Program Certification of Completion, a United Technologies Operating

System for improving and sustaining quality and productivity throughout all of UTC.

Installed Hyperion Planning at UTC Power, resulting in the elimination of Excel spreadsheets, a 98% improvement in the

forecast submission process to corporate, and a 75% improvement in process time.

Developed and implemented standard documents to simplify and restructure workflow processes and ensure maximum

quality, productivity, and repeatability.

OPEN SOLUTIONS, INC., Glastonbury, CT 4/2006 – 5/2008

John Petta Jr. ********@*****.*** Resume, Page 2

Manager of Financial Planning & Analysis

Managed international and domestic corporate wide financial activities, including annual budgeting, forecasting, risk and opportunity

analysis, and key business drivers. Supported various operating groups and developed advanced financial models and operational

improvement initiatives for presentation to company executives.

Credited with improving overall forecast efficiency by 85% with the implementation of Hyperion Enterprise (HFM) to

support the 2007 Annual Operating Plan.

Improved efficiency of the bi weekly financial forecast by over 80% by consolidating reporting activities of revenues,

expenses, balance sheets, and cash flow into an Excel model.

PROFESSIONAL EXPERIENCE (CONTINUED)

CIGNA, Bloomfield, CT 8/2005 – 4/2006

Controller

Oversaw international and domestic corporate wide financial and operational development, budgeting, and forecasting.

Directed complex budget projects and managed budget control, including budget preparation based on previous year’s

activity, analysis of expenditures to ensure conformance to budget, maintenance of operating figure records compared to

budget, and collaboration with Human Resources staff to align departmental plans with expense base.

Developed and implemented budgetary controls and guidelines.

OXBOW CORPORATION, Stamford, CT 6/1990 – 6/2005

AIMCOR sold to Walter Industries – 5/1997

Oxbow Corporation acquires AIMCOR from Walter Industries – 11/2003

Direct of Planning & Analysis (8/1998 – 6/2005)

Managed corporate planning, forecasting, data management, strategy creation, and summarizing future business activities through

five year plan development. Responsible for verifying and approving monthly P&L statements before publishing to ensure

compliance with GAAP.

Key player in the $127M sale a division of Walter Industries to Oxbow through presentation development and execution.

Served as core member of J.D. Edwards reporting and sales committee, participating in the design, testing, implementation,

and training of the sales, inventory, and financial modules.

Supervisor of Forecasting & Planning (4/1994 – 7/1998)

Senior & Staff Accountant (5/1990 – 3/1994)

E DU CAT I ON

Bachelor of Science, Accounting, Post University, Waterbury, CT

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