Sales Financial Analyst

Location:

Tampa, FL

Posted:

August 13, 2014

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Resume:

Samuel Brunt

**** *. *** ****** 813-***-****

Tampa, FL 33609 ********@*****.***

SUMMARY

Exacting, articulate, and proactive corporate finance professional with extensive FP&A, CapEx, training,

and operational integration experience. Proficient in budgeting, forecasting, reporting, and modeling; a

creative thinker and well-educated communicator with a strong understanding of corporate finance and

the ability to thrive under pressure while interacting with C-Suite Executives.

FINANCIAL / TECHNICAL COMPETENCIES

Advanced Level Excel Forecasting/Pro Forma Projections CapEx Evaluations

SQL / Hyperion (Essbase) Cash flow and ratio analysis FP&A Analysis

FisCal / Moody’s / MDX / BA Financial/Statistical Modeling Tableau

PROFESSIONAL EXPERIENCE

Laser Spine Institute, Tampa, FL (2012 – 2014)

Sr. Financial Analyst (FP&A and Strategy)

• Reported directly to CFO, while conducting ad-hoc projects for COO and CEO for a company

with $220MM in annual revenue

• Compiled and distributed daily sales, marketing, and financial performance numbers and KPIs

and lead weekly recap strategy meetings for C-Suite, VPs, and Directors

• Developed and presented a quarterly training class for all employees f understanding daily

reporting while training each new hire as part of a two week on-boarding process

• Crafted and implemented 60 departmental budgets from scratch in Excel for 2013 and 2014 as

well projections for 2015 based on planned expansion

• Created and modeled 3-year pro forma for property and location expansion/acquisition, and

compiled and maintained CapEx list for procurement, IT, and C-Suite

• Built monthly variance reports to monitor and track Actual-to-Budget spending for each

department while conducting monthly reviews for strategy changes and budget reforecasting

• Transformed manual entry reporting to automated online reporting via Hyperion and Tableau for

daily reporting as well as monthly departmental variance reports (Actual-to-Budget)

• Drafted, monitored, approved, and recorded monthly commissions

• Supported Sales and Marketing via lead scoring analysis as well production efficiency analysis

Brookdale Senior Living (fka Horizon Bay), Tampa, FL (2010 – 2012, Acquisition Layoff)

Sr. Financial Analyst

• Provided financial and operational analysis for a 100 facility REIT portfolio with $250MM in

annual revenue and $1B in assets, including analyst and underwriting of all facilities

• Responsible for developing and presenting monthly reports in Excel (Sales Analysis, Variance

Reports, Strategy Planning) to corporate executives and outside REIT investor groups (Chartwell,

ING, HCP, AEW)

• Heavy usage of Excel (lookups, pivot tables, charts, graphs, and macros), Hyperion, and Yardi

• Provided financial planning, P&L management, and operational process improvement support

• Evaluated CapEx transactions and monitor on a monthly basis

• Partnered with operations (IT, Dietary, Procurement, Marketing, and Healthcare)to analyze and

direct spending initiatives and measure KPI, ROIC, and IRR for all projects

• Developed and implemented annual budgets and 3-year forecasts for all business units

• Monitored monthly sales patterns and trends and lead regional pricing committee meetings

• Lead monthly in-depth financial, variance, and trending analysis for KPD and interpret results

The South Financial Group, Tampa, FL (2008 – 2010, Acquisition Layoff)

Sr. Financial Analyst

• Analyzed financials and underwrote, structured, and priced loan investments/commercial debt for

acquisitions up to $10MM while supporting an existing regional portfolio totaling $250MM

• Focused on C&I (healthcare, manufacturing, retail) and CRE (OOCRE and investment property)

• Drafted in-depth reports for management approval beyond $2MM approval authority

• Trained and managed thirteen business bankers and respective portfolios during transition

• Produced 3-year and 5-year pro-forma financial statements on prospective clients

• Heavy utilization of Excel and Moody’s KPMG

Bank of Commerce, Sarasota, FL (2005 – 2008)

Credit/Financial Analyst

• Analyzed and underwrote new loan requests and conducted annual reviews for all existing

commercial and residential real estate loan relationships as well as all C&I transactions and

presented recommendations via PowerPoint to loan committee weekly.

• Investigated financial information for tax credit projects, focusing on low-income housing

• Responsible to CEO for investigating and providing monthly market share analysis, profit

trending, and competitor analysis and presented findings to Board of Directors and Investors

• Designed and maintained Excel and Access databases: UBPR financial reporting; appraisal

valuations; past due reports; borrowing bases; policy exceptions; credit file tickler; risk ratings

EDUCATION / TRAINING

Advanced Financial Analysis, 2006, Omega Performance

Formal Credit Training, 2005, American Institute for Banking

Bachelor of Science, Liberty University, Lynchburg, VA

Honors Program Graduate - Magna cum Laude; Student Athlete – Captain, Track and Field

• 2004:Finance Major - 3.84 GPA –Selected as 1 of 7 for advanced-level MBA/honors courses

including Analyzing Investments, Corporate Finance, Managerial Accounting, Advanced

Financial Management, and Real Estate Analysis

o Published financial thesis “Economic Value Added – A Strategic Business Valuation Tool”

o Inducted to National Business Honors Society “Beta Sigma Delta”

• 2003: Business Management/Administration Major - 3.72 GPA

• President – Future Financiers and Investors Club (2001-2004)

• Finance Tutor (2002-2004)

LANGUAGES

•English (Native) •German (Conversant) • Spanish (Basic)

SAM BRUNT

Myers-Briggs Type Indicator ®

Type Description ®

ESTJ

Extraversion Sensing Thinking Judging

ESTJs are natural administrators. They move

The 16 MBTI® Types quickly to implement decisions, organize proj-

ects and people to achieve their goals, and are

ISTJ ISFJ INFJ INTJ forceful in implementing their plans. They focus

on results and the bottom line. They have a

clear set of logical standards they systematically

ISTP ISFP INFP INTP follow and want others to follow also.

ESTP ESFP ENFP ENTP They value home, family, health, financial

security, and achievement.

ESTJ ESFJ ENFJ ENTJ

ESTJs represent approximately 9% of the U.S. population.

ESTJ Descriptors

• Analytical • Practical • Systematic • Clear

• Critical • Realistic • Assertive • Efficient

• Logical • Pragmatic • Self-confident • Straightforward

• Objective • Decisive • Outspoken • Dependable

• Matter-of-fact • Organized • Tough • Conscientious

of the MBTI Trust, Inc., in the United States and other countries. The CPP logo is a trademark or registered trademark of CPP, Inc., in the United States and other countries.

SAM BRUNT

Myers-Briggs Type Indicator ®

Type Description ®

Characteristics of ESTJs

• ESTJs organize projects and people to get things done and focus on getting

results in the most efficient way possible.

• They base their decisions on logic, experience, and facts.

• They take care of the routine details of life.

• ESTJs are clear and straightforward in their communication.

• They can make tough decisions when necessary.

ESTJs with others

• ESTJs can be quite gregarious and generally enjoy interacting with people,

especially around tasks, games, traditions, and family activities.

• They take relationship roles seriously and fulfill them responsibly.

• Their communication is clear and straightforward, and people seldom have

to wonder where they stand.

• ESTJs are so certain of their opinions that others may find

them overpowering.

• Others rely on them to take charge and get things done.

• ESTJs think conduct should be ruled by logic, and they govern their

behavior accordingly.

of the MBTI Trust, Inc., in the United States and other countries. The CPP logo is a trademark or registered trademark of CPP, Inc., in the United States and other countries.

SAM BRUNT

Myers-Briggs Type Indicator ®

Type Description ®

ESTJs at work

• ESTJs like to organize facts, situations, and operations related to a project,

and they will make a systematic effort to reach their objectives on schedule.

Getting things done is their strong suit.

• They tend to focus on the job, not on the people behind the job.

• They prefer jobs in which results are immediate, visible, and tangible.

• ESTJs can see the steps needed to accomplish a task, anticipate potential

problems, assign responsibilities, and organize resources.

• When they see that something is not working, they will plan and act

to correct the situation. Otherwise, they prefer proven procedures

and systems.

• They are focused on tasks, action, and the bottom line.

• They have a natural bent for business, industry, production, and

construction. They are excellent administrators because they understand

systems and logistics. They like to set goals, make decisions, and give the

necessary orders.

• They are not happy in work environments with confusion, inefficiency, and

halfway measures.

Potential blind spots for ESTJs

• If ESTJs have not developed their Thinking preference, they may not have a

reliable way of evaluating information and thus may end up making overly

harsh decisions.

• If they have not developed their Sensing preference, ESTJs may decide

too quickly before taking in enough information. Then their decisions will

reflect only their previous judgments or biases.

• They may decide so quickly that they don’t stop and listen to the viewpoints

of others, especially those of people who are not in a position to argue.

Then they may make decisions without gathering enough facts or with

insufficient regard for what other people think or feel.

• They may rely so much on their logical approach that they overlook Feeling

values what they and other people care about.

• ESTJs sometimes have trouble expressing appreciation.

of the MBTI Trust, Inc., in the United States and other countries. The CPP logo is a trademark or registered trademark of CPP, Inc., in the United States and other countries.

Contact this candidate