Sr Financial Analyst

WILLIAM CAPRE II

*** ****** **. ~ Colorado Springs CO 80911 ~ ******@*******.*** ~ 312-***-****

Qualifications Profile

Diverse, analytical and progressive professional with broad experience in multiple aspects of business environments. Possesses a “global” understanding of operations, finances, sales and supply chain logistics. Professionally experienced and highly skilled in designing customized solutions to meet operational and business development targets. Highly effective at collaborating with all members of the organization to achieve business and financial objectives. Instrumental in streamlining financial processes, enhancing productivity levels, and implementing technology solutions.

CORE COMPETENCIES

Financial Analysis & Modeling

Operations Management

Sales

Financial Reporting

Office Management

Sales Management

Vendor relationships

Logistics

Supply Chain Analysis

Professional Background

Allstate Insurance-Northbrook, IL March 2015-Present

Portfolio Manager

Lead Financial Analyst for budgeting, forecasting (short and long term), monthly closing and proposal analysis for Sales, Marketing & Customer Experience Divisions

Authored innovative resource allocation reporting dashboard, reducing short-term surplus labor costs from 19% to below 4% in three months. Dashboard is now standard tool for all portfolio Managers

Lead forecast restructuring initiative, reducing monthly capital forecast variances 14%

United Airlines-Chicago, IL 2012-July 2014

Senior Analyst, IT Finance

Lead analyst for budgeting, forecasting (short and long term), monthly closing and proposal analysis for 5 IT Divisions

Lead Analyst for Post-Merger IT Synergy analysis, validation and reporting. Developed custom reporting solutions for Synergy reporting, financial forecasting, and resource allocation

Spearheaded “reverse” reporting initiative to validate corporate-wide project deliverables

Lead Financial Analyst for Rascal Platform Enhancement Initiative

United Parcel Service – Chicago, IL (2011 – 2012)

Operations Analyst, Manager

Maintained full responsibility for all aspects of multiple operations departments while developing new daily reporting tool and achieving and operational goals.

Developed daily operations report templates used to combine multiple data sources into a single reporting tool used by management to report on previous day’s performance metrics.

Responsible for training all supervisory staff on new reporting template

United Parcel Service – Chicago, Bedford Park, & Northbrook, IL (2007 – 2011)

Senior Sales Planning & Performance Financial Analyst

Maintained full responsibility for all aspects of financial analysis associated with the district queries.

Formulated weekly, monthly, and annual financial reports for the Metro Chicago District’s Executive Staff including ratio, forecasting variation, and validation analysis.

Directed the build, analysis, and support of the annual sales business planning report for the Metro Chicago District.

Trained and coached all staff in the district on proprietary sales compensation and planning tools.

Senior Account Manager (2006 – 2007)

Managed account management functions associated with $18M account base of large corporate clients.

Successfully landed 2 major conversion accounts valued at over $2.1M within 2 months of territory assignment.

Transitioned the assigned territory from an 83% effective to plan performance to 95.6% effective to plan performance within 3 months.

Sales Support Supervisor & District Project Lead Coordinator (2006)

Executed talent acquisition and recruiting functions associated with sales support representatives in the district.

Boosted ERI from the lowest score in the district at 65% to the highest score in the North Central region at 92%.

Provided leadership direction to Metro Chicago's Project Lead Initiative, which encompassed training, presentation design, special initiative design, and district performance monitoring.

Managed all aspects of reporting and compliance for the corporate audit of sales lead program elements.

Major Account Executive (2003 – 2006)

Maintained sole accountability for $27M account base of mid-level corporate clients.

Garnered recognition for being the #1 producing territory in 2005 at 136% to plan.

Upgraded the territory from a 79% to plan performance area to the #1 producing territory in 2003 at 127% to plan.

Key Account Executive (2000 – 2003)

Landed the first of $2M accounts between 2001 and 2002 using sound business acumen.

Formulated and authored an Excel Billing Reconciliation Tool to streamline customers' reconciliation process, which was rolled out globally and created a competitive advantage in value-added proposition.

Consistently exceeded sales targets and increased revenue by 17.9% while maintaining a high level of customer retention.

Education

Master of Business Administration, Finance (2009)

MBA student, International Business (2015)

ROOSEVELT UNIVERSITY

Dean's List

Lead Team Member – International Consulting Project for a Multi-Billion Dollar Organization headquartered in England

Bachelor of Science, Organizational Behavior (1998)

NORTHWESTERN UNIVERSITY

Dean's List

Student Advisory Board Appointee, Vice President and Director of Corporate Endowments – Alumni Board,

Technical Skills

MS Office Suite, Visual Basic, Windows Project, DWH, ESTAT & ESP (UPS Proprietary Data Mining Systems), Oracle general ledger management, Hyperion,SAP

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