Sales Financial Analyst

Jeff Robinson, CPA, CMA

*** ********* *** • Woodstock, ON N4V 0A7 • Phone: 289-***-**** • **********@***.***

PROFILE

CMA designated with over 8 years of progressive experience in Industry Leading Firms as a Financial Analyst, currently pursuing accounting & finance career opportunities.

A results-orientated finance professional with extensive finance and accounting experience in the manufacturing and financial services industries.

Proven ability to improve operations, impact business growth, and maximize profits through achievements in process improvements, cost reductions, and internal controls.

Experienced in business planning, financial statements, consolidation, and close procedures.

Highly proficient in authoring business reports and communicating those results to management.

EDUCATION

University of Western Ontario 2007

Managerial and Organizational Studies (B. MOS) – Specialization in Finance

Certified Management Accountant 2012

WORK EXPERIENCE

Siemens Canada – Tillsonburg, ON June 2013 – Present

Financial Analyst III

Work closely with senior management to establish budgets and assess projected needs for departments based on the financial outlook and operational requirements.

Attend weekly meetings with department heads to evaluate key performance indicators, including operational efficiency, cost over runs, and emerging trends.

Responsible for determining the product cost; calculated on a yearly basis based on cost studies.

Develop monthly and long-term financial forecasts. Communicate any deviations between the forecast and actuals to head office (located in Germany).

Internal controls auditor: responsible for evaluating the appropriateness of key controls and ensuring that the processes are being followed. In C2014 found over a $1M in HST that was incorrectly expensed, which was later recovered.

Compliance officer: Responsible for communicating and reporting potential compliance risks to over 400 employees at the plant. Ensure that all purchasing activities adhere to company policies. Investigate, report, and provide corrective actions for any exceptions; monthly present findings to senior management.

Evaluate and approve capital/operational expenditures (up to $250K).

Husky Injection Molding Systems – Bolton, ON March 2011 – June 2013

Sr. Financial Analyst

Recruited to enhance the effectiveness of the accounting for service related products; reporting to the Controller of the Americas.

Standardized service accounting according to best practices within the industry.

Trained employees and played a key role in implementing the service accounting procedures globally.

Key finance liaison for all customer issues. Ensure that all potential liabilities are accurately reflected on the financial statements. In C2012, the Company budgeted approximately $2M for these expenditures. Quarterly, communicate performance based on plan and highlight any issues to sales directors.

Lead financial analyst for the design and implementation of the C2013 Packaging budget. Globally allocated in excess of $350M in sales and $20M in expenses. Worked closely with management to optimize resources and leverage efficiencies in the budget.

Identified areas of deficient internal controls in the service processes. Worked closely with management and the audit department on updating and enhancing the controls.

Prepare consolidated monthly review packages for the Latin American business units.

Business partner to the following: Sales & Service, IT, Marketing, and Human Resources. Introduced a monthly scorecard to the General Managers in the Sales organization to improve visibility on meeting targets for key performance indicators.

Agricorp – Guelph, ON November 2007 – March 2011

Financial Analyst

Collaborated with employees throughout the organization to design and implement the framework of a time tracking initiative; used to improve the visibility of program spend for the Federal/Provincial government.

Tracked and examined the reasonableness of key expenditures.

Based on the results from the time tracking program, prepared the cost sharing invoices for the administrative expenses. In C2010, the Company invoiced approximately $45M to the government.

COMPUTER SKILLS

Proficient in SAP, Excel, Word, Power Point, Cognos, Business Objects, Baan, Great Plains, and People Soft.

Experienced in developing financial valuation models.

Contact this candidate