Senior Financial Analyst

Nickolas Joannidis, C.P.A., C.M.A.

**-** ******** *****, **** Lawn, NJ 07410 • 201-***-**** • **********@*****.***

Finance Manager with a wide range of experience in the coordination and creation of international budgets over many sites involving all levels of management in the life sciences, manufacturing, banking and professional services industries. Able to forge relationships within different cultures, time zones and business environments to complete tasks on time and within targets. Partner with customers to make business decisions regarding prioritization of expenses based on analysis of budget and actual figures.

Professional Experience

NCRC, LLC Fair Lawn, NJ Feb 2014 – Present

Owner

Coach runners of all ages using a 5 point system that includes core training, nutritional coaching, rest and recovery, scheduling and motivation tailored specifically to individual clients; certified in coaching by the USATF and by the NASM in personal training

TD Bank, Mahwah, NJ Jul 2012 – Jul 2013

Mgr. Financial Planning & Analysis (2012 – 2013)

Lead four-person team that reported and analyzed P&L for all products within credit card division

Created new processes for collecting and analyzing monthly actual data

Rolled out new quarterly expense and capital forecast collection and reporting procedures

Managed the internal reporting process and packages with customers for upper management reviews

Was a key finance member in major project to integrate new strategic credit card business into current portfolio

Fostered a team environment that had been lacking in past years

The Medicines Company, Parsippany, NJ Jul 2010 – Jul 2012

Mgr. Financial Planning & Analysis (2010 – 2012)

Primary liaison for various G&A departments including HR, Finance, Legal, Manufacturing and Business Development

Managed monthly actual and forecast cycles with leaders in upper management

Led G&A budget process for 2011 and 2012 budget cycles

Co-administered Hyperion Planning as used for Forecast, Budget and Actual financial information

Was member of core team for Hyperion Planning implementation project at MDCO in 2011

oConducted testing of financial data in new environment

oCreated many reports to lessen dependency on Excel

oLed training of other analysts and business customers

Hoffmann LaRoche, Nutley, NJ Feb 2002 – Dec 2009

Mgr. Finance / Global Controller (2006 – 2009)

Managed the budget and forecast process for 3 groups globally and all smaller sites within the $400M+ Pharma Global Infrastructure (PGI) division in Global Finance.

Analyzed, communicated and explained operating, project and headcount variance drivers. Identified root causes and distributed action plans to management

Worked with business leaders and site Finance to understand and drive cost-savings and improving efficiencies

Integrated approved budget into the PGI cost allocation process and explained variances to previous forecast events to PGI customers

Led multi-national team based in 3 countries

Drove standardization of global budget and forecast processes via a new planning tool, working cross-functionally with PGI and Finance personnel from all sites

oConducted global budget training classes for Finance and Informatics

oLed PGI 2010 budget cycle

Local Controller – Basel, Switzerland (Short-term international assignment) (2005)

Supported the local Basel PGI division within global finance with the day-to-day actual, forecast and budget activities in order to meet targets

Completed special projects such as a review of the capital process, teaching PGI managers finance basics, and becoming a core member in a PGI project that eventually revamped the existing cost allocation methodology in 2007.

Senior Financial Analyst (2002-2006)

Supported the $70M PGI division at the Nutley campus included interaction with global Finance in Basel, Switz. and other local and global business leaders

Coordinated and facilitated cost center capital, headcount and operating budgets, aligning them with the global portfolio and reporting the results to local and global headquarters

Worked with local and global PGI management to analyze monthly results and help drive cost savings opportunities

Presented and explained variations in PGI allocated charges to internal customers

Closed the monthly general ledger with SAP as well as reconciled balance sheet accounts for all of Informatics on a monthly basis; allocated all local telecommunication charges to the site and other North American affiliates

Standardized the Nutley campus with the rest of the world to an activity-based (ABC) cost model

Quest Diagnostics Corporation, Rutherford, NJ Sep 2000 – Feb 2002

Senior Financial Analyst

Partnered with 3 divisions of the Infrastructure organization (Software, Network, and Database) with a combined budget of over $60M

Communicated monthly actual to budget variances to business leaders, including suggestions for cost savings opportunities

Led the annual budget and quarterly forecast cycles for operating and capital expenses, meeting departmental and company targets

Magellan Behavioral Health Corporation, Park Ridge, NJ Apr 1996 – Mar 2001

Senior Financial Analyst

Coordinated and reviewed operating and capital budgets for the organization which comprised 9 regions and multiple business units using Hyperion budget software

Managed the budget process through timelines, data consolidations, and budget audits, working closely with all company segments and other departments

Presented budgets to all management levels, highlighting risks and opportunities

Maintained and managed company budget database through various reorganizations including the merger with Magellan Behavioral Health in February 1998

Campos & Stratis, C.P.A.’S, Teaneck, NJ Jun 1991 – Mar 1995

In-Charge

Handled audit assignments regarding litigation support and insurance claim analyses in a forensic accounting environment. These involved varied financial analyses including inventory roll-forwards, ratio analysis, sales projections, and trend calculations

Audited many diverse business environments including but not limited to manufacturing, airlines, department stores, coffee exporters, armored car services, public utilities, and small family-owned stores

Education

Pace University, Pleasantville, New York

M.B.A., B.B.A., Public Accounting (Summa cum Laude)

Applications

Proficient in Microsoft Excel, SAP, Hyperion Planning budget software, Microsoft Word

Versed in other Microsoft Office products

Affiliations

Institute of Management Accountants, American Institute of Certified Public Accountants

Languages

Fluent in Greek

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