Financial Planning and Analysis
Resume:
STEPHEN M. MELLEY, MBA
Merrick, NY 11566
516-***-**** www.linkedin.com/in/stephenmelley *************@*******.***
SUMMARY
A professional Finance MBA with broad international FP&A experience in both London and New York. A proven leader in a dynamic fast paced environment, ensuring a high degree of integrity and control.
PROFESSIONAL EXPERIENCE
Outdoor Voices New York Dec 2015 – Mar 2016
Finance Consultant – Athletic apparel startup
Develop and implement all financial processes for a recent Series A funded startup.
Prepare first time budget.
Build long range plan for rapidly growing ecommerce and retail network.
Evaluate and establish banking and external audit relationships.
Implement financial systems for tracking and approving purchase orders and expenses.
Hire and lead new finance and accounting teams while transferring Quick Books in house.
CBRE, Inc. New York May 2015 – Aug 2015
Managing Director - Finance – JP Morgan Chase outsourced facilities management account
Drove budget and forecast processes for $400m outsourced facilities management account.
Head of Financial Planning and Analysis and Accounting teams.
Monitored and validated savings initiatives in accordance with the JPMC master service agreement.
1800flowers.com New York Dec 2009 –May 2015
VP Finance – Consumer Floral Division
Developed a product level unit costing model which enabled component level analysis by order encompassing sourcing, fulfillment and distribution of a delicate and highly perishable product.
Led Financial Planning and Analysis team of 5 in successfully achieving financial targets for a $450m ecommerce revenue P&L.
Improved gross margin by 400 bps over 3 years through the development of product level analytical tools enabling real time actionable Marketing, Merchandising and Product Development decision making.
Accurately calculated and analyzed real time intraday order level performance and profitability during peak holiday periods of Valentine’s and Mother’s Days.
Developed and monitored performance, effectiveness and profitability of $55m multi-channel marketing budget including off-line TV & radio, online search, social, mobile, SEO, flash and email.
Coordinated cross function daily brand reviews resulting in consistency in communication and reporting.
UBS FINANCIAL SERVICES Inc. New Jersey Oct 2006-Dec 2009
Director Financial Planning & Analysis Technology and Operations – Wealth Management Americas
Drove analytical initiatives for COO in support of achieving $400m financial targets.
Developed strategic contingency plans in response to rapidly deteriorating market conditions during global financial crisis.
STEPHEN M. MELLEY Page 2
Director Reporting & Analysis – US Wealth Management
Led all monthly estimates, quarterly rolling forecasts and development of 5 year strategic plan.
Developed recruitment model utilized in strategic hiring decisions for top tier financial advisors.
Monitored and challenged initiative assumptions of significant strategic projects and prepared quarterly updates to global executive committee in Zurich.
AMERICAN EXPRESS New York & London June 1996 – Oct 2006
VP Global Operations Finance (2005-2006)
VP Financial Planning & Analysis / European Operations (2002-2005) London, UK
Director FP&A – US Operations HQ Finance (1999-2002)
Senior Manager FP&A - US Ops HQ Finance (1996-1999)
FP&A leader providing financial thought leadership on servicing and structural strategy for US and European Operations Finance.
Developed strategic and long range plans for a $1.3 billion US Operations and $355 million European Operations expense base.
Led teams of up to 26 Finance and Analytics professionals.
Implemented consistent global shared services financial methodologies and process improvements resulting in greater than 10% annual unit cost reductions over a four year period.
Provided thought leadership and financial guidance on a wide range of strategic initiatives including new products and services, demand management, revenue generation, and process migrations.
Transformed Employee Satisfaction Team which raised employee satisfaction to over 90% in all 14 dimensions over a two year period.
Developed and built a PC based automated charge out model to accurately and efficiently allocate Operations expenses to the Business customers which was adapted globally.
Instituted standardized reporting templates to consolidate Operating Center’s detailed expense submissions increasing process efficiency and accuracy by 40% through automation.
AUSTIN, NICHOLS & Co, Inc. New York, NY Feb 1995 – June 1996
Budget Manager
Prepared $250 million budget and five year long range plan for multiple brand spirits (Wild Turkey Bourbon) and soft drinks (Yoo Hoo Chocolate Drink) divisions.
Supervised a team of three business analysts and one college intern.
SANOFI WINTHROP Pharmaceuticals Inc. New York, NY Nov 1992 – Feb 1995
Senior Business Analyst
Coordinated and contributed to the development of a $600 million budget and long range plan.
Supervised team of two financial analysts and one administrator.
VERIZON (was Metro Mobile CTS) New York, NY Sept 1990 – June 1992
Senior Financial Analyst - Mobile phone service provider
Monitored and reported on firm’s debt.
JP MORGAN CHASE (was Chemical Bank) New York, NY June 1987– Sept 1990
Senior Auditor/Internal Auditing
Performed a wide range of audits on the bank’s Private Banking Group.
EDUCATION
St. John’s University
MBA – International Finance 1992
St. John’s University
BS – Accounting 1987
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