Finance and Accounting professional

Bill Copeland

**** *. **** **. *. Sperry, Oklahoma 74073 C: 918-***-**** **************@*****.***

SUMMARY

Finance and accounting professional with more than 25 years of diversified hands-on and management experience in financial planning and analysis, financial reporting, as well as operational and management accounting. Detail oriented with excellent analytic and problem solving skills with the ability to adapt to changing operating environments.

HIGHLIGHTS

Financial forecasting and modeling

Annual budget and long range planning

Project and staff management

Financial reporting

Merger and acquisition experience

IPO experience

Process improvement

Board and bank presentations

EXPERIENCE

Dollar Thrifty Automotive Group, Inc. / Hertz Corporation 1993-2015

Dollar Thrifty Automotive Group (formerly NYSE: DTG), formerly headquartered in Tulsa, OK, was the holding company for Dollar Rent A Car and Thrifty Car Rental. In November 2012, DTG was acquired by Hertz Global Holdings in a $2.3 billion deal. DTG was a Fortune 1000 company with 1,475 locations worldwide, annual revenue of $1.6 billion, a fleet of 120,000 vehicles and approximately 7,000 employees.

VP, Financial Planning and Analysis 2010-2015

Staff VP, Financial Planning and Analysis 2008-2010

Executive Director, Financial Planning and Analysis 2002-2008

Director, Financial Planning and Analysis 1997-2002

Manager/Sr. Analyst/Analyst, Budget and Planning 1995-1997

Supervised four region controllers and three senior financial analysts at headquarters for monthly accounting close procedures and processes, with emphasis on expense review and control, as well as variance analysis and process improvement opportunities

Developed monthly and annual financial and capital budgets for the DTG brands for Hertz executive reviews after the acquisition; with analysis on variances to projections, budgets, and prior year results for executive and board reviews

Developed a transition plan for the DTG functions in the financial planning and analysis area to be taken over by Hertz personnel

Team member/lead of various transition teams charged with various integration strategies and synergy targets

Developed monthly, annual and long range financial and capital budgets for DTG; with analysis on variances to projections, budgets and prior year results for executive and board reviews

Developed and prepared various analysis and reports for bank/investor/board reviews and presentations

Prepared and presented various confidential information for review meetings and strategic initiative presentations with various groups

Added Canadian financial responsibilities to position, which resulted in a $10m improvement in overall company performance

Worked with Chief Accounting Officer of DTG to change senior managements review of actual results compared to budgets with more of an emphasis on actual results compared to prior years to gain more focus on continual improvement opportunities and efficiencies

Managed operational field and headquarters controllers/analysts and Subrogation departments for DTG

Continuous review and consolidation of functions for process improvements and efficiencies, including emphasis on cross training to develop and challenge staff

Developed and implemented an integration plan for consolidation of the individual company financial planning departments into one functional group for DTG in 2003

Reviewed and interpreted projections and made recommendations for airport concession bids based on contract interpretations and expected competitor behavior

Developed and prepared appropriations requests for new ventures, acquisitions and capital projects; interpreted analysis and prepared and presented recommendations to senior management

Developed, reviewed and analyzed monthly management reporting packages containing total company operating results, statistics and comparisons; worked with operations and accounting departments to obtain necessary data

Prepared financial statements and schedules for the Board of Directors meetings (bi-monthly) and operating results letter to the Board of Directors (monthly), including analysis of departmental and line item variances

Prepared quarterly and year-end audit schedules and 10Q/10K SEC reporting schedules

Developed monthly reporting package, including historic trends, used as the monthly data book by executive management; including trends and data needed for quarterly and annual financial reporting data and earnings releases and conference calls

Prepared PowerPoint presentations on the company’s financial performance and operating statistics for outside investors, analysts and bankers, as well as for senior management

Prepared and analyzed confidential schedules for the 1997 IPO of the Dollar/Thrifty brands

Developed and implemented process improvements allowing Chrysler to pull more personnel out of rental car operations without a loss of timing or reporting capabilities

Developed, reviewed and analyzed monthly, quarterly and annual reporting packages for various Chrysler and Dollar/Thrifty executives, as part of the strategic alternatives for disposition on the rental car operations

Sr. Auditor/Auditor 1993-1995

Performed Licensee audits based on individual license agreements and company policies

Revised Audit processes for improvements and efficiencies in analyzing various licensee reports

Reviewed Licensee operations for legal violations of customer billing when requested

McDonnell Douglas

1988-1993

McDonnell Douglas was an aerospace company with its headquarters in St. Louis with major operations in both California and Tulsa, where approximately 6,000 employees worked at one time. When the A12 Navy contract was cancelled in 1991, the company operations began a major decline, with the eventual outcome being the stock swap merger with Boeing in1997, with Boeing emerging as the surviving entity.

Payroll Accountant

Prepared weekly payroll reports and analysis for management review

Reviewed and prepared various reports for management review of items billed to employees

Helped out in the cost accounting and labor accounting departments when needed

Cost Accountant

Reviewed and analyzed various reports for project cost projections, and proper billing

Corrected cost charging issues caused by order changes and number of items ordered

Set-up cost charge numbers for new projects and orders

Helped out in the labor accounting area when needed

EDUCATION

University of Tulsa Master’s of Accountancy

Oklahoma State University B.S. in Business Administration - Accounting

STRENGTHS

Excellent analytical and problem-solving skills

Deadline oriented – results driven without compromising quality

Able to adapt to a constantly changing environment

Excellent customer service – quick to understand customer’s requirements and provide results

SYSTEMS AND SOFTWARE SKILLS/USAGE

Microsoft Office Products – Excel, Word, PowerPoint and Outlook

Prophix Software (forecasting, budgeting and reporting)

Recognition/Awards/Other

Graduate of Leadership Tulsa – Class of 23

Volunteer/Former Board member – Community Food Bank of Eastern Oklahoma 2000-Present

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