Sign in

Accounting finance budgeting reporting analysis

Ridgefield, Connecticut, 06877, United States
October 07, 2016

Contact this candidate



*** ********* *****

Ridgefield, CT 06877 203-***-**** (H)


Financial Professional with broad achievements in financial management, systems development and implementation, and business planning and analysis for both international and domestic markets. Major strengths include financial and marketing analysis, strategic planning, and budgeting. Demonstrated ability to implement “Key Metrics” systems that provide critical financial data for strategic planning. Reputation for learning new business functions and managing multiple tasks with a strong commitment to quality. Emphasis on developing programs to increase revenues, reduce costs, improve productivity and maximize profits.


VODAFONE CORPORATION, New York City, NY & Sandy Hook, CT 2015 to Present

Work -wide Telecommunications provider reentering the US market with numerous business purchases of US domestic companies.

Reporting to the US CFO CFO; responsible for the day to day management of the business, Analysis for the Business Operations, Contract Management and Monthly Reporting.

Controller US Financial Operations, New York City, NY & Sandy Hook, CT March 2016 to present

Monthly Reporting of the US Operations Results.

Manage monthly accounting closing process

Preform monthly Balance Sheet Reviews

Manage continuous process and procedure improvement

Controller of VTMP Business (Telephone Managed Services) Sandy Hook, CT Nov 2015 to March 2016

Monthly Reporting of the Division Results.

Contract Analysis, Review and Process Improvement

System integration from legacy systems to Vodafone SAP

Responsible for central preparation of standard and ad-hoc reports and providing financial analysis in support of the Business and Controlling Functions.

Telephone Managed Services business sold. Transiting business to buyer and moving into the financial operations role.


Private Equity held World-wide Valve Manufacturer and Designer for Consumer Aerosol Products

Director of Financial Planning and Analysis & Cash Management

Reporting to the CFO; responsible for Budgeting, Planning, and Analysis for the WW Operations. Prepared monthly reporting package to Management. Served as business partner for four Regions and eighteen countries.

Participate in monthly management reviews of Regions and Business Units, including priority management, operational changes and goal setting.

Responsible for establishing a consistent reporting, planning and budgeting environment.

Control worldwide estimate process by coordinating activities with Business Units and Sales Regions.

Provides detailed product, sales and gross profit analysis.

Managed Due Diligence reviews for company refinancing.

Manage the monthly world-wide accounting closing process.

Strong interaction with Sales, Manufacturing and Operations

Evaluate cash flows, forecast cash activity and funding requirements.

Manage headquarters cash sources and usages.

Responsible for central preparation of standard and ad-hoc reports and providing financial analysis in support of the Business and Controlling Functions.

EASTMAN KODAK CORPORATION, Norwalk, CT / Rochester, NY 2006 to 2009

Graphics Communication Group - $4 billion division of Eastman Kodak Corporation, an $11 billion world-wide distributor and retailer of digital printing equipment and consumables.

World Wide Finance Manager - Graphics Communications Group

Reported to the WW Finance Director; responsible for Budgeting, Planning, and Analysis for the WW Operations. Prepared monthly reporting package to Management and Kodak Corporate Management. Served as business partner for five Regions and five Business Units.

Participated in monthly management reviews of Regions and Business Units.

Responsible for total division planning consolidation, development and roll out of annual budget process.

Controlled monthly worldwide estimate process by coordinating activities with Business Units and Sales Regions.

Lead financial contributor to the world-wide SEM/SAP conversion initiative..

Defined and Identified “Shared Services” activity for business coming on line for corporate management reporting across five Business Units and five World-wide Regions and four legacy systems.

Performed reviews of expenses for “Shared Services” to monitor trends, take corrective actions and remove redundancies.

Supported Marketing and Business Operations with financial analysis, forecasting and budget development.

RICHEMONT NA INC., Shelton, CT / NYC, NY 2002 to 2006

$700 MM subsidiary of Richemont Corporation, a $4 billion world-wide distributor and retailer of watches and fine jewelry, headquartered in Geneva, Switzerland. Brands include Cartier, Piaget, Baume&Mercier, Panerai, IWC, Jaeger-LeCoultre, Vacheron, Dunhill, and Chloe.

Director of Finance - North America Shared Services Shelton, CT

Reported to the VP of Finance and Controller; responsible for Budgeting, Planning, and Analysis for the North American Operations through a staff of six. Prepared and presented monthly reporting to North American, Swiss, and Brands Management. Served as business partner to assist the 11 Brand Presidents of Richemont NA in strategic planning.

Coordinated monthly review process and reporting for management and each Brand Operation for corrective action.

Lead financial contributor to the corporate-wide SEM/SAP conversion initiative. Implemented a new model for budgets and quarterly forecasts across 11 brands to standardize and improve processes.

Worked with Brands to define “Shared Service” activity, Service Level Agreements and Allocation methodology.

Performed analysis on data from Marketing, Sales and Real Estate and created Five Year Plans for future growth.

Coordinated with Brands Trade Credits, Co-op Advertising, Pricing Discounts and Rebates.

Provided financial support and analysis for new business initiatives using sensitivity modeling.

Performed monthly review of expenses for “Shared Services” to monitor trends, track budgets, and take corrective action.

Compiled and analyzed detailed sales activity for Brand and Product Group reporting for all levels of management.

Compared and reviewed transfer pricing activity between Brand HQ and US Operations.

XEROX ENGINEERING SYSTEMS INC., Stamford, CT, / Rochester, NY / UK 1999 to 2002

A wholly owned subsidiary of Xerox Corporation. Annual revenues of XESystems are $500 MM with operations throughout North America and Europe. Manufacturer and marketer of wide format office products, graphic software and computer peripherals. Long-term goal IPO.

Director of Finance - North America (2001 to 2002)

Reported to the VP of Finance; directed Finance for North American Sales, Supplies, Service, Supply Chain, and Product Development Organizations. Responsible for Accounting, Planning, and Analysis and for managing forecasts and budgets.

Redesigned structure of reporting to measure performance of key drivers including revenue per salesperson, repairs by technician, product sales, supply sales, and inventory turns. Partnered with Senior Management for strategic planning.

Lead finance contributor on the Oracle Implementation Team, which included new system changes and process reviews.

Designed Oracle “Discoverer” reporting package for sales analysis, gross profit analysis and other “Key Metrics”.

Finance lead on the centralization of “Shared Service” Customer Support of European Operations to one office in the UK.

Division Controller, Worldwide Service Operations (1999 to 2001)

Reported to the VP of Finance; Directed Finance for the global service organization with six offices in Europe, one in Canada, and one in the US, managing service activities for over 300 service technicians. Directed Accounting, Planning, and Analysis.

Coordinated all forecasting and budgeting for the global service organization. Led the reengineering of the budgeting models to improve revenue forecasting and budgeting.

Restructured expenses and re-deployed service resources for the worldwide service organization, reducing service expenses by more than 15%.

Developed an operations review process using “Key Metrics” to rate/manage field operation productivity and profitability.

Instituted streamlining billing for service in Europe which included Euro conversion and product reporting.

Analyzed service contract pricing and population movements to maximize profit and customer retention.

Participated in operational reviews throughout the service organization reviewing work flow and improving processes and procedures to maximize productivity.

RICOH/SAVIN/GESTETNER. Stamford, CT 1997-1999

Savin Corporation and Gestetner Corporation were both wholly owned subsidiaries of Ricoh Corporation.

Director of Systems Integration

Planned and executed the systems integration of two separate companies finding synergies in centralizing “Shared Services” in Finance, Logistics, Collections, Service Dispatch and IT resources.

Compared, selected, and implemented best practices of each company.

GESTETNER CORPORATION, Greenwich, CT 1990 – 1997

$140 million subsidiary of Gestetner Holdings Worldwide, a $2 billion marketer of office products and computer peripherals and a wholly owned subsidiary of RICOH CORPORATION (1994).

Director of Financial Planning and Analysis (1992 – 1997)

Reported to CFO, responsible for budgeting, forecasting, and creating a three-year strategic plan to outline growth and achieve long range corporate targets.

Instituted “Key Metrics” rating system to measure operational profit and productivity.

Redefined financial reporting and operational forecasting to accelerate problem resolution and maximize opportunity.

Designed and implemented field compensation sales plans to instill corporate goals into every sales organization.

Performed due diligence reviews for potential purchases.

Implemented procedures to standardize pricing and increase profit.

Established alternative third party credit source for dealer sales growth.

Reviewed Co-op Advertising, Pricing Plans and Rebate Programs with Sales Organizations

SAVIN CORPORATION, Stamford, CT; 1984 – 1990

$300 MM publicly held corporation, marketer of office copier and facsimile equipment.

Director of Accounting (1989 – 1990)

Managed all corporate financial internal/external reporting; designed and reviewed uniformed reporting package; and reviewed monthly, quarterly and annual reports, 10Q, and 10K.

Reduced accounting closing cycle from ten working days to six working days.

Compiled desk-top procedures and reassigned staff load, eliminating redundancy and increasing efficiencies.

Controller of Wholesale Operations (1987 – 1989)

Managed all wholesale, financial reporting, and administrative functions.

Instituted accounting policies / procedures for this start-up operation and implemented a fully integrated software system.

Centralized Logistics, Order Entry, Collections and Divisional Financial Reporting.

Streamlined department staff through system efficiencies and practical policies and procedures.


PACE UNIVERSITY, White Plains & NYC, NY-Master of Business Administration – Corporate Finance, May 1987

IONA COLLEGE, New Rochelle, NY Bachelor of Business Administration – Accounting, May 1981, Minor Economics

Contact this candidate