Financial Analyst Accounting

Frank Freese

**** * ******** **, *******, Tennessee 38111

901-***-**** *******@*********.*** www.linkedin.com/in/ffreese

Senior Financial Analyst

Cost Accounting / Budget Analysis & Reporting / Business & Financial Planning / Pricing

Financial Modeling / Forecasting / Cost Control / General Ledger

Senior Financial Analyst: Analyzes financial status by collecting, monitoring, and studying data. This includes but is not limited to determines cost of operations by establishing standard costs; comparing and analyzing actual results with plans and forecasts; establishing and enforcing policies and procedures; providing trends and forecasts; explaining processes and techniques; improves financial status by analyzing results; monitoring variances; identifying trends; recommending actions to management.

Professional Skills, Strengths and Education

In order to move organizations forward I have:

Innovated cost control strategies

Increased profitability through cost savings

Utilized sophisticated analytical methods

Developed financial measures to improve productivity, efficiency, and revenues.

Interface with all levels in an organization

This would not have been possible without strong skill sets in:

Cost Accounting

Budget Analysis & Reporting

Business & Financial Planning

Lean Manufacturing

Financial Modeling

Auditing

Cost Control

General Ledger

Inventory Control

Forecasting

GAAP

An advocate for continuing education:

MBA

BBA: Finance – Accounting – MIS - Personnel Administration

Certifications

Microsoft Online Training Hub Udemy

Excel Dashboards Advanced Access Intelligent Dashboards Using

Access Advanced Excel Data Modeling

VBA for Excel Lean Manufacturing

VBA for Access

ERP exposure:

Hyperion

SAP

SAGE

Oracle

Computron

SharePoint

Great Plains

Strengths:

Analyzing, evaluating and solving operational issues/choosing best practices

Planning reliable, cost effective system enhancements and implementations

Organizing/reorganizing policies, procedures, programs

Leading and training people, projects and multi-functional activities

Envisioning and implementing business solutions as they affect an entire organization

Analyzing complex data using quantitative analytical and statistical skills to provide accurate budgetary forecasts

Developed Excel training workbooks on:

Formulas and Functions

Charting

Pivot Charts & Tables

Analysis ToolPak & Finance Function

Statistical Functions

Dashboards

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Professional Accomplishments

2014 to current– Acquired additional certification in building Excel dashboards and have created numerous Excel training workbooks. Managed untimely personal family issues.

Senior Account Pfizer Inc. (Contract assignment) 2013 - 2013

Working with a team of accountants the purpose was to assist in reconciling inter-company transactions as the result of recent acquisitions.

Working with multiple ERP systems in researching and reporting to various global locations the difference in Account Receivable and Accounts Payable balances.

Controller St. Jean Industries, 2012 - 2012

Responsible for the financial planning and record-keeping, managing the financial risks of the corporation as well as reporting to senior management financial data analysis. Developed internal controls, secured parts distribution, a budgeting process; managed daily and 13-week cash flow forecasting; managed the accounting, purchasing and IT departments of a $70 million corporation. Directed a staff of 11.

Financial Analysts: Negated negative inventory. Developed, and implemented an inventory system

oIdentified procedural problems that eliminated reporting negative inventory.

Controller: Contracted with outside firm recent Use and Sales tax returns

oGenerated a tax credit in excess of $125k.

Project Administrator: Implemented a budgeting process

Assisted and oversaw a budgeting process system that provided to Senior Management an accurate corporate budget.

Interim Controller, CEVA Logistics, (Contract assignment) 2010 - 2011

Preformed financial functions for the American division that managed the distribution of Microsoft products nationwide. Managed revenues and a $120m budget while directing a staff of 2.

Cost Accounting: Led profitable business unit turnaround

CEVA Logistics’ Custom Microsoft Products division was consistently recording monthly losses. Discovered that pricing model did not reflect actual operations and corrected erroneous assumptions.

oTurned around division from 2% loss to 15% profit.

Financial Accountant, Hino Motors, (division of Toyota) 2008 - 2009

Served as key member of Hino’s Kaizen Team. Supported accounting functions. Identified, recommended, and implemented manufacturing cost reductions.

Cost Accounting: Uncovered new source of profits

Manufacturing’s costs were proving excessive. Discovered the cost of coolant for machining operations were out of control.

oIdentified company that recycled coolant slashing annual coolant costs by $250K.

Project Developer: Created database system to cut manufacturing expenses

oScrap, a key performance indicator, lacked accurate reporting. In defining and developed then incorporating an Access database this new database system reduced reported scrap saving $3.5M.

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Financial Analyst, PCS Consulting Group, 1992 - 2009

Principal owner in this financial consulting firm serving small, mid-sized, and large businesses in health care, transportation, retail, and manufacturing industries. Developed financial models including statement and variance analysis, forecasting, budgeting, and cash flow allowing enhanced decision making. Managed a $250k budget.

Financial Analyst: Identified cut cost overruns

Methodist Hospital was experiencing costly overages from computer installation and repair.

oEvaluated situation and identified source of problems. Successfully negotiated new contracts with outside computer vendor and established performance metrics. Saved $200K annually.

Project Administrator: Developed go-no go analysis

A major retail client needed guidance on the decision to enter new metropolitan market.

oInvestigated situation, prepared a marketing plan to include budgets and a SWOT analysis. Client was able to confidently commit $200M to the project.

Financial Analyst: Created Access enterprise-wide data base

FedEx was manually inputting data on spreadsheets to track contact labor. Developed and implemented an enterprise-wide Access database to trace its labor costs.

oSlashed time needed to data in usable form by 75% with concurrent savings.

Business Analyst

oCompleted a project to capture and analyze contract vendor data

Designed and developed an Access database to capture data for analysis. in order to develop and establish criteria necessary in the creation of an approved vendor list.

Interim CFO Managed the accounting and IT functions

oOutlined a new corporate Access database system that supported all store operations that would have eliminated any outside contract support saving the company over $24,000 annually.

Controller/MIS Director, The Bodine Company. 1980 - 1992.

Responsible for the accuracy of all accounting information. Managed, analyzed, and presented financial results including P&L, operational budgets, pricing strategies, and cash flow projections to senior management. Prepared closing journal entries, account reconciliations, financial reports, and analysis of financial and statistical data monthly. Managed $10M budget and a staff of five.

Cost Accounting: Developed efficient cost accounting system

Identified the need for a more effective inventory and production cost control system to managed expected growth.

o Created and implemented a new manufacturing cost accounting system. Saved $1.25M that allowed for plant expansions and managed a 435% growth in profitability.

Project Manager: Developed in-house ERP system

oManual information processes across all departments were slow and time consuming. Researched various ERP systems to determine if any were compatible with the company’s needs and budgets. Determined the efficient and cost effective strategy would be to create own system in-house. Wrote the software then implemented the system, saving $300K in outside-programming.

Controller: Managed working capital

Strengthened the balance sheet.

oEnabled internal funding for 2 plant expansions over a 10-year period, while increasing profitability 435%.

oReduced by 62% bad debts by developing new credit policies and procedures

MIS Director: Increased inventory turnover

oBy researching, selecting and implementing a computerized bar-coding system inventory turnover was increased by 45%.

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