Financial Analyst
Resume:
KEVIN FOLEY
Johns Creek, GA 30097
*********@*****.***
OBJECTIVE
Utilize my operational knowledge, relationship building strengths, reporting and analytical experience, and people leadership skills to add value and promote business growth.
QUALIFICATIONS
Computer skills: SAP, JD Edwards and PLUS (Profit and Loss User System) knowledge; used to manage P&L for revenue centers.
Excellent abilities in Microsoft Excel, Word, and PowerPoint. Moderate experience in Access, Strong Showcase/Crystal SQL reporting skills.
Strong knowledge in Forecasting, Financial Modeling, Business and Operations Planning, Rolling Estimate processes, Data Mining, and Financial Analysis.
EMPLOYMENT EXPERIENCE
2/2015 – Present Stay at home Dad Atlanta, GA
7/2014 – 2/2015 Coca-Cola North America Atlanta, GA
Financial Services Manager II – Subway Global Account Team
Primary Finance Analyst for the Subway Global Team, supporting over 30 Finance, Sales, Marketing and Senior Leaders.
Develop annual business plans and manage rolling estimates for Annual Volume, Marketing Allowances, and Operating expenses.
Provide monthly, quarterly and annual analysis on customer marketing/initiative payments and progress against strategic initiatives.
Develop and maintain financial models to more accurately track business performance and review with leadership team.
Build annual revenue plan and adjust throughout the plan cycle based off of customer volume performance and net outlet growth.
Assisted Budget Analysts in reviewing open accounts receivables and expediting payments.
1/2011 – 7/2014 Coca-Cola Refreshments Atlanta, GA
Financial Services Manager II – North America Service & Equipment
Primary Finance Lead for National Foodservice and On-Premise Customer Operations team, supporting over 50 Operations Managers, 5 Directors and other Senior Leaders.
Reviewed strategic initiatives and prior years performance to develop business plans and manage rolling estimates for Foodservice Zones; focusing on revenues and expenses related to dispenser service and equipment as well as sales volume performance.
Provide monthly, quarterly and annual analysis for multiple Zone and Region portfolio performance targets; including volume, Operating Expenses, revenue, service expense and strategic Foodservice initiatives.
Develop and maintain financial models to more accurately track business performance and review with Foodservice and On-Premise leadership teams. Responsible for validating and researching variances and providing recommendations to mitigate risk.
Lead reporting analyst for beverage equipment service expense and placement.
Built reporting tools and tracked performance against North America’s most critical business initiative, Coca-Cola Freestyle.
Create and review Performance Management files for Operations and Sales organizations that eliminated redundancies and tracked critical business objectives.
Responsible for facilitating and tracking multiple corporate sponsorship payments to external clients and organizations.
Process participant in accounts receivable and customer payment initiative that significantly improved process time.
Created capital file to accurately monitor customer performance against fountain equipment and installation targets.
Utilize strong reporting skills to develop multiple Key Account and Foodservice level volume analysis and performance files.
Developed Executive Summary report for Senior Foodservice leaders that reviews performance against key business metrics; volume, operating income, capital, service expense, operating expense, and Beverage Equipment placements.
Primary lead on Equipment placement discussions for all of The Coca-Cola Company Foodservice business, totaling 90MM dollars annually.
Attend monthly meetings with Senior leaders to provide updates on current equipment placements, strategies, and full year forecasting.
11/2007 – 1/2011 Coca-Cola North America Atlanta, GA
Principal Financial Analyst – East Region
Primary Finance Lead and Analyst for East Region Customer Operations team.
Work with Operations counterparts to develop business plans and manage rolling estimates for dispenser capital placement, service expense, and billing revenue.
Analyze and distribute performance reporting for multiple Regions and portfolios; including delivered volume, Operating Expenses, revenue and Foodservice initiatives.
Create and review Performance Management files for Operations and National Sales.
Lead on Foodservice equipment sale order process.
Extract and analyze YTD volume performance and advise key stakeholders on variances and risk.
Created dispenser equipment sale order template that streamlined and consolidated the sale order process and realized significant efficiency gains as well as improved billing cycles.
Developed four year revenue trend analysis that enabled accurate planning of Zone and Key Account revenue targets.
Created and maintained dashboard to track key business metrics; reduced input and preparation time for the Operations teams.
Finance Lead and facilitator of Operations Performance System process improvement project.
Developed and facilitated excel training for multiple Operations teams.
12/2000 – 11/2007 Coca-Cola North America Dunwoody, GA
Team Manager, National Customer Support
Provided leadership, development, and performance management to eleven Project Managers that executed a variety of key Foodservice initiatives.
Used strong client management skills to understand account team and customer needs to ensure successful execution of Foodservice initiatives.
Monitored ongoing project activity to determine progress, success, resource needs and Project Manager workload capacity.
Partnered with National Foodservice Sales organization to execute initiatives that drove Operating Income and volume.
Used strong reporting and analytical skills to produce service, equipment, volume and installation reports for various Foodservice and Network organizations.
Partnered with Commercialization team to determine impact and resource needs for innovation initiatives.
Build and maintain collaborative working relationships with Sales/Field organizations and all levels of management.
Facilitated “Connecting with Customers” training for frontline customer facing associates. The training focused on situations and processes that enabled the team to provide the highest level of customer service.
8/1998 – 12/2000 Coca-Cola Fountain Dunwoody, GA
National Account Coordinator
Created and maintained account listings for multiple high profile nationwide customers.
Interacted with National Account Executives and Customer Operations Managers regarding equipment recommendations, installation scheduling and customer support activities.
Assisted Finance representatives in completing equipment sale documents and resolving invoice discrepancies.
Provided forecasts and status reports on installation activity so Account teams could maintain account business plans.
7/1994 – 7/1998 United States Army Fort Riley, KS
Infantry Section Sergeant
Served 4 years as a light infantryman applying military skills and knowledge in home-station environments as well as overseas assignments. Responsible for the training, development, and performance of a 6 person Infantry team.
Completed a ten month deployment in Bosnia-Herzegovina participating in Operation: Joint Guard; conducted numerous foot and vehicle patrols and day/night missions. Responsible for un-announced weapon storage site inspections to ensure compliance of the Geneva Convention. Awarded the Army Achievement Medal, Army Commendation Medal, Armed Forces Expeditionary Medal, Armed Forces Service Medal, and NATO Service Medal for exemplary performance during time overseas.
Unit Armorer
Duties and responsibilities included: enforce organizational maintenance procedures; maintained and improved physical security measures, provided necessary military publications; responsible for company size inventory (up to 130 individuals), maintain control, accountability, and repair of 10MM dollars in weapons inventory.
EDUCATION
June 1994 University of Georgia Athens, GA
Bachelor of Arts in Political Science
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