Post Job Free

Resume

Sign in

Financial Analyst Operations Management

Location:
West Bloomfield Charter Township, MI
Salary:
$60,000+
Posted:
December 05, 2023

Contact this candidate

Resume:

Scott H. Gorman

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

West Bloomfield, MI 48322

Cell: 248-***-****

Email: ad1pbe@r.postjobfree.com

DIRECTOR/ANALYST

Well-qualified, results-focused Director/Analyst with versatile corporate experience ranging from Operations Management to Financial Analyst positions. Expertise in the design and implementation of world-class systems and processes that meet compliance requirements, and in the facilitation of timely analysis and sales that supports corporate growth and restructuring initiatives. Utilize a collaborative consultative approach and demonstrate a commitment to exceeding client expectations. Outstanding comprehension of financial elements including assets, liabilities, cash flow, risk analysis, budgeting, investment strategies and capital markets.

KNOWLEDGE, SKILLS & TRAINING

Operations Management Inventory Control Underwriting Warehouse Management Vendor Procurement Project Management Financial Management Sales Management Distribution Management

Salesforce AS/400 Windows 10 and Prior Word Excel Access Outlook

RELEVANT EXPERIENCE

Operations Management

Operations: Oversee day to day operations. Managed full cycle Inventory Control from Procurement and Purchasing through Receiving and Shipping. Negotiate contracts, account inspection, and customer retention. Responsible for technician Dispatch. Problem resolution. Review utility, engineering and architectural designs.

Metrics Analysis: Streamlined the efficiency of multiple departments by gathering data, creating benchmarks, writing procedures, in addition to enhancing and enabling inter-department communication.

Process Management: Fully designed the physical layout of the Distribution Center and Inside Sales Department, from concept to implementation, on time and on budget. Managed directly 25 and indirectly up to 130 franchisees.

Cost Cutting, Consolidation, Sales Management: Researched and implemented a new phone ACD system, resulting in an annual savings of over $81,000 in shipping and packaging costs.

Respond to customer requests regarding life insurance. Explain in detail the difference between term and permanent life insurance. Utilize company specific programs and mathematical skills to figure out what type of insurance policy, the face amount and which life insurance company works best per client.

Finance Management

Financial Analysis: Managed all financial processes and procedures for child-centered publication serving three Metro Detroit counties and boasting hundreds of clients.

General Business Accounting: Produced short- and long-term forecasting reports, and conducted risk analysis for growth of business. Tracked actual performance and costs against plan, and analyzed corporate variances to prior month actual results and forecast.

Scott H. Gorman – page 2

Client Service: Analyzed highly complex client data and provided written and verbal recommendations in the areas of retirement planning, asset management, income tax planning, insurance planning (life, disability, long term care), estate planning, budgeting and debt management. Informed Property and Casualty personnel of the available financial and insurance products including Variable Life and Fixed Investments.

Spreadsheet Development: Extensively used Microsoft Excel and Access for the computation and compilation of commission calculations, and in the preparation of general ledger entries for monthly commission accruals. Calculated monthly commissions to a sales force of approximately 400 through CRM, CIS, and Oracle based software.

Underwriting

Underwriter: Managed loan pipeline from the time the loan dropped into the underwriting queue. Work the queues as specified by management. Verify uploads that are requested, are received. Review documents for completeness and accuracy. Clear conditions as reviewing documents. Review job aids and guides as necessary for assistance while reviewing documents. Request any documents that have not been received yet. High level of professional correspondence with brokers and processors via email and phone conversations. Respond to client requests within SLA. Hit and exceed daily and weekly commitments. Assist others when requested. Positive attitude internally and externally.

EMPLOYMENT TIMELINE

Operations Manager – Jani-King of Michigan, Livonia, MI ● 2023

Director of Operations – Great Lakes Segway, Walled Lake, MI ● 2022 – Present

Underwriter – United Wholesale Mortgage, Pontiac, MI ● 2020 - 2022

Director of Operations – Jani-King of Michigan, Farmington Hills, MI ● 2017 - 2019

Operations Coordinator – CTS-Companies, Bloomfield Hills, MI ● 2015 - 2017

Team Leader/Closer – The Home Depot Measuring Service, Oak Park MI ● 2010 - 2014

Consultant – Art Van Furniture, Novi MI ● 2005 - 2009

EDUCATION & TRAINING

Bachelor of Arts, Elementary Education - Michigan State University, East Lansing, MI



Contact this candidate