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Financial Planning Reporting

Location:
Brentwood, NY, 11717
Posted:
January 20, 2024

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Resume:

www.LinkedIn.com/in/JohnWDundon/

Centereach, New York

John W. Dundon, M.B.A.

516-***-****

ad2xyh@r.postjobfree.com

Financial Executive Financial Planning & Analysis (FP&A)

Strategic & Operational Planning Financial Reporting Data Analytics Program Leadership Cross-Functional Team Leadership

Excel at Optimizing Operations, Systems, and Processes while Achieving Broader Business Objectives Positioned for Accelerated Long-Term Growth.

Performance-driven, strategic, and process-focused Financial & Business Management Executive with 25+ years of comprehensive experience in developing, implementing, and evaluating organizational policies and guidelines while handling strategic planning, budgeting, and performance management functions to drive organizational success. Possess a proven track record in providing insightful analysis, assessing business investment opportunities, and providing deep analytical insights into key business drivers.

Immediate Value Offered

Core Competencies

-Continuous Process Improvements

-Cross-Functional Team Leadership

-Risk Management/Data Analytics

-International Financial Reporting

-Financial Modeling & Forecasting

-Business Growth & Development

-Conflict Resolution & Mediation

-Strategic Planning & Analysis

-Cost Reduction & Budgeting

-Complex Financial Analysis

-Performance Management

-Training & Development

-Budgeting & Forecasting

-Regulatory Compliance

-Change Management

Interpersonal Competencies

-Effective Communication Skills

-Stakeholder Engagement

-Relationship Building

Facilitate advanced leadership qualities with subject matter expertise in financial planning & analysis, dynamic reporting, budgeting & forecasting, financial analytics, auditing, P&L management, accounting, and compliance.

Verifiable success in identifying discrepancies, cultivating differentiated solutions, and promoting competitive advantages within fast-paced working environments while facilitating continuous process improvements.

Identify value drivers to improve bottom-line performance, devising long-term financial strategies, offering unique value proposition to achieve business goals/objectives, and achieving revenue growth and profitability.

Leverage advanced financial acumen, identifying and remediating areas in need of improvement while developing and implementing innovative solutions to maximize efficiency, enhance financial effectiveness, and reduce costs.

Collaborate cross-functionally and interdepartmentally with staff, management, and leadership to achieve business objectives while administering coaching, mentoring, training, and development to elevate team performance.

Attained recognition for building financial infrastructure to support rapid business growth while delivering data-driven recommendations to support decision-making and communicating complex concepts in a simplified manner.

Work Experience

Venture Growth Partners/Suffolk Investors Group Centereach, NY 2017–Present

Consultant to Chief Financial Officers/(C.F.O.) – Strategy Advisory & Investment Advisor

Operate within a multifaceted and all-encompassing Chief Financial Officer role, overseeing daily financial responsibilities, including accounting, purchasing, audits, financial reporting, treasury, investments, insurance, tax, and regulatory compliance while ensuring on-time and compliant reporting. Lead financial planning and analysis processes, such as budgeting and ad-hoc analytics.

Promote collaborative internal partnerships, providing business leaders and stakeholders with consultative support, thoughtful analysis, relevant KPIs, and actionable insights to facilitate management and data-driven decisions.

Deliver financial leadership on strategic initiatives, including new business development, client/product pricing, partnerships, M&A, and financing activities.

Nurture mutually beneficial relationships with a wide range of external advisors and vendors, including audit, tax, business partners, investment bankers, commercial bankers, investors, key vendors, and insurance brokers.

Cultivate robust investment policies with stakeholders while maintaining quality control environment through optimal policies and practices.

Achieve operational excellence by providing robust financial projections and accounting services while preparing growth plans and directing staff.

Manage long-term business and financial planning while developing strong relationships with senior management, external partners, and stakeholders, along with maximizing ROI by identifying lucrative investment opportunities.

-Maintain strict adherence to financial commitments and agreements.

-Provide timely financial reporting while ensuring precise tax returns’ filing.

-Develop investment strategies by considering cash and liquidity risks while preparing existing and forecasted reports.

-Monitor financial performance by measuring and analyzing results while initiating corrective actions and minimizing variances’ impact.

-Facilitate people leadership and personnel development on a cross-functional and inter-departmental basis.

Eastern Energy Systems Mattituck, NY 2014–2017

Chief Financial Officer (C.F.O.) – Solar Energy Provider

Steered and directed procurement, production, and sales logistics efforts while designing and implementing corporate Tax Equity Investment program.

-Provided detailed reports/presentations during board and leadership meetings.

John W. Dundon, M.B.A. 516-***-**** ad2xyh@r.postjobfree.com

Work Experience Continued…

Eastern Energy Systems Mattituck, NY 2014–2017

Chief Financial Officer (C.F.O.) – Solar Energy Provider

Orchestrated and drafted private placement memorandums, subscription agreements, and offering documents for initial and subsequent ‘Solar Tax Credit Investment Program’ funding by following industry best practices.

Optimized financial performance via internal control programs while adhering to policies/procedures for corporation and non-profit organization.

Structured contracts and pricing for sales escalation to support business development and partnerships while creating and implementing sophisticated strategic model for clean technology investing across diverse energy segments.

-Facilitated M&A due diligence support while developing effective financial models to support strategic initiatives.

-Established annual budgets and key financial targets to achieve profit and growth objectives, along with reviewing monthly financial reports.

Business Administration Manager – Defense Contractor Telephonics Corporation Farmingdale, NY 2007–2014

Supervised six-member staff, including business administrators and cost analysts while administering training and development to elevate performance.

Operated as a main contributor, managing and forecasting $500M+ in New Business Orders for Radar Division, coupled with $300M P&L.

Successfully turned around underperforming operations while transforming “Product Support Business Area” into a top-performing unit.

Realized $200M+ in new business per year through proposal development in liaison with project managers, business development personnel, and engineers.

Excelled in preparing and reporting FAR compliant submission while nurturing strong partnerships with DCMA, DCAA, and customer compliance officers.

-Administered Quarterly EAC’s (Estimate at Completions) costing and analysis regarding 30+ programs.

-Conducted budget vs. actual financial trends and profitability review analysis.

-Managed proposal response from receipt of RFP to final product delivery.

-Engaged in cost estimation, proposals pricing, and bills of materials costing.

NoRegretz Rockville Center, NY 2004–2007

Start-Up Co-Founder/Chief Financial Officer (C.F.O.) – Extreme Sports, Hard Goods & Apparel Manufacturer

Led 24-member team while overseeing operational activities, including finance, accounting, logistics, HR, customer support, and facilities management.

Interfaced with partners and clientele to create organizational strategies, operational efficiencies, and proposals for optimizing profitability.

Sponsored amateur skateboarders and snowboarders across nationwide road tours, and successfully sold to private equity firm for $3.2M (2017).

Performed strategic financial planning and modeling with precision.

-Directed marketing strategies, promotional activities, and procedures for U.S./international business partners.

-Strategically collaborated with specialty retailers, big-box retailers, and apparel chains while creating sales channels by developing E-commerce portals.

Chief Financial Officer (C.F.O.) Herman’s World of Sports Bethpage, NY 2001–2004

Oversaw 30+ accounting and finance associates while ensuring cohesive financial, strategic, and operating plans, along with leading resources allocation, ROI strategies, financial forecasting/analysis, and performance measurement.

Negotiated transactions and terms with commercial and investment banks.

-Proficiently increased revenue 300% ($60M+) within (3) years while optimizing cash flow by eliminating unprofitable private label and brand products.

Chief Financial Officer (C.F.O.) Applied Business Solutions Ronkonkoma, NY 1995–2001

Spearheaded all facets of company’s financial, marketing, advertising, information, internet development, and marketing services.

-Enabled reverse merger completion with publicly traded company (2000).

Education Qualifications

Dowling College Oakdale, NY 2010

Master of Business Administration (M.B.A.) Corporate Finance/Economics and Securities Law GPA: 3.86

Bachelor of Science (B.S.) Criminal Justice and Law John Jay College New York, NY 1994

Volunteer Experience Professional Affiliations

USMC SGT EMT-Captain Brentwood Legion Ambulance Member, Association of Financial Professions

Technology Proficiency

Microsoft Office Suite: Word, Excel, PowerPoint Microsoft Dynamics Oracle Hyperion ESS Deltek NetSuite

SalesForce Cognos Propricer Costpoint wInsight Impromptu Cobra EVMS MailChimp



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