Financial Analyst Planning

David Hicks 770-***-****

Greater Atlanta Area *********@*****.***

http://www.linkedin.com/in/davidjohnhicks

EXPERIENCED FINANCIAL PLANNING/ANALYSIS LEADER

Achievement-oriented Financial/Business Leader with over 20 years of diverse and comprehensive experience in financial analysis/management looking for a challenging position in a growing company. Skills include budgeting/planning/forecasting, variance analysis/reporting, process creation/development, business case development, and Ad Hoc reporting. Demonstrated ability to support Operations/Sales Teams as single Finance POC. Proven ability to lead skilled Finance Support organization supporting Executive Lead Teams. Strong PC/spreadsheet skills, excellent multi-tasking and organization aptitudes, and proven ability to influence business partners. Effective communicator and problem-solver. Solid credentials: MBA honors graduate and BSBA graduate

SKILLS SUMMARY

●Financial Planning and Analysis

●Budgeting/Forecasting Analysis

●Executive Decision Support for VP/Directors

●Managed highly skilled Financial Analysts

●Business Case Development & Analysis

●Executive Level Communications

●Advanced Proficiency in Excel/Office

●Results/Variance Analysis

●Project based Accounting/Reporting

●KPI Reporting

●Operations Finance Analysis

●Proficient in SAP, Cognos, TM1, PeopleSoft

PROFESSIONAL EXPERIENCE

Evermark, Suwanee GA 2022 - 2024

Senior Financial Analyst, 2022 - 2024

Provided decision Finance Support for Evermark, reporting directly to the Controller. Major responsibilities included financial reporting, forecasting, annual budgeting and other critical financial support. Additionally, was responsible for the completion of the monthly financial reporting package along with presenting to the ELT team all financial aspects related to the business. Key Accomplishments:

●Completed the 2024 AOP (Annual Operating Plan) exceeding $105M for all divisions of the business

●Developed biweekly Flash Report, detailing current in month spend run rate and forecasted full month revenue

●Created monthly Operations Scorecard that provides Operations with critical Metrics/KPIs, thereby increasing profitability by lowering Operations costs by > 15% YoY

●Support Sales VPs with monthly Deep Dives, focusing on profitability by customer, thereby increasing total Revenue for all divisions sequentially YoY by ~10%

NCR Corporation, Atlanta GA 2021 - 2022

Senior Financial Analyst, 2021 - 2022

Successfully provided Finance Support for the CTO Organization within NCR, reporting directly to the FP&A VP of Finance. Major responsibilities included Public Cloud reporting, forecasting and consolidation efforts along with actively supporting 4 FP&A Finance Managers from a central/consolidation perspective. Additionally, assisted in managing the monthly closing process ensuring all key deliverables were met on time by working with all CTO FP&A personnel. Key Accomplishments:

●Assisted in the creation of a Cloud forecasting process to ensure all components of spend are accurately tracked and accounted for, totaling > $50M

●Led the Monthly Close process from a milestone tracking perspective, ensuring all close activities were complete on time (Actuals reporting by day +5, Variances by day +7 & forecasts by day +14)

●Managed the Central Organization’s finances including budgeting/forecasting/reporting totaling > $10M

●Actively supported 4 Finance Managers in consolidation/forecasting/budgeting/actuals activities

ACI Worldwide, Norcross GA 2019 - 2021

Senior Financial Analyst, 2019 - 2021

Proven ability in providing critical Finance support to Sales, Product Management & Support organizations within the ACI On Demand (AOD) Business Unit. Responsibilities included financial monthly cadence of reporting, forecasting and variance analysis along with leading the annual Budgeting cycle across multiple Products within AOD. Managed all aspects of financial support for the Merchant/Payments Intelligence/Banking Missions. Key Accomplishments:

●Led the 2020 & 2021 planning cycle totaling > $50M in annual expenses

●Effectively provided timely P&L reporting assisting in a > $4M under run against the 2020 plan

●Organized and met monthly with key stakeholders to ensure forecast was submitted by Day + 9

●Key member of new Fuel Initiative team that directly contributed positive 2020 EBITDA to ACI

Crawford and Company, Norcross GA 2017 - 2018

Manager Financial Planning & Analysis, 2017 - 2018

Successfully Supported the US Services Division with effective, timely and critical Financial Leadership. Provided decision support for Executives through the completion of Monthly Operations Reviews, Annual Budgeting, Monthly Forecasting and Analysis of Actuals. Created and provided Executive Leadership team with monthly P&L reporting to identify root causes in a timely manner. Key Accomplishments:

●Successfully completed the 2018 budget that totaled > $200M in Revenue

●Completed the Monthly Operations Review Presentation – 10% higher revenue than plan in ‘17

●Assisted in the creation of Pricing models to ensure > 30% Gross Margin

●Single Finance POC for Operations Sr. VP with 15+ Areas and Annual Revenue > $80M/Year

Ericsson, Duluth, GA 2009 - 2017

Financial Analysis Manager I/II, 2011 – 2017

Provided critical Financial Support to Field Services Organization VP/Directors with > 2k employees where key role was to be Financial Manager/POC to address and meet/exceed Financial related metrics for Customers. Responsible for providing Executive Lead Team Decision support including monthly Operations Reviews focused on P&L and impacting items, monthly variance presentations, budgeting/forecasting planning cycles (2016 > $200M), ensuring all Financial Processes are being followed and Director/Manager teams understand critical Ericsson components such as Absorption, Billability/Utilization, and Variance to budget. Key Accomplishments:

●Successfully managed team of six highly skilled Finance Analysts while Increasing Employee Satisfaction scores 3 years sequentially (2014 – 2016)

●Created, prepared, and supported Monthly Ops Reviews: 2016 was 16% under plan

●Assisted in the creation, implementation, and maintenance of Internal PO process to minimize Under Absorption (Sourcing/Finance/Sales/FSO involved). Total recovery for 2016 > $32M

●Reviewed Cost Center Financials against Plan with supporting details: 2016 = $41M under plan

●Identified $7.4M overstatement of Field Services P&L which changed the way budget and under absorption was viewed from a Corporate Finance perspective – Worked with Corporate Finance to correct FSO run rate which was applied to all Service Delivery Organizations

●Identified incorrect expense trend Corporate Finance used to quantify assumption resulting in $7M change in Absorption (Corporate Finance stated $2M Over Absorption, actual trend was $5M Under)

EDUCATION

Master of Business Administration Degree, Concentration - Finance

University of Central Florida, Orlando, Florida (GPA = 3.9)

Bachelor of Science Business Administration, Major - Finance

University of Central Florida, Orlando, Florida

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