Finance Manager Senior Analyst

Ansu O. Dualu

(Milford, MA, 774-***-****, ********@*****.***)

Veteran, Non-Commissioned Officer United States Marine Corps

Summary:

Along with an MBA and a focus on innovative and strategic management and Bachelor of Science in Finance & Economics, Ansu is a highly accomplished and versatile Finance Manager with a proven track record of excellence spanning a variety of roles. He has consistently excelled in roles involving financial analysis, Financial Modeling, Merger & Acquisition, contract management, and program oversight. With extensive skills in tools such as MS Office, SAP, Hyperion, Oracle, Essbase, and more, he has effectively navigated intricate financial systems and employed advanced analytical techniques to drive optimal decision-making. Notably, his expertise has been applied in diverse settings, including senior analyst roles, program management, and small business consultancy, both domestically and internationally. Demonstrated accomplishments encompass preparing comprehensive financial statements, orchestrating complex contract negotiations, driving sales growth by 42%, and leading successful teams of up to 13 members. His strategic acumen, financial prowess, and leadership abilities have consistently delivered results while navigating stringent regulations and socio-economic contexts, making them a proven asset in the field of finance management.

Skills matrix:

Skill

Proficiency

Level

Example/Description

Portfolio Finance Manager

Mergers & Acquisitions (M&A)

Software

Expert

Expert

Expert

• He is a results-driven Portfolio Finance Manager with a Master of Business Administration, specializing in innovative and strategic management. Notably, his extensive experience encompasses senior analyst positions, program management, and international small business consultancy, showcasing adaptability and leadership across diverse contexts. He offers

an exceptional combination of strategic acumen, financial expertise, and a track record of delivering impactful results, making them an asset as a Portfolio Finance Manager

• Furthermore, his expertise extends to the realm of Mergers & Acquisitions ($1.3B M&A project at Raytheon Integrated Defense Systems), where he possesses a high level of proficiency. His background in financial analysis, contract management, and program oversight equips him to navigate the complex landscape of M&A transactions. He has conducted thorough financial due diligence for potential merger and acquisition (M&A) opportunities, analyzing financial statements, historical performance, and future projections, assisted in the preparation of financial models, including valuation and pro forma analysis, to assess the financial impact of potential transactions, conducted industry research and benchmarking to evaluate the competitive landscape and identify potential synergies, assisted in negotiations with target companies by providing financial insights and analysis to support decision-making, completed cost volume and cross checked cost volume for final submission using Oracle and Hyperion, supported DCAA audit, negotiation, finalization, certification, budgeting process, and win/loss analysis on contracts.

• He excels in utilizing tools such as MS Office, SAP, Hyperion, Oracle, Ess base, and more to navigate complex financial systems

Skills:

• MS Office

• SAP

• Workday

• Hyperion

• Oracle

• Ess base

• People soft

• MS Excel

• MS PowerPoint

• Data Mining

• Business Reporting

• V-lookup

• Pivot table

• Financial/Estimating Analyst • Fund Accountant

• ERP Systems

• Tableau

Educations/certificates:

• MBA – innovative & strategic mgmt. Summa cum laude salve Regina University, Newport, RI – 11

• Bachelor Of Science In Finance/Economics Univ. of Massachusetts, North Dartmouth, MA – 04

• Graduate Certificate Global Business Salve Regina University, Newport, RI

• Graduate Certificate Financial Markets and Institutions Providence College, Providence, RI

Experience:

Veterans Incorporated, Worcester, MA May 21 – Present Financial Analyst & Program Manager

• Planned and monitored the execution of various programs to ensure timely and successful completion. • Created and managed comprehensive budgets ($23M) for program initiatives, ensuring efficient resource allocation. • Engaged in cross-project resource management to optimize the allocation of personnel and assets. • Identified and proactively addressed potential problems and risks within programs, mitigating their impact. • Ensured strict adherence to local, state, and federal regulations, guaranteeing full compliance across all program activities.

* Workday is the go-to tool for internal controls

* Used Workday to track and update data

• Occasionally interfaced with regulators and sponsors, presenting justifications and explanations for our program positions.

• Maintained thorough and organized program documentation, facilitating effective tracking and reporting.

• Used workday on a daily basis to run reports, monitor operations, scheduled personnel, etc

John Hancock (Contract) 21 – Jun 21 Senior Analyst

• Conducted a comprehensive analysis of retirement accounts, evaluating investment portfolios, contribution history, and potential growth trajectories.

• Generated in-depth financial and management reports, offering insights into the performance of retirement accounts and their alignment with set targets.

• Contributed to the development of personnel by providing management training and guidance, fostering a cohesive and knowledgeable team environment.

• Leveraged financial expertise to aid in the development of personnel, fostering a cohesive and knowledgeable team environment.

• Assessed the profitability of various retirement plans by analyzing historical performance, projected returns, and associated fees.

*Occasionally used workday to streamline complex processes

* Workday was the do-to tool for efficient financial analysis, and provided access to better business processes

• Utilized financial data and projections to make informed decisions regarding the retention or termination of specific retirement plans, considering factors such as risk tolerance and long-term financial goals.

• Demonstrated a clear understanding of how business solutions could be tailored and configured to effectively address the evolving retirement needs of clients.

• Developed and presented a detailed roadmap that effectively aligned with individual retirement strategies, encompassing investment diversification, contribution adjustments, and risk management.

• Spearheaded initiatives aimed at improving the facilitation of client retirement needs, streamlining processes, and enhancing overall customer satisfaction.

• Collaborated with stakeholders to envision and implement innovative solutions that addressed the dynamic requirements of retirement planning and wealth management.

Ernst Russ AG (Contract) Jan 20 – Jan 21 Client Account Development Manager – remote

• Resolved discrepancies in accounting records.

• Monitored collection reports.

• Assisted in the creation of procedures and protocols.

• Processed payments in compliance with company procedures.

• Took on various related projects assigned by the supervisor.

• Acted as the primary collections contact for designated account transactions.

• Assisted in adjustments on customer accounts as required.

Granite tel. (Contract)- MA Jan 19- Nov 19 Financial Analyst

• Was responsible for proposal preparation and government customer account analysis.

• Managed the messaging and preparation of proposal price volumes/narratives.

• Participated in competitive strategy meetings regarding contract language and schedule requirements. • Prepared quotes under multiple large, multi-award Indefinite Delivery, Indefinite Quantity (IDIQ) contracts. • Coordinated with contracts and business teams for resolution of contract issues and disputes. • Notified the sales force of letters of commitments (LOCs), credits, and pricing changes using Oracle.

*Occasionally used workday to streamline complex processes

* Workday was the do-to tool for efficient financial analysis, and provided access to better business processes

• Supported monthly closing processes, prepared expense forecasts, and provided actuals for the budget. • Supported pricing and Group Purchasing Organization (GPO) affiliation questions.

• Prepared daily financial and business-related reports, covering areas such as financial and expense performance. • Led team proposal reviews, coordinated financial reporting of all government accounts, and prepared presentations for upper management. Managed a team of 7 teammates.

Small Business Consultant, Monrovia, LIB., West Africa Dec 14- Dec 18 • Taught recent college graduates entrepreneurship and small business startup.

• Conducted strategic planning and budgeting sessions.

• Helped develop 7 small businesses that continue to thrive.

• Worked with local banks in the country to secure loans for first-timers.

• Established my own business that employed up to 15 people.

• Procured supplies and heavy machines from China, the United States, and Germany.

• Initiated investment deals with high-ranking government officials in Liberia.

• Navigated the social, economic, and geo-political issues in the country.

On process technology, Ashland, MA Dec 13-Nov 15 Senior Financial Analyst

• Analyzed and reported daily sales with an emphasis on identifying trends and measuring new product growth. • Managed the pricing database and conducted daily research to improve the pricing process. • Reviewed key manufacturing finance information, including actual and forecasted details, analyzed other cost of sales, and participated in the annual standard cost change process.

• Prepared sales, standard margin, and expense forecasts, utilizing Oracle and Hyperion.

• Managed the loading of financial data into various systems and ensured data integrity.

• Prepared detailed financial projections for new products and participated as an extended team member on Product Development and Marketing Teams.

• Managed the put and take budget analysis and the development of plant volumes.

• Conducted daily meetings with senior management, including the CEO and CFO.

• Responded to special requests from marketing and senior management in a timely manner.

American income life, Burlington, MA Apr 11 – Aug 13 Manager

• Followed all agency system procedures and insurance company regulations, including New Business Reporting, Expiration tracking procedure, Binder Procedure, Marketing Form Procedure, Accounting Procedures, File Construction, Electronic Documentation Procedure, and Suspense/Diaries Procedures.

• Reviewed issued insurance policies for all transactions received from multiple carriers to ensure accuracy compared to the final Indication Proposal accepted by clients.

• Proactively communicated with operating management to resolve policy issuance problems and worked cooperatively with Client Services Staff and intercompany departments to ensure proper procedure adherence according to company guidelines.

• Effectively promoted company products and increased sales by 42%.

• Recruited and trained new agents on government regulations, business requirements, and day-to-day operations in the insurance industry.

• Demonstrated knowledge of insurance underwriting standards, guidelines, and requirements. • Monitored incoming policy workflow and followed up on outstanding policy transactions, including New Business, Renewal, Endorsement, Cancellations, Reinstatements, and Audits.

• Completed quarterly anti-money laundering training.

• Managed a budget of $3 million and supervised 13 agents.

Raytheon Integrated Defense Systems, Portsmouth, RI Jan 07 – Mar 11 Financial Analyst III

• Completed bids and proposals ranging from $50 million to $2 billion.

• Conducted thorough financial due diligence for potential merger and acquisition (M&A) opportunities, analyzing financial statements, historical performance, and future projections.

• Assisted in the preparation of financial models, including valuation and pro forma analyses, to assess the financial impact of potential transactions.

• Collaborated with cross-functional teams to gather and synthesize data related to target companies, including operational metrics and market trends.

• Conducted industry research and benchmarking to evaluate the competitive landscape and identify potential synergies. • Assisted in negotiations with target companies by providing financial insights and analysis to support decision-making.

• Completed cost volume and cross-checked cost volume for final submission using Oracle and Hyperion. • Supported DCAA audit, negotiation, finalization, certification, budgeting process, and win/loss analysis on contracts. • Supported procurement for the proper acquisition of specified materials.

• Became a Six Sigma Specialist, trained, and led new analysts.

• Developed preliminary scope, schedules, and prepositioned material quotes for government contracts. • Analyzed government program requirements, including Sarbanes Oxley training.

• Supported international project coordination, pricing & win strategy, and competitive assessment. • Initiated and developed pricing kickoff instructions; used PeopleSoft to extract necessary data for government contract completion.

• Updated cost/price baseline and outlined compliance matrix, and updated invoices into the government system. • Supported teaming agreements, functional reviews/audits, and subcontract RFPs, and gate reviews. • Prepared/coordinated drafts, estimates, and rationales.

Granite telecommunications, Quincy, MA Oct 05 – Dec 07 Financial Analyst II

• Supported the administrative and analytical responsibilities of the financial aspects of contracts. • Conducted comprehensive financial analysis and due diligence for potential acquisitions, assessing target company financial statements, performance metrics, and growth projections.

• Assisted in developing financial models and valuation analyses to evaluate the financial impact of potential acquisitions, including discounted cash flows and comparable company analysis.

• Conducted research to evaluate regulatory and compliance factors relevant to potential acquisitions, ensuring adherence to legal and industry standards.

• Contributed to the development of integration plans for acquired companies, coordinating financial data migration and alignment of financial processes.

• Monitored the approval process of contracts and pricing to ensure timely customer response to activities related to customer pricing bid requests, such as proposal profitability analysis.

• Assisted with implementing and expanding price management tools, and helped develop analytical processes and evaluated pricing data.

• Analyzed estimates against previous cost experience and recommended adjustments.

• Worked closely with sales, marketing, and finance operations to ensure consistent and accurate pricing reports. • Served as the primary analyst in putting together a pricing manual for new analysts.

• Trained and led new analysts.

• Reported directly to the CFO.

Investor’s bank and trust, Boston, MA May 03 – Oct 05 Fund accountant

• Prepared journal entries and reconciled general ledger and subsidiary accounts.

• Prepared monthly financial statements, including distributing monthly revenue and expenditure reports. • Prepared audit schedules for external auditors and acted as a liaison between the bank and auditors. • Calculated and prepared reimbursement billings and tracked receivables.

• Reconciled monthly accounts.

• Reviewed monthly bank reconciliations.

• Completed quarterly anti-money laundering and Patriot Act Certification.

• Performed daily NAV calculations and NASDAQ reporting.

• Recorded corporate actions and performed security valuation using pricing services.

• Assisted with the preparation of annual, mid-year, and year-end fixed asset accounting, reconciling asset listing per custodian records to accounting records, researching, and preparing a backup report, and assisting in the preparation of financial reports.

United States Marine Corps May 97 – May 01 Marine– non-commissioned officer (NCO)

• Supply, Warehouse and Inventory management

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