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Financial Analyst Sales

Frisco, TX
April 15, 2020

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ANCORA EDUCATION (Dallas, TX) 2019 to 2020

Director of Financial Planning and Analysis

Designed, created, and implemented the entire financial planning and analysis function from scratch for a $200 million private equity backed company that included budget preparation, profitability analysis, cash flow forecasting, and resource utilization of the entire company.

INDEPENDENT PROJECT WORK (Dallas, TX) 2018 to 2019

Financial Planning and Analysis

Streamlined reporting practices of a $500 million private equity backed SaaS company to create a more efficient month end close package that effectively analyzed product mix of volume and pricing results for monthly sales.

Created a more efficient annual budgeting process that utilized KPIs and performance metrics to evaluate both sales and productivity potential for a $600 million operation of an international healthcare manufacturing company.

AT&T, Inc. (Dallas, TX and Atlanta, GA) 2007 to 2018

Director of Financial Planning and Analysis – Network Technology and Engineering (2016 to 2018)

Created and managed a database system for a $3.5 billion capital program that identified projects and initiatives that required additional funding, or were not meeting implementation milestones, so capital funds could be transferred in a manner that maximized overall ROI.

Implemented a new organizational structure to improve collaboration while leading a team of 14 analysts in charge of financial planning and reporting for the Network Planning and Engineering team.

Director of Strategic Planning and Market Development – Advanced Business Solutions (2013 to 2016)

Developed a business plan to successfully transform the delivery of products and services over a Software Defined Network to create over $2.5 billion of incremental revenue by improving the customer experience.

Performed an economic analysis to determine a pricing strategy that leverages Network Function Virtualization to improve overall customer success rates of managed services and added $340 million of profitability.

Built a financial model for a marketing plan that capitalized on investments to deliver over $1.15 billion of revenue from video solutions in both business and consumer markets.

Created a $2.5 billion business plan to penetrate emerging markets and generate strategic partnerships with software development companies that utilized API development to transform service delivery of network connectivity.

Produced a marketing plan to increase revenue streams by $9.5 billion through the creation and implementation of industry specific solutions designed to enhance the customer experience through network connectivity.

Senior Market Development Manager – Advanced Business Solutions (2011 to 2013)

Designed a long-term financial plan that integrated wireless sales initiatives with traditional wireline services and generated over $3 billion of incremental value.

Designed an international M2M pricing strategy to help compensate for a $200 million loss in roaming revenue but increased overall profitability by 5%.

Built a financial model and marketing plan that shifted device subsidies and increased contribution margin by over $500 million and maintained current market share.

Senior Finance Manager for Emerging Devices – Mobility and Consumer Markets (2010 to 2011)

Analyzed business cases to invest over $15 million of capital and grow strategic partnership with Apple by 30%.

Designed and built a reporting system to extract raw data from a sales transaction database and update weekly results for executive leadership and track progress on a $350 million marketing plan.

Senior Finance Manager – Mobility Network Operations (2007 to 2010)

Provided a financial model that laid the framework for a $700 million business opportunity that utilized geo-location information to develop targeted marketing strategies.

Constructed a financial model that strategically planned the deployment of advanced cell site technologies enhancing network performance in over 350 metropolitan cities by improving throughput 200%.


CINGULAR WIRELESS (Atlanta, GA) 2005 to 2007

Finance Manager of Strategic Planning – Mobility Network Operations (2006 to 2007)

Built a financial model that identified over $100 million of capital savings by utilizing femtocells to manage wireless spectrum more efficiently.

Constructed a detailed forecasting model for a $600 million long distance expense account based on usage patterns within 27 major markets.

Developed a 3-Year Network Operating Expense plan that lowered cost of service to 20% of revenue.

Senior Financial Analyst – Capital Planning (2005 to 2006)

Created a monthly scorecard for Executives which provided value added analysis for capital investments of $6 billion.

Identified $300 million of capital savings in a $1.2 billion budget to successfully deploy 3G wireless services.

Designed a monthly forecasting model for future capital spending in all major markets that effectively identified areas of risk to AT&T Mobility’s $6.35 billion Network Capital Budget.

KMC TELECOM, Inc. (Lawrenceville, GA) 2003 to 2005

Senior Financial Analyst – Business Operations and Regional Accounting

Built a reporting mechanism that automated month-end close procedures and created a 30% reduction in process time.

Created a trend analysis to improve weekly sales forecasting ensuring the company met a $50 million revenue target.

Designed and implemented a financial reporting model that effectively identified key variants within the contribution margins for the company’s Regional Operations and improved profitability by 7.5%.

THE COCA-COLA COMPANY (Atlanta, GA) 2001 to 2003

Sales Support Supervisor – North American Finance and Business Operations

Managed and trained 4 Analysts to utilize database management skills to improve reporting practices on key sales accounts with revenue in excess of $100 million.

Designed a financial reporting model that effectively identified top selling franchise locations for Papa John’s nationwide pizza chain and improved average sales per unit by 15%.


Financial Analyst – Investor Reporting and Performance Tracking

Created a model to accurately track and evaluate performance on $3 billion worth of commingled real estate funds.

Designed a more accurate methodology for calculating performance fees gaining $2.6 million of additional revenue.

THE QUAKER OATS COMPANY (Chicago, IL) 1997 to 1999

Corporate Accountant – Equity Accounting

Identified control weaknesses and improved reporting methods that led to a 5% improvement of diluted EPS.

Managed and led the effort to construct the SEC filing of the 1998 Financial Statements for the Quaker Oats Employee Stock Ownership Plan.

Initiated a proposal to redeem preferred shares of treasury stock to improve the company’s capital structure and lower the weighted average cost of capital.


GEORGIA INSTITUTE OF TECHNOLOGY Master of Business Administration (MBA) – 2010

Concentration: Strategic Management and Innovation GPA: 4.0

Recognized by Mitsubishi Electric and The Morrison Agency for outstanding brand management recommendations

INDIANA UNIVERSITY Bachelor of Science – 1997

Major: Accounting GPA: 3.6

Helsinki School of Economics: International Studies Program

Auditing Internship with Price Waterhouse, LLP

Successfully Passed CPA Exam

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