Norwalk, CT 914-***-**** email@example.com
EXPERIENCED FINANCIAL PLANNING & ANALYSIS EXECUTIVE
Driving significant results through dynamic foresight, strategy and leadership of teams
Dedicated, collaborative and pragmatic corporate finance executive with extensive experience leading multiple functions, developing key financial strategies, building structure and delivering exceptional growth for organizations in multiple industries.
Recognized expert in financial planning and analysis, corporate finance, reporting, M&A transactions, cost containment, and budget management.
Develops sophisticated financial models and translates best practices into actionable strategies. Drives innovation, change, compliance, accountability and results. Rapidly builds credibility and connections across all levels of the company.
AREAS OF EXPERTISE
Corporate Finance and Accounting
Driving Success in Enterprise Operations
Skilled in Financial Planning and Analysis
Experienced in M&A Transactions / Due Diligence
Leading Post-Acquisition Integration
Building Executive and Board Reports
Driving Cost Containment
Skilled in Developing Financial Models
Success in Developing Dashboards and Analytics
Builds and Leads Strong Teams
2019 to Present • Production Resource Group (PRG) New Windsor, NY
PRG is a $1B provider of groundbreaking lighting, audio, and automation solutions for the world’s leading entertainment and event producers, designers, and creative talents.
Director of Finance and Financial Planning & Analysis
Fulfills a critical role overseeing all facets of corporate finance, financial planning, and financial analysis, with authority over one direct report and dotted-line authority over the directors of financial planning & analysis for five business units. Coordinates and leads analysis, collecting findings into presentations that provide insight into the financial health and direction of the business.
Collaborates with the lines of business and the Chief Financial Officer to establish monthly financial reports and processes, as well as an improved budget process. Organized the investor deck to achieve and sustain regulatory compliance.
Adjusted the methodology of budget formulation following a recent acquisition in order to conform with a new Go to Market strategy. Defined standards and best practices to ensure consistency.
Serves a key post-acquisition role leading the integration of three ledger systems, as well as two accounting systems to reconcile revenue and costs.
2018 to 2018 • Aventri Norwalk, CT
Aventri, Inc. operates a cloud-based event management platform. Its solutions include event planning, certified meeting planning, hotelier, independent planning, travel management, and execution. The company serves education, financial services, technology, media, automotive, and the airline industry.
Director of Financial Planning and Analysis
Maintained accountability for the production of clearly-defined financial plans based on metrics, as well as monthly forecasts, an annual operating plan, and individual line of business budgets. Built and submitted board and executive reports, as well as a variety of additional reports for internal and external stakeholders. Formulated financial models and analysis to support strategic initiatives and business forecasts. (SaaS financial reporting KPI’s)
Served an integral role in corporate development and M&A activity, including contributing to due diligence supporting potential acquisitions and divestitures. Led integration, carve out requirements, and lender presentations.
On a monthly basis, served as an invaluable resource for financial reports, metrics, dashboards, board reports, and analysis. As required, fulfilled ad hoc requests for financial models and analysis.
Credited with building a dashboard that enabled the company to compare benchmark KPIs against similar companies in the industry.
Supported sales and marketing through the creation of a revenue planning process and dashboard providing leadership with detailed information on KPIs governing new sales, upsell, churn, renewals, retention, and customer acquisition. Provided monthly reports on sales and marketing performance at the product level.
Served as the architect of a budgeting and forecasting process to measure sales and marketing performance through pipeline.
Responsible for developing the financial analysis that modeled the results of a $16MM acquisition, including projected cash flow for five years. The models and deck were submitted to the CEO and the Board and were integral in the decision to move forward with the acquisition.
2015 to 2018 • Conduent-Xerox Norwalk, CT
Conduent Inc. is a technology-led business process services company headquartered in New Jersey. It was formed in 2017 as a divestiture from Xerox. The company offers digital platforms for businesses and governments. It has 93,000 employees in more than 40 countries.
Senior Director of Corporate Finance
Hired to lead all aspects of corporate finance, including financial reports, analysis, and consolidation for all division portfolios. Managed the income statement, balance sheet, and cash flow reporting, as well as the tracking of key performance indicators and quarterly presentations to the Board of Directors, investor relations, and MDA. Developed analysis and reports relating to Customer Care Transaction Processing, HR, Payments, Finance and Accounting, and Claims. Directed a three-person team prior to the spin-off from Xerox.
Partnered with C-level executives to develop the corporate financial plan and present the quarterly earnings to the Chief Financial Officer. Participated in the definition and implementation of a five-year plan and operating model, supporting the model through business and financial analysis.
Led the development of a 5-year model for P&L, B/S, and CF that served as the basis for lender presentations, the Board, and earnings calls.
Responsible for managing and improving Order to Cash processes. Directed the company’s cash flow model, improving DSO by two days and generating as much as $30MM in free cash flow.
Prepared, analyzed, and investigated variances within financial results before submission to the senior team.
On a monthly basis, developed packages, metrics, and scorecards for submission and review by the executive team, identifying risks and opportunities.
Credited with reviewing the supply chain, working with the Chief Procurement Officer to identify $700MM in cost savings opportunities following the spin-off from Xerox, mainly focusing on the elimination of underperforming business.
Collaborated with the IT department to implement Tableau and Domo to track billing, accounts receivable, and collections.
Director of Finance, Planning and Analysis, CGS Inc., New York, NY
oWorked with the CEO and CFO to perform due diligence on two call center acquisitions that represented $200MM in new business.
oOversaw all financial reporting, budgeting, and forecasting; implemented a financial reporting system.
oFacilitating a BPO pricing model that accelerated the ability to respond to RFPs, increasing the Win Rate for services, adding as much as $200MM in annual total contract value.
Senior Finance Manager – IBM Software, IBM Corporation, Somers, NY
oLed a team that helped to integrate three SaaS companies into IBM reporting, developing FPA experience in reporting SaaS.
Senior Financial Manager – Wall Street Team, IBM Corporation, Somers, NY
Senior Financial Manager – BPO/BTO, IBM Corporation, Somers, NY
Senior Financial Planning & Analysis, Database Brand, IBM Corporation, San Jose, CA
Financial Manager - ITSO, IBM Corporation, Somers, NY
Senior Financial Accountant - Accounting, IBM Corporation, Somers, NY
Senior Financial Analyst, Texaco Inc., White Plains, NY
Mount Saint Mary College - Master of Business Administration
Pace University - Bachelor of Business Administration Degree in Finance & Accounting
“John took the details of our business and analyzed our success, failure and growth strategy to put us on a trajectory for success. He offered recommendations on where to better balance our investments to improve our return.”
Quote from Former Supervisor