Financial Analyst Sales

Mickey Punn

San Francisco 415-***-**** adcwbd@r.postjobfree.com

Summary:

FP&A with Reporting and Strong System skills experience in Tech, Retail, E-commerce, Pharma & Healthcare

Strong execution; excels in ambiguous, fast-growing environment with experience in leading cross-functional teams

Financial Planning and Analysis: Budgeting & Forecasting Business Analysis Financial Modeling Decision Support Analytics KPIs Data Manipulation Reporting Risk Management Presentations

Technical Skills:

Advanced Excel (Pivot tables, V-lookups, Macros, etc.), Access, Hyperion Essbase, SQL, Teradata, QMF, Tableau, Cognos, Anaplan, Micro strategy & Crystal reports. SAP FICO and business objects

Education:

MBA- concentration in Finance, Winthrop University

BSc. in Finance & Banking, University of South Carolina

Advanced Coursework:

Duke University Law School Summer Institute in Transnational Law at Universite de Bruxelles, Belgium

Matriculated in International Tax, Intellectual Property Rights & European Community Law

Harvard University -International Business, Law, Quantitative Economics & Advance Topics in Finance

Oxford University USC at Oxford summer program. Tutorials at Manchester College

Professional Summary:

(FP&A and Strategy roles - Contracts, US & EMEAI markets 2014-present)

Google, Corporate Accounting-, Sunnyvale, CA (Contractor) Aug 2019- Present

Anaplan FP&A Business Systems Consultant. Worked with FP&A, IT & System Integration Groups to develop & maintain models.

Genentech Financial Consultant-PT Finance- Treasury. S San Francisco (contractor) May 2019- Aug 2019

Treasury analyst in P&A Pharma Tech Manufacturing Finance role helping in modelling and developing reporting to measure unit costs in project under Excellence Group worldwide

Kaiser Permanente, Sr. Financial Consultant. Pleasanton, CA (contractor) July 2018- Feb 2019

Finance partner with IT in CRA report development across Kaiser’s regions in Cognos TM1. Worked with FP&A teams across Kaiser regions to develop Org Hierarchies, UAT testing, and managing the changes. Co- developed, tested & deployed templates with Deloitte team to facilitate efficiency. Achieved critical success in implementation of CRA reporting in Northern California and retired legacy reporting reducing headcount

Parabolic Drugs Finance Strategy India & Switzerland July 2017-May 2018

Designed & streamlined the reporting process to better facilitate the forecasting & planning function related to Opex. Improved cash flows by identifying efficiencies in supply chain. Developed controls for invoicing and AP/AR management to improve cash flows. Supported the CFO in managing budgets and presentations at Pharma customers in Switzerland. Evaluated sourcing deals for pharma contracts and developed cost models for raw materials & Capex requirements

Walmart/Ecommerce San Bruno, CA (Contractor) Oct 2016- June 2017

Finance Manager - FP&A role partnering supply chain in Sams Club Ecommerce

Designed monthly close reporting and develop models to forecast OPEX- transportation & fulfillment expense (owned facilities & 3PL partners) for accruals for month end close as per GAAP compliance

Worked with Bentonville HQ FP&A on consolidations & headcounts projections

Developed dashboards to provide analytics and timely reporting to streamline inventory in fulfillment centers

Month end MBR presentations to supply chain leadership for variance analysis & planning

Liaison with the IT team to streamline reporting & development of queries to solve data accuracy for accrual process

Mapped and document process flow from Hyperion Essbase, Tableau, Teradata, & GL from SAP for monthly close

Bahri Infrastructure, Finance & Marketing Strategy India March 2014- Sept 2016

Worked with principals in a startup venture to establish cold storage infrastructure & transportation logistics to capture the growing market in retail e-commerce fulfillment. Forecasted revenues and Opex via market research & internal data. Ad hocs on site selection vendor risk, capex requirements, fundraising and due diligence on engineering partners

Sabbatical (took time off to provide care for terminally ill parent) July 2013- Feb 2014

Safeway/Albertsons (Progressive roles in Finance & Supply chain) Pleasanton, CA Nov 2004-June 2013

Finance Category Manager- Safeway/Albertsons 2012- June 2013

Frozen Foods business Unit - Managed the annual sales planning calendar working with Mktg & Merchandizing teams

Financial planning and category management for Frozen Foods business unit-Asian, Hispanic & Kosher specialty items. Forecasted Sales, Volume, Rate and AGP$ working with merchandizing teams to align with top down targets

Improved assortment mix via SKU rat and developed new schematics for Asian during wave reset. On target to deliver 50% plus sales lift in this segment. Used Essbase planning tool for forecasting and budgeting

Collaborated with CPG partners i& Marketing teams in pulsing promotions and trade spend to achieve sales goals and improving COGS via shrink management in the supply chain for the Natural/Organic category.

Partnered with Supply Chain, Pricing and the Divisions to facilitate superior retail execution for promotions

Partnered with the Nestle to macro space Natural/Organic doors. Used internal and Nielson syndicated data to validate the business case for increased Natural doors. Aligned additional doors based upon set size and sales to space ratio forecasting $4m in incremental revenue

Manager, Product Development, Procurement & Tolling – Safeway Corp Deli Foods Services (DFS) 2007- 2012

Led the risk management for COGS (cost of goods sold) in commodities in DFS ($2.1b business unit)

Developed and maintained models in tolling and provided analytics to stakeholders

Lead CSI Projects that involved development of new flexible packaging with $6.5 mil in annual savings Mitigated cost increases for DFS during 2007-2008 critical period of inflation.

Managed cheese import licenses and worked closely with customs clearance and logistics with Arla and Lactalis. Responsible for invoicing and partnered with accounting for settlements and period close as per GAAP compliance

Managed key contracts, NDA’s for DFS and the Branded concept. Liaison with Sr. Legal counsel in contracts process to ensure objectives were met on the key covenants to deliver profitability

Developed and implemented dynamic $5 Friday tracking reports to facilitate retail execution. Critical success attained in this program and as a result, the report implemented in rest of businesses throughout SWY

Lead the DFS SOX compliance process. Updated key controls & implemented revised process in 2009. Partnered with Deloitte’s auditing team to establish and maintain compliance process

Financial Analyst Corporate – Safeway Corp Deli/Food Services 2004- 2007

FP&A role within $2.1 billion business group to provide reporting, forecasting & planning retail labor & headcount

Partner with sales teams for Budgeting, forecasting & Planning using Hyperion Essbase and Lawson systems

Extracted large amount of data from multiple sources using SQL from Teradata; created complex models in Excel to create to monitor COGS, departmental spending, headcount, and capital by major function and program initiatives

Designed and maintained databases for tracking Daily and Weekly Initiatives

Liaison with Accounting, Corp reengineering, Retail Ops & private label on Capex and Opex spend for monthly close

Designed methodology for reporting to measure shrink in major categories, i.e. Soup & Proteins. The report enabled Divisions to adapt new process resulting in 35% in reduced shrink and improving COGS

Collaborated with Regional Directors & Category Managers on Ad hocs to identify key opportunities to improve sales

Casey Foundation Treasury Group, Seattle, WA (contractor) 2004

Financial Analyst

Financial consultant role in managing risk as a member of 4- person Treasury group team in $1Billion endowment fund reporting to the CFO and Controller. Assisted key principals in annual planning, budgeting and forecasting for strategy meetings for the operating foundation.

Consolidated financial data generated across 60 work units in field offices in 18 cities

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