Mark Warkentien, MBA Senior FP&A Lead

Chicago, IL 815-***-****

SKILLS

All Microsoft Office Products, BI (data management), Internet, SQL & SSRS, SAP, SEM, Oracle, ITAM – NetScaler Gateway, SharePoint Admin, Essbase (18+ years), Hyperion Planning, Macros, PeopleSoft (v8 and GL, AP and AR modules), Intaact (cloud based), Tableau, Workday / Adaptive Planning, Business Objects, Cognos, Timberline and other G/L products.

WORK EXPERIENCE

Residential Housing Investing, Naperville, IL July 2015 - Present

Senior FP&A Lead (Finance, Planning / Reporting & Analysis)

Consult by performing planning and monthly forecast positions of capital within the Investment Company.

Drive Board decisions on Real Estate property investments, valuations and distributions to investors.

Lead Team meetings with discussions including Financials, Benefits, Capital and Direction.

Created Excel models to help with tracking all aspects of day to day business (expenses, revenue, cash flow and inventory).

Lead project analysis to drive efficiencies in understanding whether to source labor or done in-house.

Benchmark property locations on potential investments, while turning property using multiple housing internet platforms.

Dean Foods, Franklin Park, IL November 2019 – March 2020

Senior Financial Analyst (Finance, Planning / Reporting & Analysis)

Reason for Leaving: Company Filed for Chapter 11 Bankruptcy Protection

Analyzes key business performance metrics (revenue, net price, customer margins and trade spend), coupled with identifying performance improvement opportunities.

Lead and support the business unit price management process and while identifying met price management product mix.

This includes financial support to ensure customer pricing proposals balance the market and financial needs of the business.

Work with select Managers on business opportunities to improve net price, volume mix management and volume optimization.

Support the budget and forecast and monthly reporting, coupled with variance reporting and presenting to business (mainly using Hyperion).

United Airlines, Inc. / BP North America, Chicago, IL August 2018 – August 2019

IT Senior Financial Analyst (Back-to Back 6-Month Contracts)

Finance Support for the Information Technology (IT) Infrastructure, Engineering, and Management Operations Group. Lead responsibility is to assist with the management of a $300M IT budget including financial strategies and the financial health of projects reporting to the Leadership Team.

Perform various initiatives to improve efficiency and the effectiveness of financial controls and analysis cross-functionally.

Conduct financial support, analysis and reporting (Hyperion) for department leadership, finance and PMO’s. This included budget and forecast scenario analysis, headcount productivity tracking and reporting, capital project analysis and AFEs, identification and analysis of revenue and cost initiatives, and support of contract negotiations.

Produce ad hoc reports to support financial and commercial needs including CAPEX and OPEX metrics.

Convert manually intensive processes to automated processes (linking analysis to cloud data).

Provide ad hoc financial support and analysis for key strategic initiatives and critical business opportunities and challenges.

Lead efforts around Standard Operating Procedures (SOP’s) to streamline processes and reconciliations that include partnering with Project Managers, Portfolio Managers and Finance to ensure forecasts are accurate.

Veritas Steel, LLC, Lisle, IL September 2016 – August 2017

Senior Financial Analyst

Reason for Leaving: Veritas was acquired by a Private Equity Firm. I declined a position with the PE firm to avoid relocating to New York

Prepare and analyze the month-end and quarter-end financial reporting packages for Board of Directors (PE Firm), Senior Leadership CFO, banks, sureties and internal users. This included preparation of reports, graphs, charts and commentary.

Prepare financial and business-related analysis and research in such areas as operating costs, project margin analysis, capital expenditure rate of return, working capital, P&L and Balance Sheet.

Designed and coordinated a wide variety of accounting, statistical data and reports for Private Equity owner and CFO coupled with analyses of company performance. This included KPI’s, Metrics and Dashboards around Manufacturing benchmarks and key results by Operating Plants.

Responsible for daily treasury management and cash flow forecasting.

Coordinate variance analysis and explanations with staff (GM’s, Plant Controllers and Accounting) on all reporting requirements (monthly, quarterly, and yearly closing of financials).

Participate in year-end audit preparation along with Preparation of annual board financial reports.

JP Morgan Chase Bank, Chicago, IL August 2001 – June 2015

Senior Financial Analyst – Commercial Banking

Lead the Full Operating Budget (all views – YoY, Long Term, Stressed, Break-Even, bottoms-up, top-down, Leadership direction on margin – in Hyperion). All Forecasts and Monthly Business Reviews for all Commercial Bank Markets, Products and Treasury. Presented all Financials to Senior Leaders.

Coordinate and support the preparation of the annual operating / budget plan. Includes planning for global revenue and standard margin by product, region and customers (large manufacturing portfolios). Also included the sales and marketing cost center expense planning and headcount tracking models (1,700+).

Worked to build models that resulted in streamlined month end re-occurring (monthly, quarterly, and yearly closing of financials deliverables including variance analysis on P&L, Balance Sheet, Cash Flow and Memo Products (Treasury) resulting in more time spent on value-add activity driving growth.

Prepared the margin forecasting and mid-month ad hoc revenue details (using Hyperion) coupled with coordinating the monthly official forecast, including executive presentation (day 4 meetings).

Utilize strategic valuation models for purposes of evaluating business acquisitions, dispositions and business development opportunities (M&A activity).

GAAP, FAS and SOX accounting experience (5+ years). Also, a leading influence in the preparation of the SEC quarterly and annual filings (10-Q and 10-K) and quarterly earnings press release.

Motorola, Inc., Schaumburg, IL 1997 - 2001

Accountant II

Review critical ledger balances for reasonableness and responds to P&L questions for over 20 assigned portfolios and over 100 clients using Oracle, SAP, Essbase, Hyperion, and other financial software.

Assist management in the preparation of monthly reports, accumulate and consolidate financial data to evaluate overall actual results against budgets and contractual obligations.

Participate in the annual budget process. Accumulate financial data to support the calculation of estimates and allocations. Assist in the preparation of monthly-automated repeating G/L entries.

Cost savings analysis. This includes consolidation of bank accounts, restructuring of business plans, budget analysis for cost savings, break-even budget analysis, and special projects for cost savings.

EDUCATION

DeVry University – Keller Graduate School of Management, Chicago, IL

Master of Business Administration (Finance)

Roosevelt University, Chicago, IL

Bachelor of Science in Finance

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