Manager Financial

Michael Szpira

*** ***** *******, #**** *****: *******@*****.***

Chicago, Illinois 60611 Cell Phone: 773-***-****

Financial Executive

Corporate Leadership … Forecasting … FP&A Expertise … ERP Analysis

- Core Competencies -

•Fiscal Reserve Forecasting Strategy Development ROI & ROE Analysis

•Empower, Develop & Mentor Cash Flow Management Inventory Analysis

•Vendor & Customer Relations GAAP & IFRS Compliance Capital Expenditures

•SAP & ERP Management Internal Control Protocol Operations Analysis

•Profit & Loss Budgeting Risk Assessment Solvency Testing

- Career Synopsis & Key Achievements -

Executive Achievements

•Two years in a row senior manager of the year

•Two year retainment as CFO

•Restructured a $26 million investment that yielded over 25% rate of return in 8 months

MS - Financial Strategist & Controls January 2013 - Present

Financial optimization services for Manufactures, MLPs, and Institutions. Integration of financial planning & analysis, operations, and financial systems analysis

Enterprise annual revenue: $500 MM - $2.5 Billion

Chicago, IL

Achievements:

•Implemented solutions for transportation & inventory SAP modules; yielded a 10% rate of cost savings in a 3 month period

•Slashed monthly expenses by 6% by negotiating with union representatives, vendors, customers and creditors

•Increased EBITDA by 7% in a 12 month period after reworking, advising, & implementing a rewrite to internal control, risk assessment & forecasting / budget protocol

•Redeveloped the 3, 6 & 12 month future financial modeling; updated models directly saved 8% of operational costs during the following fiscal year

•Short & Long term corporate strategy recommendations saved 2.6% over a 9 month period

Michael Szpira - *******@*****.*** - 773-***-****

National Securities January 2009 - November 2012

Chicago, IL

Provides capital, advisory & investment analysis to pension plans, financial institutions, corporations & family trusts / offices

Senior Manager of Finance & Investment Analysis - Direct reports of 7, indirect averaged 30

Was recruited to provide investment and financial advice and to develop relationships with new institutions Inherited a team and was tasked to empower, mentor, develop, and expand

Was part of an internal team which implemented a new ERP system; major factor that led to a 15% increase in operations’ performance during the following 12 months

•Implemented investment protocol for pension members at fortune 1000 companies - not all entailing GM, Caterpillar, US Steel, Motorola, Baxter

•Responsible for monthly tracking and analysis of portfolio investments’ profitably, forecasting, IRR, and projected 5 year ROI

•Corporate development efforts increased revenue 10 percent compared to previous year

•Shifted portfolio holdings by 20% by presenting to the leadership committee a commodity and manufacturing industry analysis and long-term strategy of governance.

Weiss, BDO alliance affiliate June 2005 - November 2008

Glenview, IL

Public accounting firm providing assurance, audit, and advisory services to mid-market entities

Engagement Manager- Majority of clients: manufacturing & medical equipment

•Saved the firm an average 4% per year by educating and researching new AICPA, POCAB, and related regulatory and technical accounting announcements

•Was tasked with an advisory project to calculate property and revenue loss for a client that had catastrophic fire and could not return to operations. Recovered 92% of assets and lost revenue

•During an audit discovered and authenticated multiple previous write-offs that were completed in error. The reversal of the errors led to a 11% increased cash & reserves for the company the following fiscal year

- Education & Community Service -

Masters of Business - DePaul University

Finance & Accountancy concentrations

Bachelors of Science - Truman State University

Accountancy & Management Information Systems

University Activities: 4 year Varsity Football & Student Business Council member

Community Service: Special Olympics, Multiple Charitable run / race events

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