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Manager Financial Reporting and Metrics

Location:
Pompano Beach, FL
Posted:
June 14, 2021

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Resume:

CHRISTOPHER CASHMAN

954-***-**** adm40u@r.postjobfree.com www.linkedin.com/in/cashmanchristopher

PROFESSIONAL PROFILE

Financial Analyst Public & Private Corporations FP&A Management Reporting Six Sigma Certified

25+ Years Driving Sound Business Decisions in Fortune 100 & Rapid Growth Environments

Finance business partner with an extensive track record driving process engineering, change and transformation to achieve sustainable growth, optimal performance, and visibility into finance/business key performance indicators (KPIs).

Strategic finance planning leader, leveraging a strong accounting and audit background, combined with deep business acumen and quantitative strengths, to deliver financial analyses and recommendations with significant impact on long-term profitability.

Process improvement advocate: Takes initiative in an ambiguous environment, builds consensus around process change at all levels of leadership, and manages cross-functionally to align teams to strategic direction and support business partners in realizing financial goals.

Strengths & Qualifications Include:

Revenue & Expense Analyses Annual Budgeting Quarterly Projections Financial Statements/P&L

Global Financial Reporting Audits & Controls Investment Management G/L Accounting/GAAP Restructuring

Integration & Alignment Reporting & Transparency Strategic Financial Planning Project Management Real Estate

FINANCE & MANAGEMENT CAREER HISTORY

HEALTHEQUITY/WAGEWORKS, Tempe, AZ 3/2016 – 8/2021

Budgeting Planning Financial Reporting Metrics Purchasing Integration Real Estate

Finance manager responsible for the opening of 6 new operation facilities. Work with Facilities project manager to ensure new office locations were completed on time and under budget. Responsible for all accounting related items including AP, vendor management and fixed assets.

Responsible for Budgeting/Forecasting, metrics and monthly financial reporting to the COO.

Prepared reporting and analysis to advance migration and integration efforts for acquired books of business.

Identified and drove cost reductions to help business partners meet financial saving commitments through increased productivity, Technology improvements, vendor consolidations and contract renegotiations.

Drove Vendor Management and purchasing conversion to NetSuite.

Created models, KPI’s and dashboards to optimize operational outcomes.

Implemented consolidated reporting measure for Member Service employees. Created monthly reporting to improve CSAT while reducing expense. Also, created reporting to drive revenue generation by member service employees.

Improved revenue by identifying inconsistences in contract pricing and missed revenues opportunities. Found fulfillment savings opportunities and other operational expense reduction opportunities.

AMERICAN EXPRESS, New York, NY, Philadelphia, PA, Phoenix, AZ & Fort Lauderdale, FL 3/1996 – 2/2016

Budgeting Planning Financial Reporting Profit-Driving Improvements Controls & Compliance

Progressive growth within Global Technologies, Large Market Travel, Small Business Services (SBS) Cards,

Corporate Cards and SDN Divisions

Finance Manager, Phoenix, Philadelphia, Ft. Lauderdale & New York (4/1997 – 2/2016)

Audit Manager, Phoenix, AZ (3/1996 – 4/1997)

Drive budgeting, planning, and financial reporting for various areas of the business. Manage balance sheet reviews, and produce actionable forecasts and analysis to enable sound, strategic business and finance decisions, while ensuring compliance with SOX and internal governance.

Certified Six Sigma Green Belt, collaborate with business partners cross-functionally to develop and deploy reengineered processes, managing lean projects from inception through delivery to optimize productivity for global, multisite teams.

Value Delivered

Pricing Strategy: Led the charge behind market analysis and price alignment to capture competitive advantage for the corporate travel division. Developed a client profitability model and balanced scorecard for the department.

Outsourcing/Shared Services: Instrumental in transition of back-office functions offshore for Corporate Travel and Service Delivery Network Disputes, creating a seamless customer experience with optimal resource utilization.

Integration/M&A: Following acquisition of Rosenbluth Travel, as Finance Manager in the Corporate Travel group, completed a yearlong integration process to harmonize culture, infrastructure, and processes of both companies around a unified vision, and carefully monitored/managed clawbacks post-acquisition.

Investment Finance: Managed reporting, planning and analysis for $4B in annual technology expense. Produced roll-up reporting detailing inter-company spend, partnered with divisional leadership to prioritize technology investment against budgets, and negotiated service-level and pricing contracts with vendors.

MICROAGE COMPUTERS, Tempe, AZ 3/1995 – 3/1996

Accounting Manager

Managed reporting, AR/AP, collections and cash, and directed a team of three in implementation of accounting systems and controls. Generated financial statements and prepared the monthly reporting package for senior leadership.

NEODATA SERVICES, Phoenix, AZ 3/1994 – 3/1995

Division Controller

Divisional controller with six direct reports, accountable for management reporting, accounting close, AP/AR, collections and cash management for the entire in-bound customer service operation of Neodata, one of the world’s largest direct response and subscription fulfillment companies.

AMERICAN EXPRESS, Phoenix, AZ 12/1990 – 3/1994

Financial Analyst

Developed models analyses to identify opportunities within the portfolio for the small business card division of American Express, $300M in net income.

As a key member of the finance team, managed business projections, risk, portfolio performance reporting, credit analysis, collections, and customer claims dispute resolution.

Early Career

BANK OF AMERICA (FORMERLY NATIONS BANK), Dallas, TX – Staff Accountant (5/1990 – 11/1990)

Nationwide Bank that Acquired First Republic Bank and Bank of America

THE CATO CORPORATION, Charlotte, NC – Internal Audit/Staff Accountant (3/1986 – 5/1990)

1,300 Retail Stores in 32 States

EDUCATION

NORTH CAROLINA STATE, Raleigh, NC

Bachelor of Arts (BA), Accounting



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