Joseph D. Segrue, MBA

Rochester, NY 585-***-**** linkedin.com/in/josephsegrue admdiz@r.postjobfree.com

SUMMARY

Experienced and highly motivated Senior Financial Analyst with a strong track record of delivering top performance. Possess vast experience in modeling, forecasting, and budgeting using quantitative and data-driven approaches. An experienced leader and manager who has proven to have the ability to lead and influence his teams to perform tasks accurately and promptly.

EXPERIENCE

FIFCO USA, formerly North American Breweries- Senior Financial Planning and Analysis Analyst March 2019-Present

Effectively work with Executive Leadership to create, maintain and deliver our $450M monthly, quarterly, yearly budgets and forecasts, as well as the timeline for deliverables for FIFCO USA.

Manage and partner with department directors and managers on explaining variances, opportunities, and risks to budget to help paint our financial picture by maintaining our executive financial deck presentation.

Created and lead a team of analysts that help identify financial risks and opportunities in our marketing campaigns by using financial and statistical models (ROI and Risk), which will save the company $1M/year on sponsorships.

Built a 3 Year Corporate Strategy forecasting model to help understand the brand value and future of FIFCO through the P&L, Balance Sheet, and Cash Flow by trying multiple scenarios.

Forecast our innovation and Joint Venture P&L's for new products to look at our profitability and help determine the investment that will be needed.

Manage and lead the complete financial package and KPI's for FIFCO USA's contract business to ensure we are hitting our budgeted margins.

ACM Global Laboratories, Rochester, NY March 2017-March 2019

Finance Supervisor, Medical Diagnostics February 2018-March 2019

Plan and support department budget processes for our $70M For-Profit medical diagnostics business, a part of Rochester Region Health. Work with executives and operational managers on explaining variances to budget and planning upcoming budgets/forecasts.

Built and use financial models to help explain our variances in the revenue mix. The model shows payer, test, client, and company for revenue and volume, as well as a potential risk or upside.

Lead a cost accounting project to refine our costing by each line of business to more accurately budget the cost of goods sold.

Performed a profitability analysis and set KPI's by patient service centers to help us better understand how we could improve our operations at each site.

Worked with our Business Development team on creating an analysis tool to help drive more profitable operating margins.

Reduced referral expenses by 9% by working with laboratory operations on sending the proper test mix based on quantity and price.

Finance and Revenue Supervisor, Clinical Trials March 2017-February 2018

Managed the financials for our $85M For-Profit Clinical Trials department at ACM Global Laboratories while managing a team of account managers.

Grew a revenue bucket of $7 Million by 12% through auditing reports, updating, and teaching the department the new method to process it.

Supervised the implementation of standard working procedures throughout the billing and finance department. Documenting processes, updating them, and communicating them to department leaders will help cross-train across the departments.

Beat budget by 41% and prior year by 56% by improving process efficiencies and auditing the process from start to finish by working with various departments.

Created automated financial models and reports to help us analyze month-over-month financials to help us forecast and budget.

Lead and fully executed a cost-plus pricing model for new microbiology testing prices.

Worked in a cross-functional team with our Information Technology department to create or improve processes and reports to allow the billing and finance departments to complete our analysis and reporting in a more timely fashion.

The Gunlocke Company, Wayland, NY- Accounting and Financial Analyst January 2015-March 2017

Was responsible for month-end closing processes, consolidation, and distribution of financial statements in a manufacturing environment at The Gunlocke Company, an operating company of Hon Industries Corporation, a Fortune 1000 company.

Budgeted, analyzed, and prepared balance sheets, income statements, and overhead expenses for all management levels to help make informed business decisions and make sure we GAAP compliant.

Worked with several departments to create and maintain their monthly, quarterly, and yearly budgets and update forecasts. Prepared the coming year's budget at the department level and rolled it up to the corporate budget.

Reduced technology spending by 42% by researching new offerings and developing a working relationship with our IT Department.

Collaborated with the Business Development team to help create reports that show sales trends and calculate commissions and work with them on the budget.

Created a controlled inventory process to keep our sample inventory at a manageable level, which cut sample manufacturing by 19%.

Continental Service Group dba ConServe, Fairport, NY- Business Operations Analyst May 2013-January 2015

In charge of analyzing student loan collection activities for a Top 100 Rochester firm that contracts with the United States Department of Education.

Created ad-hoc analysis reports by evaluating data from multiple sources to a valuable piece of information for our operation managers.

Analyzed and reviewed company collection procedures for each department to help create work process flows for the company's daily activity.

Lead implementer and project manager of the speech analytics software Nexidia. Collaborating with the IT on running and maintaining the system.

Formulated trending analysis reports and KPI's off queries that showed a 5% increase in audit scores and a 13% increase in audits that resulted in a pass.

EDUCATION

Niagara University 2021

Masters of Business Administration, Strategic Management- GPA 3.7

University at Buffalo, the State University of New York 2012

Bachelor of Science in Business Administration, Financial Analysis

Additional Information

Segrue Enterprises LLC, dba as Joe Segrue Hitting and Fielding, -Founder and Owner October 2016-Present

CERTIFICATES

Six Sigma Fundamentals January 2018

Building the Complete Financial Analyst July 2018

Accounting, Finance, Forecast and Valuation December 2020

SKILLS

ERP Systems(IBM, SAP, Oracle, JDE, Hyperion, Microsoft Dynamics), BI Tools(Cognos, Oracle, Insight, SAP), Microsoft(Word, Excel, PowerPoint) Forecasting, Budgeting, Financial Modeling, Accounting, Business Operations, Project Management, and Accounting.

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