FP&A leader, CPA, CMA, FPAC, with 30 years FPA + Big 4 experience

FRANK P MAGGIO JR, CPA, CMA, FPAC

*****.******@*******.*** • 813-***-****

Tampa, FL 33647 • https://www.linkedin.com/in/frank-maggio-700b835/ EXECUTIVE SUMMARY

Leader of strategic thought demonstrating strong financial acumen and analytical capabilities to drive sizable, complex, cross functional results and improvements along the value chain based on sound understanding of business processes, advanced computer skills, passion to lead and drive to succeed. PROFESSIONAL EXPERIENCE

Publix Super Markets, Inc., Lakeland, FL

Senior Manager – Financial Planning and Analysis

May 2005 – Current

• Generated $5M efficiency savings through implementation of SAP Business Planning & Consolidation (BPC), SAP BusinessObjects and SAP BW on HANA data warehouse resulting in improved budgeting and reporting (130+ users, facilitating management of $2B+ costs)

• Drove quarterly forecast and plan vs. actual variance reporting process within 2% variance

• Ensured accuracy of all projects greater than $2M prior to CFO/CEO approval (facilitating review and approval of 30+ projects/yr, avg. $15M cost/project)

• Presented to CFO quarterly and managed monthly financial accounting and analytical review for insurance ($60M WC, $100M GL, $10M Property, $10M Auto), health/benefits ($700M), environmental, marketing, and stock/equity accounts

• Infused financial expertise on enterprise-wide Power BI data visualization implementation leading to best practices, report efficiencies and successful change management

• Built and managed team of 10-14 to deliver expert advice to business area customers, including Accounting, Benefits Administration, Business Analysis & Reporting, CEO, CFO, Child Development Center, Facilities, Human Resources, Information Systems, Legal, Loss Prevention, Public Affairs, Publix Charities, Real Estate, Risk Management, Strategy Support and Vice Chairman

Publix Super Markets, Inc., Lakeland, FL

Manager – Planning and Goals

May 1999 – Apr 2005

• Presented Three Year Plan for approval directly to Board of Directors for 5 years

• Generated $30M+/yr benefits by leading the implementation of Mastercard/APT Test & Learn business experimentation process and system (110+ users, 60+ tests/yr, predictive models)

• Designed the corporate-wide Three Year Plan, Operating Cost Plan, Payroll Plan and Capital Plan process and system that provides senior management with analytical tools to set goals and measure performance of the organization (facilitating planning for $50B sales, $30B assets,

$2B cap ex, $1B+ non-retail payroll, 230K associates, 1,300 stores)

• Spearheaded the Balanced Scorecard strategy management process and led the implementation of the Executive Strategy Manager system (550+ users, 30 scorecards and various measures, facilitating quarterly strategic review generating insights and calls to action) Publix Super Markets, Inc., Lakeland, FL

Manager of Performance Measurement

Jul 1997 – Apr 1999

• Automated and streamlined Excel-based project cost/benefit analysis model for NPV, IRR, DCF using VBA, lookups, drop-downs, Solver, data table refresh, pivot tables

• Developed components of the accounting, reporting and scorecard for PublixDirect (online shopping subsidiary) and Publix Pix (convenience store format) startup businesses

• Completed ad hoc requests and projects driving operational and strategic business decisions within Information Systems and Human Resources

Arthur Andersen & Co., Tampa, FL

Audit Senior (Big 4 Public Accounting)

Dec 1993 – Jul 1997

• Learned business operations and effectively led audit and business advisory services within budget serving private and public companies in the manufacturing, wholesale, distribution, transportation, capital markets, foreign exchange, banking, healthcare and real estate industries

• Led engagements of special projects, including evaluation of management's forecast assumptions, sensitivity analysis, headcount rationalization, documentation of policies and procedures, inventory cycle count audits and performance of due diligence procedures; supervised and evaluated engagement team members

EDUCATION

● University of South Florida, Tampa, FL – M.S. Accounting, 3.729 GPA, B.S. Accounting, 3.912 GPA

● USF Accounting Circle Board of Directors, past chair and member since 1999 CERTIFICATES and AWARDS

● Certified Public Accountant (CPA), Certified Management Accountant (CMA), Certified Corporate Financial Planning & Analysis Professional (FPAC), Data Analytics & Visualization Fundamentals,

#4 company-wide points leader on Brainstorm QuickHelp learning platform (Microsoft Apps)

● Awarded prestigious Publix President’s Award – Support (2019) for exemplary mentoring, development and diversity advocacy of associates within team and throughout the company SKILLS

● Microsoft Office Suite: Excel (VBA, Pivot tables, advanced functions), Power BI, Access (SQL), PowerPoint, Word, SharePoint, Teams, Power Automate, Power Query; SAP ERP, SAP BW, SAP BPC, Analysis for Office, APT Test & Learn, DB2, Oracle, MicroStrategy

● Data query, data transformation, data modeling, data analytics, statistical concepts, forecasting and projection methods, KPI drivers, cost/benefit analysis, complex financial models

● GAAP accounting, financial statements, 10-Q/K reporting, SEC filing requirements

● Negotiation, presentation, business use case, funding requests, collaboration, prioritization

● Verbal and written communication, attention to detail, organization, analytical, consulting, time management, personnel management, community involvement, self-starter

● Thought leader, forward thinker, creative, visionary, quick learner, mentor, strategic leader

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