Business Analyst Financial

Joe Humphrey, MBA

**** ********* **** · Frisco, Texas 75033

469-***-**** · ***********@***.***

FINANCE MANAGEMENT PROFESSIONAL

PROFESSIONAL PROFILE

As a Commercial Finance Manager experienced with shaping the pricing of business cases for IT outsourcing opportunities and negotiating final terms and conditions for draft contract. As a Financial Manager experienced analyzing the performance of business units focusing on KPIs and the impact on the overall financial statements. As an experienced Credit Analyst supporting Nissan dealerships to fund their consumers in the captive finance arena.

Well-versed in all aspects of strategic business; Self-motivated and able to work in a multicultural environment. Excellent team player and leader, able to increase productivity.

Strong decision-making skills, judgment, and outstanding initiative. Exceptional skill when working under high pressure. Extremely focused and motivated to achieve in a demanding environment that promotes teamwork but can identify and resolve issues independently. Excellent in mathematics and spatial perception.

Goal-oriented self-starter with highest levels of personal initiative.

KEY COMPETENCIES

Pricing Strategies · Negotiations · Expense Control · Financial Analysis · Financial Statements · Project Management · Strategic Planning · Team Leadership / Motivation · Business Development

Client Relations · Market Analysis · Sales Forecasting · Salesforce User · Ops and Risk Management

PROFESSIONAL EXPERIENCE

BT Americas · Irving, Texas · 11/2010 to Present

Commercial Finance Manager

Global service provider which supports multinational clients with their network solutions from WAN (MPLS), LAN, Manage services, cloud hosting, and digital solutions.

Structure financial models and price solutions for non-standard/complex opportunities (>£10M-£150M) with competitive pricing and acceptable margins. Negotiate T’s & C’s for Draft Contract with customer. Collaborate with key business stakeholders including Finance, Legal, Solution Management, Procurement, and Project Managers to communicate price position, profitability targets and KPIs to the executive team for governance approval. Prepare commercial briefs to explain assumptions, risks, and overall expectations for the contract signature. Use market-based tools to test pricing in the marketplace against similar pricing awarded in other opportunities using data from third party intermediaries and BT’s own database.

Achievements:

Teamed with Sales, Solution Architects, Procurement and Bid Managers to model financial solutions and negotiate terms & conditions for each contract. Explicitly support opportunities within the Complex and Non-Standard pipeline. Validated cost inputs, volumes, and RFP requirements, then costed and priced the solution for submission of the proposal. Recent bids won business with clients such as PepsiCo, Mars, UBS, Bank of America, Kimberly Clark, Molson Coors, Tiffany’s & Co., and AIG.

Captain (2018) for team “Taxing Matters” which built a Tool to provide tax rates supporting cross-border sales which includes VAT and WHT rates within the Americas Region. Project earned the Quarter Finals for BT’s “Big Idea” Program and received the Challenge Cup Award for completion.

Fujitsu Americas · Richardson, Texas · 1/2008 to 11/2010

Senior Commercial Manager

Fujitsu America offers an extensive portfolio of business technology services, cloud services, computing platforms, and industry solutions.

Lead pre- and post-sale commercial and risk management governance for bids. Developed deal financial models from data-points provided by solution architects and product teams. Established strong professional relationships with sales, account managers, finance delivery, legal, solution architects, and procurement. Managed pricing and negotiated contracts, written SOWs, contract addendums with delivery teams including senior and executive client management. Priced service models, same day, next business day and advance exchange for all projects taking in consideration time and distance from client sites to Fujitsu’s regional Field HUBs. Communicated price positions, profitability targets, and KPIs to executive team.

Achievements:

Supported the Channel-based pricing for resellers of Fujitsu POS systems. Participated in the ScanSource negotiations by working through the terms and commercially managing the Pricebook entries into the ScanSource database to grow Fujitsu’s reseller market-share.

Supported retail giants like Staples, TJ Max, Nordstroms, Marshall's: Built price models for complete POS solutions and services. Won business with Staples, TJ Maxx, AMC Theatres, Nordstroms, and Kroger.

Electronic Data Systems · Plano, Texas · 4/2000 to 1/2008

New Business Analyst

Large IT provider of infrastructure technology services and back-office business solutions.

Served in several roles including Advanced Financial Analysts, Business Planning Consultant and New Business Consultant

Achievements:

Supported sales from building sales budgets- to supporting the sales pipeline reporting- to working New Business with sales team by costing and pricing solutions.

As Business Planning Consultant in 2002 – 2004; Supported Contract of the Year “Bank of America” which in 2003 for the largest network opportunity sold at that time.

As Advanced Financial Analyst in 2000-2002; awarded year end bonuses each year for reconciliation of old cost centers and collaboration with the SW Sales Team to cleanse pipeline and improve sales forecasts. Also, effective accruals for sales commission and bonuses that were previously missed due to previous reorganization which eliminated necessary resources unintentionally.

Essilor Labs of America · Dallas, Texas · 4/1999 to 4/2000

Senior Finance Analyst

Manufacturer of eye lenses and laboratories.

Supported the Essilor Coating Centers as a Controller; performed NPV and IRR analysis on new projects, evaluated and provided recommendations to the Executive Committee for Acquisitions; built and consolidated the first financial statements for seven coating centers monthly, quarterly and annually.

Achievements:

Built and consolidated financial statements for the Essilor Coating Centers subsidiary of Essilor Labs of America. Managed the antiquated general ledger system to find accounts tracking costs for each coating center monthly spend. Tracked and analyzed production costs, purchase of raw materials, and labor costs for seven coating centers in the USA. Implemented the acquisition of new coating centers into the ECC financials.

EDUCATION

Master of Business Administration in Finance

University of North Texas, Denton, Texas

Bachelor of Business Administration

University of Oklahoma, Norman, Oklahoma

COMPUTER SKILLS

Microsoft Office Suite, SQL, Oracle, Salesforce

AWARDS AND RECOGNITION

Bronze Accreditation for BT Continuous Improvement 2015/Commercial Finance Role Model Award Q1 2014/Challenge Cup Captain Quarter Finalist 2017

AFFILIATIONS

Frisco ISD Watchdog Dads, National Autism Association

In 2017 FY, Captain of the Challenge Cup team, “Taxing Matters!” quarterfinalist for BT’s Big Idea Program

Clothe-A-Child, Frisco, Texas Volunteer, Frisco Texas

St. Jude Children’s Research Hospital Miracle Mile, Frisco, Texas as Chairman planned/executed event.

OU Club of Collin County 2005-2007 Club President and scholarship fund raiser

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