Customer Service Financial Analyst

Frank Snyder, CPA

** ******** ****, *******, ** *6851

203-***-**** ************@*****.***

OBJECTIVE: A finance role that will best utilize my skills and experience in finance and accounting, international experience, and interpersonal skills in a role where I can make a significant contribution to the enterprise.

EXECUTIVE SUMMARY: Financial professional with over 30 years of experience in domestic and international budgeting and forecasting with oversight of portfolios up to $100 million. Analysis for mergers and acquisitions ranging from $15-100 million. Strong understanding of local laws and compliance requirements. Extensive experience working with C-level executives and corporate headquarters. Significant experience working with customers/attendees and exhibitors on site in various roles beyond core financial duties.

EXPERIENCE

Independent Contractor January 2022 - Present

Provide on site financial, registration and customer service for range of large trade show events. Representative engagements below.

PGA Merchandise Show: Captain of Information Booth team to help address inquiries and concerns from attendees and exhibitors; trained incoming financial manager related to all on site financial activities related to event

Star Trek: Assisted in registration area by helping to ensure attendees were properly registered to attend event and answering customer inquiries as it related to all aspects of show

JCK Las Vegas/JCK Luxury: Assisted in registration area for Luxury event by helping attendees at Express Registration kiosks. Led main Information Booth at JCK event and addressed questions and concerns from exhibitors and attendees.

Reed Exhibitions (RX). Americas Division – Norwalk, CT August 1993 - January 2022

RX is a subsidiary of RELX, formerly known as Reed Elsevier, a global provider of information-based analytics and decision tools for professional and business customers. The RX Americas Division runs trade and consumer events both face to face and digitally, in LATAM and the US, with revenues of $300M.

●Awards and Recognition:

oDistinguished Service Awards in 1996, 2001, 2008 and 2013

oRX Cares – In recognition for not for profit work through RX Cares, represented the company in Ghana in October 2019 by assisting in setting up childrens libraries in Accra and Koforidua through Book Aid International.

oSecondment to UK headquarters in Richmond for 10 weeks in summer of 2002

Finance Director January 2001 - January 2022

Direct responsibility for budgets and forecasts for events ranging from $500K to $15M as well as financial oversight for international portfolios ranging from $10M to $100M. Reporting to the SVP of Finance, Americas.

●Strategy roles:

oOversee LATAM businesses (Brazil and Mexico) as well as Canadian business. Responsible for reviewing/overseeing financial data in advance of being sent to the CEO, CFO and senior executive team. Included travel to each office to work directly with teams as necessary

oWork with executive team in yearly strategic plans which included financial projections and written narratives

oAdvise on business decisions to improve portfolio profitability, cost/investment ROI, and operating metrics as defined

oCompile Cost of Finance data for RX and RELX Global Leadership at corporate offices in the United Kingdom.

oTravel to events as needed to assist in finance, customer service, registration and sales of on site merchandise

oModel pricing and sales target strategies for event sponsorships, square footage, third party products and conference and admissions, to achieve revenue goals and long-term strategy

●Budget and forecast process:

oLead monthly forecast modeling and assisted with month-end close process for specified events based on plan to actual analysis along with correspondence with event show-teams. Events included equestrian (Equitana) and bartending (Bar Convent Brooklyn) themed events.

oPrepare yearly budgets and long-term strategy plans for event portfolios and various industries, within PeopleSoft and Oracle Hyperion Financial Management System

oReport to the SVP-Finance, The Americas monthly on financial performance and risk-opportunity analysis through financial models and other ad-hoc reporting as required

●Mergers and Acquistions:

oPerformed due diligence, financial modeling and contract reviews of targeted acquisitions in US and LATAM businesses. Key US events included PGA Golf shows ($100M) and foodservice portfolio of events ($50M) and key LATAM events included Equipotel ($75M), Expo Seguridad ($20M) and Expo Ferretera ($25M)

oPerformed annual acquisition/impairment reviews of each property acquired for UK headquarters

oEnsure contractual obligations managed properly including payments made and financial data submitted as appropriate

oAssisted in divestment of US manufacturing based events and foodservice portfolio

oLed process of divestment of Canada manufacturing based events including the winding down of office activities in Toronto and merging of financial activities for shows that remained into US business.

Financial Manager January 1995 – December 2000

Direct responsibility for budgets and forecasts on trade and consumer events ranging from $500K to $15M.

●Budget and forecast process:

oLed monthly forecast modeling and assisted with month-end close process for specified events based on plan to actual analysis along with correspondence with event show-teams. Events included government IT events (FOSE), golf shows (PGA Events in Orlando and Las Vegas), healthcare (Primary Care Conference) and fan based events (New York Comic Con)

oPrepare yearly budgets and long-term strategy plans for event portfolios and various industries, within PeopleSoft Financial Management System

oTravel to events as needed to assist in finance, registration and customer service.

oReport to the SVP-Finance, The Americas monthly on financial performance and risk-opportunity analysis through financial models and other ad-hoc reporting as required

oAssisted in implementation of PeopleSoft Financial System from LionsGate including development of new chart of accounts and writing of program templates for balance sheet, profit and loss statement and forecast documents for each event.

Financial Reporting Manager August 1993 – December 1994

Direct responsibility for preparation of financial statements for US business representing $50M in revenues.

●Financial Statements:

oConsolidation of monthly balance sheet and profit and loss statements for US division in accordance with revenue and expense recognition policies

oPreparation of monthly report distributed to senior management showing results against budget and re-forecast projections

Loews Corporation – New York, NY

Loews Corporation is an American conglomerate whose majority businesses are in insurance, hotels, oil drilling and pipeline transportation. Prior businesses included movie theatres and tobacco.

Senior Internal Auditor June 1992 – August 1993

Responsible for audits and providing reviews on company owned businesses

oPerformed internal control testing on business units including Lorillard Tobacco (Greensboro, NC and Danville, VA) and hotels in Annapolis and Tuscon. Worked with general managers and local staff for each unit as necessary

oAssisted on financial review of actuals to budget related to renovations on Loews Annapolis Hotel

oAssisted in writing of reports listing audit findings upon conclusion of each audit. Reviewed reports over phone with each divisions management as necessary.

KPMG Peat Marwick – Stamford, CT

KPMG is a multinational firm that offers audit, tax and management advisory services and is considered a member of the Big Four of accounting organizations.

Senior Accountant Level 1 June 1988 – November 1991

Responsible for audits and providing reviews on publicly traded companies

oPerformed substantive and control testing for assigned clients on interim and year-end audits in order to provide opinion on Annual Reports as necessary.

oCompleted analytical procedures for financial statement level accounts during quarter end periods for review purposes and SEC Form 10-Q reporting

oRegularly communicated with all levels of management, from account manager through operating company controllers

oClients included Ethan Allen, Nestle USA and Tupman and Thurlow.

EDUCATION AND CERTIFICATIONS

Certified Public Accountant – New York, April 1993

Marist College, Poughkeepsie, NY, Bachelor of Science, Accounting,, May 1988, Magna Cum Laude

CHARITABLE WORK

●American Red Cross, 2022 – Transfer donations from blood drives and deliver blood/platelets to hospitals in Connecticut/Massachusetts area

●Ronald McDonald House – 2012 to the present. Participate in yearly Trees of Hope fundraiser and provide support for families that are staying there during medical care.

●RX Pride – 2019-2022. Served as treasurer for office LGBTQ chapter. Participated in monthly board meetings to set agenda for company wide meetings to educate staff on issues most relevant to community. Led fundraising projects to raise monies for local LGBTQ programs and attract speakers to meetings

●Kids in Crisis – 2017-2022. Participated in fundraising efforts through Reed Exhibitions as well as assisting on small refurbishment projects for home

PERSONAL HOBBIES

●Member of American Coaster Enthusiasts

●Sports – participated in and managed company teams for softball and volleyball

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