Financial Analyst Sales Support
Resume:
Allen Elias, M.B.A.
Chandler, AZ 85249
**********@*******.***
SUMMARY OF QUALIFICATIONS
Extensive knowledge in finance, costing, accounting and analysis spanning 23 years
Managed budgeting, forecast, estimating initiatives yielding $500M in awards over 10 years from global healthcare customers
Strong cross functional collaboration skills, successfully blending sales, finance, engineering, and corporate initiatives to provide customer proposals with lean manufacturing and higher margins
Fluent in C- suite executive discussions/presentations
Provide a more valuable and accurate solution for partners to support them in fulfilling their needs.
EXPERIENCE
Viant Medical/MedPlast Inc. Tempe, AZ May 2012 – Current
Director of Estimating & Sales Support
Manage estimating team consisting of 9 engineers
Oversee and manage the corporate project engineering team, including development and training, to provide accurate, timely estimates.
Oversee and manage the global tooling estimating department.
Managed and developed the cost modeling tool that successfully captures material, labor, OH, NRE, and CAPEX costs to help executive management team determine financial viability of each project.
Quoted $2.5B in project revenue with $500M in sales revenue for projects successfully won and launched at the plants over 10 years.
Manage and audit BOM implementation into financial systems.
Responsible for budgeting and forecasting of revenue on a quarterly and annual basis. Responsible for creating and managing the budget/forecast of each department by creating financial models. Review the business process and classification of expenses monthly and annually (capex vs. non-capex).
Responsible for ensuring financial metrics are accurately and consistently tracked at the manufacturing plant level, informing department managers of metrics. Additionally, responsible for ensuring accuracy of financial reporting and forecasting from all 12 facilities worldwide.
Communicate regularly with the executive management team on budgeting and forecasting issues.
Created various methodologies for executive management team:
oWorkflow analysis, statistical analysis, benchmark determination, and process improvement design and measurement tools.
o Develop annual operating budgets, monthly and quarterly forecasts summarized by P&L, balance sheet, and cash flow statements.
oCorporate pricing strategy
oCost control analysis measuring actual vs quoted resulting in quoted, launched programs were > 95% accurate after successful launch
Sales support functions include:
oDevelop deep supply chain contacts through estimating process
oCoordinate project launch with plant management team
oIdentify cost savings on strategic customer projects.
oGenerate quarterly commissions for sales team
Develop pricing procedures, compliance, and documentation control for all facilities, including training of plant personnel
Easy Energy Systems Inc., Scottsdale, AZ November 2011-May 2012
Senior Financial Analyst
Responsible for the design and development of financial models (income statement and balance sheet) that represented the future performance of the company in order to assist upper management with successfully securing outside funding from banks and other potential investors.
Built models where analyses of situations and/or data required in-depth evaluation of variable factors.
Evaluated the financial and strategic impact of new business opportunities including new product and service offerings.
Developed detailed reports and summaries to analyze and describe financial activity
Presented findings to various levels of leadership.
Ajilon Finance/Robert Half, Phoenix, AZ June 2008-October 2011
Senior Financial Analyst
Responsible for helping with the Budget/Forecasting of each department by using GP Dynamics & FRX reports and creating Financial Models in Excel.
Responsible for Analyzing monthly journal entries errors and make the appropriate changes while also providing Various Ad-hoc projects to Upper management for Budget Analysis purposes.
Responsible for maintaining the accounting, reconciliation and valuation analysis of the assigned balance sheet accounts and variation analysis of the related profit and loss accounts. Created a Cost Analysis Report to track spending habits of individual departments to help department leaders during the budget data analysis.
Assist in the development of annual operating budgets, monthly and quarterly forecasts and other corporate updates summarized by P&L, balance sheet, and cash flow statements. Performed cost control analysis and reviews, regular management reporting of actual results to plan. Developed and maintained short and long-term driver-based forecast models.
Crown Castle, Chandler, AZ June 2007- June 2008
Senior Area Financial Analyst
Responsible for ensuring the financial metrics are accurately and consistently tracked at the area level and the appropriate people are well informed about financial items. Also responsible for ensuring quality of financial reporting and forecasting from area personnel. Must have a thorough knowledge of the financial items for the area (actual, budget, and forecast)
Responsible for conducting or assisting with moderate to advanced financial analysis. Provide input on how to improve a region’s financials.
Communicate regularly with the Area Director, Finance and area management team to keep them well informed of financial items.
Identify and notify Area Director, Finance, Area President and appropriate manager of performance issues related to managing job budgets.
Responsible for monthly financial close activities including journal entry preparation, account analysis and balance sheet reconciliation. The incumbent prepares financial reports through analysis of operating statistics and/or financial data.
FOX Television, Phoenix, AZ February 2005 – February 2007
Financial Analyst
Support management planning and decision making by helping to identify, maintain and evaluate information, recommending actions.
Responsible for budget/forecasting revenue on a weekly, monthly, and annual basis
Evaluate station revenue according to network agreements
Analyze revenue dollars for the year to assist in forecasting revenue for the following year’s annual budget
Analyze advertising errors that occur during programs and identify customer credits
Communicate with corporate, sales, and television departments to help resolve any outstanding issues related to inventory
Calculate local and national sales department’s commissions on a monthly basis
Train newly hired financial analysts for other local FOX television stations
EXTENDED PROFESSIONAL EXPERIENCE
Wist Office Products, Phoenix, AZ, Staff Accountant, September 2002 – March 2005
Charles Schwab, Richfield, OH, Financial Retirement Plan Specialist, July 2000 – February 2002
EDUCATION
Master of Business Administration
American University, Hoffman Estates, IL 2004
Bachelor of Science Degree – Business Management
Bowling Green State University, Bowling Green, OH, May 1998
SKILLS
Microsoft Excel/PowerPoint/Word/Access
Financial Systems experience: IQMS/ Salesforce/Microsoft Power BI/SAP-BI/JD Edwards/Oracle/Microsoft Dynamics /SQL
FINANCIAL ANALYSIS
Expert Excel skills, specializing in financial modeling, formulas, macros, and pivot tables
Expert PowerPoint presentation skills
HOBBIES
Playing sports with my three children
Playing basketball
Weight Training and Exercising
Mountain Biking
Studying and learning new analytical financial modeling techniques online
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