Manager of Financial Planning and Analysis

Jolie Anderson

**** ******** **. **** *****, TX 76112 817-***-**** *********@*****.***

SUMMARY

Solution-oriented professional with 15+ years of experience in finance and operations management. Work experience encompasses budgeting and financial analyses, strategic planning, solution implementation, and management, while overseeing business processes. Possesses successful track record of improving operational workflows while generating fierce loyalty within work environments.

SKILLS & QUALIFICATIONS

Personal: Detail-Oriented, Team Leader, Multitasker, Fast-Paced Environments, Resilient and Adaptable, Problem Solver

Technical: Advanced Excel including Xlookups, Vlookups, Linear Regression, Pivot tables and charts, Power Query, Correlations, Nested Functions, Index, Match, Subtotals, Grouping, Sumifs, Countifs, SQL, Data Mining.

Software: Microsoft Office (Word, Excel, PowerPoint, Outlook, Access), Power BI, Tableau, Teradata Miner, SQL Server, Snowflake, Applied Predictive Technology, Adaptive Planning, Hyperion Essbase, JD Edwards, ReportsNow, Great Plains.

PROFESSIONAL EXPERIENCE

Greyhound Lines, Dallas, TX Jun 2023 – May 2025

Business Process Consultant

Worked as a shared resource across several parts of the organization including Real Estate, Driver Operations, Training, Maintenance, Fleet, Human Resources, and Finance.

Streamlined processes as the company reduced its workforce to minimize expenses.

Calculated the impact of changes to the union contract on driver wages. Changes were needed to surpass minimum wage requirements in certain areas of the country. Different scenarios were evaluated to determine if the modifications could be rolled out nationwide.

Teamed with Regional Vice Presidents and COO to develop a supervisor scorecard which led to a 33% decrease in safety violations, a 6% decrease in absences, a 15% increase in on-time performance since implementation, and a 128% increase in Net Promoter Score.

Produced reporting for HR to analyze headcount, salary, and DEI information across different management levels, regions, departments, job titles, and tenure. The Power BI report was used to align with the parent company’s existing reporting and fulfill their auditing needs.

Developed a test and control model using linear regression to measure the results of an attendance bonus test. The results were derived from Power BI and Snowflake and gave valuable insights into which demographics, geographic areas, and tenure made the program successful.

Designed a dashboard for driver hiring and attrition using Snowflake SQL, Power BI, and Power Query. The workbook trends hiring, terminations, reasons for terminations, active employees, and attrition percentages with aggregations for locations, regions, and organization levels. This allowed campaigns for hiring and reducing attrition to be more pinpointed. Overall, there is no longer a shortage of drivers.

Evaluated a driver supplement program that was used to augment bus schedules in high attrition areas. This comprehensive analysis compared the all-in costs of the supplement program with rentals and normal operations including bonuses and attrition.

Completed business cases and net present value analyses for Real Estate for the relocation of terminals and garages. Analyses included estimates for capital expenditures as well as leases, utilities, logistics, janitorial, repairs, and security.

Caregiver, Inc., Fort Worth, TX Jul 2022 – Mar 2023

The company grew rapidly through acquisitions without adequate infrastructure, leading to numerous dilemmas. Among them were a declining client base, fines from facility and care violations, and high attrition in all levels of staffing.

Manager of Financial Planning and Analysis Jul 2022 – Mar 2023

Managed the financial performance for Texas and Georgia. With more than 2,500 clients, those states spanned twenty-five regions and contributed $187M of annual revenue.

Collaboratively assisted the accountants and state leaders to ensure accuracy of financials.

Performed complex analyses of new and existing facilities including consolidations. Other projects included modeling wages and bonuses for certain regions with high attrition within the scope of government funding as well as a deep dive into expenses for unprofitable homes.

Developed more detailed budgets than what was available in prior years, focusing on drivers and upcoming initiatives.

Reviewed income statements and key performance indicators with senior management and operations teams including detailed decks bridging month over month variances as well as variances to plan.

Greyhound Lines, Dallas, TX Aug 2018 – June 2022

The Operations team faced high attrition among the bus drivers as well as an aging fleet in 2018. These two key areas drove up costs in driver recruitment, training, collisions, and rentals. The high attrition forced the company to invest more heavily in recruitment, driver training, and bonuses.

Senior Financial Analyst Aug 2018 – Jun 2022

Managed financial performance of the Driver Operations budget of $237M.

Completed monthly and annual financial close, including analyzing and reporting on expenses, rate/volume variances, and accruals.

Worked with directors to prepare budgets and forecasts. Complexities in this area include more than thirty different wage types as well as timing driver hiring with the number of planned bus schedules.

Developed predictive model for bonus program to aid in retaining drivers and reducing driver training costs.

Served on cross-functional team that reduced attrition 26% in six months.

Deep dive analyses into compensation for drivers by geographic area to aid in union negotiations.

Implemented Tableau reporting for four regional vice-presidents and ten regional managers to assist in meeting labor goals for field personnel and other reporting to target abuse in hotel and transportation usage, reducing costs $0.4M.

Assumed additional responsibilities due to attrition within the Finance Department including the forecasting for Marketing, Procurement, Charter, and the Passenger Complaint Center.

Streamlined processes in other areas of the business such as Fleet due to staffing shortages.

Stream Energy, Dallas, TX Mar 2015 – Feb 2018

The addition of Wireless and Protective services in late 2014 extended Stream beyond its core of electricity and gas. Several early initiatives with the new channels elevated fraud, costing the company millions of dollars. The Energy, Wireless, and Protective business areas contribute $732M of Stream’s revenue.

Manager of Financial Planning and Analysis Mar 2015 – Feb 2018

Designed and implemented forecasting model for Wireless.

Performed sensitivity analyses to find ways to grow the business and cut expenses. The Wireless channel is now profitable with an increase in earnings of more than 70% over 2015.

Began supporting the Energy channel in January 2017 in addition to Wireless and Protective due to restructuring.

Reviewed KPI’s with margin center teams monthly and with the executive team quarterly, allowing for more timely decision making and improving agility. Previously, reviews such as these did not exist at the company.

Analyzed operating expenses compared to budget, forecast, and prior month and prepared reporting to functional budget owners and other levels of management.

Drove detailed budget reviews.

RadioShack Corporation, Fort Worth, TX Jul 2007 – Mar 2015

The majority of the eight years at RadioShack were spent supporting the Mobility merchant team. Because of contractual components tied to profitability, the Postpaid and No Contract businesses were considered the most complex business areas of RadioShack. These business areas made up 50% of RadioShack’s revenue or $1.5B. This team as well as the company as a whole faced significant challenges during this time period, including losing $80M in carrier commission due to fraud and customer disconnects. Safeguards were put in place to lower the risk while maximizing profitability.

Director of Wireless Operations Sept 2014 – Mar 2015

Collaborated with an outside agency, Store Operations, and IT to launch an antifraud and credit check monitoring system. The initial phase showed a 63% decrease in disconnects.

Explained the components of Mobility profitability to creditors and appraisers. Supported Treasury with item level reporting on profitability, disconnects, and inventory each week. This reporting was vital to keeping the company afloat at that time.

Forecasted and budgeted the carrier commission loss from disconnects for Finance.

Partnered with Loss Prevention and District Managers to triage pockets of fraud due to employee collusion or outside influences. Fraud was at an all-time low in RadioShack’s history, improving by 450 bps in eight months.

Wireless Operations Finance Manager Jun 2013 – Sept 2014

Mitigated risk and measured the impact of numerous disconnect reduction tactics requiring significant research, data mining, statistical modeling, and analysis to find these nuggets of information while minimizing risk and cost.

Evaluated the efficacy of third-party agencies to prevent fraud and disconnects. Performed breakeven analyses on these solutions given the significant cost.

Promoted to Director of Wireless Operations.

Senior Financial Analyst Mar 2012 – Jun 2013

Continued to guide three merchant teams with fewer resources due to overall company performance. Because of constrained resources, increased efficiency was vital, and key decisions were more scrutinized. Took the lead in designing solutions to show a more accurate, holistic view of the business by communicating complex business concepts to developers. Improvements were made by layering additional calculations into existing reporting. Some reporting was automated improving productivity as well.

Promoted to Wireless Operations Manager because of my in-depth knowledge of Mobility and specifically disconnects.

Financial Analyst II May 2011 – Mar 2012

Supported three merchant teams at this time: Postpaid Wireless, No Contract, and Services. These teams consisted of two Merchandising Vice Presidents and more than 70 associates. At the start of this position, the information systems used for profitability were inadequate for finding basic information such as customer price or item level profitability.

Partnered closely with IT to develop item level profitability, return, and attach reports. The merchant team now has better insight into the components of profitability and can make better purchasing and pricing decisions.

Earned promotion following superior performance and demonstrated ability to quickly learn and master difficult and intricate concepts.

Advertising Analyst Strategic Decision Support & Quantitative Analytics Jul 2007 – May 2011

Drove business decisions both in marketing efforts and companywide initiatives through analytics, test and control measurement, and ROI. Heavily involved in the regular weekly reporting for advertising variance analyses using Hyperion Essbase and RadioShack reporting tools. Print was the major Marketing vehicle for RadioShack through much of this time period. To combat the expense of print, advertisements were optimized, and other vehicles were explored.

Guided a consulting group and gathered data from teams throughout the organization to develop a Marketing Mix Modeling program that resulted in a financial modeling system to evaluate multiple "what-if" scenarios to aid in 2011 planning.

Achieved promotional advancement for the development of a broad and diverse skillset.

EDUCATION

University of North Texas; Denton, TX

Bachelor of Science: Business Computer Information Systems

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