Financial Planning Analyst
Resume:
Joseph D. Bouthillette
***************@*****.***
Boston, MA
Boston, MA
Financial Planning & Analysis
• models to forecast revenue streams, understand key revenue drivers, and report on revenue trends
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• KPI’s
• zing all segments of the business, worked closely with the business leaders across all disciplines to provide budget vs. actual analysis and other ad hoc analysis as needed
• financial and operational performance across the company
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Boston, MA
• upport for West Division Lifestyles Sector
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Milford, MA
Financial Planning & Analysis
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WORK EXPERIENCE
Riverbed/Aternity, Boston, MA
Senior Financial Analyst- Financial Planning & Analysis
• Partnered with Sales leaders in Americas, Federal and Channel teams to provide key insights into performance and strategy
• Lead annual target setting & OPEX budget process for supported Sales teams
• Worked closely with commissions team to ensure compliance with the company’s T&Cs policy
• Tracked retention metrics to analyze health of our company’s SaaS model.
• Involved in development of companies’ ARR database
• Assist in the development, tracking, and reporting of KPI’s to sales teams
• Assist in forecasting and analyzing all segments of the business, worked closely with the business leaders across all disciplines to provide budget vs. actual analysis and other ad hoc analysis as needed
• Largely involved in teams integration/implementation of Adaptive Insights Unidine Corporation, Boston, MA
Financial Analyst- Financial Planning & Analysis
• Financial support for West Division Lifestyles Sector
• Frequent client visits to ensure financial compliance with contracts
• Create annual budgets for newly acquired accounts
• Provide variance analysis during monthly close process
• Conduct bi-weekly analysis on changes happening in business presented to executive board
Waters Corporation, Milford, MA
Financial Analyst- Financial Planning & Analysis
• Support business partners with Headquarters Management Unit (P&L Forecast Adjustments, Headcount and Position count changes, Capital)
• Assist team in development of Annual Operating Plan
• Prepare monthly budget packages for upper management
• Analyze and consolidate monthly/quarterly Contact Reports presented to the Executive Committee
• Produce and develop new and updated reporting templates June 2020- Present
December 2019- May 2020
July 2016- December 2019
EDUCATION
University of Massachusetts Dartmouth, North Dartmouth, MA Major: Accounting
GPA: 3.75/4.0
Minor: Management
Blackstone Valley Regional Vocational Technical High School, Upton, MA Major: Carpentry
GPA: 3.6/4.0
Graduation Date: May 2016
Graduation Date: May 2012
LEADERSHIP EXPERIENCE / CIVIC ENGAGEMENT
University of Massachusetts Dartmouth Men’s Lacrosse Team (2012-2016) NCAA Division III
• Managed a 15 credit course load, while devoting 20 hours a week to meetings, practices and games
• Participated in community service projects as a team such as volunteering for high school and youth lacrosse clinics
CERTIFICATIONS/ SKILLS
• Experience with Salesforce, Adaptive, Planful, Netsuite, SAP and Microsoft Access
• Advanced in Microsoft Excel, Power Point, and Word
• Outstanding communication/ social skills and ability to adapt to change
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