Financial Planning & Analysis

NATHAN OLIVER, BSBA

**********@*****.*** 610-***-**** www.LinkedIn.com/in/Nathan-Oliver-Kubo0324

Philadelphia, PA 19125

AVP, FINANCIAL ANALYSIS

PROFESSIONAL SUMMARY

Results-oriented and data-driven finance & sales leader with extensive experience across several industries and the non-profit sector driving revenue growth on a global scale, and a proven record of success in leveraging financial expertise and in-depth knowledge of digital transformation to improve efficiencies through the automation of manual processes. Effective communicator with a strong drive for excellence, well-versed in spearheading transformative financial initiatives and conveying complex financial information to non-financial stakeholders and C-level executives. Able to build rapport and nurture strategic business relationships with clients, have strong leadership skills, and the ability to motivate top-notch teams to deliver unmatched results. Highly analytical, thrive in identifying cost-saving opportunities and establishing systemic corrections to maximize profitability.

SKILLS

Risk Management

Financial Reporting and Compliance

Data Analysis

Financial Analysis and Modeling

Financial Planning

Forecasting

Strategic Planning

Cross-Functional Team Leadership

Team Building

Training / Staff Development

Budgeting

Project Management

Revenue Generation Strategies

Customer Retention Strategies

Sales & Account Management

Contract Negotiation and Management

CERTIFICATIONS AND TECHNICAL SKILLS

Sandler Training – Sales Leadership & Management, June 2019.

Candidate for the CPA License – October 2025

Financial Software & Tools: ERP systems (SAP, Oracle, JD Edwards, D365, OneStream), CRM platforms (Salesforce, LinkedIn Sales Navigator), financial modeling software, Microsoft 365 (advanced Excel capabilities, Word, PowerPoint, Outlook, Teams), SaaS.

WORK EXPERIENCE

BlackLine, Enterprise Account Management Mar 2018 to March 2025

Philadelphia, PA / Woodland Hills, CA

Improved efficiencies in enterprise-level companies achieving 75%-85% quota post Covid.

Optimized data and processes by automating repetitive tasks, enhancing accountability with increased visibility and enhanced capacity.

Consistently implement strategies ensuring sustainability of business operations while managing risks associated with evolving technology.

Proactively address customers’ needs ensuring a consistent positive experience, and coordinate internal resources to strategically develop, analyze, and execute project timelines to achieve established goals.

Independent Financial Consultant, K&O Consulting, LLC Jan 2016 - Mar 2018

Philadelphia, PA

Led major project with the TD Bank Private Equity Group in Cherry Hill, NJ, forecasting, implementing pipeline analysis, and providing early indicators for management and ways to mitigate any possible negative projections.

Established comparative analysis of monthly, quarterly, and annual performance against forecast and budgeted targets, updating projections accordingly.

Northern Children’s Services, Chief Financial Officer Mar 2014 - Jan 2016

Philadelphia, PA

Led investigation in collaboration with the FBI and forensic auditors, attorneys, and banks, uncovering a major fraud structure involving over $800K, exposing the full extent of the fraud that resulted in the conviction of the responsible individual.

Provided residential, child welfare, daycare, and behavioral health services to children in Philadelphia and surrounding areas. Worked with board of trustees, finance committee, accounting and financial consulting firms, external auditors, banks, and attorneys, providing financial updates, and additional clarification when needed.

Supported strategic and tactical initiatives, including operational requirements, policies and procedures, budget management, financial analysis, and forecasting, securing funding through state, federal, and corporate grants.

Independent FINANCIAL CONSULTANT Oct 2013 - Mar 2014

Philadelphia, PA

Worked with several non-profit agencies including the Northeast Treatment Center & Northern Children’s Services, Department of Human Services for their Community Umbrella Agency (CUA) initiative, and the Department of Human Services for the City of Philadelphia.

Championed budget preparation and analysis optimizing financial planning and ensuring alignment with organizational goals. Assisted in the RFP process, prepared the FY2015 budget for the agency, and analyzed operations by conducting interviews and meetings with the appropriate support and program staff.

Directed a comprehensive, citywide initiative aimed at improving the outcomes for children, youth, and families involved with the child welfare system.

Established an allocation model for overhead to prepare individual program financial statements and created effective financial templates to track revenue and expense components outlining the assumptions used to determine amounts for each program and support departments.

Consolidated the results for the entire agency providing details by program and narrative while supporting the overall budget assumptions and objectives.

DISNEY ABC Television GROUP / News Division, Exec. Director of Finance, Planning & Analysis May 2006 - Sept 2013

New York, NY

Slashed systemic operating costs by 10%-20% by identifying and eliminating excess / non-production-related costs, delivering cost-effective solutions for major news coverage.

Fostered relationships with content creators, and maintained consistent, regular communication ensuring they were aware of weekly / monthly spend, facilitating budget adjustments and alignment.

Championed the financial forecasting, planning, budgeting, analysis, and reporting for all ABC News Programs and other production areas, while ensuring optimal financial performance. Defined KPIs and reviewed project roles to pinpoint areas for refinement and improvement.

Trained and developed staff of ten cross-functional employees fostering a culture of high performance for all news programs, political units, advertisement, promotions activities, and graphics.

Interfaced with the SVP, executive producers, operations management, and other business areas, ensuring accurate financial analyses and support of short- and long-term program strategies.

Developed and monitored weekly production spend, annual operating plans, quarterly forecasts, and proposed OI risk management recommendations to senior leadership. Coordinated weekly reporting of financial estimates, variances analysis, usage reports, and quarterly financial closings for the News Division.

ADDITIONAL EXPERIENCE

Various Finance & Accounting Roles, Pfizer (Wyeth) Madison, NJ, Dubai UAE & Collegeville, PA / Internal Controls Sr Consultant, Bert Smith & Co., Resolution Trust Corporation, Washington DC., / Senior Auditor, Ernst & Young - Certified Public Accountants – Philadelphia, PA,

EDUCATION

Bachelor of Science in Business Administration (BSBA), Accounting, Widener University, Chester, PA.

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