Senior Financial Data

ADRIAN M. LUCAS

**** **** **** *****

Bedford Park, Illinois 60501-1915

Cell 708-***-****

***********@*****.***

SUMMARY

A self-motivated, proactive finance professional with extensive experience in Financial Analysis/Reporting and Cost Management. Identifies problems, seeks answers, and develops solutions. Utilizing hands-on expertise and personal knowledge base along with a tenacious track record in-order to create value throughout company operations. A diligent leader who maintains a customer profit focused philosophy with decisive, goal-oriented work and an emphasis on thorough, accurate research.

Hands on I do the work.

EXPERIENCE

Newly Weds Foods, LLC Chicago, Illinois

Cost Management / Senior Financial Analysis 2009 - 2025

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Supported corporate finance for multi-billion-dollar food ingredient manufacturer in an AS400 operating environment.

Created cost template that is used for budget and actual results. Consisting of three parts - Production, Overhead, and

KPI input used to create product line cost per hour. Fifteen tabs collect data from various source files. The template

is used in 13 divisions.

Provided month and year-end Sales and Volume extensive reporting, requiring data downloads and database

management for Senior Management;

- Large customer current and prior year to date sales and volume analysis.

- All customers by division sales, cost, and margin.

- Division volume analysis by actual current period, same period one year past, budget compared to actual,

and variance analysis.

- large negative volume product by customer year to year analysis.

Supported prior acquisition by providing present value analysis for current and fully depreciated fixed assets. This

required developing a matrix that relied on cost-of-living yearly government data. Also provided depreciation reporting

for select divisions.

Created margin analysis prototype for MIS programmers. This application discerned total margin percentile differences

by year between total product cost and pricing.

BP P.L.C./Castrol Industrial Naperville, Illinois

Cost and Financial Analyst 2001-2008

Advised corporate controller and cost manager for $300,000,000 subsidiary of global energy provider.

Created financial reporting analytical templates for multi-site chemical management service.

Performed customer travel expense profitability analysis. This analysis was later integrated into Castrol Americas Sales

operating requirements.

Integrated financial reporting from various accounting systems into JDE One World.

Analyzed and reported operating revenue for 35 profit centers using key performance indicators. Using Access created

separate P&L reporting enabling each service center to review their costs and expenses.

Completed enterprise performance management project, enabling high-level customer analysis by product.

ADDITIONAL EXPERIENCE UPON INTERVIEW

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PROFESSIONAL DEVELOPMENT

Attended St. Mary's University, San Antonio 1965-66

Various Chicagoland Universities 1967-73

Credit Union National Association Banking Schools, 1974-1982

AICPA Continuing Education, 1987-1992

Best Fixed Assets, Cahners Economics Forecasting Seminars, 1990

JDE One World Manufacturing, 2005-2006

BP Castrol ISO9001-2000 Training, 2007

PROCESS / PROGRAM / SOFTWARE SKILLS

Process

Depreciation, Fixed Asset Accounting, General Ledger, Account Reconciliation, Month-end close, Journal Entries, Financial Reporting- Balance Sheet and Profit/Loss Statements, Internal Control, Project Management, Cost Management.

Program

Microsoft Access, Excel Certified, Business Objects, Crystal, Monarch, Cognos, Lotus Notes, Microsoft Office.

Software

JDE One World, SAP, iScala, Oracle, QuickBooks, Peachtree, AS400, BPCS, Maximo 6.

SECURITY CLEARANCE

Secret, granted by United States Government - Not current.

LIFE EXPERIENCES

Vietnam Era Veteran who served in Korea.

Widower, 3 children, 4 grandchildren.

Volunteer teacher.

Enjoys golf and woodworking.

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