Power Bi Fp A

Bradley C. Freeman

************@*****.*** Cell: 612-***-****

SUMMARY

Financial Planning & Analysis, Data Mining and Project Professional with strong IT background. Extensive experience successfully managing Acquisition Integrations, Consolidations, Efficiency Improvement Programs, Outsourcing Initiatives, and Financial and Metric Reporting Development.

Key skills include:

Budgeting, Forecasting, Variance Analysis

Automation and Efficiency Development

Executive Presentations and Reporting

Internal Cost Allocation and Negotiation

Mentoring

Numerous GL Systems

Expert in Excel, VBA and SQL

Extensive Power BI Development

Extensive SQL programing

Acquisition Integration

Process Improvements

CapEx Program Creation

Active liaison between IT, Operations and Finance

PROFESSIONAL EXPERIENCE

Fenix SPC, Minnetonka, MN (corporate Reduction in Force) 2023 – 2025

Manager, Finance and Data Analysis

Led Financial support for all Production sites.

Initiated KPI measures and reporting.

Created and led Corporate wide CapEx process.

Served as Co-Interim Oversite manager of 2 of the Production Sites.

Designed weekly Production Planning models.

Collaborated with integration of Production, Sales and Chemistry Lab planning and forecasting.

Cambria, Belle Plaine, MN 2022 – 2023

Director, Financial Planning and Analysis

Led coordination of Company-wide Annual Budgeting Process.

Owned creation of Company-wide Monthly Financial Results reporting packet.

Designed automated processes to facilitate periodic report creation.

Developed and reviewed monthly variance analysis for Corporate business units and departments.

Imagine Group, Shakopee, MN 2020 – 2022

Manager, Finance and Data Analysis

Designed first company-wide Client Profitability Power BI dataset and reporting.

Developed first company CapEX SOPs, processes, tracking, reporting, etc.

Created CapEx Request Model to document all aspects of proposed CapEx projects including business case, detail costs, savings calculations, IRR and NPV calculations, and approval documentation.

Collaborated with Operations on process improvement projects.

Implemented automation of numerous models for Forecasting, Risks & Opportunities, and Account Executive detail reporting, using extensive VBA code.

Evine Live, Inc, Eden Prairie, MN (corporate Reduction in Force) 2018 – 2019

Manager, Finance and Data Analysis

Created numerous Financial and Data Analytics Models.

Wrote SQL and Power BI code to extract data.

Led Project Management activities for new, highly visible product and marketing channel.

Designed new company wide Corporate and Division KPI formal process.

Automated models through use of SQL and VBA coding.

Long Term Care Group, Eden Prairie, MN (position eliminated in corporate merger) 2014 – 2018

Manager, Operations Improvement and Data Analysis

Created detailed and impactful Operational Reporting.

Automated periodic reporting, improving timeliness and accuracy while reducing production time by 80%.

Originated and implemented Operational Improvement plans.

Developed integrated reporting using SQL and Excel.

Designed scorecards and reporting for operational performance, both group and individual, as well as External Customer reporting.

Implemented SLA Reporting, including working with each department to define KPIs and insure connection to Corporate KPIs

CONSULTING ROLES (accepted permanent role) 2011 – 2014, 2019 - 2020

Robert Half – Designed Essbase reporting for month end review and analysis and preparation of 6+6 (Fiscal Year) Forecast. Consolidated Brand reporting at a Corporate level.

Schwan’s Food Company – Designed and implemented set up of new SAP BPC Budgeting and Forecasting tool for major division. Performed month end Financial Planning and Analysis activities.

North American Membership Group (current position) – Designed and implemented new Budgeting and Forecasting tool. Consulted with executives to better design GL structure and financial processes.

Endo American Medical Systems – Managed all FP&A functions for a division of the company. Consulted with executives of division to determine best courses of action for struggling division.

Buena Vista Biomass Power, LLC. – Consulted with owners and designed model to determine best course of action among a number of options concerning future operation and financing of their Biomass Power plant.

Virtual Radiologic – Manager of FP&A handling all aspects of FP&A for section of company. Also set up the design and created initialization of new Forecasting tool that company had recently purchased.

BlueStem Inc – Designed and Created Access database to track new Customer payment option program

EXPRESS SCRIPTS, INC., Bloomington, MN (position relocated out of state in major company reorg) 2009 – 2011

Manager, Business Analysis and Planning

Managed the National Commercial Formularies covering 50M members. Owned Formulary Admin Tool for all of ESI.

Designed and implemented automated solutions to eliminate inefficient processes and improve accuracy.

Managed the integration of the formularies from largest acquisition doubling size to 50M members post acquisition. Led cross functional teams of up to 14 to successfully migrate all 84 new formularies from 2 different platforms onto ESI platform, reducing number of formularies by 36% and completing integration with minimal member or client disruption.

Created extremely user friendly, menu driven model automating process to compare and validate over 140k records of data, each containing over 30 separate fields, by utilizing SQL, Access, and Excel, eliminating the need for an Access expert and reduced time spent from 4 hours to less than 10 minutes.

JOSTENS, INC., Edina, MN (corporate Reduction in Force) 2007 – 2008

Manager, Financial Planning and Analysis

Managed Accounts Receivable and Accounts Payable departments consisting of 52 employees.

Created business and production metrics with scorecard reporting.

Consolidated and presented Working Capital results and trends to Senior Management allowing rapid action in response to precious metal price changes and sales fluctuations.

Designed dynamic Access model to give clear component breakdown trends and product mix shifts to assist company purchasing and futures decisions.

UNITED HEALTH GROUP, Minnetonka, MN (position relocated out of state in major company reorg) 1996 – 2007

Director, Operations, Strategic Planning, Specialized Care Services Division 2005 – 2007

Director, Operations, Ovations Division 2003 – 2005

Director, Service Operations, AmeriChoice Division 2002 – 2003

Intersegment Controller and Finance Manager, Uniprise Division 2000 – 2002

Manager, Financial Analysis, Uniprise Division 1996 - 1999

Led strategic planning, financial analysis and project management in alignment with VP of Operations, providing leadership to multiple operational service centers. Designed and executed process efficiency and best practice programs.

Developed plans that were subsequently implemented for consolidation of 14 sites down to 5.

Created detailed, flexible staffing models reducing the FTE forecasting process from 2 days to 1 hour.

Built inventory backlog reduction plans to reduce levels by 80% in 4 months.

Led various operations teams of up to 9 professionals in acquisition integration and system migration.

Established offshore and outsourcing capabilities with savings of almost $4M annually.

Completed Six Sigma Black Belt Training.

Developed and executed Backlog Reduction Plan reducing backlog from over 300k claims to 100k within 3 months.

Designed reporting packages for Quality, Production Metrics and Financials for a clear, concise view.

Negotiated $550M charges and $530M intercompany expenses. Created cost allocation models in Excel and Access.

Owned consolidation of Division’s $1.3B SG&A and $0.5B Internal Revenue Budget.

Led creation of GL entry and tracking tools that resulted in savings of 200 man hours during planning.

Created a new PeopleSoft GL accounting mechanism to facilitate true managerial reporting.

Performed Financial Planning & Analysis for IT Developer group of 1,200 programmers in 18 functional groups.

EDUCATION / TRAINING

MBA, Finance and Banking, University of Nebraska-Omaha, Omaha, NE

BBA, Finance and Investments, Iowa State University, Ames, IA

BS, Computer Science, Iowa State University, Ames, IA

Six Sigma Black Belt, United Health Group

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