Financial Analyst Senior

LORENZO PUGH II

Bartlett, TN • 901-***-**** • ******@*****.***

PROVEN FINANCIAL ANALYST

Corporate Ethics Lead • Senior Financial Analyst • Sr. Compliance Analyst • Compliance Director

Incident Management • Conflict Resolution Facilitation • Vendor Alignment • Strategic Initiatives

Developed Compliance Database • Optimized NAVEX System • Conducted Ethics Investigations

Passed MD CPA Exam • Recommended Actionable Improvements

WORK EXPERIENCE

TruGreen, Memphis, TN Aug 2020 - Dec 2024

Ethics & Compliance Manager

●Achieved 100% training compliance by leading engaging sessions for all team members.

●Optimized the NAVEX Incident Management system for ethics claims, analyzing data to identify root causes and collaborating with Organizational Development to develop compliance training.

●Developed a comprehensive database to evaluate ethics cases, safety incidents, and liability claims, pinpointing high-priority branches for targeted behavior change and guidance.

●Spearheaded the revision of TruGreen's Code of Conduct, preparing quarterly presentations for the Ethics Committee while facilitating discussions and addressing follow-up items.

●Oversaw the Conflict-of-Interest Survey process in close partnership with HR, meticulously documenting disclosures and efficiently resolving identified conflicts along the way.

●Conducted comprehensive ethics investigations in collaboration with HR, utilizing Power BI and advanced analytics to rigorously validate findings and recommend actionable improvements.

●Supervised a 3-member, highly dedicated team of talented ethics investigators, fostering an environment of collaborative teamwork, continuous learning, and professional development.

TruGreen/ServiceMaster, Memphis, TN March 2012 - Aug 2020

Senior Financial Analyst III

●Reduced expenses by $2M for telecom through the successful design and implementation of a comprehensive telecom expense tracking database, driving significant cost-saving initiatives.

●Collaborated extensively with telecom vendors and internal teams to meticulously align services with evolving company needs, ensuring financial targets were consistently met.

●Crafted pro forma spreadsheets for tablet acquisition and centralized costs.

ServiceMaster (NexTech Solutions), Germantown, TN Sep 2011 - Jan 2012

Financial Analyst III

●Delivered monthly operating reports for leadership, highlighting IT Capex and expenses.

●Supported budgeting and planning initiatives to enhance strategic financial decisions.

NYK Services, Memphis, TN Feb 2011 - Aug 2011

Accounting Manager - Ceres & Yusen Terminals

●Oversaw a team of 9, providing expert guidance on financial reporting and transactions.

●Achieved timely month-end, quarter-end, and year-end closes to enhance financial accuracy.

●Collaborated with managers to streamline the close process and ensure compliance.

Smith & Nephew, Memphis, TN July 2001 - Feb 2011

Senior Business Financial Analyst

●Executed comprehensive monthly, quarterly, and annual operating results for the Orthopedic Business Unit using Hyperion, ensuring full compliance with all relevant IFRS standards.

●Trained finance team on SAP software, addressing Accounts Payable control deficiencies.

●Participated in SOX controls testing to enhance operational integrity and compliance.

International Paper Corporation, Memphis, TN Feb 2000 - Jan 2001

Senior Financial Analyst

●Supported 277 locations through coordinating account analysis, carefully ensuring data accuracy and improving compliance.

Promus Hotel Corporation, Memphis, TN

Senior Financial Analyst

●Directed financial analysis for 5 resorts, generating monthly reports and cash forecasts.

●Conducted comprehensive audits of managed, leased, and owned hotels to meticulously identify cost reduction opportunities and strategically enhance overall financial performance.

●Audited hotel operations to identify cost savings and enhance reporting efficiency.

Prior Experience: AG Hill & Associates, Consultant; Malchow & Company, Controller; F.S. Taylor & Associates, Senior Auditor

EDUCATION

University of Phoenix

Master of Business Administration

Howard University, Washington, DC

Bachelor of Business Administration, Accounting

TECHNOLOGIES, CERTIFICATIONS, & SKILLS

Technologies: NAVEX Incident Management • Power BI • Hyperion • SAP • Microsoft Office Suite Workday • JD Edwards • SharePoint • OneDrive • Tableau • Concur • QuickBooks • Dropbox

Certifications: Passed CPA Exam in Maryland – 1993 (non-active)

Skills: Ethics Training Development • Compliance Program Design • Code of Conduct Overhaul Conflict Resolution Management • Ethics Investigation Leadership • Team Development & Leadership • Advanced Data Analytics • Behavioral Change Implementation • Ethical Standards Enforcement • Compliance Risk Identification • Organizational Policy Development • Stakeholder Engagement & Training • Regulatory Audit Preparation • Cross-Functional Team Collaboration Financial Data Analysis • Cost Reduction Strategies • Vendor Negotiation & Management

Financial Forecasting & Planning • CapEx and OpEx Reporting • Budget Development & Oversight Financial Compliance Assurance • SAP & Hyperion Proficiency • SOX Compliance Testing

Financial Reporting Accuracy • Month-End & Year-End Closing • Pro Forma Financial Modeling Telecom Expense Management

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