Sales Financial

Andrew J. Novak, MBA

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

Streetsboro, OH 44241

Phone: 216-***-**** E-mail: *********@*******.***

EDUCATIONAL BACKGROUND

Capella University

o PhD Candidate, Accounting, June of 2014

Regis University

MBA Finance/Accounting, December 2005, GPA 3.61 on a 4.0 scale.

University of Cincinnati

BBA, Accounting, June 2000.

CAREER EXPERIENCE

Andrew J Novak Financial & Accounting Services

Financial Accountant/Financial Analyst-Part Time March 09 – Present

Successfully marketed my services and have grown and retained numerous clients since March of 2009

Adhered to IRC Code, GAAP and FASB standards while working with my clients

Provide financial advice/analysis to assist my clients in setting up retirement funds, IRA’s, 529’s, Trusts & Annuities while monitoring financial performance to maximize wealth

Prepare Federal, State and Local taxes for my clients ranging from $50K to $2.9M.

Caesars Entertainment - Thistledown Racetrack-Cleveland, OH

Senor Financial Accountant / Acting Controller - Contractor February 2011 – April 2011

Planned and directed all accounting activities within the Finance department

Conducted and oversaw monthly accounting close; accruals, journal entries, adjustments, account & bank recons

Financial Statement preparation, review and analysis

Conducted individual review and analysis with department directors and provided recommendations for targeted departmental goals

Developed and implemented sales planning tools, created and analyzed performance metrics, researched/reported upon variances pertaining to sales forecasts

Prepared monthly analysis of cost of goods sold and operational expenses against prior year and budget, providing explanations and business solutions to help mitigate the risks.

Analyzed financial performance against key business metrics and document pertinent financial highlights that enabled management to determine progress against budgets and forecasts.

Identified, investigated, and analyzed potential operational improvement based on findings & created proposals for operational changes

Conducted monthly inventory counts; performed monthly marketing and sales player rewards analysis

Developed statistical models to gauge financial performance to equip directors with the tools to make adjustments

Directed the maintenance of general and subsidiary ledgers, accounts receivable, revenue distribution, depreciation, cost, property operating expenses & insurance records.

Satisfied ad hoc requests for executive management and oversaw staff 3 accounting personal members

Moorehead Communications-Marion, IN

Financial Analyst- Offsite Contract Work August 2010 – September 2010

Responsible for the financial management and tracking of revenue and expense categories related to budget & forecast; $110M-$125M

Preparation and distribution of monthly financial reporting and was responsible for a number of internal and corporate reporting processes; budget, forecast, mid analysis ranging from $250K to $8.5M per BU

Managed the analysis of results within the organizations; entire line of operations and prepared/distributed monthly reports

Analyzed reports for accuracy concentrating and reporting on key metrics, Gross Margin, EBIT, IRR & ROI; actual vs. forecast vs. budget

Revol Wireless-Independence, OH

Sales and Planning Analyst- Contract Work April 2010 – July 2010

Successfully created Sales based financial models depicting market channel trends and forecasts

Developed internal sales driven profit and loss statements for retail operations broken out by individual market and channel in the sum of $3.5M

Successfully identified new sales and profit opportunities/risks in the sum of $300K utilizing aforementioned financial analyses and trends

Successfully planned strategic sales initiatives including sales channel comp plans and behavioral models depicting consumer trends and risks in the sum of $150K

Analyzed various financial trends within the organization to encompass future sales and promotions

Prepared financial analyses to the board of directors and worked closely w/ CFO and VP of sales providing timely information to estimate risk exposure and revenue trends

American Greetings Company-Cleveland, OH

Financial Analyst-Corporate Restructure/Laid Off October 08 - February 09

Responsible for creating Forecasting Models concentrating on Gross Margin(s), IRR, ROI, NPV and EBIT in determining the profitability of outstanding/new business contracts from $250k to $3.8M

Created and Utilized Sensitivity/Breakeven Analyses for trending and forecasting functions on a Regional Annual Dollar Volume Basis for growth; i.e. market share and profit maximization.

Responsible for presenting Financial Models, in excess of $1 million, for approval to a RCC, Regional Contract Committee made of , Chief Legal Counsel, CFO, CAO, and Chief Sales Officer(s).

Responsible for the draft, review and final write up of various vendor commercial contracts working with the Legal Counsel and Sales Reps across the US and Canada;. from $250K to $3.8M

Responsible for various ad hoc analyses i.e. financial reports on a regional basis and profitability matrixes from a store/regional etc from $50K to $2.2M

Comerica Bank-Detroit, MI

Financial Analyst IV- Contract Work May 08 - September 08

Responsible for the monthly accounting close process and daily G/L maintenance; i.e. journal entries, recons and adjustments. $10M monthly & participated in the 2009 Budget Process of $115M

Built financial models concentrating on Gross Margin, ROI, IRR, PAT, EBIT and Volume & Float Mixes within the Business Banking and Wealth Management lines of business from $300K to $4.8M

Responsible for preparation, review and analysis of the monthly and quarterly Consolidated Financial Reports for the aforementioned lines of business adhering to GAAP and FASB standards

Scientific Imaging Center Management (SICM)-Troy, MI

Senior Financial Analyst-Contract Work January 08 - March 08

Assisted the Accounting in the database upgrade from a QuickBooks to Great Plains version 8.0 performing reconciliations and mock close(s)

Adhered to GAAP and FASB standards when creating and maintaining SICM’s Financials for 9 BU’s

Coordinated the 2008 budget process by building budget templates based upon past revenue and expense trends, 2005-2007, in excess of $38 million.

Created new financial models depicting financial statement ratio/metric analyses, ANR, Gross Margin, EBIT, Debt to Equity, and IRR analyses ranging from $100K to $1.2M per unit

Ford Motor Company-Dearborn, MI

Senior Financial Analyst-Buyout/Layoff September 06 - November 07

Oversaw the worldwide monthly Accounting Close process and handled/performed/entered journal entries, account reconciliations & adjustments; $38M per month.

Developed a Change Control methodology to strengthen internal controls and developed a Worldwide Workflow Process; saved the company $3M a month with process

Responsible for the FAS 133, 2006 Restatement; Accounting for Derivatives & Hedging

Worked with internal and external auditors in being SOX compliant, 302, 401, 404, 409 & 802.

Developed cost models in the amounts of $25-$45M to monitor direct and indirect costs between the PAG, Ford, Lincoln Mercury brands to measure gross margin thresholds and process improvements

Built financial models for trending, forecasting and base analytics, using Essbase pulls, concentrating on ROI, IRR, PAT, PBT, Gross Margin, Sales & Volume Mixes and Borrowing Costs.

Provided monthly analytical data to Senior Vice Presidents (SVP’s) offering strategic recommendations.

Assisted in the completion of the 2007 & 2008 Budget and 5 Year Annual Plan worldwide, $20B-$25B.

Held accountable for monthly forecasting on a rolling 5+7, 6+6 providing monthly data to SVP’s concentrating on Gross Margin, ROI, IRR, EBIT, PAT and PBT.

The Cleveland Clinic-Cleveland, OH

Financial Analyst-Corporate Restructure/Laid Off- June 04 - August 06

Held responsible for Budget Preparation and Administration for the Clinic working with Finance Managers and Directors on key budgetary issues and resolutions by division; $1.6B.

Responsible for monthly Budgetary Analysis and the review of trends within forecasts while providing strategic recommendations to Senior Management.

Created FTE Growth and Forecast models, for Senior Management, to reduce excess spending patterns to ultimately hold departments more accountable for their financial well being, $15M to $25M.

Prepared industry rankings for internal concentration on business matters for cost and profit maximization.

Performed monthly break-even analyses to stay within the parameters of our company wide budgets.

Case Western Reserve University, Case School of Engineering -Cleveland, OH

Business Manager-Contract Work June 03 - June 04

Responsible for the creation of new and user-friendly Budget and Effort templates and oversaw the Budget Preparation and Administration for all Engineering Awards which ranged from $100K to $3M.

Responsible for building Financial Models for Analysis, Forecasting, and Reporting of all Awards.

Responsible for the allocation of all costs between individual projects and awards on a salary, benefit and operational perspective.

Responsible for all financial reporting from an award/grant perspective on a monthly basis of $3M total.

The City of Cleveland-Cleveland, OH

Budget and Management Analyst June 00-June 03

Prepared Monthly and Quarterly Expenditure & Revenue analyses for various citywide departments.

Held accountable for the preparation of the City Budget for my assigned Departments: Public Service, Parks Recreation and Maintenance, Consumer Affairs and IT, totaling $250M.

Responsible for the budget process for Grant Proposals and the related Analysis Held Accountable for the rolling 5+7, 6+6 annual forecasts and the 2 year Financial Forecast

Effectively Managed 4 department Analysts: 2 from Parks and 2 from Service.

COMPUTER SKILLS

COGNOS, SAP, AS 400 & Hyperion/Essbase, PeopleSoft and Lawson Databases

Informatica. Harvest, RQ4, T-Recs, Document Direct / Monarch / Crystal Reporting

Microsoft Word, Excel, Access, PowerPoint, Project, Outlook

Great Plains Accounting Software, QuickBooks, Peachtree, TurboTax

REFERENCES AVAILABLE UPON REQUEST

Contact this candidate