Financial Analysis and Planning Manager

DALE BOWMAN

*** ******* ******* ** ** ▪ Ada, Michigan 49301 ▪ ****.*.******@*****.*** ▪ 616-***-****

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FINANCIAL MANAGEMENT

Business Planning ▪ Situational Analysis and Assessment ▪ Diverse Industry Background

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Accomplished business leader with proven track record in operational financial analysis, leading development of strategic business and annual operating plans, financial modeling and driving process improvements. Experience interacting with Executive, Operations, Engineering, Sales, Marketing and Product Development functions. Excel in dynamic, demanding work environments, while remaining focused on execution and value-added work product.

CORE COMPETENCIES

• Business risk assessment • Mix-margin variance analysis • Process improvements

• Capital expenditure analysis • Due diligence • Budgeting / forecasting

• Business case modeling • Key partnership development • Consensus building

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EDUCATION

Master of Business Administration (MBA) ▪ MICHIGAN STATE UNIVERSITY, East Lansing, Michigan

Bachelor of Arts, Economics and Mathematics ▪ CALVIN COLLEGE, Grand Rapids, Michigan

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TECHNICAL SKILLS

Microsoft Office Suite ▪ JDE 8.12 ▪ Manage 2000 ▪ QAD 9.0 ▪ SAP R/3

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PROJECT EXPERIENCE

Amway – Ada, Michigan 5/2008 – Present

New Product Launch Financial Analysis

Provide financial leadership for launch of color cosmetics and skin care products for the Artistry and Eddie Funkhouser brands.

Key Responsibilities:

 Complete a DCF analysis for each project to support the organization’s “consumer-oriented” mindset.

 Set target factory costs factoring in profitability objectives, competitive benchmarks and market participation in each launch.

 Work with colleagues across the global organization to analyze business impact of each launch on overall product portfolio.

 Collaborate with Marketing and Project Management to ensure project milestones are hit to mitigate risk of launch delays.

MBTech Autodie – Grand Rapids, Michigan 3/2008 – 5/2008

Operational Cost Assessment and Capital Expenditure Analysis

Analyzed and established labor and overhead cost standards in this automotive stamping die manufacturing facility. These standards served as the basis for the business case financial justification for a major capital expansion.

Key Responsibilities:

 Created a capital expenditure financial analysis template for this business case as none existed.

 Engaged Directors of Finance and Operations and their teams to define key assumptions and inputs for the analysis.

 Updated the leadership team at key project milestones to ensure the analysis was on-track.

PROFESSIONAL EXPERIENCE

Windquest Companies – Holland, Michigan 11/2006 – 2/2008

Manager, Financial Analysis and Reporting

Provided finance department leadership for a privately-held manufacturer and marketer of home organization products. Modeled financial business case for strategic initiatives, product development, new channels to market and joint venture partnerships. Collaborated with Corporate Controller to lead group after Vice President of Finance resigned in March 2007.

Key Achievements:

 Developed integrated DCF analysis model with macro-driven sensitivity and “what-if scenario” analysis functionality.

 Defined content-rich reports to identify customer performance trends by channel against plan and history.

 Authored monthly performance summary for distribution to executive team.

Rookus Capital – Jenison, Michigan 4/2005 – 11/2006

Finance Director

Strategic Finance and Administration leader for start-up real estate investment and development company. Administered payroll, employee benefit, business liability insurance and tax and audit matters. Responsible for due diligence work prospective acquisition targets. Financial oversight of all real estate holdings and dealings.

Key Achievements:

 Successfully closed and financed two land acquisition deals totaling $2.1 million in value.

 Worked with legal counsel to define terms of private equity security offerings to finance projects.

 Put operational infrastructure in place in collaboration with business partners in Chicago and Florida.

Cascade Engineering – Grand Rapids, Michigan 8/2002 – 4/2005

Financial Analyst, Corporate and Engineering Groups

Product Group Controller, Container Group

Oversight of operational finance function for each group in a $250 million custom injection-molding manufacturer and marketer of automotive, consumer and home and office products. Worked with Vice President of Engineering to drive strategic and operating capital and spending plans. Lead staff in a $35 million manufacturing plant with direct responsibility for finance function.

Key Achievements:

 Increased reported engineering hours by 63% to 98% of hours worked, improving accuracy of project expenses, resulting in higher customer cost recovery and a clearer sense of how Engineering was utilized.

 Automated Engineering expense allocation, reducing processing time. Forecasted weekly engineering charges by group.

Sappi Fine Paper, NA – Muskegon, Michigan 3/2000 – 8/2002

Manager, Financial Planning and Analysis 6/1997 – 9/1999

Financial Analyst, Financial Planning and Analysis

Cost Accountant, Manufacturing Accounting

Managed a team of two analysts for a $325 million vertically-integrated manufacturer of woodfree coated paper. Part of a $5 billion global company based in South Africa. Promoted to manager based on performance as one of the company’s leading analysts. Drove development of annual business plan and standard costs for inventory valuation. Built quarterly forecasts, and tracked actual performance against target. Sign-off on capital expenditure requests analyzing NPV, IRR and cash recovery cycle. Represented plant on corporate-wide team responsible for auditing continuous improvement financial tracking system at each North American mill.

Key Achievements:

 Co-lead the mill’s Finance team with Cost Accounting Manager for six-months after Controller resigned in March 2001.

 Set up cross-training program for key functions to promote career development and to ensure operational continuity.

 Selected to be a corporate trainer when corporation launched SAP R/3 in Spring 2000.

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ADDITIONAL EXPERIENCE

Ameriserve Food Distributors – Grand Rapids, Michigan 9/1999 – 3/2000 5/1994 – 6/1997

Field Financial Analyst, Corporate Planning

Dart Container Corporation – Mason, Michigan 8/1993 – 6/1997

Product Analyst, Marketing Management

Pricing Analyst, Marketing Management

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