FINANCE
Created financial business plans, budgets and product pricing models. Modeled financial, market and business data to increase revenue and reduce costs. Calculated and evaluated variances to improve outcomes.
PLANNING
Developed plans for projects and new initiatives including new product line, expansion and marketing enhancements. Calculated and evaluated balanced scorecard metrics to identify improvements.
MANAGEMENT
Managed projects to completion on time and within budget. Built cross functional teams. Mentored staff.
* Financial statements, Financial models
* Strategic plans, Strategic analysis, SWOT
* Project management, Project plan
* Profit enhancement, Risk mitigation, Forecasts
* Budgets, Variance, Balanced Scorecard metrics
* Competitive analysis, Market analysis
* Financial analysis, Financial planning
* Contract review, Contract negotiation
* Alliances, Relationship management
* Cross functional teams, Mentored staff
* Excel, Microsoft Word
* Access, PowerPoint, Project
EDUCATION AND TRAINING
MS, Finance, Illinois Institute of Technology, Academic Distinction, Beta Gamma Sigma honor society
MS Finance is comparable to MBA with focus on finance and related areas of management science.
BS, Electrical Engineering and Computer Science, Cornell University
Six Sigma Greenbelt Training, Chicago Deming Association, Six Sigma Masters Program
PROFESSIONAL EXPERIENCE
Strategy and Finance Consultant 2009 - present
Taproot Foundation, Chicago, Illinois. Taproot Foundation provides pro bono management consulting services in strategy management and finance, marketing, creative services, human resources and IT to nonprofit organizations. Pro bono consultant role.
* Created financial pricing and planning model in Excel allowing client to develop new revenue stream from for-profit business. Model included annual plan identifying how profit earned and cost incurred.
* Identified key strategic challenges and developed recommendations allowing client to improve financial management as well as product management and marketing. Analyzed financial statements and budget in Excel to assess financial position.
* Identified strengths, weaknesses, opportunities and threats (SWOT) allowing client to plan for expansion. Developed project plan to assess opportunities and threats. Analyzed business and market data as well as financial statements. Conducted interviews to gather data and information.
Director, Board of Directors 2005 - present
Stuart Investments, Illinois Institute of Technology, Chicago, Illinois. Founding Member of Stuart Investments, a student run equity investment fund that manages $250,000. Role as alumni volunteer.
* Established strategic direction, goals and objectives for Stuart Investments. Determined investment guidelines for funds and provided guidance on deploying capital. Reviewed and approved By Laws and Investment Policies for business structure.
* Reviewed investment performance of fund quarterly and recommended investment objectives.
* Collaborated with attorneys on legal filing with Illinois Secretary of State to establish legal foundation for Stuart Investments.
* Responsible for administration of Board operations. Wrote minutes for Board meetings.
Finance, Corporate Development 2005
Belle Aerospace Corporation, Wheaton, Illinois
* Developed commercialization strategy to bring products to market. Estimated revenue, profit and costs in Excel for business plan. Wrote proposal to raise $730thousand for two years.
* Closed out finances for phase 1 project and created variance report to evaluate budget in Excel. Wrote final report to showcase accomplishments.
* Identified strategic alliance partner to source innovative and proven technology. Assessed strategic fit and financial impacts.
Master of Science in Finance 2002 - 2004
Stuart School of Business, Illinois Institute of Technology, Chicago, Illinois. Graduated with Academic Distinction, member Beta Gamma Sigma honor society, completed 16 courses in finance and accounting. Projects included:
* Analyzed financial and business data to create business plans by predicting revenues and costs, developing forecasts, and identifying trends and business drivers in Excel.
* Developed financial models in Excel to explore business dynamics, to identify opportunities for growth and profit enhancement, and to mitigate risks.
* Evaluated mergers, acquisitions and divestitures for strategic fit and financial impact.
* Created cost, financial, market and economic models using regression and econometrics in Excel and Matlab.
* Developed hedging strategies for commodities, foreign exchange and interest rates to reduce volatility of net income.
Product Planning, Sales 1998 - 2003
Lucent Technologies, Naperville, Illinois. Brought new product line to market achieving price points appropriate for consumer market and improving product line capability.
* Developed five-year product plan and developed financial models for revenue and profit planning in Excel. Evaluated competitors' products by analyzing market evolution and price trends. Analyzed market to produce comprehensive picture of customer needs. Business unit revenues were $4billion in FY 2003.
* Developed customer sales proposals valued at $100million+. Two contract wins were new accounts with combined multi-year revenue potential of $1.5billion+. Reviewed and revised sales contract clauses to eliminate contract related liability.
* Mentored and trained staff to support them with career development and professional growth.
Consultant 1996 - 1998
IBM, Pittsburgh, Pennsylvania. Created value for clients by providing advice on computing systems.
Project Manager 1994 - 1996
Nortel Networks, Ottawa, Ontario. Led strategic initiative to increase revenue and cut costs by reducing time to market for research and development activities.
* Developed new process to reduce time to market by 10-20%. Estimated improvement to revenue, cost and profit in Excel. Analyzed current process and customer value created by design activities. Created business plan to establish business benefit.
* Established and managed pilot project for new process. Demonstrated benefit to management and engineering. Developed project plan including budget, goals, objectives, deliverables, schedules and resources. Managed project to completion on time and within budget. Calculated variances and scorecard metrics.
* Managed vendor and reseller relationships. Presented our needs and requirements to vendor. Successfully influenced vendor direction and time frame. Negotiated consulting services, prices, and discounts for contracts valued at $100thousand+.
* Built cross-functional team to support new design process. Teamwork Award, 1995.
Private Consultant, Pittsburgh, Pennsylvania 1993 - 1994
Conducted investigation into, and sought consulting in distributed computing and networking.
Architect, Software Developer, Project Manager 1987 - 1993
Carnegie-Mellon University, Pittsburgh, Pennsylvania. Demonstrated product potential and technical feasibility of innovations in Internet information access, digital video server and document exchange. |
