Results-oriented business professional with demonstrated abilities in analyzing financial and business data, developing forecasts, identifying trends and business drivers, and creating financial models. Proven abilities in business and strategic planning, vendor relationship management, and project management. Experienced professional with proven inter-personal, time management and organizational skills. Demonstrated success working in cross functional teams and independently.
* Financial analysis, Financial planning
* Financial models, Financial metrics
* Strategic analysis, Strategic planning
* Competitive analysis, Market analysis
* Profit enhancement, Risk mitigation
* Mergers, Acquisitions, Divestitures
* Budgets, Contract negotiation
* Project plan, Project management
* Vendor relationship management
* Built cross functional teams, Mentored staff
* Microsoft Word, PowerPoint
* Excel, Access, Project
EDUCATION
MS, Finance, Illinois Institute of Technology, Academic Distinction, Beta Gamma Sigma, 2004
BS, Electrical Engineering, Cornell University, Deans List, 1976
PROFESSIONAL EXPERIENCE
Financial Analyst, Board Member 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.
* Evaluated business prospects and competitive position of companies to value stocks by analyzing Form 10-K/Q. Prepared presentations for Investment Committee.
* Determined investment guidelines for funds. Provided guidance on deploying capital.
* Reviewed and provided input to constitution and process documents for business structure.
Finance, Corporate Development 2005
Belle Aerospace Corporation, Wheaton, Illinois
* Estimated revenue potential and costs, and analyzed market to develop commercialization strategy to bring first generation products to market. Wrote small business innovative research phase II proposal to raise $730thousand for two years.
* Closed out finances for small business innovative research phase I project and created variance report to evaluate budget. Wrote final report to showcase accomplishments.
Master of Science in Finance 2002 - 2004
Stuart Graduate 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 and strategic plans by predicting revenues and costs, developing forecasts, and identifying trends and business drivers.
* Developed financial models in Excel to explore business dynamics, to identify opportunities for growth and profit enhancement, to mitigate risks and to calculate key financial metrics.
* Calculated key financial and business metrics to analyze variances and to prepare reports.
* Evaluated mergers, acquisitions and divestitures for strategic fit and financial impact.
* Developed hedging strategies for commodities, foreign exchange and interest rates to reduce volatility of net income.
Product Planner, Sales, Product Analyst 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 evaluated competitors¡¯ products by analyzing market evolution and price trends. Analyzed market data to produce comprehensive picture of future customer needs. Business unit had revenues of $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.
* Contributed to new product introduction reviews on two occasions, once as reviewer, and once as subject matter expert. Executive management used review reports to make go-to-market decision. Marketing and sales used review reports to finalize take-to-market plans.
* Built product models in Excel to ensure that customer needs were met. Wrote product requirements documents to achieve quality objectives.
¡¤ 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 develop new process for research and development activities to increase revenue and cut costs by reducing time to market.
* Developed new process to reduce time to market by 10-20%. Analyzed current process and customer value created by design activities. Estimated cycle time improvement.
* 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.
* 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 contacts 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 areas of Internet information access, digital video server and document exchange.
Faculty. Research and teaching in Electrical Engineering and Computer Science.
Dartmouth College, Thayer School of Engineering, Hanover, New
Hampshire 1981 - 1987
Cornell University, Ithaca, New York 1980 - 1981
Additional Education and Training
ME, PhD, Cornell University, Electrical Engineering and Computer Science, 1977,
1980
Six Sigma Greenbelt Training, Chicago Deming Association, Six Sigma Masters Program, 2005 |
