INANCE EXECUTIVE: Management, Analysis & Modeling, Planning, Cost Control
Talented and accomplished financial management professional with exceptional talents in operations, financial analysis and modeling, budget control, reporting, equity financing, and forecasting. Adept at leading cross-functional teams, supporting corporate growth and P&L, and resolving problems. Excellent cost containment, leadership, and process improvement skills.
Financial Management • Finance Operations • Equity Financing • Financial Modeling • Cost Control
Project Management • Process Re-Engineering • Budget Management • Trend & Variance Analysis
Process Management • Presentations & Reporting • Compliance • P&L Analysis • Forecasting
Fixed Asset Acquisition • Margin Improvement • Revenue Stream Support • Strategic Planning
PROFESSIONAL EXPERIENCE
PITNEY BOWES MANAGEMENT SERVICES, New York, New York • 2007-Present
Finance Manager
Oversee financial reporting and analysis, budget/cost control, finance strategy development, forecasting, P&L and new business analysis, compliance, and more for $120M business with 12 locations. Supervise staff of 60+. Assist in identifying margin improvements and cost reductions. Ensure compliance with GAAP principles. Provide financial leadership for Cost Center Operations.
Major Contributions:
• Enhanced margins by identifying expense reductions and by leasing equipment to offset depreciation expenses normally incurred through purchasing.
• Cut costs by renewing contracts early to avoid price increases and by minimizing interest charges through early payment of bills.
• Reduced days outstanding for accounts receivable, thereby improving profits and cash flow.
• Prepared new forecasts for budgets, financial performance, and business plans.
• Conducted financial training on company policies and procedures for field personnel.
BUCHCo, New York, New York • 1997-2007
Independent Finance Consultant & Financial Analyst
Served as Senior Financial Analyst for clients, performing budgeting, forecasting, expense monitoring, and cost containment. Carried out financial, P&L, variance, and cash flow analyses.
Major Contributions:
• Developed new forecasting model, created income statements for 6 product lines, and tracked revenue growth for $120M A.M. Apparel. Prepared monthly reports. Performed cost containment, monthly reporting, and ad hoc projects.
• Carried out financial planning and analysis for $800M Kirshenbaum, Bond & Partners. Managed budget. Performed month-end closings. Helped develop new accounting & reporting system.
• Managed analysis, budget planning, variance, forecasting, and month-end closings for $2.5B Church Pension Group. Evaluated capital expenditures.
• Improved short term revenue 30% at Prestige Management by implementing use of collection agency to handle outstanding receivables. Enhanced operating efficiency and cut costs by automating highly labor-intensive process, thereby reducing labor costs
NEW YORK LIFE INSURANCE COMPANY, New York, New York • 1983-1997
Senior Financial Analyst & Budget Analyst
Managed cross-functional team that evaluated, selected, and implemented system requirements for Universal Life Product at $12B insurance company. Tracked and monitored $20 million operational budget for 5-unit business group. Supervised 4 junior analysts.
Major Contributions:
• Delivered $750K in annual savings by improving processing times, minimizing errors, and eliminating overtime expenses during Universal Life Product project lifecyle.
• Completed Universal Life Product project ahead of schedule and under budget.
• Analyzed contract pricing, cash flow, and projected budgets vs. actual spending.
• Formulated actual pricing using discounted cash flows.
• Developed automated system for tracking work assignments.
EDUCATION
Masters of Business Administration in Finance
Long Island University, Brooklyn, New York
Bachelor of Arts in Economics & Business Management
Herbert H. Lehman College, Bronx, New York
PROFESSIONAL DEVELOPMENT
Certified Management Accountant (in progress)
IT Certificate (Chubb Institute), including training in database management
COMPUTER SKILLS
MS Office, Project, Access, JDEdwards, Oracle, Oracle Financials, Hyperion Essbase, SQL, Lotus Notes, DB2, COBOL, C++, TOAD, CICS |
