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Title Financial Analyst Executive
Target Location US-TX-Houston
Email Available with paid plan
Phone Available with paid plan
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Candidate's Name , MBA, CSMStreet Address  Lake Village DriveMcKinney, TX Street Address
Cell: PHONE NUMBER AVAILABLE / E-mail: EMAIL AVAILABLESUMMARYFinance-, analytics-, PMO-, risk-and-compliance-focused professional. Rich experience in global manufacturing, retail, distribution, and global supply chain arenas. Core competencies found in Analytics  Financial Planning & Analysis (FP&A)  Forecasting Project & Program Management  Process Improvement  Training & Execution KPI & Metrics  Contract & Vendor Management  Spend Management IT Compliance  Cross-Functional Team Development  Cyber Security Statistics (6 Sigma, Lean)  Data Integrity/Quality  StrategySYSTEM EXPERIENCESAP, ARIBA, ARIBA SPEND, ORACLE, MERLIN, SHAREPOINT, PEOPLESOFT, PRISM, PRIME, TANDEM, SOA, ARROWSTREAM, EXCEL, MINITAB, ACCESS, VISIO, PROJECT, BUSINESS WAREHOUSE, CTSI GLOBAL, BUSINESS OBJECTS, HYPERION, CRYSTAL, SA, SIEBEL, HOST ANALYTICS, SQL, ALTERYX, TABLEAUCERTIFICATIONSSCRUM MASTER, MS EXCEL EXPERT 2013, MS EXCEL EXPERT 2016, ACCESS EXPERT 2013, ACCESS EXPERT 2016EDUCATION & TRAININGUniversity of Wisconsin  MilwaukeeMaster of Business Administration 2006Bachelor of Business Administration 2004Harvard Business Analytics Program 2020PROFESSIONAL EXPERIENCEIndependent Consultant 20142019Project ConsultantSony Pictures Entertainment, Inc., Los Angeles,Deployed leadership transportation projectAnalyzed $30B+ in spend dataDeveloped analytics, dashboards and KPIsDeployed carrier rationalization strategy and planLed global savings initiative reporting to senior executivesCreated ground-up analytics providing current and future outlook of savings and cost avoidanceCreated reporting and executive decksManaged team of analystsTime Warner/Warner Brothers, Los Angeles, CABuilt ground-up reporting and analytics based on total year and YTD global spendCreated the following from scratch:oAutomated reporting and executive reporting deckoTrending analyticsoDashboards (departmental and account outlooks)oHeat maps (departmental and account outlooks)oOpEx reporting analyticsoForecast performance analyticsoVariance waterfallsoMonthly executive and YTD dashboardsAnalyzed global spend using statistical methodologies to present to executive team opportunities for cost savings and avoidanceBCBG, Los Angeles, CASenior Project ManagerProject Management Responsibilities:Led disaster recovery project for mission critical systems from point of project initiation to deployment while managing in-house and outside personnel (~$4M in CapEx/OpEx)Led PCI compliance audit and remediation project (224 controls; ~$6M in CapEx/OpEx)Led contract management consolidation and storage projectManagement Responsibilities:Responsible for providing oversight and status reporting to executive management for all PMO-led projects ($8$12M in CapEx/OpEx)Developed policies and corporate governance procedures for cross-functional organization alignment (finance, legal, IT, and business)Developed and pitched QA strategies, testing plans, and PMO methodology and frameworksLed change management/quick win workshops to identify organizational opportunities for executive management review and strategic planningDeveloped steering committee templates and agenda and reported on project status reportsConsultant, Various LocationsSam Adams, CHEP Pallets, Option Care/Walgreens Merger & EuronextCoordinated and planned projects to increase profitability and reduce costConducted financial analysis and developed analytics for OEE improvement and global plant standardizationPerformed evaluation and diagnosis of data and implemented recommendationsUS Foods, Rosemont, IL 20132014Senior Logistics Analyst, Business Intelligence AnalystProcess Improvement & Project Management Responsibilities:Business Process/Visio process flow development, execution, and trainingoFootprint/mapping, RFQ sub process, bid-or-no-bid decision-making processResponsible for weekly, monthly, and quarterly reporting of national accounts customersDeveloped customized customer strategies and project plans to lead to reductions in overall cost to customersFP&A/Reporting Responsibilities:With use of advanced statistics and analytics, developed, executed, and tracked predictive forecasting analytics methodology and reporting of future income; modeling resulted in 95% accuracyDeveloped FY14 annual operating plan (AOP) for logistics support/national accountsConducted pricing audits for national account customersDeveloped, executed, and reported of actual vs. planoNational-account-related pricing and sourcing deviation from vendor contractual agreementsoPlan vs. actual business results by distribution centeroRoot cause deviation analysisMolex, Inc., Lisle, IL 20112013Senior Financial Analyst, Global Supply ChainDeveloped the corporate business process inclusive of Visio process flows and training for EDI deployment, global freight payments, monthly accrual, global forwarder payment audit, and GL posting of invoicesBuilt GL payment posting logic and system infrastructure for global entity systematic freight paymentWith use of advanced statistics and analytics, developed and executed global and regional reporting for Asia, Latin America, North America, and EuropeDeveloped and was responsible for supply chain warehouse global reportingResponsible for reporting over $100M value of inventory on monthly basisAccountable for global freight and duty monthly expense and savings reportingDeveloped global trade compliance savings and expense reporting for customs, duty and brokerageImplemented regional and plant reporting by business functionResponsible for global budget planning and development, business ownership alignment, and system budget loadingAccountable for freight forwarder pricing audits resulting in identification of over $500K in savingsHarley Davidson (Contract Position), Milwaukee, WIProject Lead/Financial Analyst 20102011FP&A Responsibilities:Led dealer benchmarking and reporting initiative to help quantify and prioritize targets for headquarter reporting and analysisCreated regional-sales-based reportingProcess Improvement & Project Management Responsibilities:Led business intelligence initiative for national dealer servicesCreated current as is process documentation and developed future to be designManaged communication of projects from initiation to deploymentCreated dealer benchmarking analytics and reportingJohnson Controls, Milwaukee, WISenior Financial Analyst, Global Supply Chain 20082010FP&A Responsibilities:Gathered, analyzed, and managed $1.8B of global procurement spendingAnalyzed supply chain and logistics by category to support commodity global managersResearched and implemented cost-saving strategies, which led to $1M in savingsLed Department of Justice audits of global ERPsResponsible for commodity hedging reportingoFormulated statistical forecasting and historical analysis for hedging strategy development; reports included time-series modelingoManaged all third-party supplier hedging contracts, reporting, and paymentsoCarried out auditing of supplier contracts and due diligence roadmaps for on-boarding of suppliersProcess Improvement & Project Management Responsibilities:SME and business owner for SAP deployment and integrations of purchase-to-pay initiativeResponsible for SAP system deployment of global manufacturing plantsCreated all training materials for new SAP module implementationLed on-site training and system deployment in for Hong Kong, Latin America, and Europe

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