Alex Stuckart
Madison,WI
Overview
5
5
years of professional experience
1
1
Certification
Work History
Sr. FP&A Analyst - Product, Engineering Warranty
Trek Bicycle Corporation
Waterloo, WI
07.2023 - 02.2024
- Financial ownership of 40+ business units across Trek’s global Product Development, Engineering & Warranty teams.
- Lead financial processes including: monthly close, forecasting, budgeting, capital planning and reporting.
- Analyze market trends to inform long-term development strategies and optimize new product launch timing in collaboration with product development directors.
- Determine ROI and perform sensitivity analysis on new products ideas to assist executive decision makers in building 5 year development board.
- Drive global process consistency & accuracy across the organization by leading team FP&A activities for all global offices.
- Analyze warranty trends, processes and claims to identify actionable ways to reduce claim cost and increase recovery from global suppliers.
FP&A Analyst - BCycle
Trek Bicycle Corporation
Waterloo, WI
09.2020 - 07.2023
- Full financial management responsibility for the BCycle LLC subsidiary.
- Acted as director of operations through an 18 month leadership transition period.
- Owned monthly close process, forecasting, budgeting and reporting.
- Routinely brief Trek CEO, CFO and other leaders on business performance, new deal opportunities and market trends.
- Managed acquisition and integration process of new bike share systems, from deal pitch to launch.
- Led S&OP process for high volume and & high value SKUs.
- Implemented business improvements, including pricing changes (> $1.5M in annual benefit).
- Directly managed BCycle finance team.
Senior Financial Analyst
Robert W Baird & Co.
Milwaukee, WI
04.2019 - 09.2020
- Primary point of contact for Private Wealth Management leaders to lead financial modeling and analytics.
- Owned budgeting, cost analysis, and competitive benchmarking of compensation plans for Financial Advisors, Branch Managers, and Market Directors (>$500M annual expense).
- Led financial analysis for advisor acquisition and integration of new advisors to the firm.
- Project managed implementation of third party technology system to manage subscription spend.
- Indirectly supervised junior analysts & directly supervised interns.
Education
Bachelor of Arts - Finance & Business Economics
Marquette University
Milwaukee, WICertification
- FINRA SERIES 7
Timeline
Sr. FP&A Analyst - Product, Engineering Warranty
Trek Bicycle Corporation
07.2023 - 02.2024
FP&A Analyst - BCycle
Trek Bicycle Corporation
09.2020 - 07.2023
Senior Financial Analyst
Robert W Baird & Co.
04.2019 - 09.2020
Bachelor of Arts - Finance & Business Economics
Marquette University