Open To Work
Brett J. Anderson
Corporate FP&A
Chandler,USA
Work Preference
Summary
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Collaborative leader partners with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.
Overview
26
26
years of professional experience
Work History
FP&A Manager
Western Alliance Bank
05.2023 - 11.2025
- Support the CIO and CISO in managing $285M and $22M budgets respectively
- Managed and oversaw monthly financial reviews, communicating results and trends to stakeholders.
- Work with the IT Business Operations team to lower Software License and Maintenance costs down by actively managing the contracts
- Effectively apply GAAP accounting for opex and capex expenses for projects
- Evaluated and improved financial processes to increase efficiency and reduce operational risks.
- Facilitated the annual budgeting process, ensuring alignment with department goals and overall business strategy.
- Conducted variance analysis to identify trends and recommend corrective actions for financial performance improvement.
- Collaborated with cross-functional teams to streamline reporting processes and enhance data accuracy and integrity.
- Conducted training sessions for team members on financial analysis techniques and best practices.
- Supported compliance audits by preparing relevant financial documentation and reports.
- Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.
Director, Program Management
Silicon Valley Bank (SVB)
06.2021 - 05.2023
- Responsible for the financials for LFI (Large Financial Institution), the Boston Private acquisition and integration costs, Finance, Facilities and Finance Digitization Projects
- Manage 3 resources from our India team to provide leadership reporting and analysis to drive strategic decisions
- Partnered with Accounting, SEC Reporting and Tax on defining the Boston Private restructuring and acquisitions costs and the tracking of them
- Partnered with Strategic Workforce Planning team on building out the individual group plans
- Strengthened internal controls by reviewing existing policies and procedures, ensuring compliance with regulatory requirements.
- Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
- Managed budgets effectively to ensure optimal use of resources while maintaining financial stability.
FP&A Projects Director
Silicon Valley Bank (SVB)
03.2014 - 06.2021
- Support the Portfolio Projects, Facilities, and Transformation Office groups for all expenses throughout the bank for actuals, budgets and forecasts
- Support the projects in the business case process and reviewing and approving the iFWS (financials)
- Guide and educate the PM community on the difference of cash and accrual accounting (GAAP)
- Developed and implemented project management frameworks to enhance operational efficiency and performance.
- Implemented the cost allocation methodology and process to solidify total cost of ownership (TCO)
- Designed and supported the interface between Axiom and Planview to automate the forecast process
- Worked with SOX team to implement controls for the Direct Drive (sales compensation) process to remediate a longstanding deficiency
- Developed template to assess ROI/IRR/NPV for business cases submitted for approval
- Completed a project to forecast the depreciation accuracy for projects by building out a table to account for the updated depreciation policy
- Established vendor time tracking in Planview that will be used to eventually drive the invoicing in Coupa
Project Controller
Avnet Inc.
03.2011 - 03.2014
- Assigned the Project Controller role for our SAP deployment across our North America region ($85.1M budget)
- Developed process controls for ABM charges, invoicing from vendors, and SOW/PO approval
- Managed and tracked project staff with complex staffing model
- Managed and tracked actual to budget performance and research any material variances
- Developed the financial reporting end of the project dashboard
Sr. Financial Analyst
Avnet Inc.
01.2007 - 03.2011
- Automated the monthly reporting process through SAP
- Support the Cisco business unit through the full P&L. In the past, I have supported SBS groups, logistics and warehousing
- Provide analytical support to management to include P&L projections, ratio analysis, budgeting, and cost analysis related to business models
- Prepare financial and management reports; collects, organizes, evaluates, and analyzes complex financial data and information in the preparation of required internal and external reporting formats
- Analyze journal entries, accruals, allocated expenses, and closely interact with the Accounting Team during the month-end close process
- Develop and monitor internal controls to ensure operational compliance and to facilitate business performance
- Prepare and measure financial and operational metrics to track progress toward meeting quarterly and annual business unit performance goals
- Develop financial reports for forecasting, trending, and narrative results analysis for management
- Evaluate and recommend alternatives to existing procedures and financial reporting; understands the factors and conditions affecting the organization and responds appropriately when these change
- Reviews and analyzes reports in order to verify financial and operational results
- Streamlined budget forecasting processes, resulting in a 15% reduction in time spent on annual budget preparation.
Assistant Regional Finance Director
Concentra Medical
06.2004 - 07.2006
- Assist the Pacific region leadership team and provide financial management support
- Manage and organize the forecasting and budgeting process for the Pacific region totaling $300M in revenue
- Facilitate the physical inventory counts for 121 clinics
- Coordinate quarterly merit increases for administrative and clinical employees
- Maintain Clinic Incentive Plan database
- Perform ROI analyses on acquisitions and new builds of clinics
Financial Analyst
Pegasus Solutions
06.2001 - 06.2004
- Responsible for the Service Delivery, Product Management, Property System revenue, expense budgets, forecasts, and monthly analysis totaling $35M annually
- Performed modeling for profitability, cost reduction and outsourcing initiatives
- Performed modeling analysis to establish appropriate percentages for development of software
- Tracked and monitored key performance measures for responsible areas
- Interfaced with seven senior executives and their subordinates to facilitate and organize the budget and forecast information for 55 cost centers
- Responsible for ROI analyses on projects in assigned areas
- Provided monthly and quarterly analysis of the accounts receivables for the company
- Performed various ad hoc analyses to assist senior management in their decision-making process
- Established and maintained the organizational hierarchy in SAP
- Assisted in the development and monthly analysis of the allocation methodology across the business units
- Documented critical policies and procedures of job function to allow for cross-training within the department
- Successfully completed two reorganizations of the company on an international level
Financial Account Representative
Pegasus Solutions
08.2000 - 06.2001
- Managed 16 ASP clients with gross revenues totaling $28.7M
- Responsible for reducing the accounts receivables from $6.5M to $.5M in 10 months
- Performed reconciliation’s on customer’s accounts to facilitate cash flow
- Interfaced with customers to maintain a positive relationship without sacrificing business goals
Capital Recovery Specialist
Audit Integrations
01.2000 - 08.2000
- Worked with accounts payable systems for Fortune 500 and publicly traded companies
- Audited for pricing, cash discount, bill backs, anticipation, and freight allowances
- Discovered $111,000 worth of accounting errors
- Coordinated with controllers on consulting and training for the internal operating system
Education
MBA -
University of Phoenix
Phoenix03.2002
Bachelor of Science - Finance
W.P. Carey School of Business - Arizona State University
Tempe05.1994
Skills
- Oracle ERP, Essbase, SAP-ERP, SAP BW, BI, Axiom, Planview, Excel, Power Point, Word, and Outlook
- Team leadership
- Customer service
- Decision-making
- Complex Problem-solving
- Documentation and reporting
- Relationship building
- Budget control
- Financial management
- Policy and procedure development
- Teamwork and collaboration
Timeline
FP&A Manager
Western Alliance Bank
05.2023 - 11.2025
Director, Program Management
Silicon Valley Bank (SVB)
06.2021 - 05.2023
FP&A Projects Director
Silicon Valley Bank (SVB)
03.2014 - 06.2021
Project Controller
Avnet Inc.
03.2011 - 03.2014
Sr. Financial Analyst
Avnet Inc.
01.2007 - 03.2011
Assistant Regional Finance Director
Concentra Medical
06.2004 - 07.2006
Financial Analyst
Pegasus Solutions
06.2001 - 06.2004
Financial Account Representative
Pegasus Solutions
08.2000 - 06.2001
Capital Recovery Specialist
Audit Integrations
01.2000 - 08.2000
MBA -
University of Phoenix
Bachelor of Science - Finance
W.P. Carey School of Business - Arizona State University