Impactful professional with extensive experience in the areas of pricing, financial analysis, budgeting, forecasting and variance analysis. Recognized for building impactful analytical models used to deliver actionable insights for organizational growth. Work interactively with all levels of management to comprehensively deliver growth and productivity messaging.
Overview
29
29
years of professional experience
Work History
Prime Vendor Analyst
Medline
09.2022 - Current
Develop detailed analytical tools to ensure the proper finance and operational metrics are reviewed by Sr Management
Provide dynamic weekly and monthly performance reports for review by Senior Management
Work closely with sales and existing customers to ensure financial and operational goals are met
Circulate regularly scheduled KPI reports to senior management for analysis of performance
Senior Financial Analyst
ADT Security Services
06.2018 - 10.2019
Developed and maintained the $35 million OPEX budget and $100 million CAPEX budget for the 400-member IT Technology Department
Provided dynamic weekly and monthly performance reports for review by Senior Management
Worked closely with Project Managers and Program Managers to ensure project plans were within budget
Served as primary approver for OPEX expenditures and headcount additions
Circulated regularly scheduled KPI reports to senior management for analysis of performance
Senior Budget Analyst (Contract)
Broward College
05.2017 - 06.2018
Innovative analyst recognized for coordinating the development of annual operating plans designed to allocate necessary resources while meeting corporate goals and state funding requirements
Developed and maintained detailed student enrollment models which forecasted varied revenue streams in a detailed manner
Developed and maintained detailed state fund balance models for use by academic departments in their planning and tracking of state funded allocations and resources
Performed all ad hoc analysis and reporting as needed by Divisional AVP
Performed account reconciliation where needed to ensure accurate and timely monthly close
Senior Financial Analyst
Sunshine Restaurant Partners
09.2015 - 03.2017
Developed comprehensive, interactive Excel budget models that allocated revenues and expenses to 109 store locations that rolled into productivity, profitability and financial summaries for senior management
Developed 2016 and 2017 annual operating plans for 109 franchise stores and 60 additional stores within a subsidiary umbrella
Served as point person for all ad hoc revenue and expense analysis for the CFO
Interacted daily with operational managers to understand market factors and operational issues for use with revenue and expense variance analysis
Published weekly reporting for circulation to corporate executives summarizing revenue, expense, year over year traffic as well as profitability
Senior Pricing Analyst
Commonwealth - Altaids, Inc.
12.2011 - 09.2015
Developed effective domestic pricing strategies to enhance the profitability of the full suite of Commonwealth-Altaids products
Liaised with Senior Management and sales force personnel to proactively address market changes and competitive strategies
Conducted detailed analysis of market share drivers such as elasticity and product cannibalization
Developed score card whereby company products could be evaluated monthly with respect to market share, price positioning, profitability and future opportunities
Formed and chaired a pricing analyst steering committee whereby sales force and analyst input was evaluated on a monthly basis to perform post mortem analysis and make better informed investment decisions
Project Pricing Manager
DHL Worldwide Express
08.1996 - 12.2011
Developed financial management strategies and pricing for full suite of delivery and logistics support products and services including managing $350 million in corporate revenues
Conducted sophisticated market research to aid in analysis and adjustment of price points ensuring ongoing pricing optimization
Led training programs on corporate initiatives and strategy for domestic sales force
Designed and implemented automated flagging system for unprofitable accounts that enabled efficient pricing revisions and significantly increased profitability