David Nejad
Summary
Motivated Financial Planning and Analysis Manager with a strong background in all aspects of accounting and financial management across multiple industries. Extensive experience in budgeting, strategic planning, and accounting, with a proven ability to compile and analyze data to provide accurate and timely insights that support business decision making. Excels at developing long-term financial plans and forecasts, as well as identifying areas for cost savings and process improvement. Adapt at increasing work process efficiency and profitability through functional and detailed operational and financial analysis.
Overview
13
13
years of professional experience
Work History
FP&A Manager
E2 Companies, LLC
10.2023 - Current
- Develop and implement financial plans for new business development, including market sizing, pricing strategy, sales forecast, and budgeting.
- Oversee the preparation of monthly / quarterly budgets to ensure all projects are within scope.
- Provide analytical support in developing strategies to improve profitability through cost reduction or revenue enhancement initiatives.
- Assist with the development of annual operating plans by providing input into key assumptions used in forecasting future performance.
- Perform analysis of current operations to identify opportunities for improvement and assist Management in evaluating potential acquisitions or divestitures.
- Review all financial planning documents including budgets, forecast, and cash flow statements.
- Manage monthly reporting processes for Senior Management review to ensure timely decision making.
- Collaborate with other departments on strategic initiatives to improve overall company performance.
- Prepare quarterly business plans based on annual goes and objectives set by the senior leadership team.
Fiscal and Program Manager
City of Fort Myers
01.2021 - Current
- Assist in preparation of annual budgets; determine needs/costs and maximization of department resources; fiscal management and reporting
- Responsible for reconciliation of cost to A/R, tipping fees, and daily bank deposits
- Prepare and maintain complex financial and productivity spreadsheets
- Pioneered process to track and capture performance and metrics for Utility Billing meter services staff
- Responsible for report and statement preparation detailing the financial status of the City's Solid Waste Division
- Prepare and maintain complex financial spreadsheets
- Responsible for reconciliation and correction of errors in Solid Waste accounts prior to closing the account to support year-end balances
- Set up financial reports and annual financial/invoice accounting systems, train staff, coordinate major capital purchases
- Coordinate department projects, as requested, including assembling information, resources and personnel.
Company Owner
Gimmie A Break Pet Care LLC
01.2016 - 01.2020
- Created and grew a book of clients from zero to over one hundred in under five years and managed seven employees
- Managed all aspects of the business including accounting, finance, HR, legal, and client relationships
- Created trend reports to effectively carry out the vision of our company
- Grew yearly revenue on average of 46% since inception
- Developed new processes to increase year over year profit margins on average of 5.3%
- Received accreditation from the BBB and maintained an A+ rating.
Financial Analyst II
Brunswick Corporation
01.2015 - 01.2016
- Responsible for financial reporting (modeling, budgeting, and forecasting) of Brunswick's three financial service entities
- Developed pricing, reserve amounts, methodology, and reserve pool claims analytics for the warranty company
- Pioneered business and finance models to support pilot partnerships
- Assisted upper management on various ad-hoc analysis relating to pricing and program profitability
- Drove systems integration for the new warranty system and created new reporting processes
- Conducted analysis related to financial results, sales, and operations to help improve decision making.
Grant and Treasury Analyst
TCS Education System
01.2013 - 01.2015
- Handled the treasury function for the company and related affiliates
- Prepared required financial statements and weekly cash forecasts
- Booked monthly investment activity, employee donations, and all external donations for month and year end close
- Reconciled balance sheet and income statement accounts
- Developed and maintained systems to facilitate grant accounting and budgeting
- Enforced and reviewed all company travel and corporate card spending as the Concur administrator.
Tax Accountant
Guarantee Trust Life Insurance Company
01.2011 - 01.2013
- Prepared quarterly and annual tax returns for various states
- Maintained corporate ledgers by providing monthly account analysis and performing reconciliations
- Booked and recorded monthly, quarterly, and year-end investment/tax activity to close books
- Prepared daily cash position reports for management and ensured all accounts were properly funded.
Education
Bachelor of Accountancy -
Loyola University Chicago
Chicago, Illinois05.2011
Skills
- Data-driven analytics
- P&L management
- Budget analysis
- 3-Statement Modeling
- Risk management
- Advanced excel (SUMPRODUCT, SUMIF, VLOOKUP, PIVOTTABLE, Etc)
- Data Mining
Accomplishments
- Provided strategic financial support which resulted in 125% growth during tenure.
- Develop the financial plan for a 1.3 billion annual labor expense across 60,000 plus operational associates, working with the operations division to achieve labor savings of 8%.
- Performed in-depth analysis of site performance across the us, highlighting areas for improvement and potentially site closures which resulted in savings of over 20 million.
- Developed and implemented a new budgeting process that increase the accuracy of forecasting by 25%.
- Resolved product issue through consumer testing.
- Saved over 1.5 million in potential losses by
Timeline
FP&A Manager
E2 Companies, LLC
10.2023 - Current
Fiscal and Program Manager
City of Fort Myers
01.2021 - Current
Company Owner
Gimmie A Break Pet Care LLC
01.2016 - 01.2020
Financial Analyst II
Brunswick Corporation
01.2015 - 01.2016
Grant and Treasury Analyst
TCS Education System
01.2013 - 01.2015
Tax Accountant
Guarantee Trust Life Insurance Company
01.2011 - 01.2013
Bachelor of Accountancy -
Loyola University Chicago
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