Oracle
David Stewart
Broomfield,CO
Summary
Insightful Manager with experience directing and improving operations through effective employee motivational strategies and strong policy enforcement. Proficient in best practices, market trends and regulatory requirements of industry operations. Talented leader with analytical approach to business planning and day-to-day problem-solving.
Overview
15
15
years of professional experience
Work History
Sr Financial Analyst
AMP Robotics
01.2023 - 12.2023
- Brought in to transition AMP from Excel based budgeting to the Oracle Planning Budgeting Cloud Service (PBCS) in anticipation of company growth
- Responsible for Budgeting and Forecasting the sales of Artificial Intelligence (AI) Powered Robots to new and existing customers
- Single-handedly mapped and loaded the Excel Budget model into the PBCS system for Net Income, Balance Sheet and Cash Flows - was able to complete this task within 3 months
- Loaded Actuals from NetSuite into Oracle PBCS
- Used Python Scripts to update the data warehouse and Power BI reports
- Set up rules/scripts to run overnight to calculate the Budget and Forecasts automatically
- Maintained the System Dimensions, Backups, Headcount and other assumptions used in the model
- Helped create Board reports and Monthly investor reporting using HsGetValue to quickly pull in data from Oracle PBCS so that we could update them in hours instead of days
- Developed presentations and reports to inform and educate stakeholders and financial teams on growth possibilities.
- Trained new analysts on corporate policies and procedures and implemented mentoring program, reducing onboarding time.
- Calculated Robot Profitability and led discussions to isolate areas of Profit Margin improvement
- Reviewed OPEX reports with VPs to help them manage the business
- Used Google Workspace extensively at AMP Robotics with Google Sheets, Google Docs and Google Slides
Lead Finance Analyst
Lumen (CenturyLink)
07.2020 - 12.2022
- Was the lead FP&A analyst for Customer Success in the East region that oversaw $1.5B of North American business revenue, made monthly PowerPoint presentations to Executive Leadership, forecasted revenue, and provided quarterly financial updates to Investor Relations
- Updated the Budget in Anaplan (and Essbase) for Customer Success in the East
- Created and published Power BI reports to view Sales, MISR and Revenue information
- This information was used by Executives and I helped guide them to manage their business
- Focused on the Customer Success Business model to concentrate on ways to improve churn so that we lost less customers
- YoY churn improved 12% when I was in this role
- Partnered with FP&A members from the Central and West organizations to track key customer movement in Salesforce
- Utilized Microsoft Teams and Zoom extensively
- Typically shared and updated files on Teams so that multiple people could collaborate on reports
IT Business Operations Consultant
Kaiser Permanente
03.2018 - 07.2020
- Supported the Technology Risk Office at Kaiser Permanente to ensure spending targets are reached, business objectives are met, and SOWs are spent appropriately
- Was hired as a contractor in Mar 2018 and converted to FTE in July 2018
- Partnered with Dept Managers to budget and track quarterly Opex and Capex targets so that business objectives were met in adherence with cost controls
- Provided cross-functional expertise to management for business and technology issues
- Improved client business processes by analyzing current operations and recommending strategic solutions.
- Tracked different sources of funds for SOWs to ensure compliance and appropriate spending
- Tracked Requisitions, POs, and Progress Logs in Onelink to ensure things are paid on time and according to forecast
- Tracked ALM to ensure forecasts were accurate
- Provided expertise on business processes for the Technology Risk department
- Acted as a liaison to Finance to answer operational questions and provide business expertise
Sr. Financial Analyst
Viega
11.2016 - 03.2018
- Prepared budgets and monthly FP&A reporting for Revenue, COGS, Margins and SG&A for a global manufacturing company; supervised one employee.
- Led a team that developed a PowerBI to analyze Revenue, COGS, Margins, and SG&A down to the SKU level so that we had a better picture of customer profitability and so that the organization could make better business decisions from the executive level to supply chain and sales managers
- Worked with the CEO, CFO, VPs, Board of Directors and the Controller to analyze variance, recommend strategies to control costs, and forecast results
- Prepared executive level bridges/waterfalls to give executives better insight into monthly, quarterly, and annual financial results
- Budget Administrator, was responsible for rolling up and updating the Budget Model using extensive Microsoft Excel spreadsheet development including macros
- Worked closely with Sales and Supply chain to ensure that we had enough resources to hit our numbers with double digit growth rates
Director FP&A and Sales Support
TruEffect
10.2013 - 10.2016
- Progressed quickly from an Independent Contractor to Sr Financial Analyst to Manager of FP&A, to Director of FP&A and Sales Support (finished as an Independent Contractor)
- Worked closely with organizational leadership and board of directors to guide operational strategy.
- Prepared reports for the CEO, COO, CFO, Board of Directors, Investment Bankers, and Shareholders
- Built a data room for potential investors and helped maintain the Capitalization Table.
- Provided monthly variance analysis and reporting by calling out insightful financial updates and variance analysis to enable transparency into financial performance, prepared Powerpoint decks conveying key variances and drivers
- Built a financial model to forecast the Balance Sheet, Income Statement and Statement of Cash Flows
- Worked with the CEO and CFO to develop business strategies and adjust the budget accordingly
- Salesforce.com Administrator worked closely with the Business Development to forecast the pipeline and deliver on Sales goals
- Developed Dashboards, reports and API integrations to improve Salesforce functionality
- Designed and ran weekly dashboards to track key metrics - P&L, Sales Funnels, Product Development, and Operational Efficiency
- Analyzed new and existing customers to determine churn rates and product profitability as well as recommended strategies to improve results
- Developed and tracked compensation plans
- Trueffect was an ad tech and marketing company
Manager, Corporate Finance
Verio
06.2009 - 05.2013
- Was responsible for all aspects of corporate finance at a mid-sized web hosting company; including supervising three employees.
- Managed the entire budgeting process for Revenue, COGS, and OPEX budgets across all departments and products
- Prepared PowerPoint presentations to represent results of monthly and quarterly Operations alignment process for business units, driving cross-functional alignment of full P&L, product portfolio and deal pipeline
- Gave a monthly management review (presentation) to the CEO and Senior Leadership team based on performance against budgets and utilized variance analysis to ensure corporate goals were met
- Implemented the Balanced Scorecard at Verio to track Corporate Objectives
- Maintained and refined a pricing model that tracked infrastructure, hardware, software, commissions, and credit card and bad debt costs
- Performed all aspects of the Treasury Management Function which included monitoring daily cash balances, transmitting wires, preparing 90-day cash forecasts, and determining investments
- Accomplished multiple tasks within established timeframes.
Education
MBA - Business Administration
George Washington University
Washington, DC01.2003
Bachelor of Science - Finance
University of Virginia
Charlottesville, VA05.1991
Skills
- Solid understanding of the Income Statement, Balance Sheet, and Cash Flow Statement
- Advanced MS Office skills - especially PowerPoint, Excel (Pivot Tables, Vlookups, Index, Match, macros, etc)
- Oracle PBCS System administrator (at AMP Robotics)
- Salesforcecom administrator (at TruEffect)
- Power BI - Able to Write, Edit and Publish Reports
- Experience with Oracle, SAP, NetSuite, Hyperion Essbase, Anaplan, Access, QuickBooks, and MicroStrategy, Python, and Big Query, Google Docs, Google Sheets, and Google Slides, MS Teams, and Google Meet
- Work well with both Domestic and International Teams
- Business Operations Analysis
- Financial Management
- Budget Forecasting
- Strategic Planning
- KPI Management
Other Areas Of Expertise
- Financial Analysis
- Budgeting
- Process Improvement
- Forecasting
- Training
- Compensation Analysis
- Treasury / Cash Management
- Corporate Strategy
- KPIs
- Onelink (PO's, Requisitions, Progress Logs)
- Contracts
- SOWs
Software
SAP
NetSuite
Hyperion Essbase
Anaplan
Oracle PBCS
Excel
Access
QuickBooks
MicroStrategy
Python
Big Query
Google Docs
Google Sheets
Google Slides
Google Meet
MS Teams
Timeline
Sr Financial Analyst
AMP Robotics
01.2023 - 12.2023
Lead Finance Analyst
Lumen (CenturyLink)
07.2020 - 12.2022
IT Business Operations Consultant
Kaiser Permanente
03.2018 - 07.2020
Sr. Financial Analyst
Viega
11.2016 - 03.2018
Director FP&A and Sales Support
TruEffect
10.2013 - 10.2016
Manager, Corporate Finance
Verio
06.2009 - 05.2013
MBA - Business Administration
George Washington University
Bachelor of Science - Finance
University of Virginia