DAVID R PRATT
Palatine,IL
Summary
Top-performing manager with over twenty years of operations leadership. Experienced at building working relationships with all levels of management across functions. Adept at providing workforce management and financial leadership, and cultivating lasting client relationships. Ambitious professional with superior analytical and problem solving skills.
Overview
26
26
years of professional experience
Work History
Senior Director of Operations
SoFi
07.2020 - Current
- Led Operations Workforce Management and Analytics teams.
- Created a process to manage production KPIs through long term capacity planning.
- Managed quarterly staffing forecasting in partnership with other Operations leaders and Strategic Finance.
- Led Workforce team through a major telephony and chat system conversion from multiple vendors to Genesys Cloud.
Finance Business Partner, Operations and IT
SoFi
10.2018 - 06.2020
- Created the Operations Strategic Finance function for a start-up moving from a pre-IPO lending business to a full-fledged publicly traded consumer finance company.
- Applied FP&A knowledge gained from more established companies and applied it to a start-up.
- Allowed Operations and IT leaders to understand KPIs, staffing and vendor spend, helping the operations to become more productive as it grows.
Financial Planning and Analysis Group Manager
Citigroup
10.2016 - 10.2018
- Lead financial professional for the company's Citi Branded credit card customer service call centers in the US with an annual budget of $320MM.
- Partnered with the operations leaders in managing the financial performance and strategic direction of the call centers.
- Managed the process to develop the annual budget with operations, workforce management, decision management and project teams.
- Led a team of Finance professionals who monitored and analyzed financial, statistical and operational data trends.
- Took a leadership role in the Global Cards operations finance team.
Business Planning and Analysis Group Manager
Citigroup
05.2009 - 11.2016
- Lead financial professional for the company's Citi Retail Services credit card customer service call centers in the US and Canada with an annual budget of $175MM.
- Partnered with the operations leaders in managing the financial performance and strategic direction of the call centers.
- Managed the process to develop the annual budget with operations, workforce management and project teams.
- Led a team of Finance professionals who monitored and analyzed financial, statistical and operational data trends.
- Developed and evaluated valuations of initiatives designed to optimize the call center business and broader operations.
- Took a leadership role in the Global Cards operations finance team.
- Integrated Best Buy calls center financials in 2013.
Finance Reporting Senior Manager
Citigroup
11.2003 - 05.2009
- Lead financial professional for the company's Private Label Credit Card customer service call centers.
- Managed a team that developed the annual financial plan and provide monthly forecasts and special financial analyses.
- Integrated the Sears Card call center financials into the Citi Cards business.
- Gained responsibility for the financial management of the Home Depot, Fuel and Specialty Merchants call centers.
- Worked closely with the operations managers of the business.
Senior Financial Analyst
Sears
09.2002 - 11.2003
- Primary financial professional for the company's Sears Card and Sears Gold MasterCard call centers.
- Analyzed key monthly and annual business trends in the call centers, working closely with the operations managers of the business.
- Developed the annual financial plan and provide monthly forecasts and special financial analyses.
Manager, Business Development
Sears
01.2000 - 09.2002
- Developed financial model for the $1.9 billion acquisition of Lands' End.
- Evaluated the deal's implications for NPV, accretive/dilutive effects on earnings per share and credit ratios.
- Developed model for valuation of acquisitions through projections of cash flows by forecasting pro forma Income Statements, Balance Sheets and Statements of Cash Flows.
- Evaluated new business development opportunities using financial and strategic analysis.
Treasury Analyst
Sears
08.1998 - 01.2000
- Analyzed company's future cash flows providing support for the company's $1.5 billion share repurchase program.
- Evaluated and revised company's framework for pricing employee option grants.
- Developed Monte Carlo simulations to price exotic options to determine value of insurance products.
Education
MBA - Concentration in Finance and Accounting
University of Chicago
Chicago, ILMaster of Regional Planning - Concentration in Economic Development
University of North Carolina
Chapel Hill, NCBachelor of Arts - History
Northwestern University
Evanston, ILSkills
- Leadership in a Matrix Organization
- Call Center Leadership
- Workforce Management and Capacity Planning
- Capital Budgeting
- Financial Planning and Analysis
- Project Evaluation and Valuation Modelling
- IBM TM1, Oracle Essbase and Planful
Additional Information
AWARDS:
- Citi Leadership in Excellence Award 2015
- Citi Finance Team Challenge 2011
- Citi Cards Chairman's Leadership Award 2008
- Citi Cards Chairman's Leadership Award 2005
Timeline
Senior Director of Operations
SoFi
07.2020 - Current
Finance Business Partner, Operations and IT
SoFi
10.2018 - 06.2020
Financial Planning and Analysis Group Manager
Citigroup
10.2016 - 10.2018
Business Planning and Analysis Group Manager
Citigroup
05.2009 - 11.2016
Finance Reporting Senior Manager
Citigroup
11.2003 - 05.2009
Senior Financial Analyst
Sears
09.2002 - 11.2003
Manager, Business Development
Sears
01.2000 - 09.2002
Treasury Analyst
Sears
08.1998 - 01.2000
MBA - Concentration in Finance and Accounting
University of Chicago
Master of Regional Planning - Concentration in Economic Development
University of North Carolina
Bachelor of Arts - History
Northwestern University