Finance Planning & Anlysis Lead
James Sanders
Patterson Companies Inc.
Blaine,MN
28
years of professional experience
Results-driven Financial Analyst with expertise in quantitative analysis, budgeting, accounting, and forecasting. Develops and analyzes key performance indicators to enhance business operations and supports executive decision-making through effective modeling and reporting. Adapts swiftly to new technologies while thriving in fast-paced environments.
Work History
Finance Planning & Anlysis Lead
7 Years- Partner with commercial sales leadership in establishing annual branch budgets and territory sales targets for $1.4B business
- Create tools for business to assess and analyze RFP impact related to new or enhanced corporate account portfolio
- Administer sales rep quarterly bonus program for 150 reps
- Lead effort to create individual corporate account portfolio sales and margin reporting, pricing analysis as well various ad-hoc reporting has helped drive growth from $30M to $500M
Consultant, On Assignment at Medtronic
2 Years 9 Months- Prepared and distributed monthly and Quarterly P&L reporting package for both business and franchise level.
- Worked with Marketing leadership on establishing annual expense budgets and quarterly forecasts including reorganization and headcount cost modeling
- Developed priority playbook with Marketing leads, outlining specific actions to achieve expense reduction targets
- Consolidated franchise-level Marketing expenses, enhancing finance leadership's visibility into current results and intra-quarter spending estimates
- Created product-level profitability forecast model, equipping Product Managers with a tool for informed decision-making on product trade-offs
- Summarized sales data to analyze sales trends in rationalized vs. replacement products as well as highlighting specific product and region trends
Financial Consultant/Senior Finance Analyst
5 Years- Serve as finance lead for assigned product group within OptumHealth business. Develop and manage financial planning, budgeting and forecasting for both revenue and expenses. Create revenue models in order to evaluate pricing and product viability. Highlight relevant industry trends and apply those insights into product planning.
- Created department-wide sales reporting process integrating all product lines and metrics for enhanced visibility
- Led expense allocation process with senior leaders, clarifying department drivers and impacts to inform strategic decisions
- Evaluate economics around customer pricing exceptions and opportunities
- Assessed customer pricing exceptions to determine economic impact
Senior Finance Analyst
1 Year- Supported Corporate Merchandise department by preparing accurate, timely financial analysis and research aligned with company goals. Compile reports and narrative for Executive level reporting.
- Created an accountability tool used by Vice Presidents that measures the multiplier impact of owned inventory on margin by category
- Trained junior analysts on report generation and financial processes to enhance team capabilities.
- Created accountability tool for Vice Presidents measuring multiplier impact of owned inventory on margin by category.
Accounting Supervisor
2 Years- Provided financial oversight to SUPERVALU's $15 million dollar fixture manufacturing facility located in Payson, UT.
- Oversaw monthly, quarterly and year-end financial close process and conducted a monthly financial review with Vice President and Directors for Store Design Services. Mentored staff of four accountants by providing ongoing feedback, performance reviews and holding periodic department meetings.
- Analyzed negotiated vendor supply agreements to identify cost-saving opportunities and improve contract terms
- Led business model change, developing new planning tools to clarify financial impacts for business owners
- Developed new revenue forecast tool in order to provide more accurate EBIT forecasts on a Qtr basis for management
- Developed revenue forecast tool to enhance accuracy of quarterly EBIT forecasts for management
- Provided ongoing analysis related to negotiated vendor supply agreements
- Leveraged existing technology resources and designed a process to increase output in the Store Design Services department
Senior Accountant
4 Years- Accounting lead for Oracle module development used by Equipment Procurement department
- Set up and maintain commission reporting for Sales Director
- Prepared detailed department write ups for both Balance Sheet and P&L variance analysis
- New computer software test user for Accounting department
- Provide revenue projections for service business based on varying productivity
Staff Accountant
1 Year- Created and Maintain DSG Financial Statements through the use of Hyperion Essbase
- Established direct A/R follow-up policy
- Sarbanes-Oxley Initiatives including participating in pilot program for walk through. Oversaw the development of a Lock Box system for cash receipts with SUPERVALU Treasury and Shared Services Departments.
- Provide A/R analysis and recommend proper bad debt reserve allowances for Controller
- Provide leadership and training to one direct report
- Calculate Gross Profit using Access database. Created new queries to provide more accurate figures saving time used for research purposes.
Assistant Staff Accountant
5 Years- Maintain and reconcile multi-regional balance sheet account
- Produce project cost reports for billing purposes
- Maintain direct A/R database
- Prepare and Analyze P&L and A/R Statements for Project Management Group- Created new reports to increase the ability to analyze data for management
- Develop new Revenue Forecasting and Aging Reports
- Produced multiple department budgets- Point person for collecting and analyzing data
Education
BA - Finance
Skills
Budgeting and forecasting
Sales Reporting and Analysis
Financial modeling
Process Improvement Initiatives
Asset divestiture management
Software upgrade expert
PeopleSoft (Reporting module)
Oracle GL (AR
AP
Purchasing Modules)
SAP GL
Oracle Planning Application
SAP Business Objects
Visual Manufacturing
Hyperion Essbase/Smart view
SAP Analysis for Office
MicroStrategy
Timeline
Finance Planning & Anlysis Lead
Patterson Companies Inc.
11.2019 - CurrentRead More
Consultant, On Assignment at Medtronic
Robert Half Management Resources
01.2017 - 10.2019Read More
Financial Consultant/Senior Finance Analyst
OptumHealth
01.2012 - 01.2017Read More
Senior Finance Analyst
SUPERVALU Inc.
01.2011 - 01.2012Read More
Accounting Supervisor
SUPERVALU Inc.
01.2009 - 01.2011Read More
Senior Accountant
01.2005 - 01.2009Read More
Staff Accountant
01.2004 - 01.2005Read More
Assistant Staff Accountant
01.1999 - 01.2004Read More
Bethel College
BA from Finance
Read More