Summary
Overview
Work History
Education
Skills
Accomplishments
Volunteer Experience
Timeline
Generic

LEONARD (LEN) LEGOTTE

Financial Analyst
Goodyear,AZ

Summary

Experienced, trustworthy, energetic, and collaborative corporate finance and accounting professional, seeking to continue my Senior Financial Analyst career path, consistent with my most recent positions. The combination of over 30 years of accounting, finance, budget preparation and forecasting, budget variance analysis, strategic planning, and KPI creation provides me with the solid tools necessary to succeed in my next role. My unique skill set includes six years of adjunct teaching experience as an adjunct professor, teaching finance, accounting, and statistics to both graduate and undergraduate students.

Overview

29
29
years of professional experience

Work History

Sr. Financial Analyst – Global Manufacturing

LaserGifts
Prescott
01.2025 - 03.2025
  • Created 2022-2024 sales report and analysis - all customers, sales reps, and states.
  • Completed 2022-2024 sales, discounts and incentives report and analysis - all customers, sales reps, and states.
  • Used a variety of financial analyst tools, including pivot tables for data analysis, prepared graphs, and charts with conditional formatting for management’s ease of analysis.
  • Summarized a comparison of name program merchandise for 2025 – provided data showing programs with high-performing stores, average-performing stores, and poor-performing stores.
  • Used QuickBooks Enterprise 2024 system for reporting.

Sr. Financial Planner & Analyst – Global Manufacturing

Schoeller Allibert, US
Goodyear
04.2023 - 08.2024
  • Forecasted six months for US Income Statement, Balance Sheet, and Cash Flow statements.
  • One-day accounting close, with financial analysis completed by business day five.
  • Updated and maintained monthly projection/forecast and annual budget files.
  • Strategized working with a 9-hour time difference to the corporate office.
  • Prepared a monthly PowerPoint preparation for Finance review with corporate.
  • Updated conversion costs, monthly and YTD budget to actual waterfall charts.
  • Supported the VP of Finance and President on monthly Business Review Meetings (BRM).
  • Completed 2024, 6+6 forecast analysis.
  • Completed 8-week cash flow forecasts and deviation reports.
  • SIOP meeting participant - providing budget, forecast, and actual financial data.

Senior Accountant – Entertainment

Barrett Jackson Auction Company
Scottsdale
08.2022 - 01.2023
  • General accounting and cost allocations, monthly balance sheet reconciliations, daily operating account tracking, monthly bank reconciliations, sales tax reporting – AZ, TX, CA, FL.
  • Houston Auction - Cash vault responsibilities, bank deposits, and bidder envelopes.

Rates Analyst 3

Liberty Utilities
Litchfield Park
03.2022 - 06.2022
  • Worked on the water rates project for Cordes Lake.

Rates Analyst 3

EPCOR Water, Inc.
Phoenix
11.2020 - 12.2021
  • Company Overview: Private Water and Wastewater Company
  • Prepared a variety of rate schedules for current Arizona consolidated water rate cases.
  • Tested individual District bills after the ACC approved new rates for all EPCOR, using a complex rate bill testing model.
  • Prepared quarterly New Mexico Earnings test to determine if rate adjustments were necessary.
  • Private Water and Wastewater Company

Contract Accounting work for various organizations

RemX, RGP and Randstad USA
San Diego
07.2019 - 06.2020
  • Company Overview: (Temporary Accounting Roles)
  • General accounting - Financial statements, payroll, fixed assets, JEs, and audit preparation.
  • (Temporary Accounting Roles)

Senior Consulting Accountant

Wawanesa Insurance Company
San Diego
05.2018 - 12.2018
  • Company Overview: Canadian-owned organization using IFRS reporting with approximately $30M in US annual revenues.
  • Fulfilled responsibilities in completing monthly reconciliations, reporting, and other general accounting functions for an international insurance company.
  • Completed annual operations and capital budgets.
  • Financial statement reviews and budget to actual variance analysis.
  • Canadian-owned organization using IFRS reporting with approximately $30M in US annual revenues.

Adjunct Faculty – School of Business and Professional Services

Brandman University
San Diego & Irvine
10.2016 - 03.2018
  • Company Overview: Private University, part of Chapman College, with approximately $137M in 2019 annual revenues.
  • I taught accounting, finance, and statistics concepts to graduate and undergraduate students; led, evaluated, and monitored student progress; worked cohesively with administration.
  • Private University, part of Chapman College, with approximately $137M in 2019 annual revenues.

Director of Accounting

Michael Wall Engineering, Inc.
San Diego
08.2016 - 04.2017
  • Company Overview: Privately held lighting engineering services company, with approximately $10M in annual revenue.
  • Converted company software system from QuickBooks to Ajera project-specific software.
  • Corrected inaccurate financial statements and monthly financial statement preparation.
  • General accounting – management, payroll, cash management, and financial statement review.
  • Privately held lighting engineering services company, with approximately $10M in annual revenue.

Controller / Accounting Manager

Pro Back Office, LLC
San Diego
01.2015 - 12.2015
  • Company Overview: Accounting and Human Resources Services with approximately $5M - $10M in annual revenues.
  • Responsible for 2-8 clients and included managing PBO staff of up to three employees.
  • General accounting duties, completed the accounting cycle, revised weekly procedures.
  • Technology experience – cloud accounting, QuickBooks Pro, and QuickBooks Enterprise.
  • Accounting and Human Resources Services with approximately $5M - $10M in annual revenues.

Accountant / Budget Analyst

Padre Dam - Municipal Water District (MWD)
Santee
07.1996 - 02.2012
  • Company Overview: Local Water District with approximately $30M in annual revenues.
  • Completed company budget, progressed from annual to five-year business plan and budget.
  • Collaborated on budget with GM, CFO, and key budget managers.
  • Developed an innovative 5-year operating flexible budget to an actual tracking spreadsheet for all six departments, and forty cost center locations for all account line items.
  • Implemented a multi-year, flexible budget process, increasing interdepartmental trust. Flexible budgeting allows departments to carry forward budget surpluses and deficits to future years.
  • Local Water District with approximately $30M in annual revenues.

Education

MBA - Public Administration

University of Phoenix
San Diego, CA

BSBA - Accounting

University of Phoenix
San Diego, CA

Skills

  • Balance sheet analysis
  • Data modeling
  • Managerial finance
  • Budget development
  • Financial forecasting
  • Operating expense analysis
  • Budget-to-actual analysis
  • Financial modeling
  • Pivot tables and charts
  • Capital expenditures
  • Financial reporting
  • Power BI
  • Cash flow management
  • Financial statement analysis
  • Power Pivot
  • Accounting and finance education
  • Financial statement preparation
  • Power Query
  • Cost analysis
  • GAAP and IFRS compliance
  • Root cause analysis
  • Cross-functional collaboration
  • General ledger analysis
  • Statistical reporting
  • Data analysis
  • Key performance indicators (KPIs)
  • Strategic thinking

Accomplishments

  • 20 years - Financial statement analysis of balance sheets and income statements
  • 20 years - Departmental budget to actual variance analysis, and cross-functional departmental meetings, collaborations, and presentations, to inform and apply better budget processes.
  • 20 years - Annual, and multi-year budget preparation experience.
  • 20 years - Financial statement analysis of balance sheets and income statements.
  • 13 years - Assisted in the District earning the Excellence in Operating Budget awards from the California Society of Municipal Finance Officers (CSMFO) five times.
  • 20 years - Evaluated daily, and weekly metrics for upper management; including general ledger account detail to ensure a successful month-end close.
  • 20 years - Created weekly and monthly financial reports for upper management.
  • 6 years - Adjunct faculty professor, taught Accounting, Finance, and Statistics
  • Created a 5-year financial Excel model that tracked every G/L operating expense account for all cost centers and for all departments - budgets, actuals, and variances.
  • Proficient with financial statement analysis and creating summary result packages for management.
  • Collaborated with the Operations department to create the production report, due to corporate twice per month with corporate meetings monthly to discuss production unit results, production costs and inventory.
  • Experience with overseeing and observing cycle counts, month-end, and year-end inventories.
  • Participated in SIOP meeting participant for finance, provided forecast figures.
  • Successful completion of 2019 operating and capital budgets – estimated $30M in US revenues.

Volunteer Experience

  • San Diego Blood Bank, San Diego, CA, 11 Gallon Donor Club, 1996-2020
  • YMCA of East County San Diego, La Mesa, CA, Annual Campaign – Team Leader, 2011-2016
  • Wheel of Fortune - NBC, Los Angeles, CA, Game show contestant, 2016
  • Lake Murray Little League, La Mesa, CA, Former coach, scorekeeper, umpire and treasurer, 2002-2006

Timeline

Sr. Financial Analyst – Global Manufacturing

LaserGifts
01.2025 - 03.2025

Sr. Financial Planner & Analyst – Global Manufacturing

Schoeller Allibert, US
04.2023 - 08.2024

Senior Accountant – Entertainment

Barrett Jackson Auction Company
08.2022 - 01.2023

Rates Analyst 3

Liberty Utilities
03.2022 - 06.2022

Rates Analyst 3

EPCOR Water, Inc.
11.2020 - 12.2021

Contract Accounting work for various organizations

RemX, RGP and Randstad USA
07.2019 - 06.2020

Senior Consulting Accountant

Wawanesa Insurance Company
05.2018 - 12.2018

Adjunct Faculty – School of Business and Professional Services

Brandman University
10.2016 - 03.2018

Director of Accounting

Michael Wall Engineering, Inc.
08.2016 - 04.2017

Controller / Accounting Manager

Pro Back Office, LLC
01.2015 - 12.2015

Accountant / Budget Analyst

Padre Dam - Municipal Water District (MWD)
07.1996 - 02.2012

MBA - Public Administration

University of Phoenix

BSBA - Accounting

University of Phoenix
LEONARD (LEN) LEGOTTEFinancial Analyst