Summary
Overview
Work History
Education
Skills
Timeline
Generic

Samuel Madden

Garland,TX

Summary

Expert Analyst versed in Statistics, Quantitative Methodology, and Financial Modeling areas. Offering over 30 years of experience organizing, modeling and analyzing data to forecast business trends. Efficient, decisive and thorough professional.

Overview

35
35
years of professional experience

Work History

HOA Consultant

Self Employed
Garland, TX
01.2018 - Current


  • Liaised with customers, management and sales team to better understand customer needs and recommend appropriate solutions.
  • Initiated success of client's organization by improving performance, hiring practices and management systems.
  • Developed strategic component development plans to support future projects.
  • Authored detailed work plans to meet business priorities and deadlines.
  • Supported clients with business analysis, documentation and data modeling.
  • Took detailed notes and kept records of program and performance progress, education initiatives and leadership.
  • Tracked costs and expenses to compare with original budget and identify failure points.
  • Created detailed roadmaps of action items and project goals and generated reports to inform budgeting and planning.
  • Conducted P&L statement analysis to improve daily operations, increase revenue and reduce costs.
  • Managed costs and quality of Two Worlds Broadway Residents Association
  • Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.

Finance/Investment Advisor and Tax Preparer

Self Employed
Dallas, TX
04.1991 - Current
  • Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
  • Managed 401k's, IRA's and Mutual Fund Holdings for Clients.
  • Prepared Clients Annual Tax Returns

Co-Director

Center For Pluralism
Washington, D.C.
03.2017 - 11.2021

• Published self initiated research in societal, political and comparative religious issues.


• Attended political rallies, protests, etc. and published articles on same.


• Worked closely with founder on funding initiatives, and goals of organization



CFO

Mitchwisit, LLC
Milwaukee, WI
03.2005 - 03.2008


• Oversaw deployment of strategic business plans to accomplish accounting, compliance and revenue targets.


  • Developed future financial plans to support company objectives.
  • Preparation of all financial statements and Regulatory filings,
  • Preparation of taxes, real estate market studies, budgeting, mortgage document origination.
  • ROI Analysis on current and prospective holdings
  • Ran DCF Financial Models to determine a fair price for the asset to meet company's ROI objectives.


Manager of Financial Planning and Analysis

Brinks Home Security
Carrollton, TX
03.1987 - 08.1991
  • Oversaw high-volume accounting operations with 4 person team focused on efficient budget administration, AP/AR and other financial management needs.
  • Established and checked coding procedures, monitored reports and updated internal files.
  • Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on accounting activities.
  • Kept tabs on all other departments for cost efficiency. Reporting directly to the President for these duties.
  • Supported financial director with special projects and additional job duties.
  • Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
  • Identified improvement changes regarding key processes for internal controls and accounting procedures.
  • Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
  • Developed strategic plans for day-to-day financial operations.

Senior Financial Analyst

Brinks Home Security
Carrollton, TX
08.1986 - 03.1987
  • Reviewed statistical information to determine financial trends for use in investment planning.
  • Delivered financial oversight and advice to corporate stakeholders to improve strategic planning.
  • Managed, tracked and monitored financial updates, and watch lists.
  • Developed forecasting tools to analyze revenue variance, business pipeline and industry trends.

Financial Analyst

Krupp Asset Management
Dallas, TX
03.1984 - 08.1986
  • Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts.
  • Managed, tracked and monitored financial updates, and watch lists.
  • Developed forecasting tools to analyze revenue variance, business pipeline and industry trends.
  • Assessed companies dealing with difficulties to identify possible corrective strategies based on financial and operational data.

Student Specialist - Corporate Planning Department

Wisconsin Electric Power Company
Milwaukee, WI
06.1982 - 08.1982

• Devised strategies to reduce expenses, modernize operations and revamp procedures to improve institution operations.


• Analyzing Ledger Accounts


• Cost of Service Studies


• Developed and created SAS (Statistical Analysis System) computer programs to forecast the yearly operating budget, analyze ledger accounts, estimate kilowatt hours sold to specific class of customer based on weather conditions and re-wrote canned computer programs into SAS




Education

Graduate Studies in Business

The University of Texas At Dallas
Richardson, TX

Graduate Studies in Economics

The University of Texas At Arlington
Arlington, TX

BBA - Accounting

University of Wisconsin - Milwaukee
Milwaukee, WI
05.1983

Skills

  • Team Leadership & Development
  • Budgeting /Financial Planning
  • Strategic planning
  • Reporting capabilities
  • Processes and procedures
  • Analysis & Evaluation

Timeline

HOA Consultant

Self Employed
01.2018 - Current

Co-Director

Center For Pluralism
03.2017 - 11.2021

CFO

Mitchwisit, LLC
03.2005 - 03.2008

Finance/Investment Advisor and Tax Preparer

Self Employed
04.1991 - Current

Manager of Financial Planning and Analysis

Brinks Home Security
03.1987 - 08.1991

Senior Financial Analyst

Brinks Home Security
08.1986 - 03.1987

Financial Analyst

Krupp Asset Management
03.1984 - 08.1986

Student Specialist - Corporate Planning Department

Wisconsin Electric Power Company
06.1982 - 08.1982

Graduate Studies in Business

The University of Texas At Dallas

Graduate Studies in Economics

The University of Texas At Arlington

BBA - Accounting

University of Wisconsin - Milwaukee
Samuel Madden