Summary
Overview
Work History
Education
Skills
Certification
Personal Information
Timeline
Generic

Scott Farrell

Kailua,HI

Summary

Financial leader with strong track record in strategic planning, risk management, and financial analysis. Adept at driving financial growth through effective team collaboration and adaptive strategies. Known for reliability, flexibility, and results-driven approach. Skilled in budgeting, forecasting, and compliance, ensuring fiscal health and organizational success.


Overview

29
29
years of professional experience
1
1
Certification

Work History

Chief Financial Officer (CFO)/VP of Human Resources

U.S. Water Heating Solutions
07.2021 - Current
  • Influencing key business decisions through sound financial leadership and business analysis
  • Analytically minded corporate finance professional with extensive experience leading, informing, and influencing key business decisions centered on strategic growth, financial modeling, and budgeting/forecasting functions
  • BUSINESS ANALYTICS: Developed business reporting tools that provided real-time insights for executive decision-making
  • FINANCE LEADERSHIP: Led finance teams in providing flexible financial, planning, forecasting, and analysis support for driving business transformation and improving an organization's overall financial health
  • STRATEGIC PLANNING & LEADERSHIP: Collaborated extensively with business partners and senior executives on initiatives and business decisions
  • STRONG TECHNICAL ACUMEN: Hyperion, Power BI, SQL, ERP, and MS Excel

Director of Finance

Neurobalance Center NFP
03.2019 - 07.2021
  • Provide day-to-day management of the finance area;
  • Maintain and develop key performance measures and tracking systems to measure progress and identify focus areas for improvement;
  • Direct the development and production of financial management reports;
  • Responsible for full charge accounting functions, Collects data; uses management analysis tools to conduct analyses such as performance analyses; makes recommendations and presents results

Real Estate Financial Associate

RER Solutions
09.2020 - 04.2021
  • Analyzed expenses, identifying areas of inefficiency and implementing cost-cutting measures.
  • Participated in regular meetings with senior leadership to discuss progress towards company objectives relating to finance and growth.
  • Prepared ad presented detailed reports for Military Leadership and executive management, highlighting key performance indicators and areas for improvement.
  • Improved financial tracking systems, resulting in more accurate budgeting and resource allocation processes.
  • Optimized tax strategies for clients, ensuring compliance while minimizing liabilities.
  • Secret Clearance

Financial Analyst

Ensono
07.2017 - 01.2019
  • Develops, interprets and implements financial concepts for financial planning and control
  • Performs technical analysis to determine present and future financial performance
  • Gathers, analyzes, prepares and summarizes recommendations for financial plans, capital expenditures, acquisition activity, trended future requirements and operating forecasts
  • Duties and responsibilities included: Participates in high complexity assignments; Understands the 'big picture' view; Analyzes and reports on key drivers of business and company performance; Analyzes financial data, draws conclusions and presents recommendations to management; Identifies opportunities for standardization and automation and drives execution; Creates efficient and effective operating reports; Manages the dissemination of accurate and timely financial reports to management; Coordinates budget process; Reviews and analyzes monthly reports at operating unit level relative to forecast and budgets

Attorney

Gitlin Law Firm
11.2005 - 02.2017
  • Client representation from intake to resolution;
  • Participation in trials, hearings, calendar calls, depositions, discovery, and settlement conferences;
  • Structuring and negotiating complex agreements that include all aspects of law including business valuations, real estate, corporate, forensic accounting, pensions, bankruptcy, and UCC
  • Vice President/Treasurer with McHenry County Bar Association
  • Successful defense of appeal 2nd District, Illinois: IRMO Willetts, Case No
  • 2-09-0293

Director of Finance

GMAC
10.2003 - 11.2005
  • Managed the finance department of the sixth largest residential real estate company in the U.S
  • With over $2 billion in sales, $350 million in commission income, 100 real estate offices with a distributed staff of 20+ employees
  • Directed the monthly/annual financial reporting and analysis, budgeting, forecasting, and provided mergers and acquisition support
  • Setup and controlled department budgets, compensation plans, and key performance indicators
  • Ensured exceptional customer service and best use of human capital in a matrix organization
  • Proactively streamlined processes and redistributed tasks not only to gain efficiencies, but to ensure the team was appropriately challenged to do their best work
  • Raised the operational effectiveness of the organization, focusing on measurable results with improved and accurate reporting
  • Developed and delivered financial presentations of the current financial position to Senior Executives
  • Created a dynamic budgeting & planning process with a focus on flexibility during rapid growth and constant rapid change across the company
  • Produced a balanced scorecard used to measure business trends, and provide the executive team a one page health meter
  • Designed financial reporting warehouse and reporting tool for Finance, Sales, and Senior Executives

Strategy and Planning Portfolio Manager

McDonald's
03.2000 - 10.2003
  • Developed a comprehensive worldwide strategic planning process that aligned strategy, capital investment, and financial targets for technology initiatives
  • Directed the $600 million annual global technology budgeting process for operations and capital projects
  • Owned the $9 million departmental budget
  • Evaluated capital spending proposals to ensure compliance with financial and strategic goals
  • Researched and assessed competitor's business strategies, developed service level agreements, and performed financial analysis
  • Played instrumental role in the successful re-engineering of the technology planning process which resulted in the realignment of $20+ million dollars in capital expenditures

Business Analyst/Contracts Manager

Peoples Energy
07.1998 - 03.2000
  • Acted as internal consultant within the Finance Technology group to deliver finance applications to consolidate, reduce cost, and enhance data quality of the accounting systems and ERP implementation
  • Performed Financial Planning and Analysis for technology division
  • Accounting lead for ERP implementation
  • Led contract review, negotiation and ensured compliance with terms and conditions

Senior Financial Analyst/Hyperion Administrator

GES
06.1996 - 07.1998
  • Maintained full charge of all financial analysis functions for three operating divisions including consolidations, financial reporting, metrics, budgeting, and forecast
  • Worked closely with division presidents and chief financial officers to review costs, reconcile variances and identify areas for productivity and cost improvement
  • Design, implementation and administration of Hyperion Enterprise (Oracle Financials)

Education

J.D. -

DePaul University College of Law
Chicago, IL
02.2001

MBA - Finance

DePaul University
Chicago, IL
06.1995

BS - Commerce

DePaul University
Chicago
02.1993

Skills

  • Strategic financial planning
  • Financial management
  • Financial reporting
  • Financial policy creation
  • Performance metrics analysis
  • Mergers and acquisitions experience
  • Budget development
  • Quantitative analysis
  • Reporting skills
  • Financial strategy development

Certification

  • Attorney - Illinois
  • Driver's License

Personal Information

  • Willing To Relocate: Anywhere
  • Authorized To Work: US for any employer

Timeline

Chief Financial Officer (CFO)/VP of Human Resources

U.S. Water Heating Solutions
07.2021 - Current

Real Estate Financial Associate

RER Solutions
09.2020 - 04.2021

Director of Finance

Neurobalance Center NFP
03.2019 - 07.2021

Financial Analyst

Ensono
07.2017 - 01.2019

Attorney

Gitlin Law Firm
11.2005 - 02.2017

Director of Finance

GMAC
10.2003 - 11.2005

Strategy and Planning Portfolio Manager

McDonald's
03.2000 - 10.2003

Business Analyst/Contracts Manager

Peoples Energy
07.1998 - 03.2000

Senior Financial Analyst/Hyperion Administrator

GES
06.1996 - 07.1998

J.D. -

DePaul University College of Law

MBA - Finance

DePaul University

BS - Commerce

DePaul University

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