SCOTT R. SHEPLER
LOS ANGELES,CA
Summary
Experienced and strategic-minded senior financial analyst with a proven track record of 12 years navigating the complexities of the operational landscape. Skilled in strategic planning and executing cross-collaboration projects, brings a wealth of expertise to drive strategy and success for organizations. With a keen eye for detail and a strong analytical mindset, commitment lies in bridging teams to drive results and clarity to ambiguity.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Senior Financial Analyst
Broadcom
11.2023 - Current
- Orchestrate and collaborate in multiple agile project integration workflows for business-critical applications, ensuring a seamless transition to Broadcom
- Manage Professional Services P&L including OPEX budgeting and forecasting, SOW/PO management, Fixed Assets management
- Collaborate with operations and sales teams to develop new go-to market product offerings, strategy, and pricing
- Lead data migration workflows to ensure financial data is accurately reflected between reporting systems post acquisition
- Track financial trends through the product lifecycle for forecasting and planning cycles
- Review business performance and risk using data deduction to key business partners to influence go to market strategy for Professional Services.
Telco Finance Controller
VMware
05.2022 - 11.2023
- Led finance project to build a new reporting workflow in order to carve out Telco engagement financials from the core business
- Managed $200M PSO Telco P&L from Bookings to Margin, including capacity planning reporting to the Telco Vice President
- Led financial roadmap strategy to positive margin business within 8 months of launch
- Established cross-functional reporting processes for a new Telco business unit within WWPS
- Collaborated with Operations for compensation goals, KPIs, and strategic direction for capacity planning.
Senior Financial Analyst
VMware
03.2021 - 11.2023
- Consolidated Global Professional Services Bookings, Revenue, and Margin, managing the partnership with Dell EMC Matrix Agreement
- Project collaborator with Sales, Operations, Accounting, and IT teams to automate Credit Backlog Revenue conversion
- Reconciled Dell EMC Matrix Bookings quarterly, involving $250M+ in Bookings and an annual fee payment of $8M+
- Developed attach rate dashboard simplifying Bookings Planning process with key KPIs and trends.
Senior Financial Analyst Commercial
BCG Digital Ventures
05.2020 - 02.2021
- Monitored booked revenue and pipeline for accurate revenue forecasts and scenario planning for a $300M+ business
- Analyzed sales contracts for revenue recognition and forecasting to ensure profitability and identify risks
- Developed processes for Global Venture Performance and backlog forecasting, reducing lead time for monthly reporting from 2 days to 3 hours
- Served as a thought partner to commercial teams, maximizing margins and delivering higher return on investment decisions.
Senior Financial Analyst FP&A
BCG Digital Ventures
05.2018 - 05.2020
- Managed the $180M US P&L, planning, and forecasting for the US business
- Developed on-demand Tableau dashboards for budget owners and key stakeholders to show tracking to budgets in real time
- Facilitated and managed invoices with accounts payable team
- Managed both annual and quarterly budget management tasks and developed financial models for benchmarking.
Financial Forecast Manager
Western Digital
01.2018 - 05.2018
- Reviewed short-range and long-range forecast vs
- Actuals for $500M SSD market, providing detailed profit/loss analysis
- Managed outlook updates with multiregional business units
- Conducted scenario analysis for supply chain constraints and potential bottlenecks.
Financial Analyst II
Ingram Micro
12.2016 - 01.2018
- Created and maintained an Average Daily Sales report for VAR East business unit
- Developed an automated profit/loss modeling calculator cutting time spent to analyze quotes from 30+ minutes to 5 minutes
- Organized monthly cadence meetings with the analyst team to discuss key business drivers
- Built automated customer rebates, reducing preparation time from 3 days to 2 hours.
Business Analyst
Ingram Micro
01.2016 - 12.2016
- Supported management with advanced reporting for forecasting, business planning and trend analysis of a $200 million business unit
- Provided financial modeling for large RFPs
- Created reporting to determine commission payout based on performance.
Market Development Specialist II
Ingram Micro
06.2015 - 01.2016
- Additional responsibilities included implementing, driving, and advancing vendor technology and category strategies for VMware programs and solutions along with training customers and sales associates
- Lead and engaged with customers to solve enablement issues.
Market Development Specialist
Ingram Micro
04.2014 - 06.2015
- Primary focus was building and maintaining relationships with existing customers by implementing and advancing vendor technology programs and solutions
- This position is a liaison for partners between both Ingram Micro and VMware.
Vendor Licensing Specialist
Ingram Micro
10.2011 - 03.2014
- Handled customer inquiries and resolved basic to complex support issues with the customer, vendor, and associate team members to help deliver an outstanding customer experience and resolved any transactional issues that arose.
Education
Master of Business Administration -
University of California Irvine, Paul Merage School of Business
06.2019
Bachelor of the Arts Degree Program -
University at Buffalo, State University of New York, College of Arts and Sciences
05.2011
Associate Degree: Business Administration -
Niagara County Community College
05.2008
Skills
- Financial and Operational Reporting
- Cross-functional Projects
- Project Management
- Competitor Analysis
- Agile and Scrum
- Product Roadmapping
- Quantitative Analysis
- Growth Projections
- Strategic Planning
- Research and Data Analysis
Certification
Agile with Atlassian Jira (2024)
Timeline
Senior Financial Analyst
Broadcom
11.2023 - Current
Telco Finance Controller
VMware
05.2022 - 11.2023
Senior Financial Analyst
VMware
03.2021 - 11.2023
Senior Financial Analyst Commercial
BCG Digital Ventures
05.2020 - 02.2021
Senior Financial Analyst FP&A
BCG Digital Ventures
05.2018 - 05.2020
Financial Forecast Manager
Western Digital
01.2018 - 05.2018
Financial Analyst II
Ingram Micro
12.2016 - 01.2018
Business Analyst
Ingram Micro
01.2016 - 12.2016
Market Development Specialist II
Ingram Micro
06.2015 - 01.2016
Market Development Specialist
Ingram Micro
04.2014 - 06.2015
Vendor Licensing Specialist
Ingram Micro
10.2011 - 03.2014
Master of Business Administration -
University of California Irvine, Paul Merage School of Business
Bachelor of the Arts Degree Program -
University at Buffalo, State University of New York, College of Arts and Sciences
Associate Degree: Business Administration -
Niagara County Community College
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