Stacy Swanson
Palm Beach Gardens
Summary
Expert finance professional responsible for high level planning and analysis to identify maximum opportunities to drive the overall fiscal health of organizations and profitability.
Professional with robust background in directing and managing large-scale operations, consistently driving success through strategic planning and execution. Adept at implementing innovative solutions that enhance productivity and operational effectiveness. Known for fostering teamwork and adapting to evolving business needs, ensuring alignment with organizational goals.
Overview
25
25
years of professional experience
Work History
Director Financial Planning and Analysis
HOTELPLANNER
01.2023 - Current
- Development of the annual financial plan, long-range forecasts, executive reporting, sales scorecard, and KPI’s
- Includes multiple, complex revenue streams
- In-depth analysis to determine the impact from vendors, partners, and suppliers and make recommendations to increase EBITDA
- Assess acquisition opportunities to outline financial synergies and purchase price validation
- Includes due diligence and post-acquisition integration
- Daily and long-range cash planning and strategy
- Margin analysis for key business verticals
Independent Contractor (Part-Time)
VIRTUAL LOGIX
01.2022 - 12.2022
- Develop 5-year proforma modeling for start-up venture
- Build out three-statement financial models
Regional Finance Director
CHROMALLOY
01.2022 - 12.2022
- Responsible for the financial performance of 6 manufacturing sites; FP&A, Forecasting, Budgeting which included monthly and long-range sales forecasts
Director Financial Planning and Analysis
ICAHN AUTOMOTIVE GROUP
01.2016 - 12.2022
- Executive business partner for the Supply Chain network ($4B Revenue / $300M Expense)
- Guided multi-tiered analysis for redesign and optimization
- Design and implement: Budgeting, Forecasting, Executive Reporting, KPI’s
- Recommend and track productivity and expense improvements
- Drove 5% savings to bottom line
- (~$4M)
- Monthly financial reporting, month-end close process, analysis and executive commentary
- Inventory optimization, strategy and reporting
Director of Finance
CRAWFORD & COMPANY
01.2004 - 12.2015
- Implement and manage the annual and global long-range planning process
- ($1.5B Revenue)
- Strategic analysis for Senior Management and Board of Directors
- Participated in $150M acquisition / $310M debt restructuring including ongoing realignment
- (Subsequent acquisitions and loan amendments)
- Executive treasury functions; financial covenants, cash forecasting, and debt management
- Business owner for the Cognos suite of applications from implementation to production
Finance Manager – Healthcare Division
Morrison Management (Division of Compass Group)
01.2000 - 12.2004
- Developed and implemented nationwide benchmark program utilized for operational improvement
- Partnered with outside companies and hospitals
- In-depth analysis of sales proposals and account re-bids
- Field training and implementation of the annual operating plan
Education
Master of Science - Finance
Georgia State University
Bachelor of Business Administration - Finance
Stetson University
Skills
- Financial strategy development
- Analysis of financial statements
- Performance measurement metrics
- Executive reporting
- Mergers and acquisitions
- Supply chain and inventory
Systems
- Microsoft Office – Excel, PowerPoint, Word, Access, Outlook
- SAP (FICO) – General Ledger, BPC, Analysis
- IBM Cognos – Finance, Enterprise Planning / Contributor, Business Intelligence
- Hyperion – HFM, Essbase, Analyst, Enterprise, Pillar, Retrieve
- Power BI, DOMO
Timeline
Director Financial Planning and Analysis
HOTELPLANNER
01.2023 - Current
Independent Contractor (Part-Time)
VIRTUAL LOGIX
01.2022 - 12.2022
Regional Finance Director
CHROMALLOY
01.2022 - 12.2022
Director Financial Planning and Analysis
ICAHN AUTOMOTIVE GROUP
01.2016 - 12.2022
Director of Finance
CRAWFORD & COMPANY
01.2004 - 12.2015
Finance Manager – Healthcare Division
Morrison Management (Division of Compass Group)
01.2000 - 12.2004
Bachelor of Business Administration - Finance
Stetson University
Master of Science - Finance
Georgia State University
Similar Profiles
LORRAINE JONESLORRAINE JONES
Reservation Sales Agent at HotelPlannerReservation Sales Agent at HotelPlanner
KEUNA MAYOKEUNA MAYO
Reservation Agent at HotelPlannerReservation Agent at HotelPlanner
Tennille WilkinsonTennille Wilkinson
Reservation Agent at HotelPlannerReservation Agent at HotelPlanner