Summary
Overview
Work History
Education
Skills
Professional Development
Timeline
Generic
STEVEN CAFARELLA

STEVEN CAFARELLA

Finance Manager
MILFORD,MA

Summary

Financial expert with a keen ability to create and execute tactical financial plans to support organizational strategic goals - Establishes and maintains productive business partnerships - Works cross-functionally with all levels of management and departments - Blends company knowledge with tactical plans to achieve results for the company, customers, partners, stakeholders Flexible working/planning style that accommodates a variety of company initiatives and management styles Proactive [Job Title] with strong background in financial analysis, budgeting and forecasting. Develops and implements financial plans and delivers strategic financial advice. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

27
27
years of professional experience

Work History

Finance Manager

Dell EMC
09.2017 - 09.2023
  • Trained new and existing staff members in various financial procedures to prepare for job requirements.
  • Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
  • Reviewed documentation and identified financial discrepancies where applicable.
  • Supported operations management, sales, and marketing efforts to increase revenue and overall financial health.
  • Managed regular finance tracking for numerous branch offices and headquarters expenses.
  • Forecasted trends and recommended improvements based on financial risk analyses.
  • Prepared and managed large capital expenditure budgets to effectively handle infrastructure investment and long-term operations.
  • Complied with established internal controls and policies.
  • Supported financial director with special projects and additional job duties.
  • Analyzed business processes to identify cost savings and operational efficiencies.

Finance Manager

Dell EMC Corporation
10.2013 - 09.2017
  • Currently manage and coordinate the Global Hardware Engineering (GHE) annual R&D expense, prototype material, capital budgets, Inter-lock & cross charge meetings, material reporting, monthly close and forecast, support and advise functional leaders
  • Recognized for initiative, leadership and proven ability to develop and implement the financial tools to steer effective management decisions
  • Supporting multiple financial groups to drive products to market
  • Provide mentoring and training annually for 4-6 entry-level Financial Analysts surrounding forecasting and P&L analysis.

Finance Manager

Dell EMC Corporation
03.2006 - 10.2013
  • Promoted from Consultant Financial Analyst
  • ASD SW Division and FP+A Support in 2007
  • Spearheaded expansion strategies to increase business market share.
  • Developed corporate investment strategies to drive growth and security.
  • Researched and facilitated software integration to streamline accounting and financial processes.
  • Managed regular finance tracking for numerous branch offices and headquarters expenses.

Consultant Financial Analyst

Dell EMC Corporation
01.2002 - 03.2006
  • Delivered outstanding service to clients to maintain and extend relationship for future business opportunities.
  • Analyzed problematic areas to provide recommendations and solutions.
  • Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
  • Managed multiple deadlines across several businesses to meet dynamic needs of multiple clients.
  • Created and developed detailed work plans to meet business priorities and deadlines.
  • Created monthly forecast templates and resource management allocations for approved projects.
  • Aligned closely with business owners and employees to gather information and gain operational insight.

Principal Financial Consultant

Dell EMC Company
01.2000 - 03.2002
  • Assisted walk-in traffic with identifying financial needs and goals to provide customized solutions.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.

Controller

Data General Company
02.1997 - 01.2000
  • Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
  • Prepared balance sheets, cash flow reports and income statements.
  • Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
  • Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
  • Created and distributed reports on internal and external finances, audits, and budgets.
  • Reviewed documents and data to give accurate presentations and forecasts to upper management.
  • Completed year-end close processes through effective supervision financial functions and regular treasury transactions.

Manager of Finance

Raytheon Company
01.2010 - 09.2015

Education

MBA - Finance

Bentley University
Waltham, MA
05.1993

Bachelor of Science - Finance

Bentley University
Waltham, MA
05.1983

Skills

  • Financial Planning
  • Analysis and Reporting
  • Technical Credibility
  • Dashboards
  • Cash Flow
  • Product Line P&L
  • Capital Budgets
  • Model Business Scenarios
  • Forecasting
  • ROI Analysis
  • Profitability Metrics
  • Project Management
  • Revenue Planning
  • Team Management
  • Improvement initiatives and Ad Hoc Analyses
  • Engineering Roadmap Changes
  • Variance Analysis
  • Vendor Contract Negotiation
  • SAP Solutions - EPM, ECC, SRM
  • Oracle E-Business Suite (General Ledger, Accounts Payable, Fixed Assets, Order to Cash Revenue Reporting)
  • Hyperion Essbase
  • Microsoft Office Word
  • Excel
  • Microsoft Project
  • Mentoring and Training
  • Financial Budgeting
  • Financial Modeling
  • Continuous Improvement
  • Budget Forecasting
  • Verbal and Written Communication

Professional Development

  • Annual Manager Training Program: Capitalizing on the Cloud; Thinking Big; Decision Making; Leading and Communicating
  • Lean Management: Sustaining High Performance Workshop; Lean Six Sigma Green Belt; Six Sigma Advocate training
  • Management: Presenting for Impact; Management Essentials; Professional Networking; Business Writing: Write to the point; Project Management Skills; Building Peer Relationships; Adapting to Change

Timeline

Finance Manager

Dell EMC
09.2017 - 09.2023

Finance Manager

Dell EMC Corporation
10.2013 - 09.2017

Manager of Finance

Raytheon Company
01.2010 - 09.2015

Finance Manager

Dell EMC Corporation
03.2006 - 10.2013

Consultant Financial Analyst

Dell EMC Corporation
01.2002 - 03.2006

Principal Financial Consultant

Dell EMC Company
01.2000 - 03.2002

Controller

Data General Company
02.1997 - 01.2000

MBA - Finance

Bentley University

Bachelor of Science - Finance

Bentley University
STEVEN CAFARELLAFinance Manager