Terrence Richmond
Jurupa Valley,CA
Summary
Finance professional with 20+ years of proven experience and advanced Excel and problem-solving skills. Extensive forecasting and budgeting experience. Ability to successfully manage multiple assignments. Possess effective presentation, verbal and written communication skills. An experienced team player, bringing enthusiasm and energy into group efforts. Detail oriented with the ability to reach any and all deadlines.
Knowledgeable Pricing Director with proven history of leading high-performing teams and executing strategic initiatives that drive organizational growth. Successfully directed cross-functional projects that resulted in significant process improvements and operational efficiencies. Demonstrated leadership and communication skills in fostering collaborative environments and delivering impactful results.
Overview
19
19
years of professional experience
Work History
Director of Pricing
Nellson Nutraceutical LLC
11.2022 - Current
- Development, consolidation and harmonization of pricing process/procedures across multiple US and Canadian locations
- Profit modeling for potential and existing customers, including multiple scenario pricing
- Review customer pricing with manufacturing/operations team to adjust pricing for any and all changes/deviations from original quotes, thus reducing any margin leakage
- Maintain accurate and up-to-date pricing in the company ERP system (JD Edwards)
- Directly interact with customers to better understand their needs and provide tailored support
- Regularly interact with cross-functional departments in order to guarantee project success
Sr. Manager, Pricing
Nellson Nutraceutical LLC
11.2021 - 11.2022
Manager, Operations Finance – Pricing
Nellson Nutraceutical LLC
08.2017 - 11.2021
Sr. Financial Analyst – Pricing
Nellson Nutraceutical LLC
02.2016 - 08.2017
Financial Analyst II (Temporary Consultant)
Manpower Group, Inc.
07.2015 - 10.2015
- Company Overview: QBE Insurance
- Developed costing/expense model for reporting expenses by client to Department of Insurance
- Assisted in preparation and review of annual budgeted headcount and expenses
- QBE Insurance
Senior Financial Analyst
Athens Services
12.2013 - 03.2015
- $200 million annual revenue in service industry
- Actively participated in the month-end close process by researching, preparing, reviewing and submitting 90+ journal entries, accruals and expense allocations
- Provided analysis and commentary to upper level executives for 40+ general ledger expense/revenue accounts on a monthly basis
- Reconciled, compared, adjusted and reported monthly dump expenses and tonnages entered into the general ledger and the dump system
- Prepared monthly check requests for all county and private landfill invoices during the month
- Prepared statistical reports to identify trends in Key Performance Indicators, investigate inconsistencies and resolve issues
- Developed and maintained monthly presentations for Executives, which includes Key Performance Indicators designed to aid in the management process
- Responsible for the enhancement and maintenance of the 5 year forecast model of all Financial Reports (Income Statement, Balance Sheet, Capital Expenditures)
- Implemented the annual budgeting process and procedures by division, which included all company revenues, expenses, capital expenditures, etc.
- Assisted with the annual audit and provide the necessary documentation and backup to aid the auditors
- Ad Hoc reports as needed
Senior Financial Analyst
QBE Insurance
04.2006 - 12.2013
- $500 million annual revenue in the service industry
- Actively participated in the month-end close process by researching, preparing, reviewing and submitting journal entries, accruals and expense allocations
- Coached, developed, supervised and mentored 3 Senior Financial Analysts within my team
- Monitored, analyzed and interpreted variances and trends between actual, budget and prior year expenses and headcount for 100+ departments ($133 million annual budget)
- Collaboratively work with all Vice Presidents, Regional and Department managers to prepare and produce budgets and forecasts that were attainable and met all corporate mandated targets
- Prepared, reviewed and uploaded all budgeted and forecasted expenses and headcounts by location
- Provided variance analysis and commentary to upper level executives, regional managers and department managers for monthly, quarterly and annual expenses
- Reviewed, monitored and analyzed productivity reports by location by function in order to maintain accurate staffing levels
- Implemented process improvement and changes in procedures in order to increase productivity while reducing company expenses
- Prepared and produced budgeted and forecasted headcounts by function for all clients based on activity volumes and production standards
- Calculated and prepared the estimated headcount and expenses on all Requests for Quotes for potential clients based on actual data and benchmark lenders
- Prepared statistical reports to identify trends in Key Performance Indicators, investigate inconsistencies and resolve issues
- Tracked all staff including full-time employees and temporary contractors by function for the entire organization on a monthly basis
- Developed, maintained and distributed monthly presentations for Executive and regional office leaders which included specific Key Performance Indicators that were designed to aid in the management process
- Prepares Span of Control reports for multiple groups/regions within the organization in order to maintain proper leadership levels
- Updated and ran headcount scenarios for pricing as well as requests for additional staff
- Ad Hoc reports usually on a monthly basis or as needed
Cost Estimator/Pricing
Amtrend Corporation
09.2005 - 04.2006
- $25 million annual revenue in the manufacturing industry
- Received and priced all Requests for Quotes to be bid on
- Collected and analyzed the cost of all items to be manufactured and quoted on
- Presented prices/quotes to the customers in the form of bids based on the actual costs of the manufactured goods
- Implemented and maintained customer pricing sheets, cost sheets and frame costing sheets
- Answered any questions regarding quotes and bids that the potential customers had (customer service)
Education
B.S. - Applied Economics
California State University, Bakersfield
Bakersfield, CA01.2005
Skills
- Microsoft Word
- Excel
- Relationship building
- Access
- Outlook
- PowerPoint
- JD Edwards
- In$ight
- Peoplesoft
- SAP Business Objects
- AS400
- Process improvements
- Teamwork and collaboration
- Financial analysis
Timeline
Director of Pricing
Nellson Nutraceutical LLC
11.2022 - Current
Sr. Manager, Pricing
Nellson Nutraceutical LLC
11.2021 - 11.2022
Manager, Operations Finance – Pricing
Nellson Nutraceutical LLC
08.2017 - 11.2021
Sr. Financial Analyst – Pricing
Nellson Nutraceutical LLC
02.2016 - 08.2017
Financial Analyst II (Temporary Consultant)
Manpower Group, Inc.
07.2015 - 10.2015
Senior Financial Analyst
Athens Services
12.2013 - 03.2015
Senior Financial Analyst
QBE Insurance
04.2006 - 12.2013
Cost Estimator/Pricing
Amtrend Corporation
09.2005 - 04.2006
B.S. - Applied Economics
California State University, Bakersfield
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