William Penn
Finance Manager
Verona,Wi
Summary
Results-driven Finance Manager experienced in financial statement reviews, auditing and reporting, with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Leader in the Veteran community.
Overview
15
15
years of professional experience
1
1
Johnson Controls Inc. Veteran Employee Resource Group President
Work History
Financial Planning and Analysis Manager
Johnson Controls Inc
Milwaukee, WI
09.2021 - Current
- Identified risks and opportunities based on deep understanding of $1.8B in business operations, drivers of success, competitive knowledge and aligned business with objectives.
- Complied with established internal controls and policies.
- Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter.
- Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on accounting activities.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
- Work independently with financial systems (SAP/HFM/Navision/Vendavo/JIRA) and build effective working relationships with operational finance teams and other business partners.
- Trained new and existing staff members in various financial procedures to prepare for job requirements.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
- Delivered financial support for exploration and development of new products.
- Analyzed financial statements against forecasts to prepare high-level variance analysis.
- Validated existing accounting management and reporting systems to assess quality and conformance, identify problems and implement corrective actions.(SAP, HFM, Navision, Vendavo, PowerBI, etc.)
- Revenue tracking - Monitor orders, backlog & shipments to ensure run rate matches forecast commitments and drive remediation actions to deliver results
Sr. Financial Analyst
Zendesk
Madison, WI
10.2020 - 10.2021
- People & Places, Human Resources Finance Partner for All G&A functional leaders
- Improved operational efficiency and cultivated cost reduction and increased productivity.
- Delivered financial oversight and advice to corporate stakeholders to improve strategic planning.
- Developed presentations and reports to inform and educate stakeholders and financial teams on growth possibilities.
- Tackled both annual and quarterly budget management tasks and developed financial models from benchmarking.
- Identified risks and opportunities based on deep understanding of $90M in business operations, drivers of success, competitive knowledge and aligned business with objectives.
Sr. Financial Analyst
Lands' End
Dodgeville, WI
06.2018 - 09.2019
- Improved operational efficiency and cultivated cost reduction and increased productivity.
- Delivered financial oversight and advice to corporate stakeholders to improve strategic planning.
- Developed presentations and reports to inform and educate stakeholders and financial teams on growth possibilities.
- Tackled both annual, quarterly, and monthly budget management tasks and developed financial models from benchmarking.
- Developed forecasting tools to analyze revenue variance, business pipeline and industry trends.
- Identified risks and opportunities based on deep understanding of $500M in business operations, drivers of success, competitive knowledge and aligned business with objectives.
Analyst
JP Morgan & Chase
Downers Grove, IL
10.2016 - 06.2018
- Conduct analysis of residential loans up to $2Mil for global financial service company
- Create income/mortgage ratios by assessing all aspects of income
- Work cross-functionally with several departments to obtain information and documents
- Utilize reports to manage rate locks, forward commitments, loan fallout, and delivery
- Analyze loan pipeline and ensure management is provided with accurate data
- Identified and resolved problems through root cause analysis and research.
- Validated results and performed quality assurance to assess accuracy of data.
Territory Manager
Greenlee, A Textron Company
New York, NY
09.2013 - 09.2015
- Drove new business for territory with $20 million in annual sales with 300 accounts in 3 state territories for manufacturing company that sold specialty products for electricians
- Evaluated project requirements, determining pricing, promotions, and discounts
- Monitored customer buying trends, market conditions and competitor actions to adjust strategies and achieve sales goals.
- Managed internal team of four territory managers and tool specialists.
- Communicated regularly with territory, regional and strategic managers for daily support and strategic planning for accounts.
Supervisor, Engineering
United States Air Force
United States, USA
09.2005 - 09.2013
- Filled roles of construction project manager, safety manager, draftsman, and surveyor on construction sites in US, Kuwait, Iraq, and Korea
- Used ArcGIS, ArcMap, and AutoCAD to produce contract documents and floor plans
- Supervised military staff and third-party contractors during projects
- Managed projects to ensure safety/construction equipment needed to sustain resources safely in hostile environments
- Spearheaded 12-month project in Korea to collect data for extensive facility management review of 1213 buildings.
- Prepared cost estimates, schedules and project specifications for proposals.
- Oversaw and optimized work of craftsmen performing high-quality, precision work.
- Conducted routine inspections of incoming materials to check quality and compliance with established product specifications.
Education
MBA - Finance & Marketing
DePaul University
Chicago, IL06.2018
Bachelor of Science - Business Management & Marketing
DePaul University
Chicago, IL06.2013
Skills
- Financial Systems Administration: Hyperion, Navision, Vendavo, SAP, Workday Adaptive Planning, Google Suite
- Project Management: MS Project
- ERP: SAP, Oracle Essbase, NxTrend, G-Suite
- MS Office: Excel (advanced skills), Access, PowerPoint, SharePoint, Word, PowerBI
- Financial Analysis
- Product Knowledge
- Training & Coaching
- Financial Forecast
- Self-Motivated
- Reporting And Analysis
- Budget Review
- Financial Planning
- Ability To Lead
- Interpersonal Skills
- Monitoring Progress
- Decision Making
Additional Information
Veteran Employee Business Resource Group President - Participate in various charitable events to aid and support veterans and deployed military members. Act as military and veteran cultural ambassadors to Johnson Controls Inc. employees and contractors. Promote training, development, and mentoring to increase the value of its group members.
Timeline
Financial Planning and Analysis Manager
Johnson Controls Inc
09.2021 - Current
Sr. Financial Analyst
Zendesk
10.2020 - 10.2021
Sr. Financial Analyst
Lands' End
06.2018 - 09.2019
Analyst
JP Morgan & Chase
10.2016 - 06.2018
Territory Manager
Greenlee, A Textron Company
09.2013 - 09.2015
Supervisor, Engineering
United States Air Force
09.2005 - 09.2013
MBA - Finance & Marketing
DePaul University
Bachelor of Science - Business Management & Marketing
DePaul University
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