Experience

TrustFlow Digital Solutions (Acquired by Docufree)

• United States
• IT Services and IT Consulting
• 100 - 200 Employee

• Financial Consultant - Independent Contractor

  • Oct 2016 - Present

  Assist in research and provide subject matter expertise to support the EDM Consumer Engagement Solutions business; including researching contracts, developing spreadsheets, creating reports, and providing insight into research Compare all customer contracts (MSA, SOW, etc.) to determine if current contracted pricing including print, insertion, presort, postage, IT services, and miscellaneous fees are being billed for services rendered Complete a study of each customer’s… Show more Assist in research and provide subject matter expertise to support the EDM Consumer Engagement Solutions business; including researching contracts, developing spreadsheets, creating reports, and providing insight into research Compare all customer contracts (MSA, SOW, etc.) to determine if current contracted pricing including print, insertion, presort, postage, IT services, and miscellaneous fees are being billed for services rendered Complete a study of each customer’s contracted rates to ensure rate structure is sufficient to provide desired margins Create a standard pricing schedule for all restructuring of current pricing schedules and future pricing scenarios Develop automated customer invoicing and pricing Monitor, analyze, and validate the postage line item on P&L to determine if expenses are fully recovered; and if not, what processes/unit cost structures need to be modified Recommend a platform to library all EDM customer contracted rates Strategically analyze the financial and operational impacts for new equipment configurations by gathering data from requests for pricing (RFP) that encompass: financial viability, print quality, capacity planning, and manufacturing unit cost based analytics Show less Assist in research and provide subject matter expertise to support the EDM Consumer Engagement Solutions business; including researching contracts, developing spreadsheets, creating reports, and providing insight into research Compare all customer contracts (MSA, SOW, etc.) to determine if current contracted pricing including print, insertion, presort, postage, IT services, and miscellaneous fees are being billed for services rendered Complete a study of each customer’s… Show more Assist in research and provide subject matter expertise to support the EDM Consumer Engagement Solutions business; including researching contracts, developing spreadsheets, creating reports, and providing insight into research Compare all customer contracts (MSA, SOW, etc.) to determine if current contracted pricing including print, insertion, presort, postage, IT services, and miscellaneous fees are being billed for services rendered Complete a study of each customer’s contracted rates to ensure rate structure is sufficient to provide desired margins Create a standard pricing schedule for all restructuring of current pricing schedules and future pricing scenarios Develop automated customer invoicing and pricing Monitor, analyze, and validate the postage line item on P&L to determine if expenses are fully recovered; and if not, what processes/unit cost structures need to be modified Recommend a platform to library all EDM customer contracted rates Strategically analyze the financial and operational impacts for new equipment configurations by gathering data from requests for pricing (RFP) that encompass: financial viability, print quality, capacity planning, and manufacturing unit cost based analytics Show less



Citi

• United States
• Financial Services
• 700 & Above Employee

• Vice President, Business Planning and Analysis, Analytics Lead / Senior Analyst

  • Sep 2007 - Sep 2016

  Assisted in the development of financial plans and budgets for Transaction Services Completed month-end Transaction Services reporting as it relates to statements, letter mail volumes, page counts, expenses, unit cost per mailed item, and operational FTE with an annual budget of $374 Million Conducted studies to analyze financial impacts in: site strategies, benchmarking, requests for pricing, capacity planning, capital appropriation requests, and manufacturing unit cost based… Show more Assisted in the development of financial plans and budgets for Transaction Services Completed month-end Transaction Services reporting as it relates to statements, letter mail volumes, page counts, expenses, unit cost per mailed item, and operational FTE with an annual budget of $374 Million Conducted studies to analyze financial impacts in: site strategies, benchmarking, requests for pricing, capacity planning, capital appropriation requests, and manufacturing unit cost based analytics Established business plans, financial models, database load files, and opportunity/risk variance reporting to be used in conjunction with reporting current or future operational budgets and forecasts Managed month-end closure responsibilities such as: intercompany billing MIS creation and web portal upload, journal entry creation for detailed LOB expense allocations, expense reclassification for postage, leases, maintenance, procurement of forms and envelopes expense, 3rd party vendor processing fees, accrual entries to account for outstanding vendor invoices, reconcilements for USPS CAPS postage, and 3rd party vendor presort fees Monitored, analyzed, and validated 3rd party processing invoices Provided price management (Marketing) senior management with detailed allocation and pricing estimates Strategically analyzed the fixed asset ledger and performed tasks including: asset capitalization, life adjustments, retirements, write-offs, capital project set-ups, and financial closures Supervised one financial analyst and two Procurement / Finance team members in these areas: invoice submission, purchases, balance sheet reconcilements, billing MIS, journal entries, and capacity/equipment planning

• Vice President, Finance Manager, Operations

  • Dec 2002 - Sep 2007

  Assisted in the development of financial plans and budgets for Transaction Services Completed month-end Transaction Services reporting as it relates to statements, letter mail volumes, page counts, expenses, unit cost per mailed item, and operational FTE Conducted studies to analyze financial impacts in capacity planning, capital appropriation requests, and manufacturing unit cost based analytics Established business plans, financial models, database load files, and… Show more Assisted in the development of financial plans and budgets for Transaction Services Completed month-end Transaction Services reporting as it relates to statements, letter mail volumes, page counts, expenses, unit cost per mailed item, and operational FTE Conducted studies to analyze financial impacts in capacity planning, capital appropriation requests, and manufacturing unit cost based analytics Established business plans, financial models, database load files, and opportunity/risk variance reporting to be used in conjunction with reporting current or future operational budgets and forecasts Managed month-end closure responsibilities such as: intercompany billing invoicing, journal entry creation for detailed LOB expense allocations, expense reclassification for postage, leases, maintenance, procurement of forms and envelopes expense, 3rd party vendor processing fees, accrual entries to account for outstanding vendor invoices, reconcilements for USPS CAPS postage, and 3rd party vendor presort fees Monitored, analyzed, and validated 3rd party processing invoices Strategically analyzed the fixed asset ledger and performed tasks including: asset capitalization, life adjustments, retirements, write-offs, capital project set-ups, and financial closures Supervised two Procurement / Finance team members in these areas: invoice submission, purchases, balance sheet reconcilements, billing MIS, journal entries, and capacity/equipment planning

• Financial Analyst

  • May 2000 - Dec 2002

  Assisted in the development of financial plans and budgets for Transaction Services Completed month-end Transaction Services reporting as it relates to payments and statement functions, volumes, expenses, unit cost per item, and operational FTE Conducted studies to analyze financial impacts in: capacity planning, capital appropriation requests, and manufacturing unit cost based analytics Established business plans, financial models, database load files, and opportunity/risk… Show more Assisted in the development of financial plans and budgets for Transaction Services Completed month-end Transaction Services reporting as it relates to payments and statement functions, volumes, expenses, unit cost per item, and operational FTE Conducted studies to analyze financial impacts in: capacity planning, capital appropriation requests, and manufacturing unit cost based analytics Established business plans, financial models, database load files, and opportunity/risk variance reporting to be used in conjunction with reporting current or future operational budgets and forecasts Managed month-end closure responsibilities such as: intercompany billing invoicing, journal entry creation for detailed LOB expense allocations, expense reclassification for postage, leases, maintenance, procurement of forms and envelopes, 3rd party payment and statements processing fees, banking fee expense, accrual entries to account for outstanding vendor invoices, and reconcilements for USPS CAPS postage Monitored, analyzed, and validated 3rd party processing invoices Strategically analyzed the fixed asset ledger and performed tasks including: asset capitalization, life adjustments, retirements, write-offs, capital project set-ups, and financial closures Supervised one MIS analyst and three Procurement / MIS team members in these areas: MIS and performance statistics for vendors, equipment, mail receipt, shift, supervisor, and operator output, employee incentive plans, invoice submission, and purchases



Associates

• Financial Services
• 100 - 200 Employee

• Remittance Support Supervisor - Operations

  • Apr 1997 - May 2000

  Assisted in the development of financial plans and budgets for Image Operations Completed month-end Transaction Services reporting as it relates to payments functions; volumes, expenses, unit cost per item, and operational FTE Managed month-end closure responsibilities such as: journal entry creation for detailed LOB expense allocations, expense reclassification for leases, maintenance, 3rd party payment processing fees, banking fee expense, accrual entries to account for… Show more Assisted in the development of financial plans and budgets for Image Operations Completed month-end Transaction Services reporting as it relates to payments functions; volumes, expenses, unit cost per item, and operational FTE Managed month-end closure responsibilities such as: journal entry creation for detailed LOB expense allocations, expense reclassification for leases, maintenance, 3rd party payment processing fees, banking fee expense, accrual entries to account for outstanding vendor invoices Monitored, analyzed, and validated 3rd party processing invoices Supervised three Procurement / MIS team members in these areas: MIS and performance statistics for vendors, equipment, mail receipt, shift, supervisor, and operator output, employee incentive plans, invoice submission, and purchases Developed a flexible workflow model to analyze LOB, employee, and equipment needs Show less Assisted in the development of financial plans and budgets for Image Operations Completed month-end Transaction Services reporting as it relates to payments functions; volumes, expenses, unit cost per item, and operational FTE Managed month-end closure responsibilities such as: journal entry creation for detailed LOB expense allocations, expense reclassification for leases, maintenance, 3rd party payment processing fees, banking fee expense, accrual entries to account for… Show more Assisted in the development of financial plans and budgets for Image Operations Completed month-end Transaction Services reporting as it relates to payments functions; volumes, expenses, unit cost per item, and operational FTE Managed month-end closure responsibilities such as: journal entry creation for detailed LOB expense allocations, expense reclassification for leases, maintenance, 3rd party payment processing fees, banking fee expense, accrual entries to account for outstanding vendor invoices Monitored, analyzed, and validated 3rd party processing invoices Supervised three Procurement / MIS team members in these areas: MIS and performance statistics for vendors, equipment, mail receipt, shift, supervisor, and operator output, employee incentive plans, invoice submission, and purchases Developed a flexible workflow model to analyze LOB, employee, and equipment needs Show less