Senior Financial Analyst

• May 2020 - Present

Financial Planning & Analysis (FP&A) - Senior Manager & Business Partner

• Aug 2015 - Sep 2019

Provided effective performance steering to non-financial stakeholders in support of the $130 million Selling, General & Administrative Expense Fixed Cost Budget and $25 million Capital Investment Plan to optimize profitability and achieve the annual profit target.• Designed, implemented and accurately prepared the Monthly Fixed Cost Financial Performance reporting package presented to senior management that contributed significantly to improved cost management and control during a $30 million, 3-year investment growth phase.• Coordinated and consolidated fixed cost and capital investment annual budget and forecast submissions in Hyperion to global headquarters in Sweden and led the CFO review and capital asset prioritization initiative that resulted in the optimization of investments.• Led time and cost saving process improvement initiatives that were applied to the Outlook Rolling Forecast weekly update, the streamlined month-end financial close process, the intercompany invoicing of sold services and the implementation of Legal Matter & Expense Tracker software solution. • Lead participant role in the weekly senior executive steering approval meeting to secure timely approvals while ensuring strict adherence to corporate policy. Meeting addressed Business Cases, Purchase Orders, Capital Investment Requests, Contracts and Requests to Hire. Show less

Financial Planning & Analysis (FP&A) - Senior Manager & Business Partner

• Jan 2012 - Jul 2015

Provided leadership performance steering to effectively optimize the $250 million annual Advertising & Sales Promotion Marketing Budget to drive achievement of the annual volume and profit targets.• Collaborated with operational stakeholders and supplier representatives on the Return on Investment (ROI) Project that resulted in more effective prioritization and improved utilization of marketing expenses. • Led the implementation of the SAP Internal Order Activity Reporting & Control Project that assigned project codes to all marketing expenses that were linked to responsible departments and business owners. Improved reporting accuracy and transparency resulted in a more efficient and effective utilization of marketing funds.• Led the Fixed Cost Audit & Purification Project that resulted in the proper classification of expense and a simplified SAP & Hyperion chart of accounts that aligned with other markets. Show less

Aftersales Division - Finance Manager

• Jul 2007 - Dec 2011

Managed the Aftersales Income Statement with annual revenues of $92 million and an operating profit of $35 million, including annual budgets and forecast updates for the U.S. and & Canada markets. • Developed and published a monthly financial performance reporting package for US and Canada markets, including variance explanations vs budget and prior year.• Approved daily parts and accessory sales reporting for the US and Canada markets, compiled by 2 support personnel.• Worked extensively with Aftersales Marketing and outside suppliers on placing effective service and accessory purchase incentives to drive customers to retailer repair shops. Show less

Aftersales Division - Senior Financial Analyst

• Aug 2004 - Jun 2007

Supported the Aftersales Controller and teamed up with operational management to manage the $20 million fixed cost budgets. • Prepared annual budget and forecast updated submissions, coordinated the month end close process, published financial reporting and variance analysis.• Collaborated with operational management to develop effective parts & accessory daily sales reporting to facilitate tracking vs plan which resulted in a more informed, responsive organization.

Financial Planning & Analysis (FP&A) - Pricing Analyst

• Jan 2001 - Jul 2004

Led and coordinated the process between the captive finance and manufacturer organizations to effectively manage pricing of lease, loan & commercial product to increase penetration and grow sales volumes with a focus on profit. • Calculated, presented and secured proper management approval for required program rates by product using the product pricing model and published approved rates to regional sales teams. • Prepared and presented monthly financial results on new contract acquisitions, including profitability and return on equity metrics. • Implemented Ford’s Pricing Review Committee process for subvened & non-subvened pricing, pricing model changes to ensure alignment with Premier Auto Group luxury brand modeling, tiered pricing on the loan product, lease pricing by vehicle line and pricing for residual risk. Show less