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Financial Analyst/Technical Planner Resume Example

Resume Score: 80%

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FINANCIAL ANALYST/TECHNICAL PLANNER
Professional Summary

Finance Analysis/Technical Planner with Six Sigma Certified Green Belt who offers 10 years of financial experience within the Aerospace and turbine industry. Brings success in managing & reducing inventory levels, ensuring Sarbanes Oxley compliance in addition to applying to High Performance Work Team (HPWT) best practices gained throughout a 23-year tenure in Aviation at GE Engine Services (Greenwich Air Services) and Aeroturbine, Inc.

Skills
  • Audit Procedures
  • Maintenance Work
  • Management
  • Accounting Assistance
  • Records Organization And Review
  • Data Collection
  • Tracking Spreadsheets
  • Month-end closing procedures
  • Payment processing
  • Budgeting proficiency
Work History
Financial Analyst/Technical PlannerAerotubine - Miramar, FL10/2006 - 07/2016

Supported this aviation/aerospace supplier of air-frame and engine components, engines and management solutions. Collaborated with local and senior leadership within business organization. Worked closely with Engineering, Repairs, Purchasing, Finance, Accounting, Leasing, Sales & Trade, Materials and Legal. Assisted in development of analytical tools to support commercial and financial appraisal of new business development opportunities, such as engine costs cash flow models, that included lease/part-out decision.

  • Reduced inventory levels by $3 Million (25%) through reevaluating status/disposition of components
  • Achieved 100% maintenance goal for 10 consecutive years
  • Sarbanes-Oxley (SOX) Compliance: Monitored and established all internal controls and procedures for lease management and trade engine financial reporting to safeguard against internal fraud; assisted in SOX Compliance Quarterly Audits for engine leases
  • Recognized for reconciling 200+ escalated work orders within 30 days
  • Developed, monitored and updated Maintenance Forecast Budget for leased engines; completed and revise Forecast Budget according to Business Plan
  • Suggested improvements in products, processes and procedures to all business owners with in organization
  • Reviewed work orders and repair orders for accuracy; reviewed repair vendor invoices for accuracy and process invoices for payment
  • Monitored engine builds with respect to reconciling Work-In-Progress (WIP) to facilitate closure of work orders
  • Ensured timely closure of both work & repair orders in accordance with (SOX) Compliance
  • Ensured all third-party work has been applied to shop orders and work orders and billed appropriately
  • Controlled and prepared lease and repair station activity reports for Accounting monthly and quarterly accruals and work orders closings for Lease Engine and Sale and Trade Engines.
  • Used Salesforce Software to track Engine Sale Deals and new Lease Engine Financials and Statuses
  • Utilized High Performance Work Team techniques to improve Lease Returns turn-time rate and Improvework order timely closures.
Purchasing SupervisorCatalina Lighting - Miami Lakes, FL09/2005 - 09/2006

Manage all aspects of purchasing to efficiently and cost-effectively support organizational operations. Performed routine planning and management of inventory levels for all store customers to include Lowe"s, Walmart, Office Depot, Home Depot and Catalina Private Label.

  • Managed in development and training of 3 departmental personnel to work in as team based, continuous improvement environment
  • Direct procurement policies to ensure all items are purchased and delivered within budget and time constraints
  • Manage supplier selection process based on price, quality, support, capacity and reliability
  • Works with both Global, Regional Commodity and Operational Buyers in sourcing strategy to establish global supplier network for new business
  • Developed recommended weekly buys for replenishment programs by Customer at SKU Level.
  • Troubleshoot cost, quality and delivery concerns
  • Manage risk relating to quality, cost, delivery and supply of purchases
  • Manage risk relating to quality, cost, delivery and supply of purchases
  • Develop and manage purchasing budgets and forecasts
  • Produce regular reports on purchase commitments, costs and delivery performance
  • Worked closely with Sales, Product Development, Merchandising, Planning Team
Sales Analyst/Production PlannerIsaco International - Miami, FL01/2003 - 06/2005

Planned and managed inventory programs for clients including JC Penney's, Saks, Sears, Federated Stores and Mervyn's. Worked with internal teams including Sales, Production, Inventory Management and Merchandising to meet target delivery dates. Created and revised solutions to meet 90% or greater fill rate.

  • Translate Merchandise Financial, Promotional, Seasonal and New Store Strategies into Vendor Allocation and Replenishment Strategies.
  • Manage and analyze inventory ordering requirements from vendors to distribution centers through to stores, ensuring optimum inventory levels to achieve sales targets.
  • Set and modify business rules for order generation, days of supply, order schedules, min/max's, seasonal activities, safety stock and presentation rules.
  • Ensure appropriate service levels are maintained and managed at distribution centers and stores.
  • Ensure new SKU's and substitutions are set up.
  • Investigate inventory exceptions and provide solutions.
  • Identify root causes of issues such as out-of-stocks and aged inventory through collection and analysis of data and provide recommended solutions.
  • Effectively document and communicate key assumptions related to replenishment order.
Purchasing AnalystGE Engine Services - Miami, FL10/1991 - 06/2002

Promoted to support VP of Materials. Created, analyzed and presented reports to senior management that detailed purchased materials and in-stock inventory levels. Detailed costs on monthly and annually reports.

  • Respond to e-mails and phone calls from vendors and suppliers interact with various employees to keep orders moving smoothly
  • Work together with sales representatives, purchasing agents, and engineering department on new and existing repairs and sales, or when problem arises
  • Responsible for providing quotes, lead times, price, and minimum buy information
  • Responsible for analysis and maintenance of procurement and logistics data, including purchase orders, quotations, and invoices source catalogs; material rejection reports, and inventory management
  • Make inquiries and evaluate over 500 suppliers on based on price, quality, and selection; service, support, and availability, and other factors relevant to organization
  • Monitor shipments to guarantee on-time delivery and settle problems associated with undelivered goods
  • Accurately report all project milestones to top management
Education
No Degree: Computer TechnologyBarry University - Miami, FL
Associate of Science: Electrical Linesman TrainingGuilford Technical Community College - Jamestown, NC06/1980
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Resume Overview

Companies Worked For:

  • Aerotubine
  • Catalina Lighting
  • Isaco International
  • GE Engine Services

School Attended

  • Barry University
  • Guilford Technical Community College

Job Titles Held:

  • Financial Analyst/Technical Planner
  • Purchasing Supervisor
  • Sales Analyst/Production Planner
  • Purchasing Analyst

Degrees

  • No Degree : Computer Technology
    Associate of Science : Electrical Linesman Training

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