Strategic and analytical finance professional with over ten years of success in investment analysis, financial analysis, and program management. Accomplished and results oriented professional who consistently meets deadlines and increases the overall company revenue. Highly skilled at improving productivity through detailed cost analysis Thrives in a high-pressure environment. Excellent financial reporting, budget forecasting, program/project management and team-building skills.
Budgeting, Planning, & Accurate Forecasting
Variance & Trend Analysis
Program & Project Management
Cross Functional Team Leadership
Cost Control & Reduction
Vendor & Relationship Management
Performance Measurement & Management
Strategic & Financial Planning
Organizational Learning & Development
Program & Project Management
Complex problem solving
Increased cost-effectiveness by 20% through compliance enforcement and implementation of a rigorous quality control system.
Reduced general operating expenses by 12% by strategically consolidating services and creating organizational leverage.
Eliminated fourteen redundant technology services on a functional level which translated to a savings of $800,000
Reduced capital spending by $550,000 as the leader of a cross-functional project team.
Manage a functional budget of $110 million across five departments.
Investment Research Analyst, 05/2011 to CurrentNorthwestern Mutual － Milwaukee, WI
Streamlined spending analysis to a more accurate, efficient and automated process.
Research, analyze, and solve revenue management questions, including forecasting and inventory.
Collect and analyze data to evaluate operational issues and make process improvement recommendations.
Track project costs and status, reported on risks and made recommendations on corrective actions.
Analyze potential investment instruments and cyclical reporting for internal portfolios.
Create and interpret investment performance reports
Build and maintain Sub-Advisory relationships
Prepare materials for publication in the prospectus and other related publications
Prepare cyclical reports using Bloomberg, Morningstar, FactSet, and Lipper.
Designed and created weekly and monthly spending reports.
Develop and manage operational controls for the Investment Strategy Department.
Create and maintain a $110 million Operating Budget
Manage Technology services for the Investment Strategy Department Development & implement process enhancements across the Managed Investments Function
Work with Portfolio & Asset Managers on ad-hoc initiatives Coordinate and implement Business Continuity Plan.
SAP Order Technician, 04/2011 to 05/2011ROCKWELL AUTOMATION － Milwaukee, WI
Facilitate order documentation using SAP and customer service initiatives.
Direct customer contact to ensure accurate specifications
Analyzing customers needs versus internal requirements
Visit local production facilities to ensure accurate and timely production
Served as a liaison between the engineering and production departments.
Tutor/Mentor, 09/2010 to 04/2011MEANINGFUL MINDS － Milwaukee, WI
Help high school and middle school students reach their full potential.
Providing weekly tutoring and mentoring session in all course work.
Provide a positive role-model in an effort to institute personal growth in the students.
Assist students in formulating a plan for college entry and success.
Lead Manufacturing Financial Analyst, 08/2007 to 09/2010HARLEY-DAVIDSON MOTOR COMPANY － Menomonee Falls, WI
Lead manufacturing analyst in a high quality production environment.
Develop reports in SAP, manipulated data in Microsoft Excel and reported findings and conclusions to upper management
Review operating budgets and analyze trends affecting budget forecasts.
Work with management to develop and implement performance metrics for all areas within manufacturing.
Provide ongoing tracking and reporting for performance against goals according to established metrics.
Develop databases and recommend infrastructure improvements to support manufacturing priorities.
Support ad-hoc initiatives at the direction of department management to analyze data, generate reports and communication, manage projects and execute assignments.
Analyze production requirements and plant capability to determine optimal manufacturing plans, materials, and human resource requirements.
Created an atmosphere that demanded efficient utilization and upkeep of equipment and facility.
Lead Powertrain Technician, 05/2001 to 08/2007HARLEY-DAVIDSON MOTOR COMPANY － Menomonee Falls, WI
Produced world-class engine and transmission components in a fast paced environment.
Performed routine quality inspections and recommended process changes and alterations.
Scheduled vacation time for the department.
Created employee development curriculum for assigned work areas.
Conducted plant tours and orientation.
Performed safety audits and reported findings to management and the work group.
Ordered internal materials based on production needs.
Continuous improvement and maintenance for assigned areas.
Certificate in Leadership,May 2014CARDINAL STRITCH UNIVERSITY － Milwaukee, WI, USA
Master of Science:Business Administration - Finance,May 2011CONCORDIA UNIVERSITY － Mequon, WI, USA
Bachelor of Science:Organization Leadership - Commerce Concentration,May 2009MARQUETTE UNIVERSITY － Milwaukee, WI, USA
Bloomberg, FactSet, Morningstar, Budget Preparation and Analysis, Continuous Improvement, Investment Strategy, Investments Performance, Team Building, Leadership, Team Leadership, materials, Mentoring, Microsoft Office, Organizational Development, Project Management, SAP, Securities Evaluation, Management, Employee Development, Tutoring, Vendor Management