Motivated and efficient Sr. Financial Manager skilled at consistently meeting and
surpassing management expectations. Extensive experience in budgeting, strategic planning
and accounting. Adept at increasing work process efficiency and profitability through
functional and detailed business and financial analysis.
Strength in financial planning
Staff leadership and development
Business performance improvement
Microsoft Dynamics AX
Increased cost-effectiveness by 17% through compliance enforcement and implementation.
of a rigorous control plan.
Awarded merit and Employee of the Quarter in 2014.
Nominated by CEO and Sr.
as an exemplary employee and achievements in the Annual budget planning.
LOJACK CORPORATIONCanton, MASr. FP&A Manager01/2012 to Current
Manage the FP&A team and lead the annual budget, monthly forecasting and long-range plan establishing 10% top line growth and profitability.
Lead the US organization through a restructuring, identifying and instituting $6 million in cost savings initiatives by partnering with HR and Sr.
Executives ensuring maximum savings.
Assumed responsibilities of Sr.
Director of FP&A for six months during the 2015 budget process; reported directly to CFO assisting in quarterly earnings release preparation.
Prepared weekly, monthly, and quarterly KPIs, executive financial package and Board of Directors key presentations.
Provide in depth financial trend analysis and communicate key profitability drivers and metrics ensuring financial results are within targets.
Revenue, margin, and inventory analysis to gain understanding of product mix and profit drivers impacting bottom line growth.
Business partner to functional Sr.
Executives assisting in financial guidance and business needs.
Created executive analysis reports highlighting business issues, potential risks and profit opportunities.
Lead ad-hoc analysis & projects including investment/resource allocation and ROI analysis.
W.B. MASON CO., INCCanton, MAFinance Manager01/2010 to 12/2011
Managed FP&A team in preparing annual budget and monthly forecast for consolidated financials and 28 individual branch locations.
Prepare and present monthly reporting package to executives and senior management.
Led the modeling, planning and execution of all financial analysis.
Implemented and streamlined corporate credit card processes ensuring accurate accounting and adherence to policy.
Support Branch Managers in monthly and annual analysis of P&L statements.
Provide Director of FP&A with monthly analysis of headcount, payroll, bonus, and commissions to determine business needs for forecast.
W.B. MASON CO., INCCanton, MASenior Financial Analyst12/2008 to 12/2009
Supported Director of FP&A on annual plan and budget process for 28 locations.
Supervise financial analyst in daily operations and corporate department expenditures.
Lead role in implementation of new payroll service.
Finance lead for implementation of Microsoft Dynamics AX to ensure business needs are met for Finance departments - Accounting, Accounts Payable, and Credit & Collections.
Perform monthly controls and analysis to ensure accurate completion of financial statements.
Provide and prepare ad-hoc requests for CFO, Director of FP&A, and VP of Sales.
COMPUTERSHARECanton, MASenior Accountant12/2007 to 12/2008
Generate analytical reports, provide explanation of trends, variance to forecast and budget with plan of action.
Maintain fixed asset system and produce monthly capital expenditure report, providing explanations for projects.
Assist auditors in year-end review and prepare annual capital expenditure audit package for Corporate review.
Prepare, analyze, and report month-end and quarterly financials for three subsidiaries.
Assist controller in quarterly forecast and annual budget.
Analyze and reconcile monthly key balance sheets.
Developed and implemented efficient accounting, financial and operational systems.
LIBERTY MUTUAL INSURANCEBoston, MACorporate Accountant06/2005 to 12/2007
Prepare consolidated quarterly and annual financial report for Liberty Mutual Group.
Assist in preparation and detailed review of management's quarterly reporting package.
Contribute to preparation of monthly internal reporting package, MD&A, and annual report.
Prepare presentation for monthly CFO's management meeting identifying variances and fluctuations.
Systems administrator for Hyperion Essbase reporting cube.
BACHELOR OF SCIENCE2005Roger Williams University, Bristol, RI
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Companies Worked For:
W.B. MASON CO., INC
LIBERTY MUTUAL INSURANCE
Roger Williams University
Job Titles Held:
Sr. FP&A Manager
Senior Financial Analyst
BACHELOR OF SCIENCE 2005
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