Yyyyyy x. yyyyyy

Eager and dedicated professional with 15 years of progressive, diversified experience in a variety of settings within the finance industry. Demonstrated ability to execute strategies that bolster revenue growth. Thrive in high-pressure, challenging environments that call for strict attention to detail. Adept at working effectively in both independent and cross-functional team settings. Dynamic leader who excels in building and directing high-performance teams. Seeking Manager or Director roles that will allow for continued work in finance.

Financial Modeling | Forecasting | Company Restructuring | Operations | Capital Planning | Pro Forma Analysis | FP&A

Staff Supervision | Capital Reporting | Contract Negotiations | Leadership | Interpersonal Communication | Project Management Operations | Six Sigma | Critical Thinking | Business Concepts | Strategic Planning | Time Management | Reporting

Documentation | SAP | Oracle | JD Edwards | Business Intelligence | Hyperion | Essbase | Smartview

Iseries | MS SharePoint | MS Office Suite (Advanced Excel Modeling)

American Water

Service Company/Corporate Senior Financial Analyst Ÿ 2014-Present

• Complete accurate monthly closing processes for a $270M entity; prepare monthly reports, assess results and present finalized ideas for stakeholder review
• Also discuss with stakeholders the service company billing process for affiliates
• Devise labor management and overhead budgets using an automated budget upload tool to separate plan dimensions, thus eliminating the need for manual steps
• Lead functional meetings to transfer knowledge and foster stronger business relationships
• Play a key role in the Landing Zone process; create presentations for the Board of Directors and executive leadership
• Upgraded standard budget models to decrease inefficiency and align with evolving business needs
• Manage the Six Sigma Yellow Belt team that designed a dashboard for VPs, yielding $105K in annual savings
• Supervise, guide and mentor junior-level personnel across all satellite locations
• Streamlined variance analysis for 10Q and 10K reporting
• Respond to PWC inquiries in a timely, detailed manner

Capital Planning Senior Financial Analyst Ÿ 2014

• Backed a team in designing and executing a Depreciation Model and Feeder Tool including company training
• Model allowed for users to run SAP, BI and Power Plant reports
• Used the tool to automatically load the model with data needed to compute Devaluation and Removal Costs
• Eliminated multiple iterations with the Capital Planning team; allowed FP&A to extract data already present in company systems
• Successfully budgeted and forecasted $1B in yearly capital spending
• Established the Standard AFUDC Forecast Tool for Equity and Debt
• Generated monthly projection best practices for IP/RP projects
• Collaborated during Capital Project Review meetings to determine AFUDC status

FP&A Senior Financial Analyst Ÿ 2007-2013

• Developed and led all monthly reporting including Financial and Business Reporting Packages
• Directed financial planning and analysis activities for XXXXXX and NY water companies, with annual revenues of $850M
• Consolidated and analyzed monthly dashboard metrics including Hyperion data approval
• Recovered $3M in lost revenue from Hurricane Sandy
• Crafted various budget models centered on production costs, revenue and labor
• Served on the Finance Reorganization Team to evaluate the present state and help build future progress
• Worked in coxxxxxxunction with Supply Chain staff to evaluate real savings and deliver overall support at all phases of the BID process
• Mentored and professionally-developed Junior Analysts

Yyyyyy x. yyyyyy

Senior Financial Analyst, Rates/FP&A Ÿ 2010

• Delivered pro-forma analysis and testimony for rate case expense items; included labor relations, 401K, DCP, group insurance, employee stock option plan, sick bank, retiree medical insurance and payroll taxes
• Developed testimony by reviewing all union contracts in coxxxxxxunction with HR and Accounting to drive regulatory compliance levels
• Prepare detailed individual employee analyses to determine a beneficial position with the company to uphold creditability with the Board of Public Utilities.
• Countered rate counsel discovery requests, reviewed the BPU witness position, prepared discovery questions for BPU witness, as well as drafted rebuttal testimony
• Headed the largest O&M expenses within the company, totaling more than $80M
• Skillfully argued the capitalization percentage via analysis, to secure a $1.6M gain
• Defended the corporate group insurance position by building a detailed bridge of costs, as well as garnering a $4M increase

Devereux Foundation Ÿ 2005-2007

Finance Manager

• Supervised all Finance Department functions including the development and management of a $30M annual budget
• Introduced intricate accounting systems that complied with all accepted government best practices
• Closed at the end of each month and prepared numerous useful, informative reports in the process; aimed throughout the process to streamline procedures that cut down on waste levels and inefficiency
• Reconciled accounts and adjusted reserves accordingly
• Served as an effective first contact for external auditors and in a Project Manager role to lead key business efforts
• Transitioned assigned projects from concept through to finalization; defined work scope and project objectives in the process
• Billed and collected from a series of state and federal grants that totaled over $25M
• Slashed overtime levels by 11% and cut down on the number of payroll errors by 20% during tenure

Business Manager, PA Operation Ÿ 2002-2005

• Directed financial and administrative operations for three Pennsylvania facilities; included management of $8M in annual budgets
• Led all monthly closing, including journal entries, account reconciliations, P&L, balance sheet completion and cash flow analysis
• Prepared and presented detailed monthly financial reports; also handled grant processes monthly including billing, collections and compliance measures
• Coached and supervised the Billing and Finance Departments, which totaled up to 12 personnel
• Cut the level of bad debt write-offs by 20%
• Effectively brokered negotiations that resulted in $500K in additional revenue

Master of Business Administration, Widener University

Master of Science, Pre-Law, Troy State University

Bachelor of Arts, Sociology, Millersville University of Pennsylvania

Accounting Courses, Southeastern Community College

Certification, Six Sigma Yellow Belt, American Water, 2016

Rate School Completion, NARUC Utility Rate School, 2013

Member, Association for Financial Professionals (ongoing)