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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 w (xxx-xxx-xxxx w


Financial Analysis and Management Professional

Accomplished w Client Centered w Detail Driven w Leader w Mentor w Innovative w Highly Effective




      Extensive and progressively responsible experience as a finance analyst and finance compliance specialist in oil and gas, construction, and retail environments

      Excellent communicator with demonstrated ability to collaborate with staff, management, business partners and others at all organizational levels

      Outstanding blend of organization, prioritization, leadership and interpersonal skills

      Proven ability to lead team members, manage a wide range of duties simultaneously and coordinate multi-level directives within diverse finance roles

      Direct multi-site, international cross-functional teams across all projects and organizational initiatives from concept to completion

      Provide sound consultative advice to executive-level teams and board members

      Mentor and lead teams by example and with integrity to deliver services excellence

      Consistent success is rooted within the combined concepts of quality, continuous improvement and effective process enhancements

Key Strengths

      Financial Management

      Process Improvement

      Business Analysis and Research

      Team Contribution and Leadership

      Contract Analysis and Negotiation

      Analytical Problem Solving

      Strategic Planning and Implementation

      International Experience

      Compliance Analysis

      Project and Operations Management


Professional Experience


Texas Gun Club, Stafford, TX, 7/2017 present

Business Consultant and Firearms Instructor

         Provide valuable financial business guidance for this young organization. Assist with volumetric analysis. Establish appropriate key performance indicators (KPIs) for owners to track, design and implement effective means of analyzing data and business results to guide business decisions in critical growth phases.

         Serve as a firearms instructor for the company s gun-buying customers. Instruct in all aspects of safe handling and operation as well as in legal requirements. Provide associated gun sales support.


Full Time Caregiver, Sugar Land, TX, 2015 2017

         Provided full time care for terminally ill family member. Coordinated medical treatment with medical professionals and hospice team.


Shell Oil Products US, Houston, TX, 2005 2015

Chrysler Business Support Manager (2010 2015)

         Provided strategic development for and implementation of the Chrysler Business Development Funding Program, a $40M program supporting more than 2,900 dealerships in the US and Canada.

         Proficiently managed Business Development Funding Program and global contracts in all countries in which Chrysler operated at the time, with special focus on Australia, Russia, Mexico and the Middle East.


Yyyyyy x. yyyyyy, Page 2 of 3


Professional Experience, continued


o   Successfully developed all contractual documentation associated with the business development funding program. Designed and processed all funding applications and approvals.

o   Established and executed monthly tracking tools for marketing and performance rebate programs associated with the Chrysler/Fiat Global Framework Contract Agreement, noting volume, total margin dollars, per-unit margin dollars, cost of goods sold and total overall performance for the Chrysler/Fiat US and Canada portfolio.

         Worked closely with local and global finance teams to evaluate overall portfolio performance and identify anomalies in financial data, make recommendations for mitigating potential risk and evaluate overall status of performance relative to the original business plan strategy.

         Global Agreement financial summary included 1.2B litres bottled oil; C3 margin - $546M; C3 + margin - $353M (post all SDA, SPA, OPEX and cost allocations).

         Received VP Group Downstream Award Chrysler.

B2C Contracts and Compliance Analyst (2008 2010)

         Developed monthly reporting for Finance, Credit, and Sales management regarding statistical analysis of investments including contract types, end dates, renewal rates, average dollars invested, funding rates, etc.

         Monitored reporting results on 2,000 business development funded investments valued at $153M. Advised management when variances occurred, recommended actions for compliance and long term sustainability.

         Collaborated with field-based and regional sales managers for improving underperforming agreements.

         Facilitated Monthly Compliance Teleconference with key stakeholders (Finance, Sales Area Managers, Contracts and Compliance) to address action plans for underperforming agreements and communicated with key stakeholders including Sales Managers, Finance, Accounting, Credit, and Legal.

         Expertly conducted Audits for Agreement buyout, sale or closing of businesses and bankruptcy matters for customers under contractual commitments. Evaluated default scenarios to provide the buyout amounts and liquidating damages amounts using the finance feasibility model for contracts.

         Successfully migrated 1,700 Canadian contracts to the US Compliance Team; while maintaining compliance standards.

         Materially contributed to the successful migration of multiple US Shell processing based roles to the Shell Shared Service Center in Chennai, India.

         Received Shell s Service Recognition Award for outstanding performance as Contracts Analyst.

US MRD (Master Record Data) GSAP Focal Point (2006 2008)

         Reviewed, analyzed, and monitored all SAP Global Master Data Requests for 28 business segments.

         Worked with resources in Manila, Glasgow, London and Dubai to facilitate Master Record and Global SAP implementation processes; successfully migrated the MRD role to India.

         Received Shell s Service Recognition Award for outstanding performance as US MRD Focal Point.

Lubricants Finance Analyst / Management Information Reporting Analyst (2006 2008)

         Expertly closed and reported monthly and quarterly financials including Profit and Loss, Balance Sheet, Cash Flow and Volumetric for 4 business segments including Pennzoil Quaker State Lubricants and one refinery with combined revenues in excess of $4B.

         Effectively completed all monthly reconciliation activities for all US Lubricants and Deer Park Refinery financial management packages using several ERP systems including SAP.

         Served as the Management Reporting team lead for Global SAP (GSAP) implementation of Pennzoil Quaker State Lubricants US, Canada, and India business segments.

         Received Shell s Service Recognition Award for outstanding performance during the Lubricants Division Global SAP (GSAP) Conversion and Implementation.

Financial Reporting Analyst/AP Lead (2005 2006)

         Created and monitored all accounts payable (AP) service level agreements (SLAs) and KPIs for Shell s AP Service Center in Manila, Philippines.

         Proficiently identified anomalies in customer service performance levels and presented root cause analyses as well as corrective solutions to senior stakeholder management.


Yyyyyy x. yyyyyy, Page 3 of 3


Professional Experience, continued


         Successfully created and implemented effective stage gate scenarios for transition of all SLA agreement process activities to the Philippines.

         Reconciled all KPI reports and established effective baseline measurement statistics for effective SLA compliance and execution.


CAP Gemini Ernst & Young, US LLC, Houston, TX, 1999 2003

Financial Project Management Senior Associate

         Successfully managed economics for Energy, Chemical & Utilities engagements with strongest focus in Oil and Gas.

         Performed budget review, engagement planning scenarios and financial analysis of 30 concurrent engagements ranging in revenues between $100k and $86M.

         Materially contributed to implementing cost reductions and resolving Accounts Receivable collections.

         Provided accurate revenue and sales forecasting; updated firm forecasting tools such as AMS, ABF, SAP, Business Warehouse and ECU Sales and Revenue Management Tools.

         Astutely advised senior management in tracking project budgets, staffing models and engagement economics.

         Received the highest rating for performance In the Energy, Chemicals and Utilities sector.





Post-graduate study: all-but-thesis MBA in Strategy and Finance, University of Houston, Victoria, TX


Bachelor of Business Administration in Finance and Management, University of North Florida, Jacksonville, FL

         Golden Key National Honor Society



Additional Information


Volunteerism and Community Involvement

         Treasurer/Director, Grants Lake Tempos Community Association Board of Directors, Sugar Land, TX, 1999 2005

         Secretary/Treasurer, JFMG, Inc. Board of Directors, Sugar Land, TX, 1997 2003

o    Developed and implemented the MI and Account Reporting Systems for the company s Golf Cart Division.




Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 w (xxx-xxx-xxxx w





Hiring Agent Name


Company Name


City/State/Zip Code




I am currently seeking a challenging career opportunity in a (INSERT TARGET POSITION NAME) capacity and am submitting my resume for your review. In advance, thank you for your time and consideration.


As demonstrated in the accompanying resume, my professional qualifications include broad-based financial analysis and compliance experience. I have proven ability to lead team members, manage a wide range of duties simultaneously and coordinate multi-level directives within diverse finance roles. I have directed multi-site, international cross-functional teams across all projects and organizational initiatives from concept to completion and am well able to work effectively with remote international teams.


I have effectively applied my skills and knowledge toward mentoring and leading teams by example and with integrity to deliver services excellence. I also provide sound consultative financial advice to senior management teams. I am an excellent communicator with demonstrated ability to collaborate with staff, management, business partners and others at all organizational levels. To complement this background, I offer an outstanding blend of organization, prioritization, leadership and interpersonal skills.


As an employee, you will find me to be a driven team player prepared to deliver immediate and long-term results and committed to supporting you in achieving your objectives through superior performance. I am confident that I could be a valuable asset to your organization, and look forward to interviewing with you in the near future.






Yyyyyy x. yyyyyy



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