Results-oriented business professional offers expertise in business, finance, marketing, and systems analysis with an emphasis in analytical problem solving, data mining, data manipulation, data management, project management and leadership.
Specialties include training, communications, management and relational database analysis with a high degree of accuracy. Highly motivated, career minded, efficient, professional, detail oriented individual with an entrepreneurial outlook and exceptional skills in client relations and customer service.
Excellent skills in Microsoft Word, Excel, Access, Visio, PowerPoint, and Project, webpage design, information technology troubleshooting, leadership and community service. Software proficiencies also include JD Edwards, Hyperion, SQL, QuickBooks, SAP, Sagitta, and Applied EPIC.
Responsible for directing the fiscal functions of the Agency in accordance with financial management techniques and practices appropriate within the Insurance industry. Plan, develop, organize, implement, direct and evaluate the organization's fiscal functions and performance. Develop credibility for the finance group by providing timely and accurate analysis of budgets, financial reports and financial trends in order to assist the CEO/President and other senior executives in performing their responsibilities. Enhance and/or develop, implement and enforce policies and procedures of the organization by way of systems that will improve the overall operation and effectiveness of the agency.
Responsible for overall control of all financial aspects of day to day operations and company strategy. Lead market research and analysis and provide recommendations to executives based on results. Help departments plan and manage their respective budgets. Manage the company accounting functions and systems. Contribute to the development of company business strategies across all areas of the business and provide financial analysis and guidance on all activities, plans, targets and business drivers. Establish a high level of credibility and manage strong working relationships with external parties including vendors and advisers. Manage IT department and vendors.
Planned, directed and oversaw the operations and fiscal health of order processing, returns (RMA / SBD), fork truck field modifications, specification tag, passkey, and vehicle manager reprogram requests for the Raymond Parts division. Maintained ISO 9001, ISO 10001, ISO 14001 documents related to the Customer Service, Sales, and Marketing departments. Led special projects and ERP system implementations. Acted as a liaison between the Raymond Corporation and the domestic and international dealer networks representing 6 continents. Developed staff to increase workplace efficiencies and train them for future positions with increased roles and responsibilities.
Designed information systems that provided management with economic and marketing data. Utilized a broad knowledge of statistics and mathematics. Developed methods for collecting, organizing, interpreting and classifying quantitative and qualitative information. Presented research reports to executive management in resolving product/process problems. Evaluated existing aftermarket sales and gross margin trends to identify strengths and weaknesses in both sales and pricing strategies and provide recommendations to clients and customers. Provided the Parts Distribution Center materials department with market intelligence to support improved inventory forecasting of existing products. Provided valuable feedback by capturing data from both the equipment and aftermarket sales organizations. Gathered, analyzed and interpreted a wide variety of complex data according to statistical methods.
Executed and reviewed monthly finance and operation reports pertaining to contract efficiencies to “C” level management. Generated monthly preventative maintenance schedules and compliance report audits for executive management. Acted as a liaison between the accounting, finance, information technology and operations departments. Conducted audits of service agreement account reconciliation reports for discrepancies between accounting systems. Performed account and system reconciliations as well as journal entries. Analyzed department processes and internal controls. Made recommendations to management for process improvements. Provided historical trend analysis, cost benefit analysis and future projections of service agreement data to management. Facilitated process improvements as an ACE Pilot. Assisted the Controller in conducting Sarbanes-Oxley audits.
Provided high quality professional financial services to improve the operational and financial effectiveness of New York State municipalities and school districts. Extracted and performed financial analysis of data from various accounting and information systems. Developed financial reports for forecasting, trend analysis, and results analysis. Designed and produced credit rating presentations for national rating agencies. Managed submission of Debt Exclusion Applications for clients pursuant to section 124.10 of the New York State Local Finance Law.