Dan Wolfe develops financial, cash flow and pricing models. He establishes and manages rigorous cost control measures, including budgets, forecasts, financial reporting and key performance indicators. Dan identifies opportunities for savings and works with cross-functional teams to implement plans.
Dan Wolfe, MBA Plano, TX 75075 (972) 977-0858 email@example.com / http://www.linkedin.com/in/danwolfe1 Financial Planning & Analysis Develops financial, cash flow and pricing models. Establishes and manages rigorous cost control measures, including budgets, forecasts, financial reporting and key performance indicators. Identifies opportunities for savings and works with cross-functional teams to implement plans. Areas of expertise include: Budgeting Financial Reporting Financial Analysis Forecasting Financial Modeling Pricing Models Cash Flow Models P&L Management Capital Expenses Management KPIs Financial Training Selected Accomplishments Developed pricing model for Nokia Mobile Phones ($2.0 Billion annual sales), that allowed U.S. to lead all global regions in contribution margin. Increased accuracy of revenue forecasts to support planning activities by ensuring that production volumes and product roadmaps were utilized. Accomplished by coordinating with cross-functional teams. Created company’s ($80 Million annual revenue) first formal budgeting process for revenue, operating expense, capital expense and headcount. Developed process to reduce inventory write-offs resulting in a 43% reduction over previous year representing $4.0 Million savings. Professional Experience Resources Global Professionals, Inc. Dallas, Texas 2008 – Current Consulting firm offering experienced professionals assisting businesses with projects related to finance Consultant for Financial Analysis Support – Provide financial support to a commercial banking division of one of the nation’s top three banks. Perform numerous back-office functions, including variance analysis, monthly reporting, budgeting, financial analysis, variable compensation research and analysis for spread on deposit and loan products. Research and evaluate loan portfolios using proprietary software programs. Provide financial analysis for special projects. Key Accomplishments Developed risk control compliance process ensuring daily interest rate updates were correctly uploaded in pricing models used to price loans. Periodic testing proved updates were 100% correct - up from 96%. Developed monthly reporting for banker’s loan/deposit production highlighting growth and identifying issues. Wrote policy guidelines transferring commercial accounts between bankers that streamlined existing process and reduced time spent by bankers ensuring accounts were assigned to correct portfolio. Alsbridge, Inc. Dallas, Texas 2007 – 2008 Global Outsourcing Advisory Firm Senior Consultant, Financial Analysis – Created financial models, outlined scenarios and developed cash flow projections for consulting engagements. Developed detailed forecasting models (NPV and IRR) that (schedules and assumptions) to predict operating cost and savings to be secured via outsourcing. Key Accomplishments Developed multi-year cash flow model accurately analyzing the total cost of IT and Help Desk operations. Created outsourcing scenarios for comparison to client base case. Served as pricing support lead on a $1.4B contract renegotiation. Provided updates for client as received from outsourcer for comparison to Gartner baseline pricing and volumes. Provided mission-critical pricing support for RFP responses for client. Maintained and tracked pricing and volume information to ensure price competitiveness from outsourcers. Dan Wolfe Page 2 Small Business Administration Ft. Worth, Texas 2006 US government agency providing programs, services and resources to small enterprises and individuals. Loan Officer (Contractor Position) – Office of Disaster Assistance: Reviewed residential loan packages, evaluated federal tax transcripts, credit reports and other relevant information. Accepted or rejected loans based on risk analysis, program parameters and other factors. . Nokia, INC. Irving, Texas 1999 – 2005 Leading telecommunications firm with worldwide operations Senior Business Planning Manager – Nokia Mobile Phones Implemented quarterly tactical pricing for mobile phones and accessories for US market supporting corporate pricing strategy, ensuring that prices met target margins. Supervised a team of pricing analysts. Created pricing models. Monitored and reported on KPI. Developed revenue forecasts and budgets, ensuring production volumes and product roadmaps were consistent to support planning activities. Monitored and improved inventory write-offs. Built trust with sales executives and consensus for pricing strategies. Key Accomplishments Created pricing model, allowing U.S. division to lead all global divisions in contribution margin (U.S. accounted for 25% of global sales). Reduced inventory write-offs by 43% with an innovative price erosion timetable strategy, worked with sales and production to coordinate price reductions on older stock with new product launches. Developed revenue forecasts to ensure that annual operating plan and quarterly forecasts reflect the state of the business with any gaps identified for appropriate action. Business Unit Controller for Mobile Software Integration – Nokia Networks Directed financial activities, budgeting & reporting, analysis of financial results, annual operating plan and quarterly forecasts. Prepared monthly financial and operations report for the guidance of management. Worked closely with PMO to ensure projects were on schedule and on budget. Developed annual OPEX budget for North America and Latin American Business Units including justification of capital budgets and headcount. Approved monthly updates of rolling forecast. Coached management team on financial issues and advised on potential financial impact of decisions. Conducted monthly financial review and presented management reports to BU leadership team. Directed the successful transition and assumed responsibilities for the Latin American Controller organization (Brazil Office). Transition was accomplished on time with no disruptions to operations. Alltel Corporation – Network Services Dallas, Texas 1996 – 1999 Costing Manager – Responsible for the pricing of network outsourcing proposals for RFPs. Interfaced with Sales and Technical Staff to provide financial proformas for bid responses/proposals. Created pricing models to ensure model represented sales opportunity being pursued and achieved targeted margins. Prior Experience: Job history also includes a Finance Manager position at General Electric Capital Corp. and a Manager of Revenue Accounting position at Aetna Health Plans including budgeting, forecasting, financial analysis and financial reporting activities. EDUCATION SOUTHERN METHODIST UNIVERSITY - Dallas, TX Master of Business Administration, Accounting/Finance TEXAS A & M UNIVERSITY - College Station, TX Bachelor Business Administration Member of Sigma Iota Epsilon Honorary Fraternity Graduated with Distinction ith Distinction
Pages to are hidden for
"Manager Financial Planning Analysis in Dallas TX Resume Dan Wolfe"Please download to view full document