Manager Financial Planning Analysis in Dallas TX Resume Dan Wolfe by DanWolfe1


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									                                                        Dan Wolfe, MBA
                                           Plano, TX 75075  (972) 977-0858

                                             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
     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.

                                    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

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