Dan Wolfe, MBA
Plano, TX 75075 (972) 977-0858
firstname.lastname@example.org / 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
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.
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.
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.
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.
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