Financial Manager / Strategic Planner

Posted on: 2006-10-04

Kate E. Burns 3817 3rd Ave. N. · St. Petersburg, FL 33713 (727) 480-4400 · [email protected] Employment History Financial Manager / Strategic Planner, 2005 to present Home Shopping Network, Television and Marketing Business Analyst, 2004 to 2005 JPMorganChase, T&SS, DDA & Liquidity Operations Project Analyst, 2003 to 2004 JPMorganChase, T&SS, Global Clearing Professional Summary · Experienced user in Microsoft Office applications including Excel, Power Point and Access (98 / 2000 / 2003 / XP). · Excellent time management and organizational skills. · Experienced with conflict resolution, team motivation, problem anticipation, and troubleshooting. · Excellent analytical and problem solving skills. · Motivated team player that strives for excellence and quality in all work produced. · Experienced in developing new processes and procedures to manage change. · Experienced in developing new business processes and procedures. · Experienced working with and communicating with senior level managers. · Experienced in providing project support for high profile, high impact, projects. · Proven leader with the ability to manage and facilitate change. · Experienced in Business, Financial, and Risk Analysis. Current Responsibilities · Responsible for financial analysis with a primary focus on Marketing and Television costs with the goal of controlling costs and improving profitability for the organization. · Responsible for Budgeting, Forecasting, and variance analysis of Marketing and Television business units. · Supporting the financial analysis of business strategies, initiatives, and projects. · Proactive analysis of business trends and communication of findings and recommendations to prevent unwanted financial results. · Month-end close process with the preparation of journal entries, supporting schedules, headcount and account reconciliations, and explanation of accounts variances. · Creating and maintaining analytical comparisons and reports and ensure appropriate action is taken to eliminate variances. · Prepare operating and capital budgets for the areas of responsibility by collecting and studying data from different sources and incorporating data into the financial analyses. · Create and work within a metrics driven environment. · Reconciliation of project Capital expense budgets including ROI. · Preparation of monthly Profit and Loss statements and royalty calculation for The NFL and Dallas Cowboy’s businesses. · Approve all coupon and internally generated gift certificate requests. · Create Profit and Loss analysis for Marketing Partnership deals. Review all contracts for Partnerships. · Perform Ad Hoc and Special Projects as defined by management. Career Highlights · Acted as primary contact and analyst for quantitative and qualitative reporting for Global Clearing Funds Transfer. · Worked extensively with US Dollar Project Management to develop accurate and informative product reports. · Provided support for US Dollar Product analysis. · Created detailed monthly financial reporting, ensured information consistency reviews and developed and maintained information consistency controls. · Acted as primary variance analyst for monthly metric reporting for JP Morgan Funds Transfer and DDA & Liquidity Operations. · Created and maintained monthly headcount reconciliation processes and documentation. · Developed process documentation for JPMorgan Funds Transfer and ensured ongoing maintenance when changes occurred. · Developed comprehensive reporting documentation to facilitate and manage reporting procedures and practices to reflect recent changes in organizational structures. · Acted as a resource on projects including over all retirement of proprietary software, The Clearing House disaster recovery tertiary site, and Sarbanes-Oxley procedure development and implementation for DDA and Liquidity Operations. · Produced documentation for ad-hoc requests such as Fed White Paper Compliance deep dives, 2004 head count reconciliation, and financial documentation for 2005 planning period. · Created comprehensive reporting techniques in which to manage complicated procedures and reduce work time from 5 days to 2 days for JPMorgan Funds Transfer. · Developed new metric techniques and processes for JPMorgan DDA & Liquidity Operations. · Acted as risk analyst for JPMorgan DDA & Liquidity Operations. Currently reviewing risk and compliance procedures for JPMorgan DDA & Liquidity Operations. · Acted as primary resource for Sarbanes-Oxley compliance for JPMorgan DDA & Liquidity Operations. · Acted as resource for legal netting review and compliance JPMorgan DDA & Liquidity Operations. Education M.B.A., University of South Florida, 2004 Areas of focus: Marketing Strategy, Finance, and Management B.S., University of South Florida, 2002 Management Information Systems Computer Skills and Training Microsoft Windows Operating Systems Microsoft Office Suites, (98 / 2000 / 2003 / XP) Hyperion Pillar Microsoft Project Essbase Access and SQL Databases PeopleSoft Mac OS X Business Objects Exchange and Outlook Email Metric Reporting and Variance Analysis Lotus Notes Email Willing to Travel/Relocate