Michael Stephan Email and Phone Number
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I am a highly accomplished, solutions-oriented, and experienced analytics leader with 10+ years of experience and demonstrated success in leading, training, and developing analysts to evaluate business opportunities, develop strategies, and provide clear and concise recommendations. My expertise lies in orchestrating long-range plans involving strategy development, resource allocation, timelines, and financial outcomes. Throughout my career, I have identified growth optimization opportunities; collaborating cross-functionally to structure, measure, and execute tests; and driving adoption and knowledge at all levels of the organization.I am a transformational leader who is driven by challenges, undeterred by obstacles, and committed to furthering the standards of excellence. I am an engaging strategist with proven capabilities in thinking through complex problems, determining proper analytical processes and procedures, independently deriving conclusions, and presenting results to senior leadership.Specialties: Financial Planning & Analysis | Budgeting & Forecasting | Exceptional Financial Modeling Skills | Diversified Business | Process Improvement Initiatives | Strategic Planning & Execution | Business Opportunities Analysis | Resource OptimizationCareer Highlights:• Instrumental in designing and developing sustainable management processes and tools, which resulted an increase in efficiency and building confidence in marketing budget allocation.• Successfully obtained BOD and executive approval for introducing multiple new categories with annual revenue targets ranging from $10 million to $100 million by creating tools and processes for holistic business case analysis.• Helped the company in meeting annual category revenue target of $35+ million globally by executing operating model analysis and negotiating contracts with major business partner. • Built financial acumen of domestic and international product and sales leaders by utilizing analytical and critical thinking skills to perform P&L reviews and highlight areas of opportunity and influence.
Otter Products
View- Website:
- otterproducts.com
- Employees:
- 993
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Senior Business Insights AnalystOtter ProductsLaguna Beach, Ca, Us
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Operations Finance ManagerSamsung Electronics America May 2023 - PresentRidgefield Park, Nj, Us -
Senior Business Insights AnalystOtter Products 2023 - May 2023Fort Collins, Co, Us
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Marketing Analytics ManagerOtter Products 2021 - 2023Fort Collins, Co, UsAs the Marketing Analytics Manager at Otter Products, I oversaw two direct reports, assessed performance, identified skill gaps, evaluated training needs, and conducted training sessions to improve productivity and efficiency. I was hand-picked by the leadership team to consolidate all data for efficient utilization as well as build data literacy and analytics competency in the marketing, customer service, and e-commerce business functions.I collected and compiled complex data from disparate sources to provide more accurate performance measurement and insights. I demonstrated the difference between tactical reporting and leadership-level reporting, shifting team mindsets to perform business-level analysis and reporting and brought a more holistic and consolidated decision-making model.Highlights in this role:• I successfully launched the consolidated reporting structure in January 2023. • I directed a cross-functional team of analysts in migrating from transactional reporting to transformational analytics for business partners.• I spearheaded the management of the project to consolidate data across marketing, sales, and customer service functions; successfully consolidated 40+ data sources by developing strategy and architecture. • I led and executed business management processes education initiatives to drive focus on teaching data literacy and analytical principles. • I played an integral role in orchestrating mutually beneficial shared vision and monitoring progress towards shared goals, which resulted in developing productive and strong partner relationships with key vendors.• I designed and developed sustainable management processes and tools, which resulted an increase in efficiency and building confidence in marketing budget allocation.• I was promoted from Senior Financial Analyst to Marketing Analytics Manager position for demonstrating analytical skills, broad business acumen, utmost dedication, and continued commitment towards work excellence.
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Sr. Financial Analyst | Fin Analyst Ii | Fin Analyst I | Financial Business Partner, Product & SalesOtter Products 2015 - 2021Fort Collins, Co, UsI was chosen by management to support product, sales, and international finance teams. I supported smooth workflow of detailed financial analysis, leadership review, and approval of 500+ projects per year by designing and developing models and integrating product, demand, supply, and finance data sets. I led requirement gathering for analytical tools, built models in Excel, and integrated tools into databases utilized for analysis across the company. I enhanced productivity and efficiency of existing team members as well as newly recruited individuals by delivering effective training and support.Highlights in this role:• I ensured seamless and on-time execution of 500+ projects per year by setting vision and managing teams in developing systematic and sustainable tools used for all new categories and product analysis and performance reviews. • I aided in renegotiating a financially viable contract, which helped in reducing the strain on the business in reporting and day-to-day strategy and negation; accomplished 10% profit improvement. • I successfully obtained BOD and executive approval for introducing multiple new categories with annual revenue targets ranging from $10 million to $100 million by creating tools and processes for holistic business case analysis.• I helped the company in meeting annual new category revenue target of $35+ million globally by executing operating model analysis and negotiating contracts with major business partner. • I played an integral role in optimizing internal alignment, speed, consistency, and execution for bringing new products to market by providing finance leadership in Kaizen project.• I built financial acumen of domestic and international product and sales leaders by utilizing analytical and critical thinking skills to perform P&L reviews and highlight areas of opportunity and influence.
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Financial Business Partner To Supply Chain TeamsOtter Products 2015 - 2017Fort Collins, Co, UsIn this role, I formulated COGS, CapEx, and OpEx budgets, as well as defined and implemented targets for all supply chain functions with $400 million in annual spend. I initiated monthly COGS reviews in collaboration with supply chain leadership to drive overall accountability around COGS reduction initiatives. I created models for inventory risk and warranty risk analysis that highlighted issues for investigation and ensured proper reserve accounting. I tracked aging inventory issues and worked with technology experts in designing the concept reporting, analysis, and policies for disposition of unhealthy inventory.Highlights in this role:• I identified stagnant product in the sales lifecycle for targeted sales action, and collaborated with decision makers in writing off inventory, when necessary, which enabled the company to correctly account for the inventory reserve from accounting perspective. I reduced excess inventory by 25% through leading and executing a cross-functional initiatives.• I built a model to understand warranty exposure, reviewed and adjusted warranty reserves, and recommended process to executive leadership to align with GAAP compliancy.
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Analyst – Customer ServiceOtter Products 2013 - 2015Fort Collins, Co, UsIn this role, I detected process inefficiencies, eliminated gaps, and implemented improvement initiatives and KPIs to achieve customer service excellence. I provided guidance on handling staffing and operational issues to meet customer service goals.Highlights in this role:• I identified the necessary data for customer service analytics, designed the tool to consolidate data from disparate systems, and managed the reporting for business operations at different levels of management within the customer service organization; this work did not exist before and proved to be a significant step towards understanding business and achieving goals.
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Customer Service Workforce Management CoordinatorOtter Products 2012 - 2013Fort Collins, Co, UsIn this role, I spearheaded the implementation of the first workforce management platform for staffing. I prepared and implemented staffing policies, performed forecasting, and developed and executed hiring strategies.Highlights in this role:• I conducted detailed analysis and provided the company with right-size staffing recommendations, which resulted in reduction in customer wait time from 15 minutes to less than 30 seconds.• I set the company-wide goal of answering 80% of calls within 30 seconds; department met this target consistently.
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Customer Service RepresentativeOtter Products May 2011 - Sep 2012Fort Collins, Co, Us
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Personal BankerFirst National Bank Of Omaha 2010 - 2011Omaha, Nebraska, Us -
Ski InstructorKeystone Ski Resort 2009 - 2010
Michael Stephan Skills
Michael Stephan Education Details
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Colorado State UniversityDual Concentration In Corporate Finance And Investment Analysis
Frequently Asked Questions about Michael Stephan
What company does Michael Stephan work for?
Michael Stephan works for Otter Products
What is Michael Stephan's role at the current company?
Michael Stephan's current role is Senior Business Insights Analyst.
What is Michael Stephan's email address?
Michael Stephan's email address is mi****@****box.com
What is Michael Stephan's direct phone number?
Michael Stephan's direct phone number is +130464*****
What schools did Michael Stephan attend?
Michael Stephan attended Colorado State University.
What skills is Michael Stephan known for?
Michael Stephan has skills like Financial Analysis, Business Analysis, Business Process Improvement, Strategic Planning, Budgeting, Microsoft Excel, Forecasting, Supply Chain Operations, Variance Analysis, Business Strategy, Financial Accounting, Financial Modeling.
Who are Michael Stephan's colleagues?
Michael Stephan's colleagues are Emma Sparrow, Roy Lan, Taylor Gentry, Flynn Nyman, Molly Nelson, Kendra Warembourg, Josh Gundy, Cpsm.
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