Alex J. Email & Phone Number

Indianapolis, In, Us

Indianapolis, In, Us

Manage regular communications of financial results and variance drivers to operations partners for field employees.Partner with field leadership on labor management and volume analytics to optimize trade-offs and mitigate risks to the operating plan.Drive budgeting and forecasting activities for the full P&L.Develop and improve financial processes related to reporting, budgeting, and cost management. Manage work direction of field requests for financial analysis. Own all vehicle related expense reporting (lease, fuel, maintenance, repairs, etc..) for large vehicle fleet.

Menlo Park, Ca, Us

Managed Chief Products Office (CPO) OpEx budget.Developed forecasts, budgets, analytics, and reports with relevant department leaders.Drove continuous improvement around investment tracking and measurement.Drove Annual Planning expense management exercise for the CPO organization including headcount, non-headcount, CapEx and other key cost drivers.Analyzed headcount trends, vacancy, attrition, merger synergies, and related costs for global headcount. Prepared various walks and bridges of the financials to understand the drivers of the numbers and underlying business reasons.Proactively identified, explained, and resolved consolidation issues, forecast variances; proposed solutions.

Indianapolis, In, Us

Managed corporate forecast and budget process to provide accurate projections of volume and profit for senior leadership.Ensured business leaders have the data needed to make good decisions. Led a team of analysts to design reporting, analyze key business metrics and provide insights in accordance with company SOPs.Collaborated with IT to ensure accurate and timely data for all critical analytics are accessible to the analyst teams in our current analytical toolsets. Prioritized and validated all data requests, including break-fixes and new data elements. Provided training, best practices and a framework for development of complex and dynamic financial models to support ad hoc business needs using data systems and Excel. Taught and modeled use of foundational finance toolsets such as ROI analysis, NPV analysis, contribution margin analysis, and statistical methodologies to interpret data and draw sound conclusions.

Miami, Florida, Us

Oversaw an annual division budget, managed commission models for sales force, conducted variance analysis, and performed the duties of three management positions simultaneously for the largest U.S. wine and spirits distributor on a team of 10.Oversaw the merger and realignment of two sales forces with 164 sales consultants in the AS400 OTC system, which is projected to remove redundancies in the sales process and increase efficiencyManaged one finance analyst and two BI analysts, assigned tasks, reviewed work, conducted performance reviews, and conducted training sessions on proprietary systems and management of marketing funds.Built complex SQL queries to retrieve sales, financial, and organizational data across five databases and three servers for the creation of daily, weekly, and monthly automated SSRS reports for management, which included accounts sold data, inventory data, commission reports, and progress reports on supplier goals.Conducted month and quarter end calculations for sales force and senior management which included calculating and limiting override commissions after the addition of a large supplier.Trained ten Business Intelligence Analysts, Trade Development Managers, and Financial Analysts on report translation, SharePoint management, and software usage, including ProDiver, AS400, and NSM.Delivered lesson plans on AS400 usage and functionality to a group of fourteen Area Managers.Created a data-driven SSRS void report detailing stores requiring specific items according to salesperson and sales teams during regular Walmart national shelf resets.Conducted user acceptance for National Sales Manager application and identified and corrected production environment bugs producing incorrect information in the reports.Automated five functions using SQL and SSRS reports to provide data to interested parties daily and inform brand managers when they lack the inventory to meet the demands of monthly sales forecasts

Miami, Florida, Us

Actively managed spend to ensure State stays within budget.Supported the State and PR team by providing management reports and dashboards, providing insight into results and assists with spend management and projects based on business needs.Analyzed depletions, KPIs, spend, market trends and provide insights.Processed and managed invoices and paperwork for distributor management to determine the proper application of spending.Trained field team on internal software for sales decisions and analysis.Conducted program ROI analysis.Managed accrual estimates, YTD variance and outlook of overall case sales, which included creating reports detailing account and sales losses and gains, brand performance, and fiscal year forecasts.

Carmel, In, Us

Reconciled general ledger accounts using Microsoft GP Dynamics including clearing accounts and receivable / payable accounts. Directly responsible for managing commission payouts, sales data and sales analysis for 200+ location dealer store. Facilitated and designed MS Excel based macros and spreadsheets for commission payouts, sales data and analysis for 500+ locations for multiple dealer agents.

Created weekly MS Excel reports designed to mitigate risk in multi-million dollar cash-related accounts through ad hoc reports with data mined using SAP. Built a pivot-table based MS Excel spreadsheet using ad hoc reporting in SAP to identify potential employee fraud elements within a certain activity throughout all 5,200+ Chase branches in the U.S.Designed an inter-state MS Excel spreadsheet used by the three Reconciliation and ATM departments across the county to resolve an average of twenty-two customer deposit disputes a week.

Managed the cash servicing for external customers, end-to-end processing of Commercial, Retail, branch and correspondent customer deposits and coin/currency orders from receipt to fulfillment. Maintained a general ledger account containing an average of $50,957,272 in currency and coin orders in 1,161 open items. Researched and cleared 104 items worth $60,594.00 during an average workday.Identified multiple internal sources of fraud and utilized Chase corporate security to investigate further and resolve the issues. Served as the team's leading resource for ATM-related transactions within five months of being hired, which included training and providing answers to employees about ATM-related issues due to unforeseen circumstances with company acquisitions.Reconciled general ledger accounts using the latest versions of SAP.

Responsible for managing all aspects of the restaurant’s food budget including management of food waste, inventory controls and order management.Responsible for weekly schedule of 20 back-of-house employees including hiring, on-boarding, training and terminations.