Alex Levin, Mba Email & Phone Number

Phoenix, Az, Us

Phoenix, Az, Us

I was brought on at AWOL in a short term capacity to deliver financial leadership and support business strategy at this digital education firm. The organization had little in the way of financial and performance reporting capabilities when I joined the team, so I have built and integrated a comprehensive reporting framework to support analysis and strategic planning. In addition to financial statement, balance sheet, and cash flow analysis reporting, I oversee annual operating plan and monthly forecast processes. Furthermore, I partner with cross-functional team leadership to reduce risk exposure, drive efficiency, and eliminate waste.Key Achievements at AWOL Academy:• Engineered comprehensive financial and performance reporting system from ground up, yielding instant benefits to business operations. • Added $100K per month ($1.2M annually projected) to bottom line by developing sensitivity analysis model for product pricing.• Supported crowdfunding efforts to raise $1M, serving as primary on performing all research and fiscal due diligence for initiative.• Saved AWOL over $150K in tax obligations by performing thorough analysis of accounting records from 2017.

Austin, Texas, Us

As the FP&A Manager to a global entity, I was accountable for conducting large-scale financial analyses and communicating associated fiscal metrics, trends, and forecasts to executive leadership. It was also under my purview to make recommendations and provide insight regarding decisions that would impact the fiscal health of the institution. Additionally, I actively coordinated with business segments to establish financial targets. Along with this, I worked in conjunction with teams to execute business and accounting solutions that contributed to consistent company improvements. Key Achievements at CDK Global: • Established financial KPI tracking system leading to approximately 20% reduction in errors, 15% improvement in tracking efficiency, and better facilitation of data transfer and reporting. • Created earnings per share model allowing earning sources to be reliably understood. • Led restructuring of annual financial planning process and introduced detailed analytics which enhanced forecasting and supported growth initiatives.

Cranberry Township, Pa, Us

My overarching objective as Lead Financial Analyst was to oversee fiscal reporting processes regarding components such as revenue, profit, and cash flow in accordance to multimillion dollar operational budgets. Along with this, I was responsible for designing the financial plans and forecasts that our company operated from. In analyzing our financial health, I also was involved in identifying areas for process improvement and restructuring. My eye for faltering areas of our business led to the following key achievements: • Enhanced sales and margin forecasting accuracy 10% by formulating and executing global rolling forecast process. • Saved over $3.9M in wages and benefits when supporting 2013 restructure of North America Field Services. • Engineered turnaround of faltering invoice process which revived $13M contract.

Cranberry Township, Pa, Us

The project management organization at Westinghouse Electric Company included a multimillion dollar global project portfolio of which I was responsible for assessing and reporting on. In order to effectively understand the financial state of the organization, I also had to keep my finger on the pulse of project objectives and forecasts. Doing so allowed for more accurate conclusions and comprehensive recommendations. Key Achievements as Lead Project Financial Analyst: • Improved monthly close efficiency and reduced errors pertaining to SAP software use by developing modular training program around SAP’s financial, marketing, and project management capabilities.• Boosted cost estimation tools and capabilities through creation of project financial template and training known as EAC (Estimate at Completion). Cost estimation improved approximately 15% within organization.• Drove project accountability by creating project manager financial scorecard, expanding analytical capabilities when evaluating project schedules, risks, and cash flow data.

Chicago, Illinois, Us

After being promoted to Capital Accounting Manager in 2007, I took on additional management responsibilities as it related to positioning the accounting group for long-term success. In particular, I restructured the group and developed new systems based on accumulated financial data to enhance asset data integrity, eradicate non-value added work, and eliminate headcounts.• Eliminated inefficiencies and over $150K in costs related to transitional activities (acquisitions, system enhancements, etc.) by shifting transitional workload to offshore resources.• Mitigated audit and financial reporting risks by leading cleanup and capitalization of over $80M in aging projects.

Chicago, Illinois, Us

After transitioning into the finance industry, my first role provided foundational experience in forecasting, accounting, analyzing, reporting, and budgeting. My efforts supported business finance and operations departments in the strategic planning of capital initiatives. • Automated customer query process by spearheading creation of central website (Capital Accounting), resulting in enhanced team resource allocation.• Safeguarded capital financial data after leading effort (and coordinating with internal audit team) to create Capital Accounting Sarbanes Oxley (SOX) packages.

Chicago, Illinois, Us

Prior to my career in finance, I operated in IT project management and systems analysis. Although in a different business sector, this position allowed me to accrue skills as it related to team leadership and analysis protocol.

Master Of Business Administration - Mba, Finance/Accounting

Computer Science, Compueter Science