Alex Mccarthy Email & Phone Number

Ellerslie, Auckland, Nz

Auckland, Auk, Nz

Completed month end Financial and Board Reporting deliverables.Maintained and developed Power BI reports.Responsible for forecasting and budgeting processes with key stakeholders.

Auckland, Nz

Responsible for P&L Analysis and business partnering with the Sales team.Led full P&L financial year budget, including sales, COGs, supply chain, and overheads.Chaired weekly forecast meetings for sales, manufacturing, and finance leadership.Streamlined regular processes and documented SOPs for permanent replacement.

Blenheim, Marlborough, Nz

Responsible for sales and profitability analysis for Finance, Sales, and company leadership.Reporting directly to the CFO, with constant interaction with the Head of Sales.Managed and coached two analysts, including teaching Power Query and other advanced Excel skills. Emphasized strong inter-departmental communication and collaboration.Completed financial year budget using my own ground-up process to allow for improved product and market profitability analysis. Followed up with a re-forecast for Indevin.

Singapore, Sg

Created supply vs demand allocation model, which incorporated margin analysis to allow for macro allocation decisions during a strawberry shortage. Model adopted by the President of the company and senior leadership.Performed Cost Benefit Analysis for make vs buy alternatives for frozen strawberry supply.

Irvine, California, Us

Updated, forecasted, and analyzed P&L, Balance Sheet, and Cash Flow statements.Designed and implemented a new Census file from scratch to track labor spend history and forecasted expenditures for 4 years into the future.Overhauled the import of payroll data using MS Access and Power Queries in Excel to improve the speed and accuracy of payroll analysis by Corporate Finance and company leadership.Wrote a 7000 word file documenting the new Census monthly process.Built new reports in Cognos to track HR transactions over 20 years of company history, including details of staff from the MySpace acquisition.Created original template for managing and analyzing sales goal targets and commission.

Built multi year budget process from scratch in ExcelForecasted Income Statement, Balance Sheet, and Cash Flow StatementsApplied advanced formulae to speed and enhance budgeting process (sumifs, offset, arrays, pivot tables, vlookup, sparklines, conditional formatting)Used MS Access SQL queries to analyze transportation volume and spendDocumented material flows using flowcharts in PowerPoint

Torrance, California, Us

Forecasted and analyzed P&L, Balance Sheet, and Cash Flow statementsLaunched new Executive Summary Dashboard, a weekly publication for business leaders with key business metrics for the week, month to date, quarter to date, and year to date. Used advanced Excel to accurately and instantaneously calculate output.Created and maintained presentations for Board of Directors on financial performance and projections. Worked closely with CEO and CFO to complete final output.Utilized Tableau for drill-down analysis of SKU and marketplace performance.

Santa Fe Springs, California, Us

Responsible for delivering monthly reporting of financial performanceCreated forecast for 2019 target Profit and Loss Statement.Identified and explained sources of deviation vs prior year, forecast, and plan.Worked with Standard Costs and Purchase Price Variances (PPV), and analyzed freight spend.Created and presented high level presentations for company leadership and board of directors.

Diamond Bar, California, Us

Forecasted 3 month rolling and calendar year total sales for approximately 60,000 SKU/Destination combinationsGrew the team from two analysts to four. Taught the team Six Sigma methodologies, Cognos, Access, Tableau, and advanced ExcelStreamlined data output using Access in order to improve accuracy and turnaround time for both Supply Chain users and the broader companyCreated new dashboards and metrics within Tableau to calculated forecast accuracy at multiple levels of detail, over the course of the year and by specific locationDefined new volatility metric to quantify and identify highly volatile Customers, SKUs, and DCs

Diamond Bar, California, Us

Negotiated, designed, and supported annual 500,000 shipment transportation bid Created new pricing and regional lane aggregation structure to gain negotiating advantageSingle handedly designed and negotiated annual inter-plant transportation bidManaged bid events using SciQuest cloud based serviceWorked with IT team to create custom SQL queries for single-source of truth database for transportation spendDesigned a new IBM Cognos Cube to pair transportation spend with SKU costs so that product-specific costs could be understood

Diamond Bar, California, Us

Responsible for variance analysis, reporting, and analyzing past performance and future scenarios. Managed a team of five analysts. Deliverables used by Directors, VPs, EVPs and CEO.Performed Financial Planning and Analysis of costs and revenues for Head of Finance. Analyzed and explained variances in revenue and costs vs goal and previous periodsAppraised Capital Expenditure projects using my customized Cost Benefit Analysis templateRan margin analysis for specific product categories including revenue, promo spend, raw material costs, warehousing, and transportationManaged and extracted large data sets with IBM Cognos and Oracle Discoverer, and analyzed and interpreted them using advanced Excel and Access

Diamond Bar, California, Us

Rotational program designed for future leaders to develop their broad understanding of the business8 Months in Manufacturing - Injection, Blowmolding, Downstream Operations, Warehousing3 Months in Strategic Planning - DTS Cost Tracker, Service Planning in LNPMiscellaneous Rotations: Recruiting, Engineering, ProcurementNiagara Six Sigma Green Belt certified

Diamond Bar, California, Us

Responsible for creating and implementing a model for the allocation of production and customer service overhead for high-growth beverage manufacturer.Interviewed key stakeholders from multiple departments to identify the drivers of overhead.Calculated cost benefit analysis of new factory configuration to avoid transportation costs.Created machine-hour activity based costing method by product category and plant location.

London, Gb

Monitored revenue for management and created investment performance deliverables for clients. Developed index benchmarking database for a pension consulting subsidiary of Aon Hewitt.Streamlined fund performance worksheets to save 4 hours per client, per quarter.Developed a new management dashboard to emphasize neglected key metrics which allowed senior management to more accurately measure business performance.

London, Gb

Managed Accounts Receivable, Accounts Payable, Budget Reporting and Expense AuditingPerformed business analysis of client performance for leadership using regression models.Overhauled the excel-based budget tracking system, saving approximately 10hrs per month.

Gb

Dominant Big Four Firm in United Kingdom, delivering Assurance and Consulting services to national and international companies of all sizes.Associate in Audit and Risk Assurance ServicesAudited financial statements for clients in Real Estate, Tobacco, Oil Services and Consumer Products.Coached and reviewed junior team members on £650m revenue client.Researched and identified flaw in the completeness of client’s customer statement processes.Selected to interview Risk Assurance Partners and write articles for departmental newsletters to educate coworkers on the wide variety of services provided to clients.

Master Of Business Administration - Mba

Exchange Program, Economics

Bachelor Of Applied Economics, Economics