Bill Sayer Email & Phone Number

Philadelphia, Pa, Us

Exton, Pa, Us

Philadelphia, Pennsylvania, Us

• Develop and implement annual operating plans and forecasts for revenue and expense, growing 20%+ year over year• Create business reviews, board-level presentations, and investor/analyst materials; presentation of monthly and quarterly results reviews to leadership teams• Lead financial partner for cross-functional and executive leadership teams, providing insights and recommendations to drive achievement of financial goals• Provide financial analysis, recommendations, and pro-forma modelling for strategic initiatives, pricing, and new location expansion

Radnor, Pa, Us

• Creation of messaging, insights, and visuals for monthly and quarterly business reviews, Investor Relations, and Board of Directors• Creation and distribution of monthly executive leadership communications regarding Sales, Assets, G&A, Earnings, and other items• Generated new analyses of leading indicators for forecasting• Creation of Tableau dashboard for leading indicators, historical results, and key performance indicators

New York, Ny, Us

• Conduct walk-throughs, interviews/ panel discussions, data collection and data analysis to diagnose problems, and work with FP&A team to design and implement solutions• Implement and coach Root Cause Problem Solving, finding ways to reduce time and risk, increase speed and value of insights, and improve employee engagement• Responsible for monthly and quarterly financial results reporting for Individual Life and Group Protection business unit leaders.• Support strategic initiatives including reinsurance and valuation of Individual Life business

New York, Ny, Us

• Responsible for monthly and quarterly financial results reporting for Individual Life and Group Protection business unit leaders.• Support strategic initiatives including reinsurance and valuation of Individual Life business

Bethesda, Md, Us

Applied for and invited to join a small group of FP&A professionals working together to create AFP's new FP&A certification, which debuted in 2014. Traveled to several locations for multi-day group sessions building areas of focus for the exam, researching references, and writing and editing exam questions.

Harrisburg, Pennsylvania, Us

• Operated as the “mini-CFO” of the business unit, responsible for all aspects of finance including revenue and expense, and communicating with and meeting the needs of the corporate finance team• Perform proactive analyses to find potential opportunities and trends, such as agent productivity and retention, agent profitability, and pricing strategy• Make strategic recommendations regarding headcount investment, product portfolio, compensation, organizational structure, and customer relations

Philadelphia, Pennsylvania, Us

• Create and maintain a $1.3 billion expense budget for store labor, unique to the needs and costs of over 4,000 stores.• Perform variance and root cause analyses to identify sources of budget discrepancies.• Supervision of a team of three analysts

St. Louis, Missouri, Us

Hired as Financial Assistant; promoted to Financial Manager in 3 months and relocated. Independently manage credit risk of a customer group that grew to annual sales of approximately $30 million. Negotiate disputes with client managers, preserving customer relationships.

Bachelor'S Degree, Summa Cum Laude, Commerce (Economics & Finance Concentration), Aacsb Accredited

Certified, Corporate Financial Planning & Analysis Professional

Bachelor'S Degree, Business/Commerce, General