Bill Smeglin Email & Phone Number

Greater San Diego Area

Respond and answer from emails and live chat about the eMoney Advisor Software.Collaborate internally with billing and sales department to properly handle Advisor's account.

Greater San Diego Area

Provide excellent customer service calls regarding the eMoney Advisor software.Record and log all details of phone call with Financial Advisor.

Greater Boston Area

Woburn

Supported the Finance Director with the yearly budget and mid year forecast by creating templates, spending reports and meeting with managers within the corporate sales department and G&A department.HR, IT, Legal, Finance and Accounting (G&A) budget analyst, overseeing approx. 5 million expenses a year, reporting to the CFO. (Appointed in April 2011)Created and maintained weekly “Dash” reports for corporate sales trends comprised of reports showing year over year sales by country, sales rep, and private/public sale broken out by node count, years, and type. (This report has been transitioned to sales operations)Built reports for marketing to help consolidate claims data from a third party into our sales data to be able to show “apples to apples” comparison to further assist Ferrari promotion.Performed SWOT analysis on G&A expenses and currently implementing to save money.Reviewed and processed corporate sales and general and admission purchase order requisition to make sure owner stays within budget.

Woburn

Maintained Finance Intern duties when hired full time until April 2011 when another intern was hired.Attended bi-weekly meetings and collaborated with international coworkers in Europe and Russia discussing quarter to date budget variances along with identifying and reporting on potential areas of savings.Assisted with getting the manual purchase order requisition system to an online application by setting up dollar thresholds for approvers, proper accounts individuals should have access to and routing rules. Individually met HR, IT, Legal, Finance, and Accounting managers to plan and forecast 2012 budget.

Woburn

Extracted data from third party distributor for retail sales from Best Buy, Staples, etc. Consolidated the data and provided a sell through and sell to report updated weekly for the retail sales team.Analyzed and matched from third party distributor retailer rebates to show effect on retail sales.Created template and collected purchase order requisition across all departments checking to have proper approval from managers and determining the expense was in budget.Assisted Finance Director and Senior Financial Analyst with ad hoc analysis.

Ran daily reports on the status of items that were backlogged and could not keep up with demand. Also analyzed inventory that was not selling to free up cash.Assisted senior financial sales analyst with recording daily sales reports from previous day, ad hoc sales representative reports and retailer store data.