Brad Fullerton Email & Phone Number

Wilsonville, OR, US

• Sr. FINANCIAL/MARKETING ANALYST
• created division annual forecast model
• created division tailored analytics dashboards to track orders, revenue and plan attainment
• created detailed analysis/presentations to support new product pricing and packaging
• responsible for the automation of the internal 300 page quarterly management reporting package that details the profit and loss performance metrics across the organization
• created several analytical dashboards to help senior management find actionable insight into current trends from a financial, resource planning and marketing perspective (e.g. Bookings, Revenue, Backlog, AP trends.

• Managed order fulfillment staff (25 direct reports)
• Responsible for the accurate and timely order processing of all orders and service contracts for North America
• Managed the scheduling and reporting of $23 million backlog
• Budget and forecast responsibility for a $1.2 million cost center annual budget
• Coordinated the budgeting and forecast process for overall departmental budget of $7 million.
• Created custom financial analysis reports for senior managementAccomplishments:

• Company is a market leader in providing software solutions to over 5,000 financial institutions.
• Managed accounts receivable and order administration staff
• Assisted controller in various projects that relate to financials, audits and SEC reporting Accomplishments:
• Created and implemented procedures/systems to increase the company’s ability to effectively track and bill their customers. (increased revenue by over 200k annually with service contract tracking database)
• Played a vital role in 12 month accounting and customer database system conversion

• Company is largest executive office suite in Portland, handling 80 suites/clients in a 100,000+ square foot complex.
• Hired, trained, scheduled and supervised administrative staff
• Directed A/R and A/P operations and approved all purchasesAccomplishments:
• Cut labor costs 30% by evaluating and implementing improved office systems
• Reduced supply and service costs 25% by evaluating vendors and instituting changeover to a service contract for building services

• Company provided document services to mortgage banking companies in support of residential real estate sales. Hired as #2 man in a two employee company; helped grow the company to 30+ employees in five years. Duties.
• Managed business operations and supporting services. Hired, trained and managed staff of over 20.
• Defined and improved business service at all key points, from creating the company logo and acronyms at the beginning, to evaluating and installing systems upgrades including a LAN system.Accomplishments:
• Cut administrative labor costs by over 75% by leading an automation upgrade
• Cut overall cost per unit produced by 70% over a five year period by implementing effective policies and procedures

Mba, Finance, Marketing

B.A.- Economics, Minor In Business Management