Brian Boehm, Mba Email & Phone Number

Chicago, Il, Us

Greater Chicago Area

Hired directly by CFO and Head of Business Development to introduce financial systems using current technology resources. Retained to model expenses for planning, forecasting and reporting across business operations and 500+ profit centers and cost centers. Collaborated closely with executive leadership team (7 Managing Partners and 4 other C-level executives) along with business unit management to improve financial processes, reduce costs, and increase profits. Report directly to CFO. Promoted 4 times due to exceptional performance and to support company growth (Vice President 2006, Director 2010, Managing Director 2014, Senior Managing Director 2019).• Lead teams of up to 12 financial professionals with P&L responsibility for Corporate FP&A.• Developed infrastructure cost analysis to help C-suite executives understand the composition of centralized overhead expenses; recommended improvements at micro and macro levels that would result in cost reductions of 10% and increased transparency and accountability. • Prepare and deliver financial presentations to C-level executives and board members.• Actively participate in the development of long-range plans with business unit leadership; utilize long-range planning model to evaluate financing alternatives, and to identify and avoid potential negative impacts on bank compliance measures.• Prepared historical financials and performed comparative analyses in collaboration with project team led by CFO to execute a large external debt raise for the Investment Management business, securing funds for recapitalization, strategic acquisitions and key initiatives.• Draft policies and procedures, evaluate financial controls, resolve action items and remediation issues, and respond to inquiries submitted by the Internal Audit function• Collaborated with members of Finance to prepare working capital, rating agency financials, investor materials, and ad-hoc analysis including valuations, acquisitions, and divestitures.

Greater Chicago Area

• Direct financial analysis, multi-dimensional internal reporting, regulatory reporting, budgeting, forecasting, cash projections, and auditor reviews; ensure adherence with company financial policy for multi-national firm with $270B in AUM and $300MM in operating earnings.• Review monthly Accounting close for completeness and accuracy; apply Management Reporting principles to Accounting results and maintain Management Reporting sub-ledger, ensuring management entries are correct, documented and approved.• Conduct bank reporting and compliance testing; calculate Bank EBITDA ensuring accrued compensation payments are balanced with available cash and compliance measures; review bank submission packages with senior executives.• Serve as program manager for annual enterprise valuation process, working effectively with business unit leaders in the development of long term projections, addressing inquiries by external auditors, and managing the final valuation to timely completion.• Led refinancing of Guggenheim’s term loan and revolving credit facility; secured funds for recapitalization, strategic acquisitions, and key initiatives; achieved improved pricing and more favorable credit terms.• Supply financial projections to Tax group and assist with forecasting member tax distributions.• Analyze business unit operations and work with business unit leaders to develop annual operating and capital plans and produce quarterly forecasts.• Provide weekly cash flow forecasts to C-level executives, projecting cash available for strategic investments, compensation payments, acquisitions, and other large disbursements.

Greater Chicago Area

• Implemented service-oriented approach in planning/forecasting. Worked closely with business unit leaders to model revenue, payroll and operating expenses for 500+ profit centers and cost centers.• Provided financial support including planning/forecasting of operations and capital spending, customized reporting, and detailed analysis to leaders of centralized overhead functions and the Chief Operating Officer.• Created allocations methodology to charge businesses for the utilization of corporate overhead.• Implemented reporting improvements to enable better decision-making by senior executives and business unit leaders including dashboards, KPI’s, financial metrics, and customized reporting.• Developed financial model for quarterly bank reporting that manages 300+ GAAP legal entities, reports essential financial metrics, and demonstrates Guggenheim’s compliance.• Created and implemented a methodology to forecast cash flows and report projected cash available for large disbursements, strategic investments, and acquisitions.• Managed change associated with systems implementations by rolling out vital tools that enabled better allocation of resources, more accurate assessment of financial position, and superior decision-making capabilities.

Greater Chicago Area

• Evaluate replacement alternatives for Hyperion HFM and Essbase reporting platforms that will deliver enhanced functionality and achieve annual cost savings of 20%.• Served as Finance Lead for the implementation of Hyperion HFM & Essbase and Workday financial systems, replacing legacy applications.• Led the implementation of Guggenheim’s GAAP and Management Reporting system using Infor’s BPA-MPC.• Defined accounting system integration and identified process improvements to reduce errors and eliminate manual processes.• Migrated from Excel spreadsheets to fully implemented financial systems; performed financial modeling, process automation, technical design, report development, and system administration.

Greater Chicago Area

Managed the implementation of a global, web-enabled, rolling quarterly forecasting system on the Adaytum/Cognos platform, replacing centralized, legacy applications with integrated system to support company and the firm’s strategic objectives. Adopted standardized calendar, processes, and deliverables, and managed the execution of Accenture’s rolling 6-quarter financial forecasting process.• Directed group of 8 Financial Specialists and Analysts; reported directly to Head of Cross Operations Finance. • Assisted with the development of key revenue and expense targets by line of business, with revenues totaling $12B.• Analyzed submitted plans/forecasts, with operating earnings in excess of $1.2B, to ensure accuracy and to identify areas of risk and opportunity, and prepared formal forecast presentation for senior financial leadership.

Greater Chicago Area

• Managed production of rolling 6-quarter financial forecasts, including financial processes and analysis, consolidation and evaluation of submitted results, and preparation of forecast presentations for senior executives.• Analyzed financial results and determined impact on financial projections.

Greater Chicago Area

• Created and distributed financial models to assist in accurately forecasting payroll, nonpayroll, headcount, and capital charges. • Collaborated with a cross-functional team of 20 representatives from Finance and Human Resources to develop a best practice model to accurately forecast headcount, resource loaning and borrowing, and personnel chargeability for approximately 80,000 resources.

Greater Chicago Area

• Co-led the implementation of global, web-enabled, rolling 6-quarter forecasting system, directly impacting more than 100 people worldwide, enabling company to achieve public trading status and facilitated positive investor and analyst relations.• Achieved successful earnings forecasts by collaborating with team of 80 Finance, Technology, and Human Resources leaders and staff to develop forecasting and reporting tools and manage business processes.• Designed quarterly forecast modules including related reports and cost allocation methodologies. • Worked with management to ensure application alignment with firm’s economic principles and incorporated organization-specific requirements.

Greater Chicago Area

Financial Manager, Central Planning (May 1998 - September 2000)Financial Specialist, Management & Investments (January 1995 - May 1998)Financial Analyst, Accenture Proquire (September 1992 - January 1995)

Bachelor'S Degree, Accounting

Master Of Business Administration (Mba), Accounting And Finance