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.
• 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.
• 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.
• 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.

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.
• 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.
• 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.
• 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.
• 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.

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.

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.
• 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.

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.
• 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