Bryan S. Plested Email and Phone Number

• Manages the budget and forecasting process for Data and AI & Digital Innovation organizations at KPMG US, supporting key business cases and financial modeling.• Collaborates with the CFO - Digital & AI Estate and Chief Data Officer to drive business-critical investment decisions.• Leads cross-functional teams to ensure accurate financial planning and strategic decision-making for the company.

Owned the full planning and analysis activities and processes, including: understanding market trends and growth drivers, anticipating and mitigating operational risks, capitalizing on strategic opportunities, identifying variances from established budgets, and providing key financial insights that shape and inform the long-term growth strategy.Core Accountabilities:• Developed the Annual Operating Plan (AOP) as well as the monthly forecasting process, consolidating planning and forecasting data received from each of the business units.• Translated business plans and forecasts into financial plans and projections to ensure the organization achieves its financial and operational targets. • Established, tracked, and maintained a rolling 3-year plan aligned with the organization’s strategic priorities.• Developed business cases for capital investments and new business initiatives.• Prepared monthly/quarterly results for the leadership team and Board of Directors; present on the AOP, forecast, and 3-year plan, discussing growth drivers, overall progress, and strategic recommendations.• Worked closely with the VP of Treasury and Corporate Controller to develop and maintain the cash flow forecast.• Conducted detailed reviews and variance analyses of monthly/quarterly results.• Supported a robust capital allocation strategy; analyze the organization’s capital needs, evaluate the impact on ROIC, and drive scenario modeling to align capital decisions with the business strategy.• Established, tracked, and managed quarterly KPIs across the business units.• Supported M&A efforts, including: due diligence, corporate integration, and standardizing forecasting/reporting functions.• Collaborated with IBM to seamlessly integrate the IBM TMI platform with existing systems, achieving over $100K in labor cost reductions annually.

Supported the consolidated budgeting and forecasting process, analyzed monthly financial performance, managed P&L for $1.2B in annual revenue across 45 countries, and produced key financial insights and reports to support the firm’s international operations and expansion.Core Accomplishments:• Consolidated and analyzed financial impacts in the budgeting/forecasting process to anticipate the potential impacts of market/business trends.• Served as GAAP technical adviser to the management team; provided broad guidance and subject matter expertise to maintain compliance with relevant regulations and best practice guidelines. • Supported the monthly pre-close process and facilitated close call discussions with international financial leaders.• Bridged the gap between operational and financial planning functions; facilitated conversations with international finance leaders to align strategies and priorities.• Developed finance and analytical reporting tools to track key metrics, including competitive and sensitivity analysis.• Partnered with Treasury to provide foreign exchange analysis, developed budgeted foreign exchange rates, and forecasted cash consolidations.• Enabled greater consistency, synergy, and uniformity in global data analysis and financial processes; achieved a 10% reduction in annual expenses.

Managed key accounting and finance functions to ensure the financial health and sustainability of the organization, manage and mitigate financial risk, and improve executive decision making capabilities.Core Accomplishments:• Key member of the finance team; drove the development, integration, and maintenance of a suite of finance tools to optimize all consolidation, reporting, budgeting, and forecasting processes.• Collaborated with the management team to establish and track key performance indicators, review actuals, analyze variances, and manage the forecasting process across various business segments. • Owned the FP&A function to drive key initiatives such as capital investments, corporate partnerships, and global alliances.• Managed and administered the CapEx budget for wholesale operations; oversaw the CapEx model and approval process, and conducted financial and sensitivity analyses for requested CapEx spend.• Partnered with HR leadership to implement dynamic colleague reporting processes; developed cohesive labor planning models that enabled internal recruiters to control headcount requirements, resulting in $15K in avoided overtime expenses on a monthly basis.• Led an inventory audit, performing cutoff analyses and physical inventory counts at 5 Distribution Centers through the United States. Coordinated inventory audit best practices with the accounting department and the third party agency. Identified inaccuracies in inventory counts, as well as obsolescent inventory.

• Key member of the consulting team; shaped the development of a competitive client strategy and interpreted benchmark data.• Provided financial, contract, and administrative analysis services. Reviewed the work of lower level analysts.• Supported the development of project budgets and billing reports.• Performed data analysis, employing internal underwriting models to develop self-funded claims projections, rate setting, and employee cost sharing.

Sought and maintained cost savings initiatives in corresponding areas that benefited the organization. Utilized forecasting models to ensure proper storage and placement of shipping containers, developed excel models to facilitate the tracking and management of container locations. Maintained high level of communication with HO Logistics, Intermodal, Customer Service Import and Export, M&R, Port Operations departments as well as external customers. Responsible for inventory reconciliations for reporting accuracy at Depots and Railroads.

Provided support and technical experities to the US Army 101st Airborne squadron.

Managed 15 personnel on daily maintenance activities of multiple aircraft while directly supporting Operations Iraqi Freedom, Enduring Freedom, and New Dawn. Trained and qualified over 100 U.S. Navy sailors in a variety of professional and technical skills needed to maintain and achieve mission readiness. Coordinated maintenance plans and collaborated with other maintenance divisions to ensure timely and efficient completion of aircraft maintenance tasks and inspections. Evaluated and assessed maintenance actions to ensure that tasks were completed in accordance with standard operating procedures. Analyzed and researched technical publications and contacted manufacturers in order to develop a plan of action to resolve recurring issues. Reviewed maintenance logs and evaluated current aircraft maintenance statuses and delegated priority tasks to appropriate personnel. Awarded the Navy and Marine Corps Achievement Medal from the Secretary of the Navy for professional achievement as leading supervisor for a forward deployed unit which achieved a 100% mission completion rate.