Dale Walsh Senior Financial Analyst Email & Phone Number

Camden, Nj, Us

As a member of the Technology Projects team provided support to Senior Project Managers in tracking and managing project budgets, performed day to day financial analysis, calculated variances, generated financial reports for the management, created monthly accruals, and as a key partner to Senior Project Managers have been responsible for all financial aspects of 12-15 Technology projects from Business Case to Project going in service.• Daily worked in SAP for financial data input, extraction and reporting• Processed project related invoices• Tracked Actual vs Forecast costs vs Budget pro-actively to highlight potential variances based on current trends• Established and maintained close relationships with Senior Project Managers and other stakeholders

Irving, Texas, Us

Manage monthly/quarterly/year-end close process by partnering with finance, operations and accounting, while maintaining adherence with corporate finance/accounting guidelines to ensure timely and accurate closes.Execute monthly P&L forecasting process by partnering with business leaders with in-depth analytics and value-added recommendations to provide transparency and reduce forecasting variances.Support annual budget and long-range plan process, partnering with business owners to create transparent, tactical plans to meet and exceed targets.Enhance monthly analytics and reporting packages to provide additional transparency into financial operations and improve operating results.Collaborate with FP&A and operations team members to provide operational metrics and additional analytics around profitability reporting to enhance margin optimization.

Addlestone, Surrey, Gb

Collaborated with Marketing Management at global leader in supply chain solutions• Created documentation for loading data to online dynamic pricing system used to streamline the pricing process and ensure pricing accuracy, alignment with strategic goals, and gaining market share• Analyzed pricing requests by studying historical and contracted pricing data to obtain targeted return on investment (ROI) for new and existing clients, and communicated pricing decisions to the sales teams

Atlanta, Ga, Us

Collaborated with Director of Finance in creation of dynamic 3 year business forecast across 3 lines of business in 4 business cases with consideration for business climate, customer retention, and potential lines of business.

Dunwoody, Georgia, Us

Analyzed financial and performance metric data for iconic quick serve restaurant brand• Project assignments including researching discrepancies between Cognos and Great Plains P&L data• Prepared financial reports and scorecards for management and internal team

Atlanta, Ga, Us

• Prepared reporting on direct/indirect cost variances for monthly, quarterly, and annual business reviews• Worked in conjunction with external auditors and independent financial advisors to clearly articulate and explain the rationale behind operational variances • Researched answers to detailed follow up queries from purchasers

Scottsdale, Az, Us

Created and managed financial and operational reporting for national homebuilder’s Atlanta division• Designed and implemented monthly proforma reporting and provided variance explanations • Created sales reporting with comparison to proformas across multiple territories with weighted averages for added clarity• Created reporting for P&L gross margin analysis across multiple products and territories• Created and published key performance indicator reporting for operation backlog, monthly proforma updates, lot purchases, and others

Us

Analyzed commission payments for the Investment Sales and Delivery teams• Audited commission payments for accuracy in compliance with individual commission contracts and monthly commission accruals• Reviewed individual commission contracts for compliance with corporate policies

Weston, Fl, Us

Ultimate Software's Managed Services division provides innovative employee administration outsourcing solutions including HR, Payroll, Benefits and Technology Administration services• Created multiple views of revenue streams across 48 clients and 7 service lines by client, service line, and profitability• Analyzed contractual relationships and revenue to ascertain revenue per line of business per client• Manipulated/reorganized P&L to improve views into expenses for senior management to improve allocation of resources and clarify intra-company transfers• Created forecasting across 7 business lines to accommodate future revenue and expense variations due to new client acquisition, specific business line additions, contract renewals, and periodic pricing increases per client• Created semi annual bonus calculation template for use by 8 directors involving multiple variables per employee featuring differing weighting and number of KPIs across 20 positions• Improved and documented revenue calculation across product lines

Alpharetta, Georgia, Us

Aptean is a global provider of Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), and Supply Chain Management (SCM) software applications with more than 7,000 customers in over 90 countries.• Created, implemented, and owned detailed financial analysis of 10 product lines across 4 global regions to support key decision making by global Professional Services executive leadership team• Compiled, analyzed and presented financial statements and provided narrative describing variances from budgeted, forecasted, and actual amounts to senior management• Collaborated with global senior management in drafting $300M annual plan• Coordinated with product line directors to improve reporting accuracy and efficiency

Improved operational efficiency of private firm providing subscription-based software• Created detailed business policy documentation to facilitate transition to new business model• Implemented CRM application to track customer contacts and enhance customer service• Managed procurement relationships and budget

Nashville, Tn, Us

Analyzed technology expense allocations for Fortune 15 healthcare services company• Analyzed activity-based costs of monthly technology allocation expenses across 7 business units• Created quarterly cost allocation analysis review packages for business unit management

Atlanta, Ga, Us

Analyzed and managedfinancial and operational data for Entrepreneur Franchise 500® organization with $90M system revenue• Analyzed and presented sales reports and revenue projections including narrative describing variances from budget, forecasted, and actual amounts to senior management and franchisees• Calculated and tracked 15 business broker monthly residual sales commissions in USA and Canada• Evaluated franchisee locations across multiple variables to assist senior Operations management in franchisee unit business growth • Collaborated with Finance and Operations senior management to create proprietary franchisee chart of accounts and then directed implementation across all franchisee units• Managed corporate vendor relationships

Master Of Business Administration (M.B.A.), Finance

Bachelor'S Degree, History

Certificate, Advanced Excel

Business Analysis