Dan Siddell Email & Phone Number

Marlborough, Massachusetts, United States

Continue to help my Financial Analyst develop towards a promotion to Senior Financial Analyst by the end of the year.Work closely with department heads to review OpEx results monthly and reforecast spend on a quarterly basis.Continue to drive improvements in NetSuite’s data quality by helping to identify the point upstream where the process breaks down.Collaborate with the other FP&A Managers to refine the 5 year Financial Model and OpEx Budget/Forecasting files.Continue to help with preparation of Board Meeting presentations and offer suggestions on existing metrics or for new metrics.Collaborate with Commercial Operations, Product Management and Business Intelligence analysts to develop new reports.Support the Chief Financial Officer, VP of Finance, Chief Business Officer and other VPs in the organization with Board Presentations and ad hoc analyses.

Marlborough, Massachusetts, United States

Hire and manage a Financial Analyst to help with the increasing amount of work and allow me to do more high-level work.Transition Commission calculations over to the Commercial Analyst.Continue to own internal reporting and improve system data quality.Learn PowerBI and transition reporting from Excel into PowerBI.Constantly work to improve existing reports and incorporate new metrics to add value for our internal customers.Update the Finance portion of the monthly reporting package that goes to the C-Suite and Board of Directors.Work with department heads during the budgeting process, H2 forecasting and to review OpEx results monthly.Support the Chief Financial Officer, VP of Finance, Chief Business Officer and other VPs in the organization with Board Presentations and ad hoc analyses.

Marlborough, Ma

Calculate quarterly commission payouts for the Commercial organization. Work with the VP of Commercial, Accounting, and the CFO to get approval and get them paid out.Work with the NetSuite consultants to learn the system, which was implemented 5 days before I started.Create and continue to develop Excel-based monthly Revenue reporting comparing Actuals to Budget by Account and Account Groups as well as other key metrics. Able to model by Month, Scenario, and Region.Create and continue to develop Excel-based Monthly Departmental OpEx reporting to department heads. Able to model by Month and Scenario.Create and continue to develop Excel-based high-level Monthly Gross Margin report able to model by Month, Scenario, and Region.Create Excel-based Reagent Pull Through report to show customer-level reagent revenue per instrument.Provide weekly QTD Sales metrics to the VP of Commercial with invoiced revenue and open sales orders information.Support the VP of Business Ops, CFO, Controller and VP of Sales with ad hoc analyses and financial presentation preparation.Give Excel assistance to any coworkers that reach out for help.

Marlborough, Ma

Review and submit departmental requests for capital purchases for approval, notify them when requests are approved so P.O.s can be placed and follow up with vendors regarding billing issues.Track capital purchases from time of order to in-service date as part of JSOX compliance including expense accruals, monthly reconciliations, direct communication with the departments, and reporting actual expenses vs the budget.Work with my Business Partner during Forecasting, Budgeting, Capital Planning, Expense Reporting and Capital Spend Tracking to ensure accuracy.Assist in the financial close for 8 departments within 3 entities. Activities include account reviews, mass accrual reviews, making other accruals and expense reclasses. Create reusable reports in Excel that refresh using BPC for each division which allow you to model Actuals vs Budget or Forecast in total or by department.Upload final budget and forecast data to BPC and validate the uploads.Review and code vendor invoices for payment that are not associated with Purchase Orders.Email monthly reminders for employees to enter their time into the tracking system.

Westford, Massachusetts

Analyze outbound freight and run the Weekly Freight Team meeting covering projects to streamline freight, opportunities for fluctuations, and the financial metrics.Update the Scorecard for the weekly Leadership Team meetings working with the various departments to gather and understand KPIs.Partner with the Customer Service Department to develop and improve weekly metrics that help them gain more insight into contacts with the customer.Report Gross Margins on a weekly and monthly basis to the senior management team.Work with the Business Development team to write or modify the more complex SQL I need when I am building reports.Write SQL queries and create reusable Excel files to improve existing reporting and create new tools to streamline analyses of Gross Margin, Freight, and Departmental Expenses.Ad hoc reporting for any of the departments in the company.

Marlborough, Ma

Partner with Plants to update and present monthly metrics for review with members of the Senior Leadership Team and Sr. VP’s staff meetings.Review/report/present Labor/OH Absorption variances by Plant and Product Line with cost accounting and relevant business partners.Report account level departmental spending, headcount, and review monthly variances and drivers with business partners (Quality, Purchasing, Engineering, Division Sr. VP, etc).Assist with monthly close creating Journal Entries to accrue for or reclassify expenses on a monthly and quarterly basis.Provide documentation and back-up data in accordance with Sarbanes-Oxley.Improve existing reporting and create new tools to streamline analyses including a modelable World Wide Gross Margin report spanning 9 divisions and 5 scenarios and a Labor/OH Absorption report by Plant and Product Line.Work with Business Partners during Strat Planning, Forecasting, Budgeting, Standard Cost Setting, Capital Planning, Capital Spend Tracking, and Spend Allocation processes to ensure accuracy.Present at the staff meetings of the VPs that I supported.

Update and maintain the investor database and subsequent reports for each investment that is received.Improved the data layout, added reporting functionality, and created reports for the company’s Sales Pipeline Report.Provide members of the senior team with ad hoc analysis of web traffic using Google Analytics. Created templates for recurring requests to standardize data provided and its format.Create reports using raw data outputs from the company’s payroll and accounting programs to add visibility to company financials and to greatly decrease the amount of manual labor associated with reporting.Gather data and create financial reports for Board of Directors and Company Sales meetings.Assist with various accounting tasks where needed (A/R, A/P, Payroll, Journal Entries, investor administration, month end close).Help make decisions in the revenue recognition process as well as set up and maintain a schedule with automated billing reminders. Also assist in determining Cost of Goods Sold.

Gathered, manipulated, and analyzed data to compile and publish monthly Buying Volume, Model and Article Complexity, and Forecast Milestone reports for the Footwear and Apparel & Accessories divisions.Helped compile, reviewed, and hand delivered the Footwear and Apparel reports created for the Senior Management Team.Created data modeling tools and scenarios for the Product Marketing teams.Acted as Product Controlling’s main point of contact for the Women’s Sport Division providing regular monthly and ad hoc reporting.Streamlined group reporting by analyzing overall process, customer needs, and available data. Automated using Excel and Access.Participated in transition of systems that are used for Buying Volume reporting.Managed department intern in summer of 2010 and acted as team leader.

Accessed, downloaded, manipulated, and maintained large quantities of data for timely ad hoc reporting.Created ad hoc data modeling tools for the Product Development, Marketing, and Costing Groups.Revised Reebok Branded Apparel Margin Reports and processes cutting reporting time from one day to two hours. Created automated Excel templates that were easy to use and offered more in-depth reporting.Identified need for improved accuracy and efficiency in cost information gathering process. Implemented data collection sheet in existing Cost Sheet so factories can build mini databases with minimal effort via an Excel macro and database template.Member of RMS Key Users Group.Created data modeling tools using Excel that allowed the Product Development group to manipulate multiple variables to show how changes impact Margins and projected Net Sales.

Analyzed Labor, Overhead, and Profit compared with prior seasons at each factory as well as duty and freight from the countries of production.Met regularly with the designers, business units, and engineers to help them to achieve their target margins during development.Performed and presented analyses at the component level for programs under margin.Maintained and modified the Excel Costing Database and Business Objects reports for use by all levels of the company.Built tools in Excel and reports in Business Objects to maximize working efficiency.Continued work on Business Objects focus group.Acted as an informational conduit between factories and the product groups in the home office.

Maintained accurate cash deposits and sales data by making any necessary adjustments to the Store Control system and corresponding journal entries.Reported Retail Sales to all levels of the company using Excel, Business Objects, and Oracle on a daily, weekly, monthly, quarterly, and annual basis.Reconciled department general ledger accounts and generated monthly reports.Updated the Retail P&L and related analysis monthly.Attended Excel and Business Objects training classes.Worked as member of Business Objects focus group to test upgrades prior to release.

Communicated with over 140 retail stores to maintain accurate inventory levels and streamline inventory control processes.Generated a weekly report sent to stores and field management to track inventory in-transit.Created and used Business Objects queries to retrieve retail inventory management data and Excel to report the information daily, weekly, and monthly.Processed, filed, and tracked inventory claims with major curriers.Analyzed inventory management data collected to help streamline the processes.Created any tools for the Retail Finance department that create efficiency where possible.