David Puthoff Email and Phone Number

Designed executive dashboards for executive leadership which included detailed analysis of each client (>$350M), (results used by executive leadership for communicating to corporate leadership). Built and implemented a centralized business intelligence team. (Was the first dedicated analytics team in EMCOR History)Designed and implemented audience specific dashboards using both Power BI and Tableau. Developed the internal budget for the entire division solo. (Created complex budget models for all facets of the business that were used to forecast Revenue through operating income.)Designed and implemented strategic dashboards for account managers to optimize profitability in the accounts (Dashboards were successful in driving changes with our divisions to the point that they became an integral role in weekly operations)Managed all FP&A functions including the forecasting and close process for the entire division Monthly forecast and budget variance analysis on the portfolios key financial/performance indicators, i.e. volume, revenue, margins, headcount, weekly/daily chargeabilitySupport other FP&A or ad-hoc projects and tasks as required (Power BI & Tableau)Provide special project support to President, Division President, CFO, Controller, and other company senior executives as requiredTasked with presenting financials and building relationships with the largest clients in the portfolio Managed 13 employees

Building Tableau dashboards for Call Center Operation Executives including KPI's for the operation teams and individuals. Actively manage a $7B Credit portfolio for all of Macy's & forecast approximately $500MM per month aiming for less than 40 bps of variance per month. Personally constructed new financial forecasting models that significantly increased the accuracy of predicting Macy’s consumer credit card payments. This is a highly volatile metric due to the inconsistency of human behavior but, the method was accurate within 40 bps month-over-month. Instrumental in construction & execution of the Finance Division’s monthly Executive Performance Review & serve as Team Lead answering all questions & objections from the SVP of Finance. Developed new models for the purposes of reporting using SQL databases. Work closely with the Senior Executives within organization to develop efficient ways to datamine millions of rows of data quickly and accurately for the purposes of implementation of trend changes into the portfolio or to clarify anomalies within said portfolio.

Requested by the company to take on a new challenge and help advance the company’s newest startup ventureExposed an issue built into the pricing logic within the first 90 days allowing the pricing algorithm to function at higher accuracy percentage (Built a SQL query to join multiple raw data traffic databases to provide the development team the necessary logic to apply to pricing model)Improved and created new processes and procedures (Improved 8 hour reporting processes to 2 hours with higher level of accuracy)Created a complex dynamic forecasting model using SQL data to help our onboarding team better predict revenue impacts due to delays and changes to onboarding station forecast (Used a bottom up approach. The model used macros, vlookups, sumifs, inner/left/right joins within the SQL databases to aggregate data at a higher level for reporting purposes)Built Tableau dashboards to help the executives visualize the millions of rows of data captured by the stations traffic systems (used SQL to consolidate/clean the data before manipulating it with the application)

Managed a swap of 3 TV stations with Fox Broadcasting (Built station budgets, station forecasts, and mapped Fox GL accounts to CMG accounts)Designed and implemented benchmark analysis of all TV markets to target each location at a high level budget that the locations would ultimately be held accountable (The benchmark analysis was so successful that I was asked to travel to each location and present to GM’s and Directors of Business Operations)Developed a forecasting model that allowed corporate to predict future financial performance and increase productivity (Builds revenue and operating expense forecast from a bottom up approach making it accurate at a detail level and pushed all data into the proper Hyperion Essbase cubes)Managed the full Retransmission process independently (Developed a cube in Hyperion Essbase to track all contracts, communicated with a third party to prepare billings and aging analysis, budgeted and forecasted all locations with high level accuracy)Designed executive dashboards for TV, Reps, and Gamut which included detailed analysis of each division (>$900M), (results used by executive leadership at monthly presentations to Cox Enterprises)Created strong professional relationships with the field directors enabling them to fully utilize our corporate structure efficientlyDesigned digital business intelligence dashboards for executive management to drive performance (High Level results were automated by our BI teams in an online format)Monthly forecast and budget variance analysis on the industries key financial/performance indicators, i.e. volume, revenue, margins, headcount, weekly/daily pacing’sPerformance of constant Hyperion Essbase ad-hoc analysis (Retransmission, Headcount Trends, Digital Profitability Analysis, Etc.)Provide special project support to CFO, CEO and other company senior executives as required

Designed Board of Directors MD&A (Provided monthly financial presentation in excess of 70 pages) which included, P&L Variance Analysis (34 Locations), Budgeting/Forecasting (>$900M), Financial Modeling, Cash Flow ForecastingDeveloped Weekly Metrics for executive management to drive performance (High Level results were automated using macros significantly increasing efficiency)Monthly Forecast and Budget Variance analysis on the region’s key financial/performance indicators, i.e. volume, revenue, margins, headcount, turnover ratios, activity thresholds, and cash flow.Performance of ad-hoc analysis (Commission Projections, Headcount Trends, Profitability Analysis, Etc.)Provide special project support to CFO, CEO and other company senior executives as required Projects i.e. region, division, individual location and manager performanceCompile or prepare reports, graphs and charts of developed data of sales & revenueDeveloped accurate DSO and cash reporting for cash forecastingWorked with IT to acquire data feeds and access to appropriate resources.Managed bonus payment program in excess of $5M to over 400 people.Supervise 1 Analyst: establish training standards documents, evaluate performance, motivate and mentor junior employee

Became the number 1 recruiter in the country in less than 1 year of recruiting.Trained new recruiters within the scope of recruiting to include the candidate selection, interviewing, salary negotiations and closing sales.Develop new business development goals by identifying new opportunities through cold calling, follow-up calls, creative marketing for new accounts, maintaining customer relationships and delivering qualified candidates to exceed customer requirements.