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Senior Financial Analyst, approximately 15 years’ broad-based experience in financial analysis and financial project planning to include: Business Partnering with Operational teams, SAP based financial reporting, intercompany billing of functional costs, budget and forecasts, GAAP and IFRS lease accounting and experienced as a project financial modeler. Team player, collaborated with Accounting, IT, Legal, HR, Sales and Operations to complete global process improvement initiative. Well versed in facilitating meetings and adding key inputs to presentations, analyzing key performance indicators and reporting monthly to senior management. Senior Financial Analyst | BudgetingEMAIL: david.annese@gmail.comRecent Projects:-- Created dashboards for all federal program grants and validated financial information for Dep of Labor-- Cognos/ TM1 reporting to improve Excel models and monthly forecasting accuracy for DentaQuest -- SAP based inter-company accounting consolidations for global manufacturer as process improvement-- Acquisition 3rd party due diligence investment valuation and IRR analysis within "LIHTC" industry-- GAAP compliance & Sarbanes Oxley review for leading insurance company & investment adviser -- Contract review and invoice tracking against PO's for a vendor presentation at the MBTA Skills:-- Variance analysis-- Large ERP software systems, SAP, Peoplesoft, MMARS-- Financial Modeling in Excel-- Business Intelligence tools- Cognos TM1, SAP (Analysis for Office), Access -- Project Facilitation-- Business Partnering-- Lease accounting and administration-- Booking accruals and prepays -- AP accounting-- PO's and invoice tracking Action Statement: Senior Level FA, open to long-term contract, contract to perm, ideally seeking permanent placement at this time. Please call me at (617) 899-7827 or email: david.annese@gmail.com.
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Hr Contract & Budget AnalystMbta Apr 2023 - PresentBoston, Ma, Us -
Financial Business ConsultantConsulting Feb 2017 - Jun 2023-- MBTA, Contracts & Budgets Analyst, HR, FMIS, vendor invoicing and contracts analysis (current) -- BU Law (CARBX) Financial Coordinator, SAP BW based financial reporting on federal grants-- (EOLWD) Created Excel dashboard to reconcile grant amounts from sub-recipient info vs MMARS-- (Dentaquest) Worked with IT Finance Manager to increase accuracy of TM1 reporting at MEC -- (Shawmut Design) Assist Treasurer to implement Power BI by automating weekly A/R forecasting--(MBTA) Worked with Director of Contracts to identify invoices & potential cost savings of key PO's--(TIAX) Assisted Contracts Manager for Government sub-contractor in pricing 2 Federal proposals
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Fp&A AnalystPhilips Lighting Feb 2016 - Jan 2017Eindhoven, Noord Brabant, Nl• Facilitated monthly business partner review meetings for US Functional Costs and Canada Sell-Ex • Established reporting for US Real Estate (“RE”) cost center in Philips Lighting to approx. $30M•Built Excel tables, drove functional cost reports, headcount and chargeback analysis for US & CAN -
Sr. Financial Analyst- Real EstatePhilips Aug 2012 - Feb 2016Amsterdam, Noord-Holland, Nl• Completed process improvement accounting initiative to consolidate real estate cost to RE team• Assisted Controller in month end close and monthly trending of real estate accounting bookings- lease, facility maintenance, and utilities as major expense drivers against a $150m budget• Set up new commercial property leases and related amortization schedules for 3rd party booking• Drove $40m annual capital projects budget including all templates for global submission -
Financial Business ConsultantConsulting Jan 2008 - Jul 2012Projects include: -- FAS 167 & FIN 46 private equity and RE review for an large international insurance company -- Section 42 Affordable Housing "LIHTC" valuation and modeling of secondary market transactions-- Corporate budgeting and forecasting for a large MA state agency-- Contract review and information memorandum preparation for $40m software concern-- Assist on a Hyperion implementation for large Boston based asset manager
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Senior Financial AnalystMeridian Investments Apr 2004 - Jan 2008Bethesda, Md, UsProject finance and RFP pricing & IRR hurdle rate analysis, 3rd party due diligence, GAAP accounting, financial valuation modeling on privately placed real estate investment (Section 42) Affordable Housing tax credit transactions.
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Dave Annese, Cpa, Mba Education Details
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Villanova University -
Vanderbilt University - Owen Graduate School Of ManagementBusiness
Frequently Asked Questions about Dave Annese, Cpa, Mba
What company does Dave Annese, Cpa, Mba work for?
Dave Annese, Cpa, Mba works for Mbta
What is Dave Annese, Cpa, Mba's role at the current company?
Dave Annese, Cpa, Mba's current role is Contract & Budget Analyst at the MBTA.
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What schools did Dave Annese, Cpa, Mba attend?
Dave Annese, Cpa, Mba attended Villanova University, Vanderbilt University - Owen Graduate School Of Management.
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Dave Annese, Cpa, Mba has interest in Golf, Biking.
What skills is Dave Annese, Cpa, Mba known for?
Dave Annese, Cpa, Mba has skills like Financial Reporting, Real Estate, Investments, Valuation, Private Equity, Funding, Financial Analysis, Financial Modeling, Management, Portfolio Management, Budgets, Analysis.
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