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Exceptionally motivated finance professional with experience across several industry segments including Financial Services, Banking and Consumer Products/Manufacturing. Highly skilled at leadership, budgeting, forecasting, analyzing and reporting. Develops strong partnerships across functional groups to drive reliable forecasts and present comprehensive analyses to senior management. Strong communicator with persuasive interpersonal skills, excellent attention to detail, positive attitude, and an engaging yet always professional demeanor.
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 10
- Company email:
- Johrenk7@gmail.com
-
DirectorFidelity Investments May 2019 - PresentBoston, Ma, Us -
Director, Financial And Sales AnalysisFit & Fresh Inc. 2017 - 2019Providence, Rhode Island, Us• Responsible for all financial analysis in the company, reporting to and working directly with the CEO/President.• Managed staff in the sales forecasting and analysis function, improving the process, tracking forecast accuracy, and providing the sales team and senior management with necessary insights to guide strategic decision-making.• Established and managed the financial forecasting process, partnering with the CEO/President and Senior Leadership Team to ensure alignment and continually update forecasts.• Managed the annual budget process for the organization, working closely with the CEO/President, Vice President of Sales, and all department leaders to create accurate budgets. Developed a calendar of deliverables and ensured compliance with those deadlines.• Streamlined and updated monthly financial reporting package to keep senior management informed, analyzing and interpreting variances between actual, budget, and prior year results.• Provided financial and sales analysis, guidance and support to assist the sales team and senior management in assessing potential growth opportunities and developing strategic sales plans.• Generated financial and sales forecast reports after each month-end to improve accuracy and identify any risks or opportunities.• Played an integral role in the creation of the quarterly Board of Director packages. -
Senior Financial Analyst/Finance ManagerCitizens Bank 2013 - 2017Providence, Rhode Island, Us• Provide financial support and guidance to business line management, which has consisted of numerous groups within Technology Services. Currently support the Infrastructure division with an annual budget of $230 million.• Assist technology business partners in delivering on budget through effective management of expense.• Develop the annual budget, multi-year strategic plan and monthly forecasts, ensuring management is aware of any risks and opportunities. Partner with the business line to mitigate risks.• Perform month-end analysis and reporting, ensuring accurate financial expense is recognized. Analyze and interpret monthly variances and trends between budget, actual, and prior period results for management reporting and to update forecasts.• Collaborate with various stakeholders such as Cost Management, Project Management, and senior executives to develop accurate and complete business cases to be presented for investment funding.• Provide management with financial analysis related to vendor negotiations. -
Demand Planning ManagerHasbro 2009 - 2013Pawtucket, Ri, Us• Developed and executed inventory purchasing strategy by projecting full year sales and shipment needs and identifying risks. Delivered optimal inventory to achieve full year financial objectives, including ending inventory targets, with the goal of maximizing sales and minimizing obsolescence.• Led monthly commitment meetings to manage annual inventory purchasing budget of $220 million. Developed monthly commitment request based on risk assessment and wave management, monitoring sales trends and minimizing field forecast variances with the teams.• Guided team effort in monthly pre-forecast meetings with Marketing, Sales and Replenishment departments by identifying gaps between national trend and field and consensus forecasts.• Participated in monthly forecast review meetings with senior management by preparing Marketing on brand level status, retail sales, shipment and ending inventory projections and key item variances.• Created 52-week seasonality profiles, working with Marketing to account for retail promotional plans, media, movie and collector. -
Senior Planning AnalystTextron Financial 2004 - 2009Wichita, Kansas, UsSenior Planning Analyst, Financial Planning and Analysis, 2005-2009• Participated in the development of the annual operating plan, including requesting information from management, ensuring accurate and timely information.• Planned and managed activities required to report actual results and consolidate the annual budget and monthly forecasts.• Reviewed and analyzed financial results and forecast to ensure management was aware of any underlying risks and opportunities.• Prepared routine and ad hoc financial information to submit to parent company, including monthly forecast update and operations call, and quarterly operating review.• Successfully automated the monthly process of reporting average net investment using the Six Sigma DMAIC Green Belt process. Reduced preparation time from 15 to 4 hours per month, and established controls to error-proof the process.~~~~~~~~~~~~~Senior Accountant, Financial Reporting, 2004-2005• Prepared external financial statements, various financial statement footnotes and supporting analyses for Management’s Discussion and Analysis section of SEC regulatory required filings.• Prepared monthly/quarterly/annual schedules and analyses for month-end close process and internal and external reporting obligations. -
Corporate Accountant Ii, Sec ReportingBank Of America 2000 - 2004Charlotte, Nc, UsCorporate Accountant II, SEC Reporting, 2002-2004• Provided key role in the preparation of periodic regulatory required reporting to SEC on Forms 10-Q, 10-K and 8-K. Prepared financial statements, footnotes and disclosures in Management’s Discussion and Analysis of the 10-Q and 10-K.~~~~~~~~~~~~~~Finance Development Program Associate, 2000-2002• Successfully completed highly competitive program focused on creating future Finance leaders and providing a solid understanding of management, corporate finance and the financial services industry.
Deanna Phillips Skills
Deanna Phillips Education Details
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Bryant UniversityFinance -
Providence CollegeManagement
Frequently Asked Questions about Deanna Phillips
What company does Deanna Phillips work for?
Deanna Phillips works for Fidelity Investments
What is Deanna Phillips's role at the current company?
Deanna Phillips's current role is Finance Director.
What is Deanna Phillips's email address?
Deanna Phillips's email address is de****@****zon.net
What is Deanna Phillips's direct phone number?
Deanna Phillips's direct phone number is +161573*****
What schools did Deanna Phillips attend?
Deanna Phillips attended Bryant University, Providence College.
What skills is Deanna Phillips known for?
Deanna Phillips has skills like Forecasting, Financial Reporting, Finance, Financial Planning And Analysis, Financial Forecasting, Budgets, Budgeting, Essbase, Strategy, Analysis, Strategic Planning, Business Case Preparation.
Who are Deanna Phillips's colleagues?
Deanna Phillips's colleagues are Jacob Goodstein, Rishi Kumar, Brandon Conde, Marshall Mcadams, Jack Brown, Thomas Trine, Anmisha Bandi.
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