Doc Reed Email & Phone Number

Merriam, Kansas, United States

Daily investment reporting and analysis of $1.5B short-term investment portfolio.Weekly and monthly forecast reporting for all divisions.Managed capital budgeting system site accounting for $350M CAPEX budget for all divisions.Trained all personnel and conduct continuing education for capital budgeting software Finario.Ad hoc analyses and research on real estate opportunities and mergers and acquisitions totaling over $100M.Automation and process improvement for all financial reporting using VBA, SQL, and UiPath (RPA automation).

Kansas City, Missouri Area

Automate monthly reporting, quarterly reporting, and core model updating using VBA and SQL. Monthly, quarterly, annual, and ad-hoc financial reporting for Generali Global Assistance’s U.S. travel insurance entities (Trip Mate, CSA, and GMMI) along with European entities in Ireland and France.Consolidate financial data from several sources including internal accounting databases, SAP BPC, SAP BW, SAP Diamond, and Tagetik.Create and maintain P&L models accounting for over $100M in actuals, budgets, and forecasts across 5 different entities.Support budgeting and forecasting figures for up to 2 years in the future.Assist department leaders in creating annual revenue and expense budgets

Missouri

Consolidated and organized 2018 End-Of-Year financialsIdentified and implement new strategies focused on improved efficiency. Integrated new software applications to consolidate data. Analyzed revenue and expense data from both businesses for budgeting, benchmarking, and planning purposes. General bookkeeper. Advised management teams on current trends and strategies.

Columbia, Missouri Area

• Analyzed overall profitability, market conditions, and profit-loss trendlines in order to create new processes focused on improving overall efficiency.• Created an Excel database system used for logging POS, QuickBooks, scorecards, and business banking data.• Forecasted and set future sales and expense benchmarks on a weekly, monthly, quarterly, and yearly basis using my own financial modeling.• Created ad hoc financial analyses, based off actual performance accompanied, by process designs and live-implementation.• Produced 2019 annual budget accounting for $5 million accompanied by detailed roadmaps to achieve benchmarks.• Acted as Controller and Treasurer and reported directly to ownership on weekly, monthly, quarterly, and annual basis.• Supervised over 150 employees.• Negotiated inventory (wholesale) prices and contract, and set product volumes with distributors retail products.• Set retail prices for all products.• Managed physical inventory.• Directed daytime operations.• Hired, trained, and scheduled department employees• Negotiated prices for rental contracts, increased rental sales by 10%.

Columbia, Missouri Area

• Increased accuracy of inventory system by 15% in one month.• Analyzed and restructured the inventory system using Partender software

Columbia, Missouri Area

My role at Northwestern Mutual is a Financial Representative Intern as I create my own client network while providing them with financial help. My main prerogative is to evaluate people's goals and dreams and to find out where they are in the process of those dreams and goals, and if need be, help them achieve those goals with respect to Life and Health Insurance products including Annuities and Long-Term Care plans.

Columbia, Missouri

Created, controlled, and disbursed $1.2 million annual budget. Reorganized and enforced collections resulting in collections ratio increase from 90% to 99% in four months, returning PIKE to healthy cash flow

Columbia, Missouri

Organized the chapter for various philanthropic events during the Fall and Spring semesters of the 2015 calendar year. Oversaw the movement of funds as well as the collection of donations for said events. Honed my communication and management skills as I was in charge of philanthropies for the whole 150-man chapter.

Columbia, Missouri Area

Coordinated the efforts of the Pi Kappa Alpha chapter within the Pi Kappa Alpha and Delta Gamma pairing for the 2015 Homecoming season. Oversaw and effectively used $14,000 and came under-budget (first time in chapter history for a Homecoming budget). Put in over 100 hours of work to get the pairing to complete all events. Managed over 450+ people during the events.

Master Of Business Administration - Mba, Graduate

Bachelor'S Degree, Finance & Banking, Graduate

Activities and Societies: Member of the Pi Kappa Alpha Fraternity Member of Mizzou Investment Club Member of Mizzou Club Soccer