Donald Rhoads Email & Phone Number

Lake Mary, FL, US

Charlotte, North Carolina, US

Charlotte, North Carolina, US

• Responsible for performing value-added analysis, financial planning, monthly reporting activities, and providing strategic support across the organization.
• Analyze and report actual results compared to budget and forecast estimates, preparing appropriate variance explanations, bridge analysis and key financial metrics.
• Manages the month-end and year-end close process to ensure complete and accurate financial reporting by ensuring financial transactions are processed and recorded in accounting systems.
• Prepare key financial reports timely to facilitate leadership to make informed strategic and tactical decisions.
• Understanding of key business drivers for long term sustainable growth, as well as develop predictive analytics and reporting tools to support the company in achieving that growth.

Charlotte, North Carolina, US

• Directly supervise Regional FP&A Manager.
• Provides strategic and technical guidance to Senior Management identifying margin enhancement opportunities.
• Conducts the analysis of complex business opportunities.
• Collaborates with Senior Management to ensure tasks or projects are coordinated and competed in a timely manner.
• Develop financial presentations for executive management and the Board of Directors that provide the right information and insight to enable effective decision making.
• Analyze financial reports, plans, and budgets to provide quantitative and qualitative tracking/analysis of results against key performance indicators.

Charlotte, North Carolina, US

• Managed the monthly/quarterly forecasting process, including the submission into the HFM system.
• Managed the monthly, quarterly, and yearly commissions & incentives totaling $4 million.
• Managed and coordinate all financial reporting requirements from HQ including preparing additional monthly/quarterly/annual analysis and schedules to support local results.
• Managed and supported the development and execution of annual $500 million business plan.
• Provided leadership and direction for the Regional FP&A function in the areas of financial analysis, revenue and expense forecasting and strategic initiative analysis.
• Partnered with and built strong relationships with Executive Leadership across all lines of business to ensure financials accurately reflect operations, strategy, and risks.

Aurora, Ontario, CA

• Maintained material costs reduction database for the tracking of cost reduction activities.
• Prepared weekly management status reports, charts, and statistics, including weekly key measurement indicators to GM’s.
• Prepared financial statements, forecast, and analysis for all divisions using Hyperion.
• Provided financial support, forecasting and annual budgets analysis for divisional controllers.
• Developed cost reduction financial model to track $18.6 million cost savings. Reducing the time spent on tracking cost savings for purchasing department.

• Prepared thorough month end operations report and analysis for corporate office, including sales projections, 3 month/6 quarter rolling forecasts, and overhead analysis.
• Monitored yearly budget files and work with department managers on preparing next year’s budget.
• Developed automated financial reporting packages in excel. Reducing the manual processes and amount of errors in producing monthly management reports.

• Directly supervise 4 loan officers.
• Accountable for effective and efficient management of the branch including hiring, developing, motivating and evaluating staff.
• Prepared weekly and monthly sales reports for CEO. Analyzed monthly financial performance verse forecasted. Converted leads into qualified sales and counseled customers through the approval to closing process.
• Developed a database to store client loan data and to run detailed reports. Eliminating hard copies and saving filing & retrieval time.
• Complied and analyzed industry and competition sales. Helped the company focus on their target market and identify their strengths and weaknesses.

Paris, Courbevoie, FR

• Managed annual budgets, revenue forecasting, monthly financial analysis, and year-end reports for multiple business lines up to $120 million, in conjunction with department heads.
• Provided monthly Asia, Europe, and North America sales reports by customer for upper management.
• Spearheaded the development of new global sales report and trained upper management on its use. Efforts resulted in more accurate, detailed monthly reporting to senior executives.
• Assisted the finance controllers in budget development, planning, and other financial initiatives.

• Supplied pertinent financial data to MPower Management about the financial status of Network Cost of Goods Sold.
• Performed Month-End closing responsibilities including journal entry loading of Cost of Sales expenses, variance analysis, and reconciliation of balance sheet accounts.
• Project managed Network Cost Audit implementation and trained employees on its use.
• Saved company $1.5 million by successfully identifying and resolving billing issues.

• Analyzed and verified carrier access invoices to determine billing accuracy in accordance with payment deadlines.
• Investigated and resolved billing and expense discrepancies found during the verification process.
• Identified, investigated and brought closure in a timely manner to all disputes. Ensured acceptable margins or avoided costs.
• Prepared revenue and expense forecasts and profitability reporting for our division.
• Saved the company more than $10 million by identifying and justifying cost savings opportunities available throughout the organization.
• Developed and maintained costing models to ensure our rates were among the best in the industry.

Rochester, NY, US

• Audited tax pay client balances, researching, and resolving edit checks.
• Performed trend analysis, problem resolution, forecasting, processing branch and client requests. Issued client refunds and quarter-end returns.
• Saved clients $40,000 in federal & state tax over payments.
• Developed new client database and trained employees on its use.

Masters, International Business

Bachelors, Organinzational Management

Associates, Business Administration