Ed Schaeffer Email & Phone Number

New York, NY

Coordinate and manage the development, analysis and revisions to Metro-North Railroads operating budget and forecasts that determine the railroads annual resource requirements and it's long term financial plan. Manage the monthly and year-end reporting and analysis process to ensure management is provided with actionable information to assist in decision.

Edgewood New York

Responsible for pricing all new and existing deals with annual values in excess of $250K for largest division within Broadridge. Instill Value Based Pricing behavior in sales team and advise management on best pricing practices and strategies. Created and enforced adherence to Division contractual policies including rate tiering, minimums, SLA.

Price new and existing Broker Dealer client agreements to maximize profitability. Partnered with Operations, Sales and Account Management to develop costs and pricing for new products and continually refine pricing for existing services. Perform ad hoc analysis to assist Executive Management in decision making process.Major Accomplishments:Completed.

Manage monthly Financial and Annual Planning/Forecasting processes, negotiate contracts for existing client base, perform pricing and profitability analysis for new and existing clients, and perform ad hoc project and analysis work for Senior Management. Review all aspects of the contractual and operational client relationships to reduce expense, increase.

Managed all aspects of contract administration process to ensure compliance with both supplier and Citicorp requirements. Assisted in negotiation and structuring of Global Software License Agreements. Performed due diligence on strategic vendors to ensure financial stability.Major Accomplishments:Re-engineered contract administration process for.

Controller for Domestic/UK Sourcing and related R&D, such as Internet Purchasing Solutions. Managed monthly close and quarterly forecasting processes.Major Accomplishments:Designed and implemented divisional product cost models.Developed and compiled metrics for CSS businesses for information and benchmarking purposes.Redesigned monthly financial book.

Responsible for financial management of six businesses with expense base of $30MM and staffing level of 400.Major Accomplishments:Reduced 200 FTE through coordination and implementation of numerous supplier outsourcing projects.Created expense base for new Corporate Purchasing Unit via volume and capacity planning models.Developed unit pricing scenarios.

Created new business unit to manage financial relationships with Approved Vendors.Major Accomplishments:Vendor manager for UPS and four private car suppliers.Designed and implemented process to correct UPS billing errors totaling $2MM; successfully allocated this to corporation nationwide. Rolled-out of $12MM private car program including process.

Managed monthly closing and full year forecasting processes for seven businesses with annual expense base of $270 million. Prepared and analyzed annual budget package for Division.Major Accomplishments:Standardized financial systems and established policies and procedures for new division.Analyzed unit cost data across businesses to identify expense.

Managed monthly close/forecast and annual planning process for various businesses.Designed and implemented new financial/accrual process to establish expense control.Developed and effectively communicated corporate allocations to all New York based businesses.Project manager for branch staff capacity planning project.Implemented new expense MIS system.