Frank Duggan Email and Phone Number

Serve as a business advisor to project teams and account leadership by communicating key financial drivers on multiple metrics (sales, revenue, direct cost, OI); and proactively discuss financial position, as well as address and mitigate forecast risks and growth opportunities.

Managed completion of project and account level forecast activities allowing accurate revenue and cost trends to be communicated with client group finance leads and other finance operations executives.

Created financial models and valuation analytics for commercial real estate transactions used to evaluate structure and market transactions.

Communicated financial patterns to client account managing directors by leading monthly portfolio finance reviews to drive business decisions related to the growth and sustainment of the portfolio.

Manage the relationship of a Federal Government contract by completing and leading a monthly forecast analysis on client financial data. My experience at Accenture has given me the opportunity to hone my analytical skills and financial literacy from evaluating pricing documents and developing deliverables for the client and client facing teams, to identifying and designing trend analysis to ensure the contract's financial commitments are met.

Developed and managed a portfolio of new/existing customer relationships by proactively identifying financial needs of clients and presented all appropriate products and service options by collaborating with internal business partners. I supported branch management by exemplifying and ensuring compliance with operational procedures, security and control policies, fraud prevention, and protection of consumer assets. Along with supervising all branch operations and coaching branch staff, I improved branch profitability by meeting personal sales goals in insurance and investment products as a Registered Representative of M&T Securities, Inc.

Participated in a year long leadership development program to enhance leadership and technical finance skills. I learned and practiced relationship based sales processes to analyze client needs and determine product based solutions. I built upon my technical finance skills by spearheading a project team to research and evaluate the current state of the M&T Securities and M&T retail bank partnership to provide recommendations in order to capitalize retail branch productivity.

- Coordinated and managed the completion of multiple dealership systems information studies- Documented and analyzed the results from the studies and presented a final report to upper management - Designed a preliminary demo of a guided selling process for the company website- Interacted with American and foreign dealership management system integration team members