Fred J. Email & Phone Number

Austin, Texas Metropolitan Area

• Directs all functional areas of global finance and internal financial reporting while supporting external reporting.• Leads and manages the financial and planning analysis team including performance management, talent development, operational excellence, mentoring, and coaching.• Manages all departmental cost center budgets, including the creation and communication of cost center budgets and forecasts across the organization.• Oversees the consolidation and reporting of recurring forecasting updates for the the Income Statement, Balance Sheet and Cash Flow Statements.• Leads the development and maintainenance of scalable forecasting and reporting with a forward-thinking, growth-oriented mindset.• Administers the reporting and forecasting integration of all merger and acquisition activity, including purchase price valuations.• Drives automation and design efficiencies through use of SQL and multi-file data connectivity.• Supports compensation and headcount modeling and planning efforts.

Austin, Texas Area

• Developed and managed financial quarterly forecasts, annual budgeting processes, operating plan • variance analysis, and special projects. • Provided financial consulting and strategic support to the organization’s leadership team including preparation of board presentations, quarterly business review (QBR) presentations, capital expenditure analysis, acquisition analysis, assessments of profitability, etc. • Developed financial models and analyses to support strategic initiatives.• Conducted data analysis using data tables, pivot tables, SQL, and other Fintech solutions.• Created multi-year forecasts, performed scenario based analysis, and designed insightful data visualization including dashboards via Tableau to communicate financial results.• Reviewed, evaluated, and recommended optimal strategic alternatives that align with the organization’s mission, vision, and goals.• Managed Key Performance Indicator (KPI) metrics and forecast analysis to improve operation and budget efficiencies.

Austin, Texas Metropolitan Area

• Led a small team of Senior Financial Analysts including cross-training, performance management and development.• Developed statistical analysis, administered data modeling and implemented field incentive pay programs.• Managed investment proposals for US capital deployment with targeted ROIC.• Administered cross-functional BI platform reporting in COGNOS 12, Tableau and Microsoft Analysis Services.• Served as a business partner for key operational leaders.

Austin, Texas Area

• Administered core financial planning and reporting for US store operations in excess of $1B in retail sales• Collaborated with operations leadership to build annual operating budgets, develop and maintain automated reporting, and provide ad hoc analysis• Facilitated training for new team members to increase reporting and systems knowledge• Analyzed and presented data insights to drive strategic compensation decisions resulting in cost savings, improvement optimizations, and enhanced hiring practices

Houston, Texas Area

• Cash & Liquidity Management: Oversaw management of past due balances and implementation of reporting tools to drive improvements in DSO • Working Capital Management: Performed quarterly forecasting and reporting requirements, leveraged analyses of historical data to enhance projects; identified opportunities for improvements, primarily in accounts receivable and inventory• Balance Sheet Review: Facilitated follow-up of balance sheet reviewed action items and drove to completion• Capital Planning & Management: Coordinated planning of investments and CAPEX via Capital management team to stay within Head Office's grants and full year spend objectives; provided analyses to confirm investment commitments needs and defended business needs for funding• Maintained 5 year forecast model for Large Industry business segment

Houston, Texas Area

• Directly supported Senior Vice President of Main Street Operations • Prepared summarized monthly reporting of operational performance and executive qualitative write up• Prepared Senior Management for monthly financial reviews with the CEO and COO• Performed ad hoc analysis via SQL, Lawson GL, and Excel• Prepared and analyzed annual sales targets• Maintained and updated 5 year operational forecast projections and metrics• Monitored and updated guidance on savings and sales initiatives• Led 6 acquisition finance and accounting transition employees• Oversaw all Corporate internal reporting and analysis of the Income Statement, Cash Flows, and Balance Sheet

Houston, Texas Area

• Managed and maintained annual corporate spending budget worth a quarter of a billion dollars while leading two analysts• Established annual sales quotas of $1 billion dollars and monitoring of sales force effectiveness/performance• Reviewed and distributed quarterly Investor Presentation package to senior management in preparation for quarterly conference calls and banking presentations• Organized and conferred with PricewaterhouseCoopers (PWC) on all financial statement analytics• Consolidated and distributed monthly 70 page Corporate Financial Package for Sr. Management• Analyzed and prepared monthly overhead budget analysis package• Tracked and managed acquisition synergies saving the company $60 million dollars• Led a financial effectiveness project to improve information delivery through an Executive Dashboard via Business Objects software suite

Houston, Texas Area

• Managed corporate overhead budget of a quarter of a billion dollars• Performed monthly analysis of budgeted cost over/under utilization• Communicated and presented quarterly results of budget performance to senior leadership • Responsible for oversight and project management of budget software implementation and upgrades• Administered annual target setting and budget roll outs• Provided annual and future budget projections for annual external guidance

Houston, Texas Area

• Arranged and reviewed schedules for SEC filings including Forms 10-Qs, 10-Ks and other various reports• Prepared monthly Cash Flow Statement and performed necessary analysis• Prepared and reviewed consolidated financial statements and supporting schedules for management’s financial package• Recognized and researched unusual variances or apparent inconsistencies within the financial statements• Oversaw system maintenance including extraction and analysis of data from multiple ledgers• Uploaded and reviewed journal entries• Assisted with questions from external auditors

Houston, Texas Area

• Assisted with the implementation of Sarbanes-Oxley 404 controls and compliance procedures• Organized budget and variance fluctuation explanations in consolidated income statement/balance sheet for officers• Performed analysis on a monthly and quarterly basis for various accrual and deferrals• Designed the process of preparing corporate overhead fluctuations• Created various ad hoc reports through Hyperion and Data Warehouse

Houston, Texas Area

• Provided operations accounting support and general ledger accounting duties • Evaluated income statement and budget variances• Managed balance sheet and bank statement reconciliations• Administered mapping, maintenance, and preparation of GL accounts with income statement and balance sheet• Coordinated communication with controllers and general managers at regional branches to meet deadlines

Dallas/Fort Worth Area

• Provided taxpayer support and tax law research to taxpayers• Administered technical advice to taxpayers related to individual and business taxes• Compiled research, analysis and computation for all taxpayer inquiries in accordance with regulations set forth by the Office of Tax and Revenue

Dallas/Fort Worth Area

• Tracked warranty claims and fluid sampling on transportation vehicles. • Analyzed and organized bus fluid samples for degradation testing on bus and train components• Created database to track warranty inventory to ensure proper collections and exchanges

Certified Financial Modeling & Valuation Analyst (Fmva)

Master In Business Administration (Mba), Leadership

Bachelor Of Science, Accounting