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.

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.
• 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.

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.
• 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.
• 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

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

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

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