Stephen Herr Email and Phone Number
Stephen Herr work email
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Stephen Herr personal email
Dedicated professional combining strengths in operations, logistics, supply-chain, R&D and quality control developed over fifteen years of experience in the financial sector, earning recognition for contributing to major business project startups & rollouts. Create efficiencies in the day-to-day processes by optimizing resources available.Core competencies include: Financial & Quantitative AnalysisLogistics & Supply Chain PlanningProcess ImprovementGeneral Ledger AccountingProxy CampaigningProblem SolvingMulti-Project ManagementBusiness Partner & Client RelationshipQuality ControlEthics & Corporate Compliance Reporting Vendor & Content Management
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Financial AnalystLevel Four Group Sep 2022 - Present
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Financial AnalystTucker Powersports Sep 2021 - Sep 2022Fort Worth, Texas, UsIntegral member of the Supply Chain Analytics team, supporting Operations, Product Portfolio Management and FP&A departments. Providing financial and inventory analysis reviews of annual revenues over $400M and profit margins above 33%.• Financial analysis and review for FP&A, including but not limited to revenue, profit, and operational efficiency • Super user of AS400 and JDA Advanced Warehouse Replenishment (AWR) system evaluating supply chain and lead time analysis, system maintenance and recommendations to improve efficiencies in inventory planning• Variance analysis of weekly and monthly demand forecasting metrics to ensure alignment of AOP with SIOP• Generate monthly income statement analysis of P&L for all US distribution centers• Analyze inventory E&O and collaborate with business partners to create a plan of action to reduce overhead• Weekly review of cash flow analysis and outstanding AP vendor payments to Operations and Product Portfolio Management -
Senior Financial AnalystPepsi Logistics Company, Inc. Jun 2017 - Sep 2021Plano, Texas, UsMember of receivables team in managing key customers that include: 3M, Ace Hardware, Aldi, Anchor Glass, Clorox, Cardinal Health, Conagra, DSC Logistics, GE, JM Smucker, Johnson & Johnson, Macy's, Nestle Purina, Nissin Foods, Procter & Gamble, Russell Stover Chocolates, Wegmans.• Provide finance support & on time payments on both AP/AR ends for carrier payables & customer invoicing• Identify potential issues with paperwork, customer information, and payable/receivable information• Analyze & provide resolution on carrier payments, resolve past due payments on billed customer invoices• Authorize comcheck payments for carrier needs -
Logistics CoordinatorPepsico Aug 2016 - Jun 2017Purchase, New York, UsMember of the Transportation Optimization Planning (TOPs) team that focuses on planning and execution with the day-to-day shipments between field transport managers and carriers inside the Pepsi Beverages Company (PBC) transportation network.• Managed the JDA Transportation Management System (TMS) to route shipments, track carrier performance and troubleshoot any issues in the field.• Maintain compliance with the Enterprise Route Guide (ERG) to ensure timely execution to meet the requested ship date and secure carrier capacity.• Plan and support field associates with the complete management of orders and loads, from order entry to completion, for outbound shipments.• Provide ad hoc analysis for carriers & traffic centers to measure performance.• Conduct side by side modeling of transportation solutions and analyze results.• Develop recommendations and execute action plans to improve efficiencies.• Perform system maintenance needed to execute optimization.• Create and setup tariffs for annual transportation carrier bids on loads. -
Helpdesk SpecialistAmerican Help Desk Jul 2016 - Sep 2016
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Production Workleader, Legal PublishingFidelity Investments Mar 2012 - Dec 2015Boston, Ma, UsForward-thinking subject matter expert, business partner collaborator and process improvement ambassador in providing insight and analysis to innovate and implement new ideas for the organization.* Managed workflow production for annual regulatory documents and delivered to meet SEC audit guidelines* Successfully maintained 100% on time delivery for all financial documents to shareholders during tenure* Generated proxy document implementation that includes: scheduling, campaigning and solicitation of shareholder voting* Trained and mentored team members on policies and procedures to meet audit and compliance standards to Sarbanes-Oxley -
Senior Electronic Publishing SpecialistFidelity Investments Aug 2007 - Mar 2012Boston, Ma, Us* Assisted with the establishment of operations for financial and legal publishing in the Texas region at the start of tenure* Produced proprietary and regulatory financial shareholder reports and prospectuses in addition to HTML and XBRL creation* Maintained 99.5% accuracy metrics with high quality control and precision to meet performance expectations * Assisted in writing and implementing procedures to train and develop new team members
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WorkleaderFidelity Investments Apr 2006 - Aug 2007Boston, Ma, Us* Primary team leader with establishing procedures, digital printer maintenance and supply ordering for a new print shop* Managed and coordinated a day-to-day high quality print production environment for multiple business partners and clients
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Senior Print OperatorFidelity Investments Sep 2002 - Apr 2006Boston, Ma, Us* Document creation: color and b/w presentations, oversized print, digital setup pre-press, bookbinding and poster production
Stephen Herr Skills
Stephen Herr Education Details
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The University Of Texas At DallasFinance -
Investment Banking Institute
Frequently Asked Questions about Stephen Herr
What company does Stephen Herr work for?
Stephen Herr works for Level Four Group
What is Stephen Herr's role at the current company?
Stephen Herr's current role is Financial Analyst @ Level Four Group | Driving Financial Efficiency.
What is Stephen Herr's email address?
Stephen Herr's email address is st****@****ity.com
What schools did Stephen Herr attend?
Stephen Herr attended The University Of Texas At Dallas, Investment Banking Institute.
What are some of Stephen Herr's interests?
Stephen Herr has interest in Economic Empowerment, Environment, Education, Science And Technology, Disaster And Humanitarian Relief, Arts And Culture, Health.
What skills is Stephen Herr known for?
Stephen Herr has skills like Microsoft Excel, Microsoft Office, Customer Service, Process Improvement, Leadership, Business Process Improvement, Financial Analysis, Microsoft Word, Financial Services, Management, Analysis, Access.
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