Joe Finelli Email & Phone Number

Omaha, Ne, Us

Omaha, Ne

I work with individuals, families and small businesses, providing customized financial planning strategies, guidance and investment management services. Clients I serve have a variety of needs, ranging from retirement planning to asset management to estate planning strategies to education planning.Disclosures: "© 2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/joe.finelli. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html."NMLS #2630537

Managed demand forecasting and reporting for the Frozen Foods group, focusing on the P.F. Chang's and Kid Cuisine brands.My responsibilities/accomplishments included:- Forecast demand using consumption data for P.F. Chang’s & Kid Cuisine brands- Delivered vastly improved forecast accuracy – increased by more than 50% YoY- Contributed to Consumer Foods best year ever for forecast accuracy- Created visibility to risks & opportunities by collaborating with brand management and support functions- Communicated information on key business drivers and trends to senior leadership and other stakeholders and partners- Utilized ability to communicate information at appropriate level of detail for different levels of leadership - Built credibility and trust for newly formed Volume Center of Expertise- Provide Frozen Pillar reporting on daily shipments, volume forecast changes and inventory position- Led volume consensus process for P.F. Chang’s & Kid Cuisine brands- Simplified and improved complicated process - Saved team several hours of meetings each month- Created easy to understand and digest reporting to streamline meetings and focus on key value-add items- Collaborated with various functions to stay updated on and communicate on key business drivers- Created ad hoc trend reporting for senior brand leadership- Led Annual Operating Plan process for volume forecasting, collaborating with multiple functions to build models- Managed transition to SAS statistical forecast model from SAP-based forecast model

Greater Omaha Area

Financial Co-Pilot for the P.F. Chang's and Kid Cuisine brands in the Frozen Foods group, working with the Brand Management Team to manage the P&L for each respective brand. My responsibilities/accomplishments included:- Provided P&L reporting and analysis regularly to Brand leadership- Became an expert on each line of the P&L, understood and communicated variances with appropriate detail- Essential project team member for several new product launches and product line re-designs- Developed dynamic pro-forma P&L and summarized findings for leaders, collaborating with several functions- Provided financial summaries at key point in the process to decision makers and stakeholders- Formed partnerships and collaborated with several functions to stay updated on and communicate key financial drivers- Led transition of production and inventory, reducing finished goods and raw material obsolescence for 1.8MM in savings:- Kid Cuisine Relaunch and Seasonal/Promotional items, contributing to savings of $600K- P.F. Chang’s Brand Redesign and transition to new production plant, contributing to savings of $1.2MM- Managed creation of the next fiscal year’s P&L through the Annual Operating Plan process- Provided royalties reporting and commentary to P.F. Chang’s Bistro

Saint Paul, Mn

Finance consultant to the Eastern US sales team in the Institutional Division Corporate Accounts Finance group, helping the team drive growth and manage existing business. My responsibilities/accomplishments included:- Supported Eastern US Region Corporate Accounts Team in growing and managing their business, a $250M portfolio - Worked closely with Assistant Vice Presidents of Corporate Accounts (AVPs) during contract negotiations- Guided AVPs toward profitable decisions- Developed and analyzed pro-forma P&L statements on new and existing customer contracts – ranging from $50k-$15M- Made recommendations for increasing profitability- Analyzed contract pricing and provide recommendations for pricing on premium product lines- Provided innovative product mix strategy to increase profitability for poor performing contracts for savings of $1.2M - Guided AVPs through 2013 SKU rationalization – value of $15M rationalized, met goal of remaining revenue neutral- Became an expert on divisional guidelines and contract controls processes

Eagan, Mn

Analyst in the Distributor Finance department, a part of the Shared Services group, performing a wide variety of tasks and getting project management experience. My responsibilities/accomplishments included: - Served as liaison between Distributor Finance and the Shared Services Business Systems Analyst Team - Developed business logic for controls processes & the resulting applications which had sales impact of $1.15M in 1 year; Resulted in greater visibility to errors and better controls overall; Allowed team to find the same or greater number of errors with 98% less effort - Created application for automated processing of resales for division unable to be supported by main processing tool - Performed quarterly risk analysis on distributors for targeted physical inventory analysis process - Improved physical inventory analysis process resulting in estimated 75% reduction in effort - Managed accrual reporting and tracking of refunds and handling fees for division, accounting for $630M annual expenses - Created automated forms & processes for distributor sales resulting in improved through-put time & increased productivity - Managed accrual reporting & expense tracking for two business development accounts with $6.35M in annual expenses

Saint Paul, Mn

Sales reporting and support analyst, performing a wide array of other reporting duties to support division management and the sales team. This was my second role as part of the Finance Development Program at Ecolab - a two-year rotational program within the finance and accounting functions of the company. My responsibilities and accomplishments included: - Managed field sales reporting, automating and improving several key reports - Created improved reporting for leads/new business tracking as well as ‘No Sales’ accounts reporting - Assisted in field sales budgeting and division cost budgeting and annual plan processes - Managed division sales reporting for division leadership - Consolidated, reviewed, and presented scrap metrics at monthly Ops Review meetings

Saint Paul, Mn

Cash management and general treasury experience. This was my first role as part of the Finance Development Program at Ecolab - a two-year rotational program within the finance and accounting functions of the company. My responsibilities and accomplishments included: - Managed daily cash flow activities for US business ($50B annl. TCF) & forecasted cash flow for short & long term planning - Ran $600M US Commercial Paper Program, built relationships with 4 brokerage firms - Managed intercompany loan portfolio, assisted in managing FX program and implementation of new software

Saint Paul, Mn

Internship in the Corporate Accounts Financial Department of the Institutional Division. Performed analysis and made recommendations related to a portfolio of business within a Group Purchasing Organization. My responsibilties and accomplishments included:- Analyzed revenues, sales trends of $14 million GPO contract – presented findings to senior management- Performed manual account detail work, realigned accounts to main contract- Led summer intern food drive that raised 6,000+ pounds of food for local shelter

Bachelor Of Science, Finance & Management

Activities and Societies: Phi Gamma Delta - FIJI, Interfraternity Council, Student Alumni Leadership Council - Homecoming Committee, Greek.

Education record