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.

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.

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.

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.

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.

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.

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.

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.

Bachelor Of Science, Finance & Management

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

Education record