Jon-David Heilman Email & Phone Number

Omaha, Ne, Us

Omaha Metropolitan Area

Omaha, Nebraska

Omaha, Nebraska

Omaha, Ne

• Increased profitability by developing and maintaining pricing models to analyze impact of factors such as terms, freight, rebates and commissions on customer item pricing.• Developed models analyzing and tracking performance of new product launches against marketing and budget assumptions identifying challenges and opportunities.• Created tools and reports assisting sales and pricing management with creating quotes and proposals.• Increased accuracy and improved efficiency of… Show more • Increased profitability by developing and maintaining pricing models to analyze impact of factors such as terms, freight, rebates and commissions on customer item pricing.• Developed models analyzing and tracking performance of new product launches against marketing and budget assumptions identifying challenges and opportunities.• Created tools and reports assisting sales and pricing management with creating quotes and proposals.• Increased accuracy and improved efficiency of sales and pricing reporting by partnering with IT application developers to create automated reports and queries for pricing and sales management teams. • Optimized monthly sales and financial forecasting process by automating report generation and developing analytical framework providing senior management with visibility and understanding of key drivers, risks, and opportunities. • Served as subject matter expert on various enterprise resource planning modules and supported IT team in their development of reports driving efficiencies and eliminating unnecessary procedures. • Prepared PowerPoint presentations and led monthly forecasting, pricing, and new product review meetings to increase management awareness of key business drivers and identify opportunities and areas for improvement.• Managed integration and maintenance of pricing factors and data in support of John Galt Atlas Planning Suite implementation improving forecasting accuracy. Show less

Omaha, Ne

• Led preparation of annual sales budget and quarterly flex budgets.• Prepared monthly corporate reports and analyzed key drivers identifying risks and opportunities. • Prepared weekly, monthly, and annual cash forecasts providing management and treasury with anticipated cash needs and timing.• Completed daily cash and receivables balancing, scheduled wire transfers and ACH payments ensuring efficient use of working capital. • Contributed to Finance and Business Analytics… Show more • Led preparation of annual sales budget and quarterly flex budgets.• Prepared monthly corporate reports and analyzed key drivers identifying risks and opportunities. • Prepared weekly, monthly, and annual cash forecasts providing management and treasury with anticipated cash needs and timing.• Completed daily cash and receivables balancing, scheduled wire transfers and ACH payments ensuring efficient use of working capital. • Contributed to Finance and Business Analytics departments by supporting financial, sales, and data analysis projects to enhance efficiencies and meet deadlines.• Supported successful integration of large business acquisition by consolidating banking and treasury duties to ensure smooth transition. Show less

La Vista, Ne

• Managed all aspects of business, including cash flow management, taxes, and accounting in QuickBooks.• Evaluated and resolved complex plumbing and electrical problems maintaining client satisfaction.• Performed routine and preventative maintenance on client systems ensuring optimal operation.

Omaha, Ne

• Designed models utilizing financial data and “what if” scenarios.• Assisted with preparation of corporate budget, prepared monthly variance analysis.• Performed weekly updates of sales, expense and cash forecasting for debt covenants.• Prepared daily financial dashboard – sales by segment, expenses, and margins.• Developed, analyzed, and implemented incentive compensation plans.• Developed analysis of potential impact on sales, expenses, and cash flow of acquisitions and… Show more • Designed models utilizing financial data and “what if” scenarios.• Assisted with preparation of corporate budget, prepared monthly variance analysis.• Performed weekly updates of sales, expense and cash forecasting for debt covenants.• Prepared daily financial dashboard – sales by segment, expenses, and margins.• Developed, analyzed, and implemented incentive compensation plans.• Developed analysis of potential impact on sales, expenses, and cash flow of acquisitions and divestitures.• Partnered with IT to develop various management reports in Micro Strategy.• Actively assisted management consultants and bankruptcy counsel. Show less

Monroe, Mi

• Led multiple field audit teams – inventory control, cash handling, sales, and store operations.• Developed and implemented cost-saving initiatives and process improvements.• Identified procedural deficiencies and developed corrective controls.• Managed conversion of POS / inventory systems at multiple sites to proprietary platform.

Monroe, Mi

• Developed capital expenditures analysis for real estate development projects and acquisitions.• Performed break-even, net present value and internal rate of return analysis for projects.• Created financial models to analyze potential sales and profitability of proposed new stores.