Joel Forman Email & Phone Number

Author and teacher of Forman’s Financial Facts a financial management blueprint. My mission is to educate people so they can manage their personal finances with confidence for life! Soon to be teaching my blueprint on College campuses!Knowing how to manage your personal finances is a life skill that everyone needs to learn. It does not matter who you are.Check it out at my website: formansfinancialfacts.com Find me on Instagram and Tik Tok @formansfinancialfacts

South Orange, Nj, Us

To understand and learn more about this great program. Then collaborate with the University staff, students and other advisory board members to continue to enhance this already successful Customer Experience Program.

Consulting Highlights:Attolon - Client - Spencer Gifts / Spirit Halloween (2.4 yrs)• Project lead reporting to VP of Finance one of the project sponsors at $2B retailer migrating to a new inventory management system.• Leading several smaller sub projects within the broader project to conquer barriers of implementation.• Performed various system tests and data analyses between the new and legacy systems.• Lead many weekly meetings to resolve many critical issues over the course of the project. • Successfully partnered across Finance and IT and Ops, leading to a successful implementation.Led Monthly Financial Package Prep, developed or implemented controls, made process changes for Payroll & APIdentified over $500K of unneeded Pharma vendor spend.Revised the monthly $600M Expense Management Report and Reduced prep time and increased analysis time by 2 days.Data Management owner for an Enterprise – Wide Accounts Payable controls project – 120K data points over 5,600 tabs in 350 files. Validated 1,000+ data points testing the functionality for the KPI Dashboard.Lead team in creating and launching Lotus Notes Accrual Database, Allocated resources to streamline $300 Million+ and created a new accrual process. Experience:FP&A, Reporting, Budgeting, Expense Management, Forecasting, etc. Employee Retention and DevelopmentAcquisition and Sale transition experienceFinancial Project ManagementSystem Implementations Randstad Professionals (8/2017 - 1/2019)• 2nd Role at Barclays - Project Lead Strategic Cost Management Team - UK allocations to US.• 1st Role at Barclays - Financial Business Partner for 4 divisions in Strategic Cost Management. RGP - Sr. FP+A Manager - June 2014 to May 2016 - (Therakos/Mallinckrodt)• Late Sept. 2015 - Partnered with Director of Finance to transition activities after client sale.• Managed the 2015 OPEX budgeting and upload process – made significant process improvements and revamped of the 2015 budget.

London, Gb

Responsible for monitoring and helping to ensure accuracy around company-wide cost allocations to the various business lines using Apptio generated reports.Enhance processes and controls and increase transparency around the cost allocations to provide a better understanding of the charges and methodologies.Partner with Director to support our core business groups, global business stakeholders and participate as a strategic partner in various project groups and company-wide initiatives.

Global, Us

Senior Consultant in the Finance Transformation Practice of the Strategic Services Consulting Group at CSC. The practice provides advisory services for Chief Financial Officers & Corporate Controllers via four core transformational product offerings:Finance StrategyControllership OptimizationGlobal Service Delivery Model DesignEnterprise Performance Management

Irvine, Ca, Us

Utility and Automotive Client Responsibilities*Revamped the monthly $600M Functional Expense Management Report for the Senior Leadership team. Reduced the reporting time and increased the analysis time by 2 days.*Expanded the reports level of detail down to the core products lines, by executive and division including a revised divisional headcounts by product.* Assisted FP&A team with several different ad hoc analytics.* Responsible for assisting AP in reviewing open PO’s and Duplicate Invoices within SAP. * Key team member reviewing GRIR balances and support to ensure proper accounting.* Proactive team member reviewing and cleaning up present invoice processes and controls.* Partnering with our client and process team members to create a more efficient future state.

The Data Management owner for an Enterprise –Wide Accounts Payable controls project for a Fortune 100 client. Working as a key team member with the Project Leader and 3 Team Leads to partner with all businesses across the company to ensure all necessary controls are in place and being followed for all disbursements to outside parties.

Atlanta, Ga, Us

As a Manager I will be consulting in a variety of capacities depending on the client needs. Delivery skills include but are not limited to: Process and Project Management, Budgeting and Forecasting, Change Management, Financial Analysis and Reporting. Responsibilities also include: client relationship building and management plus Team Leadership, Mentoring, Training.

Irvine, Ca, Us

As a professional consultant for Resources Global I provide service in a variety of capacities at our clients. As a Manager/Director of a department or division, as Project Leader or as an individual contributor serving in either a Financial, Project Management or Operational roles I bring a wealth of experience and partnering skills that successfully enable our clients to meet their critical financial and operational goals. This includes Strategic Consulting, process improvements, performance metric development, and strategic plans for improving communciation across lines of business.As a professional consultant for Resources Global I provided service on a 13 month engagement. I performed in two different roles over the 13 months. I was in a Consolidation role within the FP+A followed by an Expense Management role at a premier global insurance company. I was responsible for preparing the budget to actual and quarterly core earnings analyses for the total company results which is made up of over 50 countries. In addition, I partnered with the Director of Planning and Analysis to implement an exhibit for the quarterly Management Review Package for the line of Business Core Earnings. In my expense management role I am coordinating the quarterly expense management reporting review and analysis package. I partnered with 3 of the major regions to prepare the detailed analysis of their quarterly regional expense results. In addition, to being the point person for the centralized regional dashboard which holds the quarterly results, sign off of their expenses variances and coordinate any suggested system enhancements. Also partnered with the both the expense and FP+A teams to continually improve processes and our analysis capabilities.

Seasoned financial professional with over 18 years of traditional and consulting experience in areas of financial analysis, operations, expense management, budgeting, forecasting, change management, process management, people management and consulting. I am a results-oriented strong leader with demonstrated success in combining analytical and tactical financial expertise with strong qualifications in project management and team leadership. At this time I am in a consulting capacity but am open to more traditional roles as well.

Wilmington, De, Us

Partner with clients to provide assistance and solutions to a variety of financial and operational challenges. By using my financial knowledge management experience, Leadership and Project Management skills.Highlights:• At a $4B Utility client I was a Project Manager responsible for leading the IT, SAP and Lotus Notes application teams to design, development and implement a new Lotus Notes Accrual database • At a Pharma Industry client after 11 months - I assumed the Director of Reimbursement role charged with transitioning the operations to Texas over a 4 month period managing 35 people and the $30 million in AR• At a Pharma Industry client I created and implemented a new AR monthly reporting package for Director of Finance and CFO• At a Global Chemical Company as a Project Leader I partnered with 2 clients managers to coordinate the efforts of a 20 person inter-company team that reconciled company-wide inter-company accounts to secure a clean SOX 404 opinion

Charlotte, Nc, Us

•Managed the company-wide $118 billion daily outstanding reporting process •Prepared and streamlined various month end reports for business partners and senior management•Established new business relationships and trust with our internal partners •Managed, mentored and developed two junior associates

Newark, New Jersey, Us

•Prepared and submitted consolidated analysis of monthly operating plans to controllers department for the insurance division corporate charges of $415M•Partnered with internal business contacts to achieve a $54M reduction in 2003 corporate charges •Revised Delegation of Authority (DAG) guidelines which led to a $24M reduction in external consulting fees in 2002 •Managed high level expense projects with business partners at all levels (e.g. expense trending and revamping the CHARMS expense management system) •Evaluated and revamped several expense unit current processes to optimize efficiency (e.g. reduced 4 day monthly reporting process to 6 hours)•Managed the $35M Internal Cost Recovery process and authorized all vendor training invoices•Managed, coached and directed the efforts of my three member staff•Performed extensive financial analysis for executive presentation on the key business drivers of the $60M annual budget

•Costing on new fabrics and, worked with factor on credit approval and problems•Prepared monthly financial statements and supervised accounting clerks•Designed and created excel pivot tables to analyze sales projections by product and customer

Newark, New Jersey, Us

•Lead controller team member overseeing the quarterly forecasting process •Proactive team member with Enterprise-Wide Aggressive Source Initiative (this initiative resulted in estimated savings to the company of $150 million annually)•Extensive financial analysis of expense categories, meetings with consultants and vendors to determine expense baseline and validity of savings numbers•Prepared monthly financial statements of operations, divisional budgets, recommendations to eliminate unnecessary suspense accounts (Mgr accounts) •Managed multiple stock and bond portfolios, monthly, quarterly and annual reports•Promoted from Junior Staff Accountant, to Staff Accountant to Senior Staff Accountant