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As a results driven Global Finance Executive with significant Financial Planning & Analysis (FP&A), Budgeting and Controllership experience, I have succeeded in managing and strengthening Finance teams, processes and frameworks. My strong FP&A, Controllership and Finance skills, along with my diverse international experience, have provided me broad strategic, financial and operational expertise. LEADERSHIP:Hands-on, decisive, high energy leader. Proven track record of delivering actionable insights and analysis to drive better-informed decision making, optimize profitability, drive profitable growth, increase shareholder value and highlighting the story behind the numbers. Trusted business partner with a collaborative approach to problem solving. KEY HIGHLIGHTS:I have successfully delivered budgets and plans, achieved significant cost savings through ongoing efficiency measures, managed and enhanced double digit revenue and profit growth, and delivered operational and process efficiencies including improvements in cycle time. Demonstrated experience across multiple industries including financial services, payments, information technology, transportation and consumer products. Key Areas of Expertise:Financial Planning & Analysis | Budgeting | Forecasting | Management Reporting | Variance Analysis | Long Term Strategic Planning | M&A | Financial Control | P&L Management | Analytical | Target Setting | Cost Reduction | Process Improvement | Data Analytics | Modeling | Controllership | Change Management | Risk Management | Leadership | Management | Negotiation | Integrity Please contact me at: joeswezey@yahoo.com | 475-232-4780 | www.linkedin/in/josephswezey
Putnam Leasing Company, Llc
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Consultant - Finance And AccountingPutnam Leasing Company, Llc 2019 - Present
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Vice President, Financial Planning & Analysis - Global Products & ServicesMastercard 2014 - 2018Purchase, Ny, UsDirect budgeting, planning, forecast and R&O management, financial reporting and Operating Reviews, Scorecard, Long Range Strategic Plan, CFO Roundtable, KPI reporting and M&A support for this multi-divisional business unit. Consolidated unit includes Core Products, Digital Payments, Processing, Advisors, Loyalty, Enterprise Security Solutions and Global Marketing. -
Vice President, Financial Planning & Analysis - International / Global MarketsMastercard 2007 - 2014Purchase, Ny, UsLed all aspects of budgeting, forecasting and revenue and expense target setting for the regions, financial planning and analysis, management reporting and Long Range Plan. Provided financial direction to the regions and financial decision support. Improved reporting and processes in line with rigors of a public company. Presented consolidated IMK results, including APAC, MEA, LAC and Europe, to Senior Management and Corporate.
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Director, Financial Planning & Analysis - Customer GroupMastercard 2000 - 2007Purchase, Ny, UsDirected all aspects of financial and management reporting, budgeting, target setting, planning, forecasting and CEO Reviews. Provided financial navigation, direction and guidelines to all business units. Consolidated financial analyses in support of the IPO. Presented consolidated financial results, including all regions, Global Accounts, Product, Advisors and Global Marketing to Executive Management, Corporate and outside auditors.
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Controller, Ge Equity Capital GroupGe Capital 1997 - 2000Norwalk, Ct, UsDirected financial accounting operations, statutory, regulatory and SEC reporting and financial closings for GE Equity, a global private equity firm within GE Capital. Institutionalized 3 day close, managed Accounting Department, Balance Sheet, reserves, due diligence activities and financial deal teams. Prior Experience:Mercedes-Benz of North America, Inc. Manager, Budget Planning & ControllingDirected all Budget Planning & Controlling for North American subsidiary of Daimler Benz.
Joseph Swezey, Cpa, Mba Skills
Joseph Swezey, Cpa, Mba Education Details
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Nyu Stern School Of BusinessFinance / International Business -
Fairfield UniversityAccounting
Frequently Asked Questions about Joseph Swezey, Cpa, Mba
What company does Joseph Swezey, Cpa, Mba work for?
Joseph Swezey, Cpa, Mba works for Putnam Leasing Company, Llc
What is Joseph Swezey, Cpa, Mba's role at the current company?
Joseph Swezey, Cpa, Mba's current role is Financial Planning & Analysis | Budgeting | Forecasting | Strategic Planning | FP&A | Financial Reporting.
What is Joseph Swezey, Cpa, Mba's email address?
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Joseph Swezey, Cpa, Mba's direct phone number is +191455*****
What schools did Joseph Swezey, Cpa, Mba attend?
Joseph Swezey, Cpa, Mba attended Nyu Stern School Of Business, Fairfield University.
What skills is Joseph Swezey, Cpa, Mba known for?
Joseph Swezey, Cpa, Mba has skills like Financial Analysis, Financial Modeling, Forecasting, Financial Reporting, Budgeting, Negotiation, Budgets, Leadership, Management, Staff Development, Financial Planning, Strategy.
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