Keith Olson Email & Phone Number

Sacramento, California, United States

Roseville, Ca

Customer Reporting Analyst Led project to create US margin reporting by customer. Using a large data management system, this reporting incorporates multiple Operational and Financial source systems to provide cost per event data and roll-up all event data/cost data at a customer level. Utilized customer margin reporting database to lead multiple customer deep dives with a view to increase profitability. Findings from these deep dives included unbilled services, incorrect entitlement to services (resulting in higher cost), and pricing errors. Recommendations from analysis increased US profitability by over $1m/year.Provided HP system, process, and financial training to both finance and operational support teams. Some of the subjects include variance analysis, IT system review, and cost allocation process reviews.Partnered with Operational team to improve reporting accuracy. One example of this would be completing a time booking analysis and changing US labor rates to more closely align with expected time booking. This increased accuracy of labor cost booking by 15%.

Roseville, California

Lead Budget AnalystManaged the ‘order to revenue conversion’ and ‘revenue to margin estimation’ models for the Technology Services world-wide budget process. Included regional interlock and modeling of ~$9b/year revenue and corresponding margin budget between 4 regions, 10+ product lines, and multiple sales motions. This included variance analysis and reporting out to senior management.Reviewed custom delivery/custom bid analytics to make recommendations for management approval thresholds, setting of margin guidance, and adjusting guidelines to improve approval speed. Led the Organization and Outline budget process including the addition new support product lines, changes of services to different portfolios, and close down of inter-organization agreements (SLAs).Provided on-going primary finance support for the Support Automation IT program including revision of current capitalization/amortization process ($30m of IT capitalization annually) and monthly/quarterly reporting/JV booking. Audited original process and corrected error of $2m.Helped create the new Flexible Capacity service product Net Present Value/Return on Investment-Capital template to measure deal profitability and allocate resources.Worked as Chief of Staff for Finance Director. Planned and led staff meetings and trainings to improve overall HP and financial acumen of team.

Roseville, California

Opportunity Consultant Provide review and guidance of bid (via bid tools) financials for custom business bids over $2M. Review of costs, margin, revenue, risk and overhead rates.Review of bid documents and contracts/MOUs/MSAs for revenue recognition and other financial terms. Provided contractual feedback to limit financial risks.Provide financial risk assessment for custom bids over $2M.Creating and/or review of pricing documentation to assure proper billing/revenue.Development and on-going support for the Americas pay rates for multiple bid tools.In FY12 supported bids on 75+ deals, winning $180m of business for HP.

Roseville, California

Senior Supply Chain Financial Analyst Provided business and financial guidance to the TS Supply Chain organization. Promoted understanding and provided transparency to the complex financial flows and architecture of this unique supply chain environment. Specifically supporting the Rework and Logistics cost areas (total costs estimated at $235M/yr).Drove forecasting improvements and consistency thru process improvement and reporting accuracy.Improved reporting of finance areas thru increased detail and consistency, while maintaining simplicity. Included variance analysis, cost bridging, and financial narrative.Month end closing of accounts (journal entry prep, balance sheet reconciliation, etc.) in compliance with AFM (HP accounting financial manual), SOX, and GAAP.

Financial Specialist 7/02-04/07Primary job function is to support supply chain projects as both finance team lead and/or finance subject matter expert.Successfully completed three SAP supply chain/finance transitions (one combination of SAP instances/two conversions of organic systems to SAP).Led finance sub-team in automation of the factory services, order take thru factory execution, resulting in >$10m savings.Created analysis tools for decision making –and- supported closing or transition of multiple factory sites.Supported other various supply chain projects, creating ROI analysis, leading finance sub-teams, documenting business requirements, and creation/execution of test steps.Reviewed all divisional ROI analysis for completeness and accuracy.Financial Analyst 9/00-7/02Financial liaison/consultant for Manufacturing Operations and the broader Supply Chain team.Reviewed and analysis of monthly manufacturing and distribution overhead expenses ($40M/yr).Management and review of the cost model and product line allocation structure.Leadership of the division’s (BPN) manufacturing overhead budgeting process.Preparation/creation of the monthly operating packages including the supply chain metrics, business results review and distribution overhead analysis.Support of various analysis involving third-party contractors and the SC value chain.Financial analysis (ROI & NPV) and support of the various divisional (BPN) roadmap initiatives.

Chico, California Area

Manage and monitor 100+ grants/contracts totaling $3.5M/yr. Act as liaison between funding agency and project personnel. Interpret and communicate funding agency requirements to project personnel. Educate project personnel about business procedures and policies. Monitor grant/contract tasks so deadlines are met. Streamline grant/contract administration processes to improve efficiency. Use of fund accounting system to track and report on multiple sources of funds.

Quincy, California

Developed, maintained, and tracked Department’s budgets totaling $2M/yr. Maintained and tracked various financial control journals and reports. Analyzed budget status and expenditure levels. Supplied fiscal reports to state, federal, and private foundations. Implemented new business processes to decrease workload of staff. Supervised and coordinated fiscal and support staff of seven employees.