Michael D. Email and Phone Number
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Michael D. personal email
Certified Public Accountant (CPA), Project Management Professional (PMP), Google Ad/Analytics specialist, and former IT investigator. Classic “jack-of-trades” professional who can wear many hats and help turn your ideas into business presentation for approval/funding.Previous experiences include: • presenting IT and process improvement ideas to C-level and senior management, • analyzing data to support improvement proposals and budget requests, • consulting small businesses, startups, F500 companies, and PEs, • conducting cybersecurity reviews, • auditing and improving processes for the biggest private label food & beverage manufacturer, • reporting finance for recently acquired IT/telecom startup, • building business cases for product teams throughout different stage-gate phases If my experience resonates with you, then feel free to get in touch!
Edward Jones
View- Website:
- edwardjones.com
- Employees:
- 44495
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Fp And A Analyst, Firm Investment Center Of ExcellenceEdward JonesWashington, Dc, Us
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Strategy AnalystEdward Jones Apr 2021 - PresentSt. Louis, Mo, Us• Provide consulting on business case development and measurement; enabling 10+ teams to build business cases on its own • Build tools, processes, templates for the new team; speeding up analysis and reporting to leadership by 25%-50% • Manage marketing and UX team’s $250M budget; discussing tradeoffs, KPI impacts, and funding for new work while staying within the budget• Create financial tools and reports to shape next year’s budget; enabling tradeoff decisions among 10+ leaders and communicating updated status within 4 hours • Convey ideas as benefits, KPIs, and financial impact; resulting in approval of $10M+ and product teams for new financial advisor tools• Utilize client research to develop client lifetime value model; initiating targeted strategy approach• Analyze marketing tool data to show its current financial performance vs. expected; resulting in additional funding to scale the digital tool
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Financial AnalystSri 2019 - 2020• Analyzed purchasing/spending behaviors and trends to improve financial forecasting model by 20-50%• Discussed strategies and operation plans to build global budget model for Information and Communications Technology (ICT) company with $60M+ in revenue; setting financial metrics for upcoming year• Determined financial impacts of COVID19 to identify options to meet its financial goals • Designed automated dashboard to summarize spending; providing transparency at real time• Prepared comments and documents in response to audit and tax requests; speeding up the process from 7 days to 3 • Created monthly presentation decks and workbooks for C-suite; ensuring C-suite has clear details to share and discuss with the Board • Updated accounting records for R&D capitalization, purchases, and amortization to provide accurate R&D decisions• Summarized historical Capex, revenue, and run rates and discuss plans with sales and R&D teams to forecast future financial statements to build product growth strategy and corporate budgets• Built reports to show profitability of each project to date; allowing program managers to proactively detect budget overrun• Redesigned monthly accounting report to speed up consolidation and provide more details to external stakeholders
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Senior AuditorTreehouse Foods 2018 - 2019Oak Brook, Illinois, Us• Led 3-person team in System Development Lifecycle (SDLC) and finance transformation reviews of SAP S/4 ERP and RPA, consolidating 10+ financial systems to one central system • Gathered user feedback and analyzed $150+ million product promotion and pricing practices (including IRI data requirements), recommending opportunities to standardize process and improve profitability• Managed progress of financial projects, ensuring timely completion of financial audit for $6 billion private label CPG company• Managed document requests and questions from external auditors• Trained 16 employees in conducting a successful consulting engagement -
Senior Associate, Deals AdvisoryPwc 2018 - 2018Gb• Recommended strategy to mitigate IT, finance, marketing, supply chain, and stand-alone challenges in a carve-out deal, resulting in a $5 billion purchase agreement by Fortune 100 client• Determined synergy of $3.7 million from consolidating resources, resulting in a merger of two companies with combined revenue of $1 billion • Developed current and future state operating models to estimate resources needed to grow the target company by 300%, convincing client to reassess the purchase price of the deal -
Mba Finance Intern, Corporate Financial Planning & Analysis3M Jun 2017 - Aug 2017St Paul, Mn, Us• Developed forecasting models based on historical trends to improve accuracy of global headcount and expense budgeting process, resulting in savings of $7-14 million annually• Led project team of 4 to observe user experiences and implement data visualization capability globally, winning “best presentation” as voted by the CFO and finance committee• Assessed opportunities for zero-based budgeting and automation of budgeting process, identifying options for senior leaders to consider such practice -
ConsultantFreelance Mar 2017 - May 2017• Led team of 6 during a consulting engagement with a local general contracting business from initial client meeting to post-deliverable follow-up• Created project profitability tool, competitor analysis, and user experience (UX) improvements to double client's annual profit
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Senior It Auditor (University And Health System)University Of Virginia Dec 2013 - Aug 2016Charlottesville, Va, Us• Led 6-person team to assess departmental IT operations and delivered strategic options to senior management and C-level executives, initiating joint improvement project among the 11 schools • Built business case for automated security tools to CIO and COO, securing $150,000 for management to enhance university’s and health system’s IT infrastructure• Analyzed 36-months of billing data to estimate the impact of proposed changes, resulting in validation of management’s assumptions and simplified billing process for 20,000 staff• Managed IT product (software, database, website) for 18 users; collaborating with vendor to bring up and implementing new functionality requests• Led IT forensics and investigations of suspected fraud, waste, or abuse• Provided technical support to 18 personnel as the department's Local Support Partner (LSP)• Mentored 8 undergraduate students and attended various guest speaker lectures around the University and the Health System -
Staff It Auditor (University And Health System)University Of Virginia Jul 2011 - Dec 2013Charlottesville, Va, Us• Developed IT scanning tool in collaboration with system engineers, automating benchmarking process and eliminating 84 cybersecurity issues on 5 major IT systems • Identified bottlenecks and streamlined employee onboarding process, reducing duration from 3 days to 1 day • Managed IT products (software, database, website) and assets for 18 users; collaborating with vendor to bring up and implementing new functionality requests• Performed IT audits of the UVA Health System, the University, and the UVA's College at Wise based on ISO 27002, NIST, HITECH, CIS, and industry best practices to identify risks and develop actionable recommendations• Performed IT forensics and investigations of suspected fraud, waste, or abuse• Provided technical support to 18 personnel and managed department's IT projects as the department's Local Support Partner (LSP)• Attended 2-4 training (eg. SANS, IIA, OSIG) and conferences (eg. VA Scan, CUAV, LSP, ISPRO) each year
Michael D. Education Details
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Indiana University - Kelley School Of BusinessFinance -
Wu (Vienna University Of Economics And Business)Vienna Innovation Program
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University Of VirginiaMathematics
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Lee High SchoolIb Diploma
Frequently Asked Questions about Michael D.
What company does Michael D. work for?
Michael D. works for Edward Jones
What is Michael D.'s role at the current company?
Michael D.'s current role is FP and A Analyst, Firm Investment Center of Excellence.
What is Michael D.'s email address?
Michael D.'s email address is mi****@****nia.edu
What schools did Michael D. attend?
Michael D. attended Indiana University - Kelley School Of Business, Wu (Vienna University Of Economics And Business), University Of Virginia, Lee High School.
Who are Michael D.'s colleagues?
Michael D.'s colleagues are Christine Murphy, Nazli Y. V., Nancy Girard, Mcclain King, Randy Barcomb, Willa Lande, Mike Kostekie.
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