Nick Bogle Email & Phone Number

Gilbert, AZ, US

Chandler, AZ, US

• Developed detailed monthly cash forecast that was reviewed with the CFO
• Developed financial model to evaluate new projects and potential product launches using ROI, IRR, NPV, and Payback period metrics. Worked with engineering and marketing teams to pin down the correct assumptions to use.
• Analyzed quarterly inventory costs to evaluate changes in total costs, unit costs, and aging inventory. o This analysis was provided to the E&Y audit team each quarter
• Analyzed gross margin changes each quarter. o In depth analysis related to changes in quantity, unit cost and average selling prices was provided to the E&Y audit team
• Maintained financial statement model and provided quarter over quarter and year over year P&L and Balance Sheet analysis
• Helped support annual operating budget by working with the executive leadership team to get their respective inputs by department and spending category. Incorporated their inputs into financial statement model that.

Gilbert, AZ, US

• Streamlined weekly and monthly company sales reporting through SQL script development o Responsible for reporting and presenting weekly and monthly company sales
• Developed and Maintained access database that fed into Power BI file to report distributor sales
• Owner of SPINs retail consumption data o Developed data extract, analysis, and monthly presentation process to review and analyze distribution, velocity, and year over year sales trends
• Managed Accounting team consisting of an accounting manager, AP, and AR clerk o Approved Payroll and supported team job functions
• Developed Inventory, Delivery, Open Sales Order, Open Purchase Order and other customer SQL query reports for operations
• Reviewed monthly financial statements with accounting and finance team

The Woodlands, TX, US

Westminster, MD, US

• Managed and consolidated LAI International P&L using multiple linked excel files, an access database and SQL queries
• Ensured data integrity between excel P&L report and ERP system by tying out actuals each month
• Conducted Monthly P&L financial reviews with each of the site leaders and their staff for five separate divisions across the United States.
• Presented bottoms up monthly financial results to CEO and CFO
• Developed financial model for evaluating CapEx requests that included ROI, IRR, NPV and Payback period analysis
• Managed cost improvement initiatives across the entire company and presented results to the private equity owners of LAI on a weekly and monthly basis

• Managed PCT international’s three-member accounting team made up of an AP Accountant, AR/Fixed Asset accountant, and cash/payroll manager
• Coordinated accounting activities with China and Vietnam accounting teams on a monthly basis
• Managed the month end close process which includes reviewing journal entries, month end balance sheet reconciliations and financial statement reviews
• Prepared consolidated P&L and Balance sheet statements for review and submission to executive team and financing company. As part of the consolidation process I also reconciled the intercompany accounts from multiple.
• Performed variance analysis between actuals vs. budget and current year actuals vs. prior year actuals
• Analyzed profit margin details by product line in coordination with the executive sales team

• Managed the financial implementation of new Sage X3 ERP system o Coordinated the ERP consultants and PCT financial team to ensure that the conversion project was completed on time and there was no interruption to the.
• Developed operational reports for customer service, inventory management, and manufacturing that were based on SQL pivot tables. These reports allowed users to refresh real time data and drill down to see the details.
• Developed executive daily reports and summary dashboard in the new system that allowed the executive team to see their sales, sales orders, and inventory levels by customer, business unit, sales region, and facility.
• Developed and validated consolidated financial reports which include the Trial Balance, P&L, and Balance Sheet.

• Responsible for the accounting month end, quarter end, and year end closing process for the global marketing and administration departments.
• The month end process included booking journal entries, performing balance sheet reconciliations, and coordinating month end financial reviews with each of the marketing and administration directors.
• Responsible for monthly, quarterly, and annual budgeting and forecasting for the global marketing and administration departments
• Responsible for uploading monthly expense detail from the JD Edwards ERP system into IBM cognos management reporting
• Responsible for loading our planning detail into our hyperion planning application
• Developed excel templates for the SG&A accounting team to allow them to quickly load cognos planning and budgeting detail into hyperion planning

Austin, TX, US

• Proposed and managed the development, implementation, and training of the QlikView Business Intelligence Reporting application for both mall stores and calendars.com
• Developed over 140 custom ‘ad hoc’ reports by extracting data from the database by writing SQL statements
• Developed ROI, NPV, IRR and Payback period analysis for Solar Power investment at company’s main warehouse. The project reduced energy costs by $10K per month on average for the facility.
• Developed a daily sales and profit forecast tool that used linear regression utilizing 5 key variables to lead to better crafted promotional offers and ensured the offer was profitable.
• Lead the Sales Committee to uncover key metrics that would drive sales in our mall stores.

Arlington, VA, US

• 2010-2013: Senior Financial Analyst
• Worked closely with program managers to develop expense and cash flow forecasts for each of their respective contracts and developed quarterly manpower forecasts
• Prepared monthly reports and financial presentations for multiple contracts
• Presented quarterly financial status of various contracts to the finance director and director of operations and provided quarterly budgets and expense targets for external financial reports
• Used SAP ERP system to review P.O. data (PRISM), review actuals (BW), calculate lead time for specific material (PRISM), and pull data for customized ad hoc reports2008-2010: Product Line Estimator
• Developed and submitted 49 proposals during 2009 for the Paveway™ Program

Austin, Texas, US

• Created $92 million annual Data Processing Budget for Freescale Semiconductor’s I.T. department. Organized meetings with the I.T. operations team to get their input throughout the budget process
• Worked with IT leadership to forecast possible changes to the data processing budget each quarter, analyze and report monthly budget variances, and acted as the financial lead for the governance team responsible for.
• Responsible for nearly $4 million of month end journal entries for the I.T. Department’s expenses and balance sheet accounts
• Developed an Access database to collect and convert 20 months of invoice data from raw text files to analyze questionable charges. This effort resulted in uncovering a $277K billing error which was credited back to.

Master Of Business Administration (M.B.A.)

Bachelor'S Degree, Accounting And Computer Information Systems