Paul Schafheitle, Mba Email & Phone Number

Los Angeles, Ca, Us

Los Angeles, Ca, Us

Oakland, Ca, Us

Seattle, Washington, Us

Worked on a workforce capacity planning project, as part of the Operations Planning & Analysis Team.● Successfully developed and implemented a complex and highly automated workforce capacity planning model, utilizing advanced excel formulas and features.

Took a career break to focus mainly on professional development and travel. Earned multiple certifications in the Data Analytics and Artificial Intelligence space.

Thousand Oaks, Ca, Us

Led the quarterly budgeting and five-year forecast modeling efforts and presented the Shared Services groups’ monthly expense variance analyses to Executive Staff. Mitigated discrepancies for month end close by reviewing accounting entries.● Financial Business partner to Shared Services Group Leaders; involving Global Human Resources, Facilities & Office Services, Distribution, Customer Service, Circulation, and DEI valued at $30M in annual expenses across multinational sites to prioritize spending and reduce operating costs.● Collaborated with Management to establish, track and report on key performance indicators (KPIs) to improve efficiency and cost controls, utilizing Power BI dashboards.● Compiled narratives around business results, including monthly business segment P&L variance analyses.● Contributed to the financial statement packages, schedules, and dashboards provided to the Management forums.● Significantly reduced the time needed to consolidate budget summaries and variance reporting for executive leadership using advanced excel formulas.

Led the corporate annual P&L budgeting and rolling forecasts and delivered variance analyses on monthly basis. Maintained financial reporting materials for monthly Board of Directors meetings. Served as part of leadership team, while engaging with strategic planning efforts. Created ad-hoc financial analyses for effectively evaluating business performance. ● Implemented budgeting process improvements for maximizing sales and gross margin forecasting accuracy.● Supported management team to assess company's past and forward-looking sales performance by designing and maintaining sales performance reports and KPI templates.● Enhanced company's profitability by creating multi-tiered sales and gross margin variance summaries for management team and provided actionable insights.● Contributed to reduced inventory levels through presentation of monthly supply versus demand and sales forecasting performance to management team for sales and operations planning activities.● Created automated operating expense variance templates and reduced process time from 12 hours to 15 minutes.

Led the annual budgeting and monthly forecasts and presented functional groups’ monthly expense variance analyses to Executive Staff. Consolidated and presented weekly corporate financial outlook and key financial metrics for preparation of Executive Staff meetings. Mitigated discrepancies for month end close by reviewing accounting entries.● Financial Business partner to Functional Group Leaders; involving Global Sales / Marketing, IT, Finance / Accounting, Human Resources, and Legal valued at $90M in annual expenses across multinational sites to prioritize spending and reduce operating costs.● Collaborated with IT Leaders to ensure SAP project implementation executed within $12M budget

Directed a team of three; while leading finance, accounting, and administration functions. Steered overall financial reporting, including monthly income statements, balance sheets, statement of cash flow, and key financial metrics. Identified ROI on new product initiatives by creating and exhibiting numerous financial models and interacted with Executive Management. Led preparation of annual budget and delivered monthly analysis / reporting results in accordance with budget / rolling P&L and cash forecasts. Maintained smooth workflow by streamlining close process on monthly basis, reconciling accounts, and generating / posting journal entries. Built strong relationships with external tax and banking partners as well as established multiple accounting schedules to support year-end tax filing process.● Reduced tax and audit fees by 50% by transitioning from a Tier 1 to Tier 2 Accounting firm.● Enhanced profitability by designing various break-even analyses and proposing recommendations to determine ideal publication frequency for all publication titles.● Conducted research on paper price trends via U.S. Bureau Labor Statistics and reduced paper expenses by 10% through successful negotiation with printing vendor.Additional Experience:Senior Financial Analyst (Worldwide Sales, Operations, Software and Services), XILINX, Inc. (AMD) – San Jose, CASenior Financial Analyst (Corporate Marketing), Intel Corporation – Santa Clara, CA

Mba - Finance

B.S. Industrial & Systems Engineering