Peter Young Email & Phone Number

Greater Boston Area

• Finance lead business partner for $8B of Consumer GT&O allocations support. Provide financial analysis, build executive forecast presentations, and deliver transparent cost driver analytics to influence key stakeholders on actionable business strategies for $19B Global Technology/Operations/Staff Support functions sold into core lines of business.• Design and build forecast walk templates supporting $19B cost pool owners expense allocations, allowing for isolation of key themes in the… Show more • Finance lead business partner for $8B of Consumer GT&O allocations support. Provide financial analysis, build executive forecast presentations, and deliver transparent cost driver analytics to influence key stakeholders on actionable business strategies for $19B Global Technology/Operations/Staff Support functions sold into core lines of business.• Design and build forecast walk templates supporting $19B cost pool owners expense allocations, allowing for isolation of key themes in the forecast process for business functional groups, forecast templates used to create quarterly line of business presentations, and impact analysis modeling of $522M annual metric and methodology updates on core business lines.• Project lead for the large bank peer technology benchmarking cost study, a critical function in driving $10B of technology expense management within Global Technology & Operations areas.• Provide financial analysis, reporting, analytics, and support for key processes such as forecasting/planning, comprehensive monthly and quarterly expense packages, client/product profitability, metric reporting, variance analysis, and ad-hoc business support for controllers covering $16B of Global Technology & Ops expense.• Successfully led project implementation for new account structure for Global Tech and Operations. • Develop comprehensive dynamic dashboard model for finance controllers/executives in identifying expense drivers, functional cost metrics, and performance indicators, allowing key stakeholders to accurately measure line of business results. • Develop forecast planning tool enabling cost transparency for Finance Controller teams, allowing powerful insight into real-time effects of forecast changes and impact analysis on core lines of businesses. Tool presented to key stakeholders and rolled out to line of business support teams for adoption in the forecast process.• Design and built FP&A SharePoint site serving over 400 active monthly users Show less

• Financial Planning & Analysis Group, Developed $460M annual revenue budget for five practice groups and created a new model to help forecast the billable hours, FTE, and production values.• Prepared and built the budgeted cash flow model & analysis to accurately reflect the firm's inventory and DRO results by month. Conducted detailed profitability analysis for the firm's major Practice Groups.• Built a pro-forma analysis and integral contributor in the company's first international… Show more • Financial Planning & Analysis Group, Developed $460M annual revenue budget for five practice groups and created a new model to help forecast the billable hours, FTE, and production values.• Prepared and built the budgeted cash flow model & analysis to accurately reflect the firm's inventory and DRO results by month. Conducted detailed profitability analysis for the firm's major Practice Groups.• Built a pro-forma analysis and integral contributor in the company's first international expansion into Germany.• Prepared quarterly/annual law surveys utilizing SQL queries and excel analytics.• Automated monthly financial reporting process and analysis on the firm's metrics for senior management: created budget, reviews, trend analysis, and growth & utilization presentation Show less

• Developed long-range strategic plan model for division with flexible multi-variable inputs to help provide solid revenue planning for both division and firm level.• Responsible for all divisional product pricing and streamlined pricing process by developing queries for kit based pricing. Generated an additional $2M for division with implementation of strategic price increase.• Analyzed actual/budget variances, departmental trends, and implemented operational metrics in achieving… Show more • Developed long-range strategic plan model for division with flexible multi-variable inputs to help provide solid revenue planning for both division and firm level.• Responsible for all divisional product pricing and streamlined pricing process by developing queries for kit based pricing. Generated an additional $2M for division with implementation of strategic price increase.• Analyzed actual/budget variances, departmental trends, and implemented operational metrics in achieving expense control.• Created financial models used to develop investment proposals (with detailed revenue modeling) for the justification of new basal/supplemental product development spend for the division.• Calculated ROI and IRR for the development investment and used sensitivity analysis in comparing the return on several levels of investment versus market share.• Supported $40M Southwest sales region in preparing the budget and quarterly forecasts, assisting the sales force in preparation of cost proposals, and development of implementation plans, used in negotiations with customers.• Provided inventory management with accurate forecasts of revenue/sample needs, critical for controlling divisional purchases and obsolescence. Show less