Stephen Petersen Email & Phone Number

Westminster, Co

Provide Operational Expense Analysis and Capital Scoring for corporate analysis

Contractor investigating money laundering and other illegal activities transacted by individuals using Western Union to transfer money. Pull transaction details to identify questionable activities for further investigation.

Englewood, Co

Part of American data center finance team. Responsible for P&L budget development and budget vs actual analysis. Reporting improvement analysis to upper management. Purchase requisition approval and modeling for sales quotes. Product revenue trending and cost analysis. Report writing in PeopleSoft and Salesforce.com

District Finance Manager: Trane US Inc. 2009 – Aug’13Part of the leadership team for the Rocky Mountain District for Trane Commercial HVAC. Provided all the financial planning and monthly analysis on revenue, margins, costs and operating profit for the district manager and leadership team. Partnered with operational managers to maintain financial metrics and performance for the four major revenue streams across the five state district.* Supported the development of driver-based long range strategic financial plans, interim forecasts, and annual budgets is excess of $110M in revenues.* Performed quantitative and qualitative monthly P&L analysis reviews and presented issues and advocated solutions to leadership team to improve operating income.* Improved the reporting and documentation process for the Tech-Lead Program and saved 40+ monthly man-hours in the preparation of the report. * Produced monthly leverage reports comparing prior year results that identified operating income shortfalls and worked with operational managers to develop and implement countermeasures.* Created a discretionary spending report to isolate excessive costs which identified and saved $12K/month in technician travel costs.* Negotiated new rental lease agreements for two of our six locations, saving $20K/year.* Participated in SOX compliance audits & documented corrections and process changes that resulted in 100% compliance on subsequent findings.* Worked with the Operational Parts Leader to develop data models and pivot tables to effectively reduce inventories by 5%.* Met monthly with the six service managers to review financial performance and metrics to clarify issues and develop cross-functional support and decisions.

Global IT Finance Manager: Teletech Holdings Inc. 2006 – 2009Responsible for financial reporting and analysis, forecasting, and budget development for the Global IT department at Corporate Headquarters. (Teletech is a growing International company in the business process outsourcing industry with global sales of $1.6 billion in 2008)* Improved the financial results package to the Chief Information Officer of Teletech.* Enhanced forecast models to consistently provide 2% variance on a $100 million annual budget* Improved the purchase order tracking process for IT capital spending – insured project spending stayed within approved spending limits.* Built annual operational and capital IT budgets for the corporate locations, and provided analysis of budgets and forecasts by category for all the other global IT locations in US, Canada, Europe, Latin America and Asia Pacific.* Helped identify and reduce redundant telecom costs by $1.4M annually.

Accountable for P&L Management to corporate office. Primary lead for all price proposals and purchasing on Department of Defense (DOD) contracts. Responsible for ensuring the integrity of financial data and to provide a management tool for profit analysis.Submitted and won all four T&M contracts bid for the DOD totaling over $13 million.Built financial model to track P&L results against plan that analyzed variance in sales, labor, subcontractor costs, benefits, EBIT and ROS. This interactive tool also included trending charts and variance graphs as well as forecasted P&L estimates for long range planning.Performed internal audits against FAR specifications that resulted in reclassification of allowable costs totaling $417,000 and reconciled two years of Space Systems payroll ledgers that average more than $20 million per week and over 26,000 employees.

Senior Financial Analyst: Lockheed Martin 2003 - 2005Accountable for P&L Management to corporate office. Primary lead for all price proposals and purchasing on Department of Defense (DOD) contracts. Responsible for ensuring the integrity of financial data and to provide a management tool for profit analysis. Analyst lead responsible for Space Systems internal payroll audit.* Submitted and won all four T&M contracts bid for the DOD totaling over $13 million.* Performed internal audits against FAR specifications that resulted in reclassification of allowable costs totaling $417,000 and reconciled two years of Space Systems payroll ledgers that average more than $20 million per week and over 26,000 employees.* Built excel model to track performance of all contracts with DOD. The model tracked all costs and federal funding to insure that the contracts operated at the submitted performance levels and that funding was received when needed.Budget Analyst – Assistant Project Manager: AT&T / Lucent/Avaya 1990 - 2002Responsible for budget development and analysis for various departments within the AT&T “family” and assistant project manager in the creation of a totally new fleet of service vehicles.* Responsible for 34 different organizations budgets. Saved $300,000 monthly by using under utilized FTE instead of outside contractors.* Sole financial support of a start-up organization that grew from 20 people to over 2,000 domestic and international consultants.* Managed the development of a fleet of 2,200 vehicles while with AT&T support services. Created the bidding process for the leased vehicles and built its relational database