Stephen Lutes Email and Phone Number

Manage the Finance and Analysis department.Conduct budgeting process, and overview monthly actual vs budget performance for each department in the company.Forecast various key business metrics to facilitate the completion of tasks such as: labor scheduling for STC salons and PF gyms, budgeting business expenditures, and allocating advertising dollars.Assist in the planning of new location openings by conducting analysis on client demographics, population densities, traffic counts… Show more Manage the Finance and Analysis department.Conduct budgeting process, and overview monthly actual vs budget performance for each department in the company.Forecast various key business metrics to facilitate the completion of tasks such as: labor scheduling for STC salons and PF gyms, budgeting business expenditures, and allocating advertising dollars.Assist in the planning of new location openings by conducting analysis on client demographics, population densities, traffic counts, etc from Buxton program. Also project balance sheets, income statements, and cash flow reports 18-24 months forward. Help manage relationships with bankers and provide financial statements and ratios to satisfy business loan covenant requirements. Provide internal reports such as Cash Flow Reports, Balance Sheets, Deferred Revenue Reports, Year to Year Comp Reports, Tax Reports, and various others.Conduct market analysis using Buxton, and internal resources, to segment customers and analyze client trends and behavior.Complete all analytical tasks/inquiries required by various departments, field operators/executives, and franchisee owners. Pull and organize mass amounts of data using SQL, MS Access, MS Excel, and other programs. Show less

Responsible for financial reporting and analysis of Sun Tan City tanning salons and Planet Fitness gyms, including: Year to Year Comp Reports, Cash Flow Reports, Inventory Reporting, Balance Sheets, and various Performance Reports.Pull, organize, and interpret large amounts of data using SQL, MS Access, MS Excel, and other programs. Run and submit monthly EFT drafts to the bank.Form projections (revenue, traffic, etc.) for store managers to use in their business.Regularly… Show more Responsible for financial reporting and analysis of Sun Tan City tanning salons and Planet Fitness gyms, including: Year to Year Comp Reports, Cash Flow Reports, Inventory Reporting, Balance Sheets, and various Performance Reports.Pull, organize, and interpret large amounts of data using SQL, MS Access, MS Excel, and other programs. Run and submit monthly EFT drafts to the bank.Form projections (revenue, traffic, etc.) for store managers to use in their business.Regularly analyze current promotions offered and pricing levels to provide detailed feedback and recommendations for future action.Conduct extensive market research and analyze consumer habits of over 1 million clients to provide customer segmentation data to the marketing department. Show less

Create, analyze, and distribute a variety of financial reports for Sun Tan City tanning salons and Planet Fitness gyms.Form projections (revenue, traffic, etc.) for store managers to use in their business.Conduct in-depth analysis on the effects of promotions and pricing in order to maximize profitability.

Project costs and revenues for departmental projects and analyze profitability. Develop business plans for projects to be presented to potential investors. Conduct meetings with physicians and managerial staff to discuss entrepreneurial ideas for their growing field.

Developed relations with University Alumni. Coordinated and advised team of callers. Raised over $50,000 on over 900 pledges.