Stephen Holden Email & Phone Number

Lehi, Ut, Us

Salt Lake City, Utah, United States

Lehi, Utah, United States

Highly analytical customer facing role consulting for Albertson’s grocery stores to make recommendations for identifying incremental sales growth opportunities for the Denver Region using 4 P’s and SRAI’s proprietary analytics tools.Created SQL queries to clean and analyze data for visualization and interpretation.

Pleasant Grove, Utah, United States

• Hired and developed a team of analysts, associates, and managers responsible for US pricing, global financial planning, corporate M&A, and Strategic Initiatives financial support• Recommended and implemented formal FP&A support across corporate business groups with a focus on forward looking forecasting of P&L and CapEx• Initiated creation and implementation of consolidated 3 financial statements forecasting to include rolling 12 month forecast and 3 – 5 year planning cycles in addition to existing annual budgets• Led a cross functional effort to improve process automation by vetting and scoping third party vendors to upskill and explore best in class financial systems• Empowered direct reports to propose and lead a new employee resource group (mentoring focused on building protected class leadership opportunities)• Mentored and coached direct reports leading to them receiving promotions within the company to retain highly talented headcount

Lehi, Utah, United States

Salt Lake City Metropolitan Area

I lead a team of eCommerce experts who analyze and interpret sales and share trends, with other metrics, to find ways to help vendors grow sales on Amazon.com. We train our partners to use proven tactics and strategies to become best in class in their categories. We advise them on how to use our proprietary data intelligence platform to generate consistent actionable insights to improve sales, and understand their competitive environment.

Greater Salt Lake City Area

I help my clients find data-driven insights coupled with a wide range of customized advisory and education services, to provide a comprehensive and competitive advantage across the digital economy.

Salt Lake City Metropolitan Area

Seattle, Washington

• Led creation of all business cases for privileged and confidential R&D and innovation projects for Data Center Design Engineering (DCDE) resulting in hiring 50 projected incremental Headcount and expected 5 year NPV benefit of >$1B.• Supervised team that created a Data Center Infrastructure total cost model which included automated data queries which improved accuracy and consistency of initiative evaluation. The model captured cost impacts of initiatives across multiple business groups.• Led a cross-functional task force which created and implemented a Cash Flow and P&L model template which was adopted by all finance groups in Amazon Data Centers.• Listed as a contributor on a patent application for a new design of power redundancy architecture for network racks in Amazon operated Data Centers• Created and Implemented new finance tracking processes for R&D monthly reporting, budgeting, and forecasting at the project level, which resulted in increased ownership and accountability of stakeholders to achieve budget targets.

Atlanta, Ga

• Full P&L Responsibility for Digital Life - International business unit• Created 6 year plan and submitted first business case for International business unit which required forecasting all revenues and operating expenses for entire time-frame• Implemented flexible pricing model template for licensing Digital Life platform to International partners• Presented license pricing recommendations to business unit CEO and CFO as well as officers in corporate finance organization which were accepted internally by all parties and used for successful negotiations with new corporate clients• Implemented process for tracking expenses by department in order for executive leadership to hold general managers accountable for performance of departments resulting in achievement of annual OI targets• Explained monthly budget variances to directors and SVP’s

Richardson, Tx

• Led monthly presentations of call volume forecast and variance explanations to executive leadership of Workforce Management and Small Markets Group. • Created Monthly Staffing and call routing operational plans in order to achieve answer rate targets• Recommended overtime, call mix, and outsourcing measures for answer rate attainment• Engaged with leaders from multiple departments to create and execute a plan for a seamless transition during divestiture of assets in sale to Frontier Communications

Dallas, Tx

• Implemented a new method of tracking out-of-policy bill credits which identified opportunity for a profit increase of $1.2M+• Automated daily, weekly, and monthly mobility reporting across organization resulting in savings of 1400 hours• Analyzed and explained MoM and YoY actual results vs budget variances in contribution margin to Region CFO• Created lease pricing model to improve penetration and increase revenue and led implementation of model across business unit• Developed VBA subroutines to reduce time required to collect and organize data for lease pricing by >75%• Created model to forecast portfolio termination revenue and margin, including scenario and sensitivity analysis• Led implementation of a new sales forecast model that I created to align business goals and sales targets across departments which contributed to a 20% increase in originations YoY.• Supervised creation of flowchart detailing desktop level procedures of the complete leasing process which allocated cost of each step across business. • Performed credit analysis of lease contracts to provide improved risk management practices

Salt Lake City, Ut

• Consulted for Portfolio company in order to improve operations and prepare for future rounds of funding• Created 20% cost savings by identifying three improvements to the invoice review process• Increased departmental productivity by 10% by automating invoice review process• Initiated improved international strategies for executives by identifying inefficiencies in operational expenses• Completed a detailed audit of expenses for all international operations by special request of portfolio company CEO and COO• Innovated efficiencies in “Late Entrant” process increasing expected process net income by 10%

Salt Lake City, Ut

• Ranked #2 out of 100+ in nation in overall sales performance within three months of hire• Promoted investment education program to executives of companies, increasing program clientele in region 78%• Analyzed and evaluated regional travel policies, reducing regional team expenses by over 30%• Persuaded executive boards to implement recommendations to increase 401(k) participation resulting in over $23M in retained assets

Salt Lake City, Ut

• Achieved highest score in training group on Series 7 and obtained Series 63 & 66 securities licenses

Master Of Business Administration (Mba), Finance

Activities and Societies: VP Graduate Finance Association; VP Marriott School Management Society, Student Chapter; Marriott School.

B.S., Human Development

Activities and Societies: Dean's List College of Engineering and Technology, Full tuition scholarship recipient Youth and Family.