Thomas Boldt Email & Phone Number

Kinston, Nc

The 8/80’s WWT is a non-profit 501( c) 3 which support military veterans, specifically wounded warriors returning from war overseas. For each t-shirt sold, one is donated to a wounded veteran. Developed and updated daily the order database which was used to process, ship, and track orders from our web site (www.woundedwarriorteam.com). Processed and shipped all phone orders and walk-ins. Managed the inventory of printed and non-printed garments. Processed A/P, A/R, and payroll. Conducted and updated analyses and reported on the total, type, logo (military branch), size, and color of sold items.

Waltham/Hopkinton, Ma

Supported the In Vitro division of the PerkinElmer Life Sciences and Technology (LST) business unit in a financial planning and analysis role. Coordinated with the sales team to revise the world-wide bi-weekly sales forecast. Identified areas of risk and upside to the forecasts, as well as their potential affects on operating margin. Updated the weekly sales and orders report and revenue backlog report for all of LST. Worked with the Marketing team to calculate the monthly accruals for commissions and marketing programs and activities for US based operations. Helped the sales team put together the presentation for the Monthly Operating Review for the In Vitro division.

West Newton, Ma

Prepared quarterly forecasts of revenue and expenses with variance to annual budget for financial reporting. Set up FRx reports to summarize financials by media group to aid in the analysis of results. Calculated and reported sales commissions based on results versus rep, manager, and director compensation plans. Prepared the quarterly accrual for the sales commission true-up. Performed ad hoc analyses as requested.

Boston, Ma

Reported to the divisional president in support of the entire organization and executive staff of a $30 million digital online market research company as Controller and Senior Financial Analyst reporting to aid in making business decisions. Oversaw all aspects of the accounting cycle, including reviewing journal entries, accruals, and adjusting entries as well as reporting results to the corporate office. Managed the annual budget process across seven business practices and six G&A departments. Analyzed and modeled the trends of historical bookings [sales] and product mix to better forecast future performance and revenue recognition. Performed various ad hoc analyses for executive staff in areas such as data [COGS], marketing programs, and resource alignment across the seven business practices. Assisted with the FP&A activities of our sister company, Cymfony, in Watertown, MA with analysis, modeling, reporting, forecasting, and budgeting.

Burlington, Ma

Supported several G&A departments for this $1.0 billion speech recognition software company, including IT, Facilities, and Legal. Worked with the department heads in developing their annual budgets. Conducted quarterly forecasting as well as monthly reporting and analysis of variance to budget and period-over-period trending. Performed various ad hoc analyses.

Cambridge, Ma

Managed the process for developing and updating the eight year financial plan and rolling forecast for a start-up software company in support of the efforts to build and deploy an on-demand cross-channel web based commercial platform for on-line retailers. Developed financial models to analyze current and projected financial scenarios as well as performed “what if” scenarios. Worked closely with the customer’s Finance team to align cost estimates and go-live dates.

Lexington. Ma

Managed the process for developing the annual financial plans for a small size biotech company. This activity involved working with the ten department heads in constructing their annual operating plans, which totaled $110 million. Prepared and analyzed monthly, quarterly, and annual financial reporting for senior management, project leadership, and department managers, which included variance analyses of revenue and expense. Developed financial models to analyze current and projected financial scenarios as well as performed “what if” scenarios. Functioned as the Controller for the Sales & Marketing group to support the activities involved with the launch of the congestive heart failure drug, BiDil. Performed various ad hoc analyses for senior management as needed.

Cambridge, Ma

Managed the process for developing the annual financial plans for a medium size public policy consulting company. This activity involved working with senior management in constructing and approving the budgets for all 11 consulting practices totaling $200 million and the indirect support departments, which totaled $50 million. Analyzed and reported monthly actual results versus budget. Developed financial models to analyze current and future scenarios as well as performed “what if” scenarios. Performed various ad hoc analyses for senior management as needed.

East Hartford, Ct

Reported directly to the CIO of a $2 billion jet engine manufacturer. Responsible for the roll-up of the annual Information Technology (IT) budget of $200 million. Reported actual versus budgeted costs with variance and headcount analysis on a regular basis to the CIO as well as senior IT and operational staff. Coordinated the activities of the IT Business Managers to plan and complete cross-functional IT projects. Drafted various executive reports, memorandums, and presentations from the office of the CIO on a variety of business issues.

Mba, Business

B.S., Biochemistry