Thomas Mclean Email & Phone Number

Atlanta, Ga, Us

Presently, manage P&L for the technology organization, manage forecast refreshes, and provide ad hoc analysis on critical initiatives. Partner with C-level leadership to set financial objectives and measure impact of their decisions. Create and manage data models, query large data sets, and present options to maximize ROI while managing cost. Prepare presentations for board meetings and assist with SEC filings. Implement processes and automate procedures to better manage monthly forecast refresh and variance analysis.

Menlo Park, Ca, Us

Managed forecast and budget processes for multiple teams in excess of $180 million annually. Partnered with internal stakeholders to allocate spend to achieve minimal variance goals. Lead variance analysis on a monthly and quarterly cadences. Created and improved processes around timing of forecast builds, dashboards for director-level leadership. Built financial models for pro-forma analysis, forecast sensitivity, and KPI tracking.

San Jose, California, Us

Manage financial forecast for top client accounts and present performance to internal and external stakeholders. Analyze revenue and margin variances for performance evaluation. Assess business environment changes on overall profitability of accounts.

San Jose, Ca, Us

Directed funding of operating and capital expense budgets. Provided ad-hoc reporting of budgets, variance analysis, and monthly guidance of forecast. Resolved vendor management problems dealing with financial issues.

San Jose, Ca, Us

Direct operating and capital budget allocated to ebay's Network Engineering and Security organization. Work directly with vendors to ensure timely purchasing and payment for services and hardware. Provided spend forecast for the data network related to the PayPal spin-off. Provide Project Valuation and NPV models for special connectivity projects while working with multiple teams of different roles and specializations.

Part of a three-person team that provided competitive analysis, financial models, and market analysis for new ventures associated with the University of Utah.

San Jose, Ca, Us

Interned for the Global Network Services department, analyzing future value of special projects, providing recommendations on system to track expenses and inventory of all eBay Marketplace circuits worldwide.

Placed Trades on behalf of the broker, as well as at the request of the client. Designed spreadsheet to track performance of Covered-Call Writing strategy. Worked with Brokers to implement a Mutual Fund Purchase strategy for clients for the purpose of allowing any static assets to accumulate returns.

Provided clients with personal account information and pricing of various securities. Executed trades of Mutual Funds, Options, Common and Preferred Equities. Member of 4-person team managing over $250 million in assets. Series 7 licensed in March 2012, achieving a step towards a goal of becoming a Portfolio Manager. Created system of tracking covered call/option writing strategy leading to improved returns in accounts that execute this strategy and increased efficiency of trading covered calls. Produced an estimated $450,000 in additional assets over 60 accounts.

La Canada Flintridge, Ca, Us

Designed workouts for the boys Cross Country team and the Hurdles squad for the spring Track season. Learned motivation strategies and how to work with high-school students to achieve team-oreinted goals. Won the 2010 Prep League Championship for Varsity Boys Cross Country, 2009 and 2010 Prep League Championships for Junior Varsity Cross Country.

Worked on projects dealing with company compliance and created spreadsheets to update client contact information. Helped assistants fill position in the Advisory arm of firm after an employee left to ensure a smooth transition. Assisted in getting new accounts approved and opened

Updated client materials on new wealth-management software. Assisted with processing of checks and other deposits for brokers and sales assistants

Sent re-papering materials to current and perspective clients. Input updated client data into Microsoft Outlook.

Master Of Business Administration (M.B.A.)

Bachelor Of Arts, International Relations

Undeclared