William Brown Email & Phone Number

Franklin, Tn

Develop all Financial and Operational Reporting including month end financial reporting, sales dashboards, inventory management reporting, sales lead organization, FDA required tracing reports, cash spend forecasting, and sales commission reportingDevelop SOPs to ensure full compliance for all state financial and sales tax reportingAnnual budget plan development and executionIdentifying areas of inefficiency or value creation opportunities and develop operation plans to solutionM&A opportunity modeling and sizing

Greater Nashville Area, Tn

Finance lead for ~$100M annual budget new product launch that engaged ~4M subscribers. Responsibilities include financial planning, forecasting, benefit modeling/measurement, monthly and annual reporting versus targeted benchmarks, coordinating multiple partnering organizations to maintain constant information alignmentSenior finance support of strategic client portfolio with $30M+ annual contribution margin and ~5M monthly subscribers. Supporting client leadership, I prepared: monthly financial reporting, managed risk/opportunity analysis, identified and developed solutions for financial variances, and constructed new product modelsLeverage in-depth client knowledge to coordinate with accounting and revenue recognition team to identify accounting issues and develop operation plan to correct and prevent future errorsFacilitate and grow relationships with partnering organizations to drive cohesiveness and a teamwork atmosphere.Fostered an environment of value creation and client profitability to achieve 60% annual client growth using effective communication, organization partnering, and scheduled performance review meetings

Greater Nashville Area, Tn

Coordinate annual planning/tracking of $20M+ of new operational initiatives across 10+ clients and multiple LOBsLead coordination of $5M operational budget for new Global Footprint site projected to generate over $10M in savings annuallyForm and maintain relationships with CARE business partners in support of initiative execution strategiesIdentified new labor strategy that increased efficiency by 1-2%, resulting $1M+ in annual valuePlan and execute IT funding ($3M+ annually) for departmental initiatives Provide weekly operational metric tracking and variance analysis including mix, initiative, multi-chain, and technology impactsDevelop models in support of client program change that will decrease CARE expense by $3M when fully executedDrive sensitivity analysis of initiative opportunities including a focus on transactional economics

Greater Nashville Area, Tn

Develop and execute corporate annual planning process, including subsequent monthly, quarterly and annual reporting packages for internal reporting and Board of Directors distributionOwnership of financials for accuracy, variance analysis, reconciliations, accruals, and reservesCash flow management including AP/AR, notes payable, monthly cash and forecastCreate and manage deal committee process to build business cases for software development projects. This includes measuring total deal value (revenue and margin opportunity), ROI, resources constraints, and prioritization planningPricing analysis around conversion to recurring revenue business model and shift from hardware to software sales componentsCoordinate corporate transition from discontinuous business system modules (Quickbooks, Pipedrive, Zendesk) to fully integrated ERP system (Netsuite)Supply chain operations including purchasing, RMA process, overhauling internal SKU system, physical inventory process management, pricing, and inventory controls implementationConsolidate supply chain vendors reducing costs, negotiated extended payment terms up to Net 60Develop and prepare reporting models for customer service level agreement (SLA) requirements tracking

Brentwood, Tn

Ownership of P&L for accuracy, variance analysis, and monthly financial presentation to parent company senior leadership.Developed complete annual budget (Sales to EBITDA).Increased inventory efficiency by reducing on hand inventory by 10% over 2 months without sacrificing sales or service.Developed new BU to utilize older inventory for income diversification.Member of integration team for multiple company consolidation.Inventory management, operations improvement, and risk management for 2 warehouse locations (CA and TN).Directed transition to new manufacturing tracking program to optimize operations visibility and inventory accuracy.Developing and executing procedures for transition from Quickbooks to Great Plains financial system.

Greater Nashville Area, Tn

Consolidate, organize and present monthly financial reports for ESC SCM business.Coordinate and model all financial planning activities including $200M+ annual budget creation, monthly and quarterly forecasts, and key metric reporting for a rapidly growing line of business.Develop and design 1 and 3 year financial strategic roadmaps to highlight operational initiatives and justify future investments.Finance project lead for $10M+ freight allocation committee. Responsibilities include development, maintenance, and distribution of quarterly results regarding ESC SCM freight expense by LOB.Facilitate weekly, monthly, and annual financial reporting meetings with leadership, highlighting major variance drivers.Maximize information while reducing resources needed by eliminating process inefficiencies.

Greater Nashville Area, Tn

Designed multiple-input pricing model for business unit with $40M+ in Revenue.Created, monitored and updated transfer pricing engine for over 3K unique parts.Partnered with Client Services and Program Management to analyze and develop value capture opportunities for ESC SCM business.Created weekly metric reporting dashboard and facilitated variance analysis

Greater Nashville Area, Tn

Improved reporting automation using SQL, Access, and Excel which resulted in reduction of month-end processing time by 7 daysResponsible for agency client(s) financial reporting with monthly revenues in excess of $100 million.Prepare analytics of key drivers (Average cost per claim, Claim frequency, Claimed model mix) for month-over-month, year-over-year, and performance to planPrepare short-term forecasting analyses to determine expected claims for next 2-3 monthsDevelop annual forecast to determine expected subscriber growth, claims and tax rate impact for each client programDevelop and continually improve SQL queries to pull needed data from DAX for analytics and reporting