William Penn Email & Phone Number

Madison, Wi, Us

London, Gb

Responsible for the financial management of certain firm facing functional areas. Oversees the financial statement, general ledger, financial analysis, and ad hoc management reports for certain FCS functions. Partners with those FCS leaders to develop FTE and operating expense forecasts that align with the financial foundations. Work with those FCS leaders throughout the year to ensure that the actual costs are aligned with the forecasts and the benchmarks.Madison VALOR ENG Leader

Madison, Wi, Us

• Identified risks and opportunities based on a deep understanding of $9.2B in Premiums Revenue, $5.4B in customer claims, and $2.5B in total expenses. • Developed quantitative testing models validating over 200 entities for integrity of database formulations. • Tackled annual, quarterly, and monthly budget management tasks and developed financial models from benchmarking.• Developed presentations and reports to inform and educate stakeholders and financial teams on growth possibilities. Validated existing accounting management and reporting systems to assess quality and conformance, identify problems, and implement corrective actions for 29 separate lines of business.

Cork, Ireland, Ie

• Identified risks and opportunities based on deep understanding of $1.8B in business operations, drivers of success, competitive knowledge and aligned business with objectives.• Complied with established internal controls and policies.• Performed routine closings, maintained clean, accurate and accessible records, and kept close eye on transaction updates throughout each quarter.• Established and enforced internal controls, workflows, and policies for tracking, reconciling, and reporting on accounting activities.• Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.• Work independently with financial systems (SAP/HFM/Navision/Vendavo/JIRA) and build effective working relationships with operational finance teams and other business partners.• Trained new and existing staff members in various financial procedures to prepare for job requirements.• Prepared cash flow projections, cost analysis and monthly, quarterly, and annual reports.• Delivered financial support for exploration and development of new products.• Analyzed financial statements against forecasts to prepare high-level variance analysis.• Validated existing accounting management and reporting systems to assess quality and conformance, identify problems and implement corrective actions. (SAP, HFM, Navision, Vendavo, PowerBI, etc.)• Revenue tracking - Monitor orders, backlog & shipments to ensure run rate matches forecast commitments and drive remediation actions to deliver results

San Francisco, California, Us

• Identified risks and opportunities based on a deep understanding of $90M in business operations, drivers of success, competitive knowledge, and aligned business with objectives. • Improved operational efficiency and cultivated cost reduction and increased productivity by finding funding for over 200+ new employees worldwide.• Finance Business Partner for All General & Administrative functional leaders.• Developed presentations and reports to inform and educate stakeholders and financial teams on growth possibilities.• Tackled annual and quarterly budget management tasks and developed financial models.

Dodgeville, Wi, Us

• Identified risks and opportunities based on a deep understanding of $500M in business operations, drivers of success, competitive knowledge, and aligned business with objectives.• Delivered financial oversight and advice to corporate stakeholders to improve strategic planning.• Developed presentations and reports to inform and educate stakeholders and financial teams on growth possibilities.• Led and developed annual, quarterly, and monthly budget management tasks and created financial models from benchmarking.• Developed forecasting tools to analyze revenue variance, business pipeline, and industry trends.

New York, Ny, Us

• Analyze residential loans up to $2Mil for a global financial service company.• Create income/mortgage ratios by assessing all aspects of income.• Work cross-functionally with several departments to obtain information and documents.• Utilize reports to manage rate locks, forward commitments, loan fallout, and delivery.• Analyze loan pipeline and ensure management is provided with accurate data.• Identified and resolved problems through root cause analysis and research.• Validated results and performed quality assurance to assess the accuracy of data.

Providence, Ri, Us

• Drove new business for a territory with $20 million in annual sales with 300 accounts in three state territories for a manufacturing company that sold specialty products for electricians.

Randolph Afb, Tx, Us

• Filled roles of construction project manager, safety manager, draftsman, and surveyor on construction sites in U.S., Kuwait, Iraq, and Korea. Used ArcGIS, ArcMap, and AutoCAD to produce contract documents and floor plans. Supervised military staff and third-party contractors during projects.• Managed projects to install safety/construction equipment needed to land cargo planes safely in hostile environments.• Performed duties in a combat zone, conducting facility inspections and repairs that required extensive safety procedures.• Spearheaded a 12-month project in Korea to collect data for an extensive facility management review of 1283 buildings.

Master Of Business Administration (M.B.A.) - Cum Laude, Finance And Marketing

Bachelor’S Degree, Management And Marketing

Construction Engineering Technology