William  Penn

William Penn Email and Phone Number

FCS Accounting and Finance Manager @ RSM US LLP
Madison, WI, US
William Penn's Location
Greater Madison Area, United States, United States
William Penn's Contact Details
About William Penn

Results-driven Finance Manager experienced in financial statement reviews, auditing, budgeting, forecasting, and reporting, with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to enhance the corporate brand. Well-versed in producing reports, evaluating department operations, and handling month- and year-end closings.

William Penn's Current Company Details
RSM US LLP

Rsm Us Llp

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FCS Accounting and Finance Manager
Madison, WI, US
William Penn Work Experience Details
  • Rsm Us Llp
    Fcs Accounting And Finance Manager
    Rsm Us Llp
    Madison, Wi, Us
  • Rsm
    Fcs Accounting & Finance Manager
    Rsm Jun 2024 - Present
    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
  • American Family Insurance
    Sr Financial Analyst
    American Family Insurance Jun 2023 - Jun 2024
    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.
  • Johnson Controls
    Lead Financial Analyst, Fpa Ducted Systems & Global Products
    Johnson Controls Sep 2021 - Jun 2023
    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
  • Zendesk
    Senior Financial Analyst, Finance & Strategy G&A, Fp&A
    Zendesk Oct 2020 - Sep 2021
    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.
  • Lands'​ End
    Sr. Finacial Analyst, Corporate Fp&A
    Lands'​ End Jun 2019 - Oct 2020
    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.
  • Jpmorgan Chase & Co.
    Analyst
    Jpmorgan Chase & Co. Oct 2016 - Jun 2019
    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.
  • Textron
    Territory Sales Manager
    Textron Jul 2013 - Sep 2015
    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.
  • United States Air Force
    Civil Engineering Journeyman | Supervisor | Construction Inspector
    United States Air Force Sep 2005 - May 2013
    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.

William Penn Skills

Leadership Sales Management Microsoft Office Customer Service Team Leadership Marketing Operations Management Training Program Management Powerpoint Gis Project Management Data Analysis Microsoft Excel Surveying Event Planning Ms Project Sap Netweaver Inventory Management Cad Strategic Planning Sales Management Account Management Contract Negotiation Business Development Crm Process Improvement Team Building New Business Development Negotiation B2b Sales Operations Microsoft Word Direct Sales Forecasting Product Development New Business

William Penn Education Details

  • Depaul Driehaus College Of Business
    Depaul Driehaus College Of Business
    Finance And Marketing
  • Depaul University
    Depaul University
    Management And Marketing
  • United States Air Force Academy
    United States Air Force Academy
    Construction Engineering Technology

Frequently Asked Questions about William Penn

What company does William Penn work for?

William Penn works for Rsm Us Llp

What is William Penn's role at the current company?

William Penn's current role is FCS Accounting and Finance Manager.

What is William Penn's email address?

William Penn's email address is wi****@****ase.com

What is William Penn's direct phone number?

William Penn's direct phone number is (212) 546*****

What schools did William Penn attend?

William Penn attended Depaul Driehaus College Of Business, Depaul University, United States Air Force Academy.

What skills is William Penn known for?

William Penn has skills like Leadership, Sales, Management, Microsoft Office, Customer Service, Team Leadership, Marketing, Operations Management, Training, Program Management, Powerpoint, Gis.

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