William Shepard Email & Phone Number

Plano, Texas, United States

 Manage annual financial planning process for Toyota Incentives Group and communicate overall incentive target strategy for all Toyota vehicles Identify key drivers & develop insightful analysis to achieve the Toyota Incentives Plan/Forecast  Manage the Annual (Retail) Volume planning process, identifying opportunities to improve Enterprise Contribution Magin and achieve volume targets Identify and evaluate risks and opportunities of achieving cost efficiency targets, making recommendations for countermeasures to senior leadership

Plano, Texas, United States

 Manage the annual financial planning process for all North American Manufacturing Centers laborexpense, including 6 labor classes across 13 facilities totaling $4B annually Provide monthly and quarterly forecast analysis of all North American Manufacturing Centers laborexpense to achieve annual expense targets Present data and analysis to senior leadership to identify expense risks at the NAMCs Led a cross-functional working group to investigate multiple issues within the SAP/BPC model andprovided enhancements and learning tools that achieved our objective Developed a new TEMA cash flow forecast, based on Vehicle/Part sales for Treasury to drivestrategic investment decisions Utilize PowerBI Dashboard to retrieve data to inform on labor analysis throughout fiscal year Streamlining the labor analytic process in effort to standardize NAMC reporting across all NAMCs

Plano, Texas, United States

 Develop annual budget/forecast for Service Fee from Japan – Serve as primary liaison between TMCand TMNA operations groups for preparation of Service Fee funding, provide analysis and executivereporting as needed Serve as Lead Financial Coordinator for the Accounting and Finance division – Lead thebudgeting/forecasting and analytical reporting to the Chief Executive Officer of TMNA Develop and prepare presentations for Executive leadership to help guide effective decision making

Dallas/Fort Worth Area

• Continue Senior Financial Analyst program roles while functioning as a lead for 6 associates• Train and advise new program associates on their roles and monthly rhythm of deliverables• Act as a liaison between program management and financial management • Implemented a streamlined process review on monthly financial reports that reduced employee time on submission errors and resubmittals

Dallas/Fort Worth Area

• Analyze monthly financials on two ongoing programs totaling $1.1 billion in budget• Responsible for multi-year budget planning on a $600 million program• Develop and track financial forecasts to ensure program benchmarks are met• Present findings and make recommendations to senior leadership to assist in strategic decision making• Research financial variances from plan and assist manufacturing managers in establishing accurate forecasts for multiple projects• Retrieve financial information to create accurate models to present complex financial data

Greater St. Louis Area

• Prepare monthly Integrated Program Management Report (IPMR) for the customer review and support external program audits.• Create monthly forecasts for orders, revenue, earnings and cash flow. • Prepare annual 5 Year Long Range Business Plan (LRBP) and budget, variance analysis and reporting and issuance of Budget Memos for $25M program

Greater St. Louis Area

• Completed regular analysis of resource forecasts and estimates upon project milestone completion to ensure accurate information was reported to the Control Accounting Department. • Ongoing monitoring of budget variances to ensure program, $120M, was on plan and assisted the Control Account Managers to ensure timely completion of variance analysis reports.• Reviewed and analyzed cost performance against baseline program budget, and communicated trends and project performance to program management.• Served as Lead for monthly Program Management Meeting to communicate program status updates to the program manager and customer.

Greater St. Louis Area

Greater St. Louis Area

Greater St. Louis Area

Greater St. Louis Area

Greater St. Louis Area

Greater St. Louis Area

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

Bachelor Of Science (B.S.), Economics

Activities and Societies: Phi Delta Theta