West Texas A&M University

University of Scranton

Finance Manager

Chester, New Jersey

- Extracted intelligence from Sales/Revenue raw data files to accurately report and represent product level performance•	On a monthly basis, served as liaison between Finance and Sales to accurately accrue closed deals not correctly reported in the GL; reconciled closed deals from SFDC to the ledger, identifying reporting gaps•	Modeled revenue projections for business cases and changes to pricing policy•	Built product metrics dashboard for review with senior management teams including trend analysis for customer product usage, Customer Service call-in volume and reasons, system outages and impact to customers•	Built Power BI dashboards driving greater access and visualization of key data enabling senior leaders to view the performance of products and selling channels•	Examples included: Two-Year rolling trend of actual sales results, Product/Channel pipeline reporting, and Product usage tracking to identify customer trends and renewal risks•	Drove ad hoc initiatives including creating and analyzing sales team surveys on leading causes for customer attrition, sales targeting for campaigns based on industry trends, and reviewing and re-mapping of product codes to support new operating model

Dun & Bradstreet

Business Intelligence Analyst

- Led Finance team in support of the Global Technology budget.  Activities included ensuring accuracy of monthly close, forecast, and budget, in addition to performing variance analysis vs prior forecast, budget, and prior year•	Drove annual budget planning and creation of allocation methodology of Technology expenses to business units.  This included ongoing identification of risks and opportunities and headcount management•	Primary business partner to organization’s VPs and Chief Technology Officer. Worked cross functionally across the organization to achieve business goals and make financial decisions based on data•	Integrated budgets from acquired companies into the overall company budget for planning and analysis   •	Conducted training for new/acquired employees to learn company systems and reporting requirements•	Continuously improved forecast and close process to achieve greater accuracy and lower variance through automation and streamlining of processes, responsibilities, and enhanced review controls•	Subject Matter Expert in internally developed software capitalization standards and procedures•	Partnered with functional leaders on creating business cases for capital investments and presentation to the company President and CFO •	FP&A leader for developing Finance requirements for implementation of new company-wide time tracking/project management system•	Led a team of associates through multiple company changes including privatization of a public company, reorganization of GL accounts, and updating hierarchy of cost centers based on changes to Technology structure•	Coached my team, ranging from entry level to experienced, on best practices and encouraged innovation and critical thinking

- Orchestrated the monthly close and forecast process, as well as yearly planning/budgeting for the following functions: Legal, Facilities, Cross-Border Data Payments, CEO, Data Science team, Communications, Corporate Social Responsibility, Internal Investments, Other General and Administrative•	Led investment tracking process including maintaining and allocating centrally held investment dollars to all areas of the business•	Created consolidated financial presentations and decks for Finance leaders•	Implemented new processes which resulted in significant time and money savings for the company.o	Initiated and led effort to automate partner compensation for international data use resulting in a reduction of man hours and lowered human error risko	Identified and corrected for mistaken use of international data, with total savings valued at over $2MM annually

Senior Financial Analyst

- Provided financial support to Technology team and managed monthly and yearly budgets within +-3% of target•	Performed consolidated reporting for Technology Finance team and provided executive-level presentations for key company decision makers

Financial Analyst

- Drove new sales in Warren and West Morris counties for small business payroll services and worker’s compensation plans•	Positioned up-sell opportunities for larger businesses in target area

District Manager

- Maintained metric based reports on Technology headcount and location•	Owned contractor actual reporting and ensured accurate time tracking and invoice reconciliation•	Contributed to contractor onboarding and equipment allocation

RTP Technology Corporation

Finance Consultant

Costed infrastructure servers to calculate projected savings from decommissionAllocated costs across D&B's Technology Leadership Team based on applications supported by each serverPrepared weekly report with project completion status for management

Jake Youngman, MBA

Jake Youngman, MBA