Oakland University

Business Planning Consultant

PRIMARY CLIENTS SERVED:
•	DreamWorks Animation SKG – Home Entertainment Division
        ~	Managed all facets of the monthly Forecast and Annual Plan process
        ~	Authored the Monthly Ops Review presentations for company-wide meetings
        ~	Developed digital pricing strategy analysis used by DWA executives to maximize profits
•	Universal Music Group – Distribution
        ~	Prepared the Annual Operating Plan and bi-weekly Forecasts for the business unit
        ~	Established bottom-up departmental budgets for team leaders to track performance
        ~	Explained all P&L and Cash Flow variances to UMG Corporate
•	Company 3 (Post Production Services)
        ~	Completed quarterly Forecasts and the Annual Budget by interfacing directly with Ops Management
        ~	Prepared P&L variances explanations and submitted to Sr Management on a monthly basis
•	LiveStyle Inc (Ticketing and Concert Promotion)
        ~	Consolidated month end Financial Statements and created reporting packages for Sr Mgmt
        ~	Worked with external auditors to answer any questions and provide variance explanations
        ~	Created presentations for Investor meetings and quarterly Board of Directors meetings
        ~	Responsible for the LucaNet (ERP) financial reporting and accounting System Implementation
•	Breathe Addiction Healing Centers	
        ~	Developed the Financial Statement Forecast models, which previously did not exist
        ~	Responsible for quarterly and year-end Financial Statement Reporting packages
        ~	Built pro-forma Financial Statements to determine the purchase price of 2 additional facilities
•	Business Plans for the following start-ups seeking Investment in the tech and social media space:
        ~	G Squared Media Holdings LLC, InCroud, SerY Group, and Beat Stock

Independent / Freelance

Financial Planning & Analysis Consultant

Responsible for all aspects of financial and strategic planning, new business evaluation and financial reporting for the company. Led the financial forecast process and designed reporting for the executive team to provide a meaningful and timely snapshot of operations. Assessed the viability of new business opportunities, including programming acquisitions and amended affiliation agreements.

Hallmark Channel

VP of Financial Planning & Analysis

Evaluated the home entertainment operational strategy through financial planning, analysis, and special projects.  Advised senior management of any necessary content acquisitions or cost savings initiatives needed to meet operational and financial goals.  Executed financial reporting responsibilities, including; budgeting/forecasting, sales reporting, and the review of monthly financial statements.

Universal Music Group Distribution (UMGD) and Vivendi Ent (a division of UMG)

Director of Finance & Planning

Skills: Data Analytics · Data Analysis · Pivot Tables · Beats · Intellectual · Certified Public Accounting (CPA)

The Walt Disney Company (Hollywood Records)

Senior Financial Analyst

Skills: Data Analytics · Data Analysis · Pivot Tables · Beats · Intellectual · Certified Public Accounting (CPA) · Facilitation

Deloitte

Senior Assistant Auditor

Skills: Data Analysis · Pivot Tables · Intellectual

Rob Perna