Finance and FP&A professional with 20 years of experience in budgeting, forecasting, management reporting, profitability analysis and business intelligence across multi-site operations. I build reliable reporting from ERP and operational data and partner with leaders to turn financial results into action.
Examples of using financial analysis, operational partnership and automation to solve complex business problems.
Supported budgeting, forecasting, cash flow and investment analysis for a $33M digital project budget and $29M in new FY18 projects. Worked with project managers and stakeholders on ROI, IRR, NPV and resource planning.
Provided FP&A for a $34M annual budget and capital/operating cost structures associated with $62M in federal funding. Developed long-range cost projections supporting a reported 7% reduction in cost headcount.
Provided pricing, account-level variance analysis and commercial decision support. Historical resume reports beating the 2006 budget with a 17% increase in margin.
Identified a $22M database imbalance during variance analysis and helped resolve the discrepancy, supporting financial reporting accuracy and management decision-making.
Analyzed and reconciled millions of customer and internal transaction records after a customer audit alleged approximately $3.5M in historical rate discrepancies. The analysis identified approximately $27K in potential discrepancies and provided management with a defensible reconciliation of the claim.
Customized VBA-driven performance dashboards across 19 manufacturing plants, including data-extraction logic and monthly bowling charts comparing KPIs against targets. Reporting covered workplace safety and injuries alongside plant operating measures such as labor utilization, machine capacity and customer complaints. Enhanced management visibility and recurring reporting; the original project was associated with approximately $65K in savings.
Customized Excel/VBA invoicing workflows for high-volume beverage manufacturing, including processes spanning three production plants and approximately 33–37 product/pricing cost sheets. Developed password-protected pricing controls to restrict unauthorized changes—an enhancement recognized by senior management. Built a historical month-end data store to spot-check information loaded into Hyperion Essbase, strengthening reporting validation and control.
Improved recurring financial reporting through data validation, reconciliation and automation in a complex multi-region environment, generating approximately $92K in estimated annual savings.
Partnered with the CFO and accounting and operations teams to develop financial and operational reporting using SQL, Power BI, SOFTPAK, WasteWorks and Dynamics 365 Business Central. Built dashboards and baseline-versus-growth forecast analysis; investigated accounts receivable aging, write-off status, revenue reporting and source-data reconciliation to improve management visibility and support decision-making.
Self-taught Excel VBA to automate a recurring financial reporting workflow involving multiple exports, pivot tables, formulas and six to seven reports. Added checks and balances, reducing preparation time from approximately 2.5 days to less than 15 minutes while improving reporting timeliness.
Replaced labor-intensive manual entry of insurance-related payment data by learning and configuring existing Monarch software to extract structured information from lengthy source reports into Microsoft Access. Trained team members on Monarch, Access and Excel to sustain the workflow without purchasing new software.
A combination of traditional FP&A discipline and hands-on data capability—from planning and profitability through SQL, Power BI and Excel automation.
Annual budgets, rolling forecasts, driver-based models, variance analysis, cash flow modeling and scenario planning.
Executive reporting, KPI development, operational performance analysis, AR aging and recurring leadership reporting.
Customer and SKU profitability, pricing scenarios, margin analysis and decision support for sales and operations.
Dashboards, DAX, SQL-based reporting, data validation and reconciliation across ERP and operational systems.
Advanced Excel/VBA, reusable financial models, reporting automation and controls that improve accuracy and cycle time.
Supervised, trained and mentored groups of 3–6 employees, providing work direction, reviewing deliverables and supporting accurate, timely financial reporting.
SAP FI/CO, Dynamics 365 Business Central, Hyperion/Essbase, Cognos, PeopleSoft, Host Analytics, SOFTPAK and WasteWorks.
Partnered with CFO, accounting and operations on financial reporting, forecasts and operational analysis. Rebuilt reporting with SQL, Power BI, SOFTPAK, Business Central and WasteWorks; developed dashboards, baseline-versus-growth analysis and AR/operational reporting.
Built driver-based models, forecasts, management reports and dashboards using Excel, Power BI, SQL and ERP data; standardized recurring reporting and source-data reconciliation.
Built multi-year P&L and cash-flow models including IRR and NPV analysis; analyzed pricing and customer profitability and partnered with Sales on forecasts and performance reporting.
Forecasted global sales commissions and developed SQL/Excel validation tools to analyze performance by region and sales tier.
Supported 19 manufacturing plants across an estimated $400M–$700M operating footprint through budgets, forecasts, variance analysis and operational reporting. Customized VBA dashboard extraction and monthly KPI bowling charts, including workplace injury and safety measures, to improve plant-level performance visibility.
Managed financial planning and variance analysis for budgets exceeding $120M and automated recurring reporting.
Outside of finance, Michael is the author of Elf Morning Habits, a book focused on building consistent daily habits, measuring progress and pursuing long-term goals. Its Excel-based tracking approach reflects the same emphasis on measurement, accountability and continuous improvement that runs through his professional work.
A snapshot of the daily Excel-based planning and progress tracker.
Michael is based in the San Francisco Bay Area and is interested in Finance Manager, FP&A Manager and related finance leadership opportunities.