Management

 

Accounts ~ Client Relations ~ Regional/Branch Operations

 

Offering 15 years progressive experience with global company offering integrated communication solutions to broad industries, with expertise in the financial services/investment sectors ♦ Excel in client relationship building, account management and customer service  ♦ Dynamic communication, presentation and negotiation skills  ♦ Skilled in sales forecasting, accruals and analysis  ♦ Expertise in defining, developing and implementing targeted strategies for boosting productivity, efficiency, quality, and profitability of operations  ♦ Motivating leader experienced in recruiting, hiring, training, and directing high-performance teams focused on delivering world-class client servicing  ♦  Proficient in complex financial analysis, pricing, estimating, cost analysis, invoicing/billing, and financial/management reporting; well-versed in SOX compliance standards as well as investment filings and regulatory guidelines

 

Ø  Experienced in working with high-profile major accounts/clients such as MetLife

Ø  Successfully manage department operations supporting $20M in monthly sales volume

Ø  Strategically consolidated Pricing Departments to boost operational efficiencies, cost-effectiveness and bottom-line profitability; NYC/Washington DC, 1998, Boston, 2000 and Cleveland/Columbus, Pittsburgh, 2006

Ø  Extensive background in traveling to multiple corporate locations to train/develop personnel, work with management teams in driving business development and boosting operational performance and collaborate in steering major projects

 

BOWNE & CO., INC. C BOWNE FINANCIAL PRINT C New York, NY                                1996-PRESENT

Regional Manager, 2007-current/Assistant Manager, 1999-2005

Promoted in 2007 to assume increasing responsibilities for operations at the regional level, with accountability for effectively coordinating and managing Pricing Department operations spanning analysis, pricing and billing of approximately $20M in monthly sales

Contribute dynamic leadership skills toward training, building and supervising a team of 40 analysts and support personnel; collaboratively drive HR operations with Senior Vice President of Eastern Region and VP of Human Resources, including recruitment and hiring decisions

Effectively develop sales revenue forecasts and conduct Work in Progress analyses as well as prepare detailed monthly Sales Accruals vital to evaluating performance and defining business strategies

Steer SOX compliance through effective creation, testing and monitoring of risk factors and controls

Financial Analyst; 1996-1999

Proficiently managed high-profile, sensitive key accounts, with a focus on continually ensuring quality service vital to sustaining and growing business

Facilitated complex estimation, cost analysis and invoicing for production/management of Registration Statements, Offering Memorandum, Annual Reports, Mutual Funds, S.E.C., EDGAR filings, etc.

Relied upon to contribute sharp leadership and communication skills toward delivering on-site training and supervision of analysts as well collaborate with management teams in support of high-profile projects, traveling monthly to network sites in Philadelphia and Washington DC

 

United States Marine Corps                                                                                                    1991-1999

Reserve; 1995-1999/ Intelligence Specialist; 1991-1995-Honorable Discharge

 

 

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