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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000


xxx-xxx-xxxx (H) or  xxx-xxx-xxxx


Financial Analysis Executive

Strategic Business Partner ~ Corporate Governance ~ Global Operations Expertise


Performance-focused Financial Analyst and Strategist with over 20 years of professional expertise. Eager to contribute extensive practical experience and academic background toward actively supporting a dynamic organization in maximizing results and bottom line revenues. 


Qualifications Profile


Ø  Strong technical background with the ability to work independently on multiple research projects, including Corporate Governance and Auditing Practices, Integration Methodologies, Financial Modeling Strategies, Tracking Analytics Development, Data Mining Systems, Financial Planning and Controllership, Operations Expertise, Process Improvement Strategies, as well as Merger and Acquisitions Experience.      

Ø  Comprehensive understanding of the financial trading systems arena due to advanced education and training regarding information management and business practices.

Ø  Effectively lead top-performing teams to achieve company wide goals and profits. 

Ø  Excel in defining and implementing policies, procedures and operational systems that boost productivity, efficiency and quality of operations.

Ø  Competent leader and mentor who is able to create a team environment, including building collaborative relationships, training peers to perform at maximum efficiency, and the capacity to form cross-functional coalitions in order to ensure knowledge is shared across departmental lines.

Ø  Consistently focus on ensuring development of high-standard financial and operational protocols. 

Ø  Proven ability to adapt strong process knowledge and technical skills to diverse organization needs.

Ø  Technology savvy and proficient in multiple software applications and platforms.     



Functional Competencies


Ø  Demonstrate dynamic leadership qualities and strong communication skills in successfully steering financial planning meetings and delivering comprehensive strategies.

Ø  Carefully analyze various documents and reports in order to identify and reconcile potentially costly errors.

Ø  Develop expert plans of action according to specific financial needs, both expeditiously and effectively.

Ø  Ensure critical internal and regulatory compliance and governance in terms of data integrity and quality control by proficiently verifying processes and ensuring accuracy of quantifiable metrics. 

Ø  Capable of in-depth research and data analysis with the purpose of improving efficiency best practices and productivity. 

Ø  Skilled at devising and implementing economic forecasting programs as well as utilizing extensive knowledge of economic climate to benefit the organization.

Ø  Embrace company initiatives and lead process integration efforts throughout various departments.

Ø  Develop and implement numerous protocols and policies with the purpose of identifying and resolving relevant issues in a proactive manner. 

Ø  Work to standardize cross-departmental communication protocols between various departments in order to break down silo mentality and increase knowledge sharing.

Ø  Stay abreast of most up-to-date financial trends and data in order to offer most viable recommendations to clientele base.   


Academic Training & Certifications


n MBA C Finance, Ohio State University

n B.S. C Accounting, Ohio State University

n Certified Public Accountant (CPA)

n Certified Internal Auditor (CIA)


Key Achievements (Additional Achievements Available upon Request)


Ø  Hand picked by company CFO to assume General Auditor responsibilities in terms of leading audits and operational risk functions to maintain controls in economically challenging environment. (AEC)

Ø  Reengineered audit and operational risk groups to reduce costs by 15% and better align to operations structure as well as significantly increased level of Audit Committee support. (AEC)

Ø  As member of business unit team, enacted measures to cease seven sequential quarters of revenue erosion (4-6%) as well as flattened services revenues in to provide revenue and cash flow stability. (AVAYA)

Ø  Grew Global Services ROS 50%, setting record profitability levels in 2004, through revenue growth (including acquisitions), cost reduction and workforce planning. (AVAYA)  


Professional Career Track


Senior Vice President (Internal Audit Group), American Express Company                          2006-2009


  Primary responsibilities included comprehensive oversight and leadership of global audit team of up to 180 professionals as well as providing support to the Vice Chairman for Business to Business. Specific functions included;

  Coordinated and managed international lines of business and corporate support functions including HR, Finance, and Legal affairs;

  Managed all aspects of audits, member of Disclosure Committees and General Auditor of four subsidiary banks;

  Developed processes and operational policies designed to enhance audit methods with better trend reporting of risk to audit committees and more comprehensive risk management.


Vice President of Finance / CFO Responsibilities, AVAYA                                                       2003-2005


  Primary responsibilities included directing team of 35 in strategic planning, financial reporting and asset management for Avaya Global Services. Specific functions included;

  Collaborated directly with CFO and Controller on the Earnings Release, SEC filings and updates for Board of Directors;

  Developed and executed numerous efficiency best practices to increase revenues and productivity.


CFO (Integrated Network Solutions), Lucent Technologies                                                    1996-2002


  Main responsibilities included directing and leading finance group accountable for support of global product and sales organizations for wired line business segment ($6B+).  Specific functions included;

  Led strategic planning initiatives, financial planning and analysis, accounting operations, and SEC segment reporting;

  Directly supervised team of up to 400 globally in cross-functional manner;

  Reduced operating costs by 50% and successfully transformed sales and product culture through business model redesign for integrated business segment.


CFO & COO (Internetworking Systems), Lucent Technologies                                                2000-2001


  Primary responsibilities included directing global financial and business planning as well as forecasting, consolidation efforts and reporting for multiple manufacturing sites.  Specific functions included;

  Supervised team of 150 in development and execution of portfolio strategy, pricing strategy and product line profitability methods. 

  Spearheaded consolidation of multiple finance and operating teams and developed and implemented common infrastructure to integrate operating units into one business group with aligned information and strategic direction.

CFO (Communications Software Group), Lucent Technologies                                               1999-2000


  Primary responsibilities included directing financial planning and analysis, consolidations and reporting teams of 75+.  Specific functions included;

  Provided support to the product development and marketing groups including portfolio pricing, product line profitability and investment decisions.



Earlier Experience


- Vice President (Business Management & Customer Operations), GTE Customer Team


- Director of Consolidations and Financial Planning, Nortel


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