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DAN WADE

480-225-2388
Cincinnati, OH 45206 wades_trades@yahoo.com

SUMMARY OF QUALIFICATIONS
I gather, track and understand your numbers and provide the tools to ensure the company can make the best strategic
near and long term decisions. Progressive and experienced Financial and Operational Analysis Manager with over 13
years background in business analysis. With over a decade in established Fortune 100 and 500 companies, I enjoy
analyzing numbers and understanding the underlying KPIs--from the S&M teams to Operations and Finance, numbers
drive performance, revenue, marketing, expenses and costs. I believe less talented but harder working, more persevering
employees will outperform more talented but less disciplined.

EDUCATION
ARIZONA STATE UNIVERSITY Tempe, Arizona Masters Degree May 1999
MBA 3.7/4.0, Finance

ARIZONA STATE UNIVERSITY Tempe, Arizona Bachelors Degree December 1994
Degree in Finance with a focus on quantitative business analysis (finished in top 10%)

PROFESSIONAL EXPERIENCE
THE RELISH RESTAURANT GROUP
Sr. Operational and Financial Analyst Cincinnati, OH September 2010 June 2014

Worked very closely with business development managers for branding, sales and maximizing revenues. Worked
even closer with Unit (restaurants) management in cost containment and fulfillment.
Carefully tracked and recorded true costs in overall marketing and sales promotions which lead to improved sales
and focus on areas with greatest bottom-line impact.
Created, tracked and managed internal reports and data for each Units leadership on sales and marketing.
Reorganized 8 restaurants with over $5M in sales in the Cincinnati downtown area from a $1.1M loss in 2010 to a
$120K gain in 2014.
Created new incentive plans to revitalize Unit leaders; aligning increased sales with decreased (or consistent)
costs to provide a win-win for ownership and leadership.
Created and managed all dashboards for owners and business unit leaders; created Database of all revenue,
expense and costs by line item by month and year for future reference and report generation.
Worked with every vendor personally to get the best, as local as possible resources to support locally and obtain
the freshest ingredients while controlling product cost.
Structurally have placed the company in residual, continued growth.
Cleansed and evaluated data integrity for proper reporting.

STARWOOD HOTEL & RESORTS, WORLDWIDE
FP&A Manager Phoenix, AZ and Palm Desert/San Bernardino, CA March 2004 January 2009

The Go-to guy for ad-hoc analysis covering the entire operation; from labor and burden to performance
management to capital projects and cash flow to understanding market piece costs, marketing and sales
penetrations and labor needed to fulfill the customers needs and the resulting costs and commissions to deliver.
Worked cross-functionally with S&M teams, operations, finance, and key resort owners/leaders to create, monitor,
track and maintain the operating and sales budget with $132M in annual sales while lowering marketing costs
from 55% to 43% in 4 years.
Performed deep dive analysis with variance to budgets and forecasts, revenue and expense, market penetrations
and critical call center metrics such as time, space, costs, and production.
Managed all aspects of a 6 person Finance department including hands on direction and training of Sr. FAs, Jr.
FAs and marketing analysts with an emphasis on meeting deadlines with efficiency and accuracy.
Worked with S&M, finance and operating management to prepare forecasts and monthly/annual Business Review
presentations to Sr. Management, VPs and The Board.
Performed pro forma analysis to evaluate if projects or programs will exceed IRR or prove beneficial to the
company unrelated to cost metricsie: goodwill or employee relationship building.
Strong leader who established norms and written processes for new-hires and established procedures for the
DAN WADE
480-225-2388
Cincinnati, OH 45206 wades_trades@yahoo.com
finance team to deliver dash-boards reliably and on time.
Created tools to comprehend conversion of leads to package sales determining marketing universe where the
customers consisted of to improve data reliability for marketing and further improve marketing resources.
Designed and developed compensation plans with ongoing monitoring of the effectiveness and fairness to the
company and employee.

IBM
Financial and Systems Analyst Endicott, NY and Phoenix, AZ June 1999 March 2004

Facilitated financial analysis on IBMs largest customer and contract, negotiated pricing projects that were out of
the scope of the parent contract.
Analyzed risk and recovery, trending patterns, variance analysis, inter-continental analysis and opportunities for
consolidation among regions among services.
Performed invoicing accuracy and reconciliation of BUs within IBMs 7 financial line segments of business.
Provided addendum pricing for projects that are out of scope of primary contract
Facilitated contract negotiations between IBM and large customer accounts.
Chief automation technician and trainer for IBMs A/P processing and testing covering several deployment
processes with Mercury Interactive's WinRunner QuickTest for SAP
Helped develop the project plan and proposed direction of project for a cross-geographical common user interface
and consolidation project for Europe/Asia/U.S.
Deployed, tested and trained SAP and QMF/BDW query generation/creation functionality in the MM & FI modules
for intra-company installations worldwide via 2.2 - 4.6C instances.

SYSTEMS EXPERIENCE
SAP; Target; Mercury Interactives WinRunner; familiar with VBA, Crystal Reports; have experience in data
mining software such as AS/400; familiarity with BDW and Essbase.

PROFESSIONAL INTERESTS
M&A activity; would enjoy learning SAS and Essbase very deeply; would enjoy learning the nuances of being on
the Board of Directors for several different companies; stock and options trading.

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