ANDREW J.

KATZ
1343 Barrowdale Road
Rydal, PA 19046
215-517-8926
ak8e0762@westpost.net
http://www.linkedin.com/pub/andrew-katz/12/192/b0b
FINANCE MANAGER / SENIOR FINANCIAL ANALYST
Creating innovative strategies and solutions to maximize revenues while limiting
risk
Accomplished financial leader with proven talent for analyzing business objectiv
es, providing detailed information on risks and rewards, and creating and implem
enting operationally sound/financially feasible strategies that enhance top- and
bottom-line growth.
Analytical thinker who understands the details as well as broader business impli
cations, leading to success in driving business opportunities by resolving compl
ex financial issues.
Natural relationship builder who partners with internal clients and management t
o gain crucial support - bridging the gap between cross-functional teams. Demons
trated ability to quickly learn new products, listen to needs, and develop strat
egic solutions that balance customer needs with company financials.
* Saved $200K a quarter in depreciation cost by uncovering and resolving issue o
f multi-million-dollar pieces of "borrowed" equipment at client sites. Set deadl
ines for sales team to recover or sell the equipment.
* Developed $33.76M expense budget for CMA sales force and spread it over 7 regi
ons. Provided expense reporting analysis to determine areas of exposure and sugg
ested corrective actions.
* Cut forecasting "compiling" time 50%, creating a template that generated consi
stent data from all 7 regions - providing time to analyze, identify variances, m
eet deadlines, and make valuable recommendations.
* Found expenses weren't being tracked and many projects were running at a loss.
Worked with sales ops to proactively monitor projects (40-50 at one time) to mi
nimize overruns and maximize revenue.
SKILLS & EXPERTISE
========================================
- Strategy to Maximize Profitable Sales
- Sound Financial Practices & Decisions
- P&L Management / Expense Reduction
- Revenue Recognition Risk Management
- Business Plans / Forecasting / Pricing
- Strategic Partnership Development
- Deal Structure / Revenue & Margin Analysis
- Relationship Building / Diverse People Skills
CAREER EXPERIENCE
========================================
ORACLE AMERICA, INC. / SUN MICROSYSTEMS, Berwyn, PA / Mt Laurel, NJ / Itasca, IL
, 1999-Present
FINANCIAL ANALYST 4, (Oracle), February 2010-Present
AREA BUSINESS MANAGER, (Sun), 2006-2010
Structure "non-standard" deals for sales teams, engaging all required parties (L
egal, Engineering, Sales, Manufacturing, Management) to ensure deal is construct
ed to maximize revenue and profit, adhere to sound financial practices, and comp
ly with policies and procedures while limiting financial and legal risk. Provide
fiduciary oversight, financial analysis, and input on negotiations, margin anal
ysis, pricing, and structure for up to 600 deals annually.
* Increased deal $400K with 20% margin improvement by proposing software and 3-y
ears' maintenance and consulting be added to original hardware quote.
* Presented business case and obtained pricing relief from vendor/supplier to ma
ke partnership more competitive and increase footprint within customer accounts.
* Developed review process for large ($2M+) non-standard deals that was adopted
by HQ Finance - ensuring consistency, accuracy, and compliance with financial po
licies, SOX, and sales approval policy.
* Structured deal for customer to test equipment for 60 days to place company in
good strategic position. As result, Sun architecture replaced competitor and do
or was opened for sales to other departments.
* Lead teams of key stakeholder across multiple locations and functions (Sales,
Manufacturing, Engineering, Finance, Legal) to develop winning strategies that m
eet customer requirements and SMI business objectives.
* Trained 93-member sales team on new business practices, pricing policy, CIC do
cumentation, and sales approval policy. Reinforce best practices by implementing
new policies on non-standard deals.
SENIOR FINANCIAL ANALYST, Mt Laurel (2003-2006)
SENIOR FINANCIAL ANALYST, Itasca (1999-2003)
Mt Laurel - Conducted financial analysis and forecasting by LOB for Communicatio
ns (CMA) and Education (EMA) Market Areas across 7 regions. Forecasted revenue f
or Client Services Revenue, Costs of Goods Sold, Other Costs of Goods Sold, and
Expenses. Provided recommendations to VP and Finance Controller.
Itasca - Served as business partner to VP and Regional Sales Directors, performi
ng revenue/expense reporting, margin analysis, expense/depreciation management,
and revenue management/recognition. Developed budgets for Midwest sales force an
d managed area P&L.
* Used strong spreadsheet skills to build a complex "goaling" model-still being
used in 2010-to develop revenue goals for 7 regions with 36 accounts totaling $1
.8B.
* Streamlined reporting process through Task Force that collaborated with 20 mar
ket areas to ensure data accuracy and implemented reporting processes to enhance
data reliability for revenue and unit forecasting.
* Calculated/reconciled commission, bonuses, and spiffs for CMA managers and sup
ervised 3 sales revenue support specialists responsible for revenue reporting, g
oal sheets, and compensation issues.
* Collaborated with related LOB finance managers on revenue transfers and cost r
elief to ensure accuracy.

GLOBAL ONE, Reston, VA, 1998-1999

SENIOR FINANCIAL ANALYST
Performed detailed analysis and reporting for the Finance Network Cost & Utiliza
tion Analysis Group.
* Analyzed P&L statements and provided management with key network/product/regio
nal performance metrics to improve financial integrity and measure transmission
network efficiency.
* Conducted analysis on network capacity and determined cost savings of switchin
g from leased to owned capacity, examining effects of owned capacity on deprecia
tion expense.

MCI WORLDCOM, McLean, VA, 1996-1998

FINANCIAL ANALYST 5
Conducted financial analysis for the Corporate Wireless Finance Group. Managed b
udgets and monitored spending for all capital projects - forecasted spending and
in-service dates to forecast depreciation expense. Analyzed wireless pricing pl
ans in relations to competitors.
* Gained/retained subscribers and maintained margin dollars by re-pricing plans
to compete.

WASHINGTON CONSULTING GROUP, Washington, DC, 1993-1996

TECHNICAL ASSOCIATE III
Managed variety of projects focused on economic forecasting, analysis, and repor
t writing, including forecasting US coal production, studying mergers and acquis
itions in the coal industry, and examining financial and environmental implicati
ons of restructuring electric power industry.
* Built strong, trusted relationship with leaders at Department of Energy, turni
ng 2 days-a-week support into a 2- year, 5 days-a-week contract - becoming a 100
% billable consultant.
EDUCATION
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MARYMOUNT GRADUATE SCHOOL OF BUSINESS, MARYMOUNT UNIVERSITY, Arlington, VA, 1996
Master of Business Administration, Concentration in Finance
GOUCHER COLLEGE, Towson, MD, 1992
Bachelor of Arts in Economics and History
UNIVERSITY OF WARWICK, Coventry, England, Coursework in Economics, 1990
LOS ANGELES-BORDEAUX SISTER CITY EXCHANGE, Intensive French Conversation, 1986