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GLENN
glennathan@hotmail.com
314-922-6952
3820 Vitruvian Way #354
Addison, TX 75001
Financial Analyst - IT Finance
30 years experience
0
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Average rating
15
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Summary

Experience
Financial Analyst - IT Finance
Banking/Financial
Oct 2019 - Nov 2019
Dallas, TX
(Contact Position)
  • Process and reconcile invoices and purchase orders
  • Assist with Budget templates, formatting, distribution
  • Ad Hoc analysis and reports
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Manager, Financial Planning & Analysis
Banking/Financial
Jan 2017 - Aug 2019
Frisco, TX
(Company-Wide Layoffs) Responsible for sales call, sales forecast, monthly financial statements, and scorecard metrics.
  • Created month-end close financial package for executives, including P/L, B/S, and Cash Flow statements Lead person maintaining the model/tool for customer quotes, pricing proposals, and invoices. Responsible for the company's CRM and the related reporting, working closely with the Sales Team & CFO.
  • Provide daily interaction and communication with Finance, Marketing, Sales and Operations.
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Pricing Analyst - Sales Operations
Mar 2015 - Sep 2016
Dallas, TX
(Contract Ended Successfully) Executed pricing of semiconductor products to distributors Negotiated quarterly, bi-annual or annual customer pricing agreements and RFQ. Communicated and coordinated with regional counterparts to streamline processes
No skills were added
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Senior Financial Analyst - IT
Banking/Financial
Jun 2014 - Sep 2014
Plano, TX
(Contract Ended Successfully) Created new 2015 IT budget.
  • Forecasted $1M monthly budget for the Information Technology department.
  • Forecasted monthly capitalization of worked hours
  • Modified and automated long-term forecast
  • Developed charts and graphs for executive presentations
No skills were added
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Financial Analyst Corporate Finance-FP&A
Banking/Financial
Feb 2013 - Feb 2014
Dallas, TX
(Resigned Under-Utilized) Financial Analyst Corporate Finance-FP&A
  • Forecasted and maintained cost of funds of securitizations model on monthly basis
  • Assisted in IPO, prepared and analyzed monthly forecasts and securitizations
  • Documented, enhanced, and implemented procedural changes
  • Analyzed monthly variances to budget and monthly forecast
  • Managed and conducted CCARs Stress Tests in compliance w/Dodd-Frank Act
No skills were added
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Mar 2012 - Feb 2013
Irving, TX
No skills were added
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Senior Pricing Analyst- Corporate Finance -Finance Strategy/Margin Management
Medical Devices
Sep 2010 - Mar 2012
Burbank, CA
(Division Closed) Senior Pricing Analyst
  • Corporate Finance -Finance Strategy/Margin Management Produced and maintained complex excel model forecasting $20 billion annually Forecasted applications cancellations and fundings
  • Developed economic metrics to supplement short
  • and long-term forecast
  • Provided reporting and analysis of the pricing/revenue trends for Retail and Wholesale
  • Documented procedure and recommended changes (Medical)
No skills were added
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Senior Pricing Analyst - Corporate Finance-FP&A
Banking/Financial
Mar 2008 - May 2009
Los Angeles, CA
(Company was Acquired)
No skills were added
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Senior Financial Analyst- Corporate Finance-FP&A
Banking/Financial
Dec 2007 - Mar 2008
Los Angeles, CA
(Contract (s) Ended Successfully)
No skills were added
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FP&A-Sr Financial Analyst
Banking/Financial
Jan 2007 - Dec 2007
Maintained quarterly sales budgets Constructed 52 tab excel model ($300M Revenues) to include 12 businesses conducted financial consolidations data analysis improved and document processes. Managed the preparation of financial statements and variance analysis of 12 divisions. Identified lack luster forecasting in overall sales resulting in "right-sizing" business. Created financial templates, and dashboards *
No skills were added
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FP&A- Sr Financial Analyst
Banking/Financial
Oct 2006 - Dec 2006
Fox Interactive Reconciled international payroll versus budget to less than 1% percent. Improved foreign exchange reporting.
No skills were added
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FP&A-Sr Financial Analyst
Banking/Financial
Jun 2006 - Oct 2006
Manufacturer. Assisted in annual budgets, sales forecast and modeling conducted trend analysis improved budget process worked with accounting for reconciliation and chargebacks
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Senior Equity Analyst - Securities Research/Investment Banking
Banking/Financial
Sep 1991 - Jan 2000
formerly A.G. Edwards (Industry Changed)
  • Provided equity investment recommendations i.e. give buy, hold, or sell stock
  • Created forecast, models, and financial spreadsheet analysis on 16 companies
  • Created detailed 3-5 year financial models (balance sheets, cash flow and income statements)
  • Created financial valuations, calculated and forecasted ROI, ROE, CAGR, NPV, EPS
  • Conducted financial analysis of merger and acquisitions within industry
  • Wrote investment research reports on industry and company specific
  • Supervised and mentored junior analysts
  • Participated as interviewee with mass media i.e. CNN, CNNfn, Nightly Business Report, radio http://www.youtube.com/watch*v=TiyvrVtzCfs
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Edit Skills
Non-cloudteam Skill
Education
Finance
St. Louis University 2005
Fontbonne University
Certifications
Licensed International Financial Analyst
Skills
Banking
2000
9
Financial Analysis
2000
9
M&A
2000
9
Wholesale Banking
2012
2
Capital Markets
0
1
Data Analytics
2007
1