Metro Jacksonville
In business and in life, we are asked to absorb new information and to make important decisions about opportunities or challenges that are right in front of us. It can get overwhelming and confusing very quickly and can be hard to see the bigger picture. How do you know you’re headed in the right direction? I believe the role of a Financial Advisor is to answer questions, help clarify doubts and provide strategies. It is a role where a person needs to weigh the opportunities and risks, and design objective and appropriate portfolio solutions that balance the two. Areas of Focus: Portfolio Management, Comprehensive Wealth Management, Asset Management, Goal-Based Financial Planning, Retirement Planning, and Estate Planning Strategies. NMLS#: 1451633
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Through all of my adventures I have become very aware of the value of making the most of the opportunities available to you. Sometimes they are staring you right in the face and it just takes someone with a different perspective to make you aware of the potential that lies just out of reach. With each step forward you will realize personal and professional growth and are led to another set of amazing opportunities you never knew existed. In Corporate Finance, just as in Financial Advising, the key is understanding the status quo and the constraints that exist, and then developing a clear picture of where we want to go. This planning phase can only be achieved through open and honest communication, by listening to people, by measuring performance and by evaluating results. Using this framework, we can build a plan that will get you to your goals. Specialties: Developing financial models, budgeting, cost-benefit analysis, retirement planning, real estate management, asset management, and wealth management
•Responsible for the design and implementation of all budgeting, forecasting and long range planning processes across all business units. •Prepare detailed variance analysis for presentation to senior team and Board of Directors including identification of key performance indicators for successful execution. •Develop KPI scorecard to track progress. •Prepare detailed activity based costing models for use in commercial costing and pricing support decisions. •Prepare NPV project analysis and profitability analysis of business units and specific customers. •Synthesize and translate outputs from financial models into concise set of strategic objectives for review with implementation. •Develop driver-based financial models using both macro-economic indices and market intelligence to forecast expectations of future growth for long term strategic planning purposes as well as acquisition related activities. •Develop cash flow models to project future cash balances to ensure working capital needs were met and compliance with bank covenants.
Long Range Planning / Budget / Forecast: •Develop and oversee the planning calendar. •Work closely with operating, corporate and other counterparts to ensure timely completion of the strategic plan, annual budget and monthly/quarterly forecasts. •Monitor monthly performance of financial and operational objectives. •Manage, maintain and continuously improve financial models (income statement, balance sheet, cash flows) used in the consolidation of the corporate forecasting and planning processes. •Lead corporate general and administrative budgeting and planning. Coordinate and ensure proper communication and execution of inter-company and shared responsibility forecasts and plans. •Capital budgeting – track spending to budget and ensure projects meet appropriate return hurdles. •Prepare monthly forecast package and board presentations on forecast, plans, benchmarking and other areas as assigned. •Perform ad hoc financial and operational analysis that supports corporate and subsidiary decision-making. Responsible for influencing decision makers so analysis results in action that has a favorable economic impact. •Business process owner of BPC Forecasting, Budgeting, and Analysis tool. Administer application/process side of BPC. Coordinate with IT to ensure continued application functionality. •Perform regular benchmarking and competitive analysis of financial and operational measures for
•Provide financial guidance and support in the financial management of the Region. •Conduct Financial Planning for the Region, including project and traffic profitability analysis (customer, road, segment) •Coordinate and oversee budgeting process for the Region. •Analyze Financial Results •Prepare project ROI analysis •Develop and implement financial metrics/dashboard to measure performance of the Region •Compile and manage data to support Regional Vice-President’s Budget/Forecast •Manage the railroad forecasting process •Cost management analysis •Provide supplemental SAP training and support to the railroads within the Region. •Assist in acquisition modeling and due diligence •Support the General Managers in preparation of their annual budget, monthly Forecast and serve as a resource for other financial planning needs •Support corporate financial department in consolidated reporting and analysis
Operations Finance •Analyze capital projects utilizing the concepts of NPV, IRR and scenario analysis to determine if projects exceeded investment criteria. Ensure projects are compliant with long term strategic initiatives. •Provide financial support for cross functional initiatives. Develop financial models, apply scenario planning, and create action plans for business partners. Financial Planning and Analysis •Duties included cash flow forecasting, business unit consolidations, annual and strategic plan development, competitor analysis, process improvement, and other various projects