Finance Manager or Finance Director

ANDREW J. KATZ 1343 Barrowdale Road Rydal, PA 19046 215-517-8926 [email protected] 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 ======================================== 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