Financial Analyst Executive

WILLIAM D. MARTIN

516-***-**** • adcwmh@r.postjobfree.com

EXPERIENCE

KEARNEY CONSULTING, Atlanta GA 2018 - Pr.

Global Management Consulting Firm

Sourcing Associate

• Conducted sourcing engagement for a private equity client spanning over multiple indirect spend categories (office supplies, office furniture, rental cars, MRO products) leveraging spend across seven portfolio companies resulting in over $1.4M in savings.

• Developed preliminary architecture for a common cost model reducing time needed for negotiations between the primary client and supplier. Performed gap analysis and provided clarity on necessary areas of agreement to simplify future negotiations.

• Performed a Zero-Based Budgeting exercise for a major media distributor coordinating between multiple stakeholders and achieving a budget reduction of over 5% across 52 workstreams by establishing budget guidelines, conducting touchpoint meetings, and recommending areas of opportunity based on spend and priority.

• Developed an indirect category assessment over Professional Services and Marketing categories by identifying key areas of opportunities and proposing implementation waves amongst subcategories. Within the process, aggregated addressable spend across five global centers and rated category feasibility to propose short-term sourcing strategy.

• Created monthly newsletter for internal and external distribution focusing on key trends, top supplier developments, and long-term outlooks in the Maintenance, Repair, and Operations (MRO) category. THE COCA COLA COMPANY, Atlanta GA 2016-2018

A member of the Finance Leadership Development Rotational Program Finance Leadership Associate, Customer Agreement Team

• Utilized data analytics to create and implement four tiered pre-approved negotiation program for regional chains reducing the time needed for negotiation and alleviating necessity for department to update pricing for at least three years. Finance Leadership Associate, National Retail Sales

• Managed the volume forecasting and portfolio optimization for three Convenience Retail customers valued at a combined

$55M in yearly revenue resulting in greater Customer-Sales Team strategic alignment on product offerings and greater accuracy of volume forecasts.

Finance Leadership Associate, Supply Chain Capital Projects

• Managed cross functional teams in developing business plans, vetting key assumptions, and forecasting range of ROI around capital investment projects valued over $1M resulting in 8 projects moving toward final validation/implementation stage .

• Coordinated and presented quarterly financial rolling estimates to Supply Chain Executive Leadership Team identifying current trends and budget shortfalls.

MBA Finance Intern, Customer Agreement Team

• Developed a new vendor benchmarking/segmentation process for customer negotiations resulting in greater contract compliance, automated reports, and direct cost savings of over $40K.

• Developed a dashboard for President of Food-Service On-Premise division identifying key client wins/losses and tracking progress towards divisional goal of additional volume sold. Dashboard provided instant insight into key metrics by region and customer type allowing for quick decision making on strategic next steps and areas of focus. ASRC RESEARCH AND TECHNOLOGY SOLUTIONS, Washington DC 2014-2015 Government contractor for NASA

Financial Analyst

• Supported five NASA Programs with budget formulation, implementation, and funds distribution across seven different centers encompassing a budget of over $25 million.

• Compiled data from multiple sources to evaluated project plans, redefine project scopes, and realigned financial resources to meet budget shortfalls across the SCaN Program Office.

• Coordinated and led monthly nationwide meetings to review financial trends, strategize on future fund use, and assist with special projects.

C&S WHOLESALE GROCERS INC, Upper Marlboro MD 2008-2014 Wholesale Grocery Distribution Company

Senior Analyst of Planning and Control Mid-Atlantic and Southeast Division

• Developed end to end system tools and processes to monitor attendance, productivity, and incentive metrics for over 2K employees across five warehouses.

• Collaborated with 11 warehouses to develop yearly budgets and quarterly reforecasts accounting for a total labor and expense cost of over $52M and discovered a cost savings of over $600K per quarter.

• Assisted the Regional Vice President in developing and monitoring action plans around key performance indicators for each warehouse by executing root-cause analysis, building tools/processes to address key issues, tracking weekly progress and savings, and crafting executive presentations.

• Created user-friendly dashboards to track daily performance and automatically generate/update reports for management resulting in greater collaboration across stakeholders, implementation of action plans, and reduced administrative processes.

• Coordinated special cost saving/efficiency projects with the Human Resource, Transportation, and Engineering Departments.

• Aided the Regional Vice President in creating high level reports for meetings with members of the Executive Board and Finance Departments.

Business Analyst, Merchandising

• Analyzed/recommended potential cost saving buys from vendors based on reduced price, quantity, and storage costs.

• Assisted in vendor negotiations for better bracket pricing leveraging volume across entire network and seasonal vendor preferences.

Business Analyst, Supply Chain

• Reevaluated and modified process for the proactive monitoring of vendor logistical programs at an estimated savings of over $2 million by developing new processes and tools identifying compliance levels by department and warehouse throughout entire network.

• Established periodic meetings between Supply Chain/Trade Relations, Perishables procurement, Non-perishables procurement, and Warehousing to evaluate program compliance and future strategies.

• Championed/Reorganized the tools and processes used to monitor full truckload/pallet compliance, unloading claims, and detention claims reducing fees incurred and establishing precedent for vendor discussions. Business Analyst, Procurement Analytics

• Created dashboard reports to track the Procurement Optimization Process, a system used to ensure buying efficiency based on lead time, volume on hand, forecasted out of stocks, and desired service levels across network.

• Developed reports to assist Procurement team with vendor lead times, weighted service level, and full pallet/tier build to maximize ordering efficiency with minimal impact to customers.

• Purchased products into both the Maudlin and Birmingham facilities while maintaining a Service Level of 96% or higher. EDUCATION

DUKE UNIVERSITY, The Fuqua School of Business

Master of Business Administration

Concentrations in Decision Sciences and Strategy; Innovator for Duke Interdisciplinary Social Innovation (Pro Bono Consulting Organization), Management Leadership for Tomorrow (MLT) MBA Professional Development Fellow, Board Member for Executive Service Corps of the Triangle Durham, NC

2017

DARTMOUTH COLLEGE

Bachelor of Arts in Asian/Middle Eastern Languages and Literature with Honors Dartmouth College Foreign Study Program, Beijing, China; Two academic citations in First Year Chinese Hanover, NH

2008

ADDITIONAL INFORMATION

Proficient in MS Word, Outlook, PowerPoint, Access and Excel. SQL, Adobe Photoshop, FoxPro, Hyperion. Speaks Intermediate Mandarin and Intermediate Spanish. Mentor for Washington DC Big Brother/Little Brother program, 2011-2015. Enjoys travel

(over 40 states, 20 countries), reading, playing soccer, hiking, visiting museums

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