Commercial Finance Manager Resume Example

Commercial Finance Manager · Salesforce

San Francisco, CA · 2019 - Present

• Led financial planning and analysis for a $2B cloud product portfolio, resulting in a 15% increase in annual recurring revenue (ARR) over three years.
• Developed and implemented a new subscription revenue forecasting model, improving accuracy by 10% and providing critical insights for strategic pricing adjustments.
• Partnered with product development teams to evaluate investment cases for new features, influencing resource allocation decisions for projects totaling over $50M.
• Managed P&L for key customer segments, identifying cost efficiencies that reduced operational expenses by 8% while maintaining service levels.
• Presented quarterly financial performance reviews and strategic recommendations to senior leadership, impacting regional growth initiatives.

Senior Financial Analyst · Splunk

San Francisco, CA · 2015 - 2019

• Provided financial support for the EMEA sales region, helping to achieve a 20% year-over-year revenue growth for two consecutive years.
• Conducted in-depth profitability analysis for new market entries, leading to the successful launch of products in three new countries.
• Streamlined monthly reporting processes, reducing report generation time by 25% and improving data integrity.
• Supported annual budgeting and quarterly forecasting cycles, managing budgets up to $500M and identifying key variances.

Master of Business Administration (MBA) · Haas School of Business, University of California, Berkeley

Berkeley, CA · 2013 - 2015

• Concentration in Finance and Technology Management
• Awarded Dean's Scholarship for Academic Excellence

Bachelor of Science in Business Administration · University of Southern California

Los Angeles, CA · 2009 - 2013

• Graduated Summa Cum Laude, GPA: 3.9/4.0
• Member, Alpha Kappa Psi Professional Business Fraternity

Commercial Finance Manager · Medline Industries, LP

Northfield, IL · 2021 - Present

• Led financial planning and analysis for a $1.5B division, identifying cost efficiencies that improved gross margin by 2.5% ($37.5M) annually.
• Developed and maintained complex financial models for forecasting revenue and expenses, enhancing forecast accuracy by 10% month-over-month.
• Partnered with sales and operations teams to analyze pricing strategies and promotional effectiveness, contributing to a 5% increase in market share.
• Presented monthly financial performance reviews and strategic recommendations to executive leadership, influencing key investment and operational decisions.
• Managed a team of two financial analysts, providing mentorship and guiding professional development to enhance team capabilities.

Senior Commercial Finance Analyst · Kraft Heinz Company

Chicago, IL · 2018 - 2021

• Provided financial oversight for a portfolio of brands generating $800M in annual revenue, achieving a 7% reduction in trade spend inefficiencies.
• Conducted detailed profitability analysis for new product launches, leading to the successful market introduction of 3 new products that exceeded first-year sales targets by 15%.
• Collaborated with marketing and sales departments to build annual budgets and quarterly forecasts, consistently meeting departmental targets within a 2% variance.
• Automated key reporting processes using SQL and advanced Excel functions, reducing report generation time by 30 hours per month.
• Prepared variance analyses and commentaries for management, highlighting key business drivers and areas for improvement across the P&L.

Investment Analyst · Wellington Management

Boston, MA · 2014 - 2016

• Conducted in-depth financial analysis on over 50 public companies across diverse sectors, informing investment decisions for portfolios exceeding $200M AUM.
• Developed complex valuation models, including DCF and comparable company analysis, which contributed to a 15% outperformance against benchmark indices.
• Prepared comprehensive quarterly reports and presentations for fund managers, summarizing market trends, portfolio performance, and strategic recommendations.
• Collaborated with senior portfolio managers to research new sectors and asset classes, leading to the successful integration of two new investment themes.
• Monitored macroeconomic trends and their potential impact on investment strategies, providing timely insights to mitigate risks and capitalize on opportunities.

Master of Business Administration (MBA) · University of Chicago Booth School of Business

Chicago, IL · 2016 - 2018

• Concentration in Finance and Strategy
• Recipient of Dean's Merit Scholarship

Bachelor of Business Administration (BBA) · University of Michigan Ross School of Business

Ann Arbor, MI · 2010 - 2014

• Major in Finance, Minor in Economics
• Summa Cum Laude, GPA: 3.9/4.0
• Honors Thesis: 'Impact of Regulatory Changes on Investment Banking Profitability'