Sr. Financial Analyst DTC

• Cross Functional Leader: Managed /Assisted in cross functional projects including Export Compliance, Bar Coding & Scanner training, and Kan Ban systems
• Experienced Analyst: Over 10 years of experience in corporate FPA and Supply Chain.  Proficient in SAP, SAP Fiori, Microstrategy, Cyber Query, Infor LN, JD Edwards, and Longview business intelligence programs, as well as, Excel, Power Point, and Tableau

Provided Financial support to the Direct to Consumer and Executive teams including financial statements, monthly forecasting, and revenue modeling, as well as creating an annual budget for the eCom and Retail teams. Provided monthly forecasting for KPIs and metrics for the eCommerce and Retail teams as well as worked cross functionally to meet strategic goals. Assisted with month end close process by submitting journal entries supporting accounting and improving accrual accuracy.
• Improved productivity across multiple regional departments by updating the month end financial submission process.
• Assisted with multiple projects for the eCom team providing guidance for capturing new business.
• Introduced new reports tracking OMNI channel sales, Promotional revenue, and eCom Marketing ROI driving business decisions with actionable data.

Managed a team of two analysts in creating and updating financial reporting and month end analysis. Oversaw the transition of manual reporting into dynamic automated reporting via Tableau. Presented monthly financials to corporate including profitability and expense analysis. Updated and improved accrual processes for inbound and outbound freight to increase accounting and data accuracy. Assisted in full year planning and forecasting to align with corporate guidance as well as market changes.
• Implemented analysis of inventory transfer through in store on hand inventory as well as Point of Sale amounts increasing scope of KPI's
• Reported monthly financial slides to corporate counterparts via monthly deck including sales, operating, and SGA performances
• Prepared financial plans for distribution centers and led monthly expense analysis meeting with managers to meet financial plan as well as develop analytical tools to increase performance

Finance Manager

Created, managed and presented Daily Gemba KPI reports including On Time Delivery, PO Planning, and Shortage Reports.  Created dynamic reporting such as Supplier Scorecards & Improvement Plans, Supplier Status Management, Cycle Counting Tracker, Buyer Order Tracker, and presented these reports weekly to customers.  Tracked Inventory usage to forecast and validate part purchases from MRB.  Provided analytical support for multiple departments including Accounting, Finance, Project Management and Production.  Supervised the Outside Processing and Shipping departments improving overall process and productivity.
• Increased Critical Supplier's On Time Delivery by ~15% and assisted in initiating LTA's with 6 suppliers
• Managed Bar Coding and Scanners implementation in the stock room increasing inventory accuracy and improving stock room processes
• Successfully introduced Kan Ban system for over 450 parts reducing inventory by ~$10k

Supervisor of Logistics & Analysis

Lead updating and distribution process for monthly financial statements for $275M division of HD Supply. Created and managed reports which track Weekly & Daily Sales, Product Margin, Merchandiser Productivity, Dist. Center Metrics, Labor hrs, and a monthly CEO Deck presented to senior leadership team.  Assist in yearly planning and quarterly forecasting including Product Margin, Working Capital, and Inventory/Expenses through China hubs.  Provide analytical and general support to multiple departments including Sales, Marketing, Sourcing, & Accounting.
• Improved accuracy and productivity for multiple employees in monthly financial reporting by creating an executive summary backup which supported multiple corporate reports saving ~5-7 hrs each monthly close.
• Tracked sales to forecast $150M in Product Margin for all parts creating Plan Margin.
• Managed pricing system, tracking new part prices uncovering $500k pricing error during brand transition.
• Awarded Employee of the month Feb 2014 for increasing productivity and accuracy in monthly close process.
• Updated accrual process for DC Expenses/Inbound Freight Cost resulting in more accurate accrual process and reduced monthly expense by ~$50k.

Financial Analyst

Managed the new construction bidding and permit process for a multi-million dollar construction firm.  Helped process payroll for 50+ employees and monitored materials and inventory for new projects.
• Improved financial reporting accuracy by developing an invoice allocation system for $2M of spending.
• Managed permitting process for 15 new projects including approvals from city and county departments.
• Collected over $500k of Accounts Receivable by proactively troubleshooting and closing permits on time.

Office Accountant

Clerked for two, full-feature movies and 6 episodes of the TV show Hawaii 5-0.  Managed invoice payments and vendor account reconciliation.
• Managed a system to track missing/voided PO's with department heads resulting in more efficient accounting.
• Coordinated cross functionally with all departments to calculate and process time cards for 150 employees.
• Led organization, auditing, and payment of up to 500 extras' vouchers daily.

Accounting Clerk

• Field Audit team member for five corporate accounts including King's Hawaiian Bread Company.
• Prepared reconciliation analysis reports in Excel & performed 401K audits and one complete financial audit.

Public Audit Intern

Find out detailed information about Greg Steele, Sr. Financial Analyst DTC in Orange County

Greg Steele: Sr. Financial Analyst DTC in Orange County

Greg Steele

VF Corp

THE HOME DEPOT

ZODIAC GALLEYS US

HD SUPPLY

EVANS CONSTRUCTION

EYE PRODUCTIONS / BATTLESHIP PRODUCTIONS LLP / ROSE CITY PICTURES

KUSHNER, SMITH, JOANOU, GREGSON LLP