Brian Simmons

Brian Simmons dallas, tx 75219 (Phone- Email:- Skills Software: Access, Advanced Excel, PowerPoint, SAP, SQL, IBM Cognos (TM1), Hyperion Strategic Finance 12 Years of experience in Financial Analysis and Business partner experience 5+ years of experience analyzing financial statements, forecasts, and budgets 6 years in a mid to senior level finance in a business environment with multiple business models. Ability to work in a dynamic, fast-paced environment and expected to balance multiple roles and commitments. Extensive knowledge of Finance, Accounting (GAAP) and budgeting with knowledge of IFRS principles. 2 Years of experience in a Pharmaceutical company doing Month-end Accounting close and account reconciliation 6 Years of leadership experience: 3 years of formal management experience and 3 years as a lead Professional Experience Finance Planning and Analysis, VP, Nov 2016 to Present: Mr. Cooper – Responsible for leading the Finance team in the planning and forecasting of the capital P&L of the company. Manage two analysts in day-to-day financial planning and reporting activities including preparing financial budgets and forecasts. Provide financial analysis and modeling on long-term strategic initiatives for leadership and the executive team. Perform financial Analysis in support of enterprise wide strategic initiatives Present monthly financials with accompanying analysis of consolidated financial results to CFO and CEO. Experience building, managing, and communicating results from complex financial models Review and provide results to the global finance team and analyze results on a regular basis. Partner with BU FP&A to align budgets, forecasts and long-range plan Reduced Interest Expense by $3.3mm in 2017 by effectively managing cash with superior analytical abilities Reduce excess use of capital by proactively analyzing financial results, trends and providing variance commentary Delivered strong Balance Sheet performance by participating in long term financial strategy development Supported the businesses in driving their agenda through leadership, relationship-building and influencing skills Aligned Treasury reporting with the P&L GAAP reporting to ensure consistent reporting of financial results Finance Planning and Analysis Manager, July 2015 to Nov 2016: Mr. Cooper - Manage two analysts in the preparation and updating of a daily Cash Forecasting model distributed to Executive leadership. Analyze companywide and cross-business units results and provide performance insights to the executive team. Enabled effective acquisition planning by providing ad-hoc modeling to the Structured Finance team Managed the initiative to create reporting which reduced expense spend throughout the company Communicated the real-time capital projections through year-end by the creation of innovative modeling and an understanding of the P&L environment of the company Provide support to service line leadership to ensure effective P&L and cash management Create innovative and efficient processes by partnering with operational leaders on root cause analysis Senior Financial Planning and Analysis Analyst, Aug 2014 to July 2015: Mr. Cooper – Complete a daily Cash Forecasting model and supporting reports to send to Executive leadership. Optimized liquidity by coordinating timing of large payments and financing with other groups Consistently improved the Excel model to provide more accurate and detailed segment information Created dynamic, ad hoc reports to provide senior leaders with relevant decision-making information Increased the accuracy of the forecast through consistent interaction with departmental finance groups Credit Analyst, Oct 2012 to Aug 2014: Novartis Corporation – Responsible for assessing the business performance of customers through the use of financial statement analysis and review of business credit reports. Assign appropriate credit limits to customers across multiple lines of business comprised of $17 Billion worth of Accounts Receivable. Provide management with reports outlining credit line recommendations. Enabled cross-divisional customer analysis by creating an Access database with dynamic SQL queries Provide CFO’s with timely analysis of portfolio risk to improve effectiveness of business decisions Increased profitability for 2 divisions by improving the accuracy of the Allowance for Bad Debt Reserve Improved effectiveness of trend/ratio analysis by developing financial models to recreate the financial statements Senior Analyst, Feb 2011 to Sept 2012: Goldman Sachs – Manage a portfolio of Commercial Loans by handling the administrative and servicing needs of both the borrowers and lenders. Prepare departmental P&L statements by combining the reporting of multiple groups. Enabled timely reporting of financial results of the business unit by optimizing an advanced Excel model Maintained identical records between GS and external CLO fund through monthly cash reconciliation Developed Excel models to quickly convert raw data into a template needed to analyze loan collateral Ensured timely settlement of external and intercompany trades when entering or exiting new deals Implement creative solutions to repayment or funding issues by partnering with Senior Originators Bank of America Oct 2006 to Feb 2011 Commercial Credit Analyst, Oct 2009 to Feb 2011 – Part of a team responsible for developing business by providing Commercial Banking and debt products to Not-for-Profit Commercial companies. Prepared underwriting packages with Financial and Operational analysis and recommendations for the Client team. Credit Analyst, Oct 2006 to Oct 2009 – Monitored the financial performance of a portfolio of clients through analysis of their financial statements. Calculated client’s financial covenants and analyzed loan agreements to determine if clients were in compliance. Enabled timely credit decisions through business analysis and interpretation of financial statements Determined financial performance of companies through the analysis of budget variances using Excel Improved assessment of investments with Cash Flow Modeling in Excel which included multi-period forecasting and the calculation of ratios used in benchmark analysis Increased speed of client analysis by reducing spread completion time while maintaining quality Doubled spreading capacity for the banking portfolio by streamlining the automated spreading process Managed 3 analysts in the completion of the quarterly spreading process for the financial institutions Ensured consistency within the banking portfolio by developing the procedures used to train analysts JPMorgan Chase Bank Sep 2001 to Oct 2006 Asset Pricing Analyst, Jan 2005 to Oct 2006 – Supported the Trade Settlement desk in a high-volume Treasury operations environment by creating asset records and setting up the correct interest rates and payment schedule on an internal accounting database. Bond Registration Specialist, Dec 2002 to Jan 2005 - Received physical mortgage backed bonds from brokers and dealers from other financial institutions looking to change the holder of record and create a new bond to return to the broker. Increased accuracy and timing of asset setups and pricing by leveraging Bloomberg and improving the process Increased trading revenue by reducing turnaround time for trade closing setups to improve market timing Increased profit to Treasury division by decreasing the setup time to onboard a new bondholder Completed commercial paper swap between custodian accounts on DTC after reviewing prospectus Improved Broker-Dealer relationships by reducing errors and rework on new setups Reviewed Fixed Income Security indenture and exhibits before transfers could be approved Improved efficiency of new deal setups by orchestrating the process with clients and brokers Education CPA Starter Program, Mountain View College: 39 Hours of Accounting MBA, University of Texas at Arlington BS Economics, University of Texas at Arlington