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Date Created: 12/22/15
Lees Summit, MO 64081 Darren K. Carter Home: 816.216.6003 Mobile: 512.897.7844 email@example.com SENIOR-LEVEL BUSINESS & FINANCE EXECUTIVE Staff Leadership & Development … Profitability Analysis Financial Planning & Analysis … Complex Business Challenges More than 20 years of financial-related leadership experience managing the financial function in the insurance and computer systems and services industries, handling aggressive corporate leadership roles, and collaborating with team members and senior executives. Partner with executive management teams in planning and executing enterprise-level business strategies in support of sales and market growth initiatives — analyze and recommend new business pricing, standardize and improve the forecasting process, and provide leadership and direction for financial analysts. Track record of directing complex financial analysis, developing profitability forecasting tools, performance reporting, and financial teams development. Combine relentless desire to succeed with dynamic leadership and business acumen to produce extraordinary results. Respected as a motivational lead-by-example manager and proponent of empowerment and accountability. AREAS OF EXPERTISE New Business Forecasting Process Development Financial Planning & Analysis Financial Team Management Pricing Procedures Development Project Analysis & Leadership Productivity Analysis / Cost Control Resource Allocation & Direction Strategic Planning & Business Modeling Budget Forecasting & Development CAREER OVERVIEW COJAI INVESTMENTS, INC. / Kansas City, MO (2009-Present) PRESIDENT Owner/Operator of DVDNow Kiosks, Inc. small business owning and operating DVD Rental/Sales Kiosks in various grocery stores. Developed relationships with grocery store owners, vice presidents and directors selling the concept of the DVD Rental/Sales Kiosk providing a win/win proposition. Searched for and secured creative financing to enable procurement of 12 DVD Rental/Sales Kiosks in order to fulfill contract agreements. Developed and implemented diverse pricing strategy driven by analysis of market and competition. Select Achievements: Successfully developed and implemented marketing strategy targeting a niche market not serviced by the industry leader. Won a service contract over a national company with a grocery store chain consisting of 6 stores. Leveraged that contract into contracts with three other grocery store chains. Installed and launched 12 DVD Rental/Sales kiosks in Western Missouri. Influenced 12 grocery store directors to load new movies into kiosk on a weekly basis. Provided training to grocery store staff to load and operate machine. Exhibited superior customer service resulting in accolades from customers and word of mouth advertising. Continued… Darren K. Carter / firstname.lastname@example.org / Home: 816.216.6003 Mobile: 512.897.7844 page two of three ASURION, INC. / Kansas City, MO (2007-2009) DIRECTOR OF FINANCIAL PLANNING & ANALYSIS Provided strategic financial planning and analysis in support of sales and market penetration initiatives. Conducted strategic analysis and provided recommendations on new business pricing and contract negotiations. Oversaw the quarterly and annual forecast process, including driving process improvements to reduce the forecast cycle. Led the development and direction of four senior financial analysts. Select Achievements: Developed a client profitability report enabling sales leaders to understand the profitability of each line of business for their clients. Provided the ability to see revenue, expenses, and key performance indicators, broken down by each line of business, to better drive and meet profitability targets. Developed a profitability forecasting tool that allowed each sales leader to understand the revenue, cost, and profitability projections driven by line of business initiatives Additionally, it provided executives a mechanism to set compensation targets for each sales vice president and helped reduce the annual forecast cycle by one month, a major process improvement. Piloted the development of individual forecasting and performance reports for each sales vice president regarding staffing and budgeting, allowing for increased accuracy for staffing and expense management. Spearheaded the development of a marketing funds reporting and tracking tool; provided oversight and accountability, which led to a more strategic use of funds between sales vice presidents and the marketing department. Co-led the implementation of a new pricing process, guaranteeing that each functional area provided their input into the service contract pricing procedure, resulting in increased profitability. DELL, INC. / Round Rock, TX (1997-2007) SENIOR PRICING MANAGER (2004-2007) Provided accurate and timely pricing analysis for low margin sales opportunities in support of a $7 billion business segment. Conducted strategic financial planning and analysis to drive balanced revenue and margin growth. Delivered presentations to communicate the ‘Dell Business Model’ to current and potential customers, as well as educating the sales organization. Supported an effective internal control environment through implementation process controls to ensure compliance with SOX 404 testing and adherence to corporate pricing policies. Led, directed, and developed a team of six senior financial analysts and received ‘CFO Award for Margin Improvement’ for 2005. Select Achievements: Improved the quality of business cases submitted by the sales organization through formal and informal training, improving sales team financial acumen and facilitating an improved decision process by senior leadership. Analyzed the level of margin a sales representative or account executive had the authorization to accept, improving gross margin by 200 bps. Restricted the amount of low or negative margin deals approved causing the sales organization to sell at a higher price point; resulted in the organization exceeding Q4 revenue projections by $20 million. Received ‘Manager of the Quarter Award’ in Q4 2006 for leadership in driving revenue and margin growth. Continued… Darren K. Carter / email@example.com / Home: 816.216.6003 Mobile: 512.897.7844page three of three DELL, INC. / Round Rock, TX (1997-2007) SENIOR FINANCIAL CONSULTANT (2003-2004) Provided strategic financial planning and analysis in support of a division generating $2 billion in revenue annually. Created productivity analysis and drove initiatives to improve sales representative productivity metrics, and assisted sales leadership in developing acceptable margins to drive aggressive new business initiatives. Collaborated with management team in scaling/maintaining cost control in the areas of variable selling expenses, marketing communications, and operational expenses. Select Achievements: Developed a comprehensive productivity model, allowing sales management to more accurately assess staffing needs, improve revenue and margin performance, measure the ramp timeline of new sales representatives, and uncover flaws in the staffing/forecasting models. Partnered with Dell Financial Solutions to provide leasing options to new customers, driving increased revenues by $5 million per quarter and increasing customer loyalty. Recipient of ‘Americas Finance Above and Beyond Award’ for productivity model and analysis. Additional Professional Experience: FINANCIAL PLANNING MANAGER/PLANT CONTROLLER (1999-2003) / Dell, Inc. / Nashville, TN FINANCIAL CONSULTANT (1997-1999) / Dell, Inc. / Round Rock, TX SENIOR FINANCIAL ANALYST (1997) / Allied Signal Commercial Avionics Systems / Lenexa, KS PLANT CONTROLLER, FINANCIAL ANALYST, PRODUCT CONTROLLER (1990-1997) Hallmark Cards, Inc. / Kansas City, MO EDUCATION UNIVERSITY OF KANSAS, Lawrence, KS MBA in Finance UNIVERSITY OF MISSOURI, Columbia, MO BA in Mathematics
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