Ramona M. Shelton-Finch
2708 Olive Lane
Santa Ana, CA 92706
Home: [Send email to request phone number] 58.1041 Cell: [Send email to request phone number] 18.8888
E-mail:
SUMMARY
Financial professional with proven success researching, analyzing and
synthesizing data to develop business recommendations that achieve positive
results. Incisive thinker with demonstrated abilities in program development,
management & GAAP reporting, budgeting and variance analysis. Experienced in:
* Departmental Financial Support
* Strategic Planning/Business Plans
* Financial Reporting/Analysis
* ERP System Implementation
* Capital Expenditure Analysis
* Budgeting & Forecasting
PROFESSIONAL EMPLOYMENT HIGHLIGHTS
QUINN GROUP, INC.
2007 to present
A privately held reseller of Caterpillar Inc., products, parts and service in
Southern and Central California.
Senior Financial Analyst
Responsible for the preparation of accurate and timely financial reports - bank
compliance, monthly senior management package, and financial statement
consolidation.
* Track and measure actual performance to plan, conduct trend analysis and
performance benchmarking.
* Responsible for income statement and balance sheet annual budget & quarterly
forecast.
* Prepare quarterly board of directors and audit committee materials -
commentary, key metrics.
* Led budget process re-rengineering and planning software evaluation.
* Implemented driver based budgeting, rolling forecast model and what-if
scenarios of multi-year plan.
* Identified, recommended and implemented cost containment strategies resulting
in savings over $100k.
* Analyzed potential acquisition target for CEO, CFO and operational leadership
team.
WELLS FARGO BANK
2005-2007
Premier Banker
Provide broad base of financial and credit services to affluent customer
segment. Exceeded loan volume by more than 50% in first year. Achieved Silver
Achievement level for sales volume.
STEELCASE INC., Grand Rapids, Michigan (headquarters)
1993-2002, 2004 Position eliminated in corporate downsizing
A Fortune 500 company that manufactures architecture, furniture and technology
products for office environments.
Senior Business Analyst/Dealer Consultant
Position served as interim General Manager for dealerships during transitions.
Maintainted the performance, profitability and continuity of
resellers/dealerships by providing expertise in one or more functional areas.
* Participated in acquisition team by providing in depth market analysis with
five year pro forma to a potential new dealer/reseller that led to the sale of an
$80MM enterprise.
* Achieved a 10-day reduction in DSO balance by evaluating and identifying
effectiveness of the invoicing, credit and collections processes and customer
contract terms.
* Partnered with 6 independent business owners to develop strategic plans and
annual sales & marketing
plans as required to maintain authorization status.
* Contributed to the generation of $50MM in brand sales through the development
and implementation
of a merchandising & marketing program for 24 retail sites.
Manager, Finance & Accounting - Business Unit (Start Up)
As part of the leadership team, managed the financial planning process, monthly
close, accounting and reporting activities. Developed financial policies, cost
containment practices, and incentive program aligned with strategic goals.
* Responsible for business unit budgeting, forecasting, month-end close and
financial reporting.
* Formulated economic decision and pricing models to analyze potential business
opportunities to meet or to exceed profitability targets.
* Supervised staff responsible for general ledger account reconciliation, A/P,
A/R.
* Piloted the use of SAP enterprise software later adopted by the parent
corporation.
* Managed and trained administrative staff to support other functional areas.
Senior Financial Analyst (located at headquarters)
Worked with internal audit and accounting to improve reporting processes while
ensuring adherence to GAAP and internal controls.
* Responsible for income statement consolidation of all domestic and
international business units.
* Directed, controlled, and administered corporate planning process.
* Led annual budget and monthly forecast process - templates, timeline, and
consolidation.
* Participated in long term strategic planning by providing market analyses and
financial modeling.
* Participated in process improvement team that reduced month end close cycle
from 11 to 4 days.
* Worked on company dashboard of key performance metrics for executive
management review.
EDUCATION
M.B.A., Finance, University of Texas
M.A., International Business, University of Texas
B.A., Economics, Dartmouth College
Series 7 License
PROFESSIONAL TRAINING & DEVELOPMENT
Leadership Development
Stanford University Summer Executive Institute
Center for Creative Leadership - Leadership Development Program
Organizational Improvement
Northwestern Kellogg School Executive Program - Growing the Top Line Profitably
Rummler-Brache Process Improvement Workshop
Advanced Computing
Extensive experience with a variety of computer applications - Microsoft
(Outlook, Excel, Access, Word, PowerPoint)
Experience with SAP, Cognos, CODA ERP (AS/400), SQL
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