Joseph W. Smith

jwsiv88@gmail.com

PROFESSIONAL OBJECTIVE:

A career-directed position where my experience as a BUSINESS ANALYST and a SENIOR

FINANCIAL ANALYST, with CPA and MICROSTRATEGY REPORT DEVELOPER certifications,

can be effectively utilized in the corporate or public sectors to improve operational and reporting

efficiencies, to support business decision making, and to sharpen focus on maximizing profits.

SUMMARY OF QUALIFICATIONS:

Successful business professional qualified by extensive visible achievements in Workflow

Management, Process Improvements, Financial Reporting, Data Warehouse and Business

Intelligence Systems.

Demonstrated accounting, financial, and technical proficiency with expertise in Excel 2010

(including PivotTables and creating advanced macro-driven templates from scratch), Access,

PowerPoint, and Word; DOS batch files, VB scripts, Client Access, Adobe Acrobat, HTML;

accounting software including Lawson, JDA, McCormack & Dodge, Great Plains, RealWorld,

Oracle, Hyperion Enterprise, Essbase, Retrieve; AS/400, COBOL, SQL, Query/400,

MicroStrategy, Teradata, various report writers and data dictionaries. My broad-based and

flexible skill set facilitates quick delivery of results in diverse situations. I constantly seek new

uses of technology to provide solutions to meet the challenges of today and tomorrow.

PROFESSIONAL EXPERIENCE:

2012 to

2014

SOFTWARE DEVELOPMENT SPECIALIST, CareWorks Technologies (Columbus, Ohio)

  · Consulting engagement with Limited Brands, La Senza, and International Export Group

(IEG). Worked on multiple projects requiring advanced Excel 2010 and Access macros and

development of new Assortment Planning and Reporting tools, using Visual Basic

programming along with Query Tables and PivotTables for reporting.

  · Delivered dynamic user-friendly tools to plan and report store level product allocations by

partner franchisee and push results to an Oracle database for higher level roll up reporting.

  · Initial project and user acceptance testing completed October 2012 with excellent feedback

and no major callouts.

  · Significant accomplishments: New assortment tool for IEG that submits to an Oracle

database for roll up reporting; Lump Sum refresh and submit, automated Size Break

workbooks; TXT file extracts of Size Breaks to import to SAP and the new La Senza Global

consolidation tool; Assortment data building and pivot reporting; Item master database

creation and update process; Country budget workbook enhancements and consolidation;

Line Plan choice validation; VBA program to populate SLR reports with Line Plan data;

Automated Units Per Average Store reports by country/group; a Top 25 Styles report, using

PivotTables linked by slicers, for any range of weeks from an OLAP cube; Weekly Store

Sales Report with back door queries to the new data warehouse; extracted data from multiple

workbooks using both VBA and SQL, then summarized with PivotTables; various other ad

hoc reporting requests, process improvements, troubleshooting, and training.

  · Based on my outstanding performance, the initial 8-week contract was extended multiple

times, ultimately lasting 18 months. After the assignment ended, I was involuntarily

terminated from CareWorks Technologies, due to lack of work.

2008 to

2012

BUSINESS ANALYST - IT, Lane Bryant, division of Ascena Retail Group. (Columbus, Ohio)

  · Major responsibilities: reporting tool development for diverse functional areas, instructor for

advanced Excel and MicroStrategy training, business decision support, customer support,

system troubleshooting, project management, and automating processes.

  · Consistently met and exceeded management and business expectations for fundamental

competencies in areas of teamwork, strategic thinking, customer service, credibility, integrity,

and results orientation. I served internal customers in different functional areas including,

Finance, Planning, Allocation, Marketing, Merchandising, and Sourcing.

  · Expert at retrieving data from multiple sources using structured query language (SQL) and

summarizing using advanced Excel and Access tools like PivotTables, array formulas, VBA

programming, etc.

  · Created an Excel tool for merchants and marketing to easily track attributes for products

featured in our monthly catalogue magazines. Other tools I have produced include Allocation

Effectiveness Reporting and Ladder Planning at the style/fabric level.

  · Won the President’s Award in 2009 for delivering a product assortment planning tool to the

Smith, Joseph W.

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business that helped complete its transition toward vertical product development. This included

a process to easily roll up the different areas of business and prepare reliable high level

summary reporting that decision makers never had and desperately needed.

2003 to

2008

2002 to

2003

SENIOR CONTROL OFFICE ANALYST, Value City Department Stores (Columbus, Ohio)

  · Responsible for merchandise and markdown planning, forecasting, and reporting systems

design and roll-out, supporting 50+ end users. Also ad hoc reporting using Excel and Access.

  · Business ceased operations and filed for bankruptcy in October 2008.

SENIOR FINANCIAL ANALYST, Exel Logistics - Americas, (Westerville, Ohio)

  · Contributing member of the Financial Planning and Analysis team responsible for supporting

internal customers overseeing $6 billion in revenue worldwide.

  · Delivered optimal internal customer service by anticipating needs and providing reporting,

budgeting, and analysis solutions in multiple currencies using Hyperion Enterprise, Essbase,

and Retrieve.

  · Analyzed lease commitments, prepared statutory reporting, and inter-company consolidations.

  · Office moved to another county, which created a commuting hardship.

1996 to

2001

SUPERVISOR, MANAGEMENT REPORTING, Value City Department Stores (Columbus, Ohio)

  · Planned and designed sophisticated time-critical reports, including internal financial statements,

to support executive and management decision making for this $1.8 billion public company.

Imported detail from accounting systems and presented it with spreadsheets.

  · High profile position who assisted CFO, Controller, and Accounting Directors with analyses and

special projects, including intra-period flash reporting, variance analyses, distribution efficiency

reporting, payroll budgets, forecasts, and Board presentations. Trained and supervised four.

  · Developed and implemented online reporting of financial performance and inventory levels,

using Adobe Acrobat and indexed using HTML for ease of access on secured intranet servers.

Eliminated significant expense of publishing and distributing forty 300 page books every month.

  · Key contributing member of a reporting solutions team responsible for software conversions

and upgrades: Lawson Accounting and JDA Inventory Management Systems.

  · Position among 25% eliminated due to corporate restructuring and cost reduction measures.

1985 to

1993

MANAGER, ACCOUNTING SYSTEMS, Home City Ice Co. (Cincinnati, Ohio)

  · Managed all accounting functions for this $10 million ice distributor, including accounts payable,

payroll, cash and other balance sheet reconciliations, fixed assets, general ledger, financial

statement preparation, payroll, sales and fuel use tax returns. Automated many clerical

functions, improving accuracy and saving costs. Trained and supervised four.

  · Headed downsizing efforts from a costly, obsolete NCR mini-computer system to the distributed

processing environment of a Novell network resulting in increased efficiency and reduced cost.

  · Directed evolution of accounting functions from a manual system, through a self-developed,

semi-automatic system using Lotus 1-2-3, to the final objective of a fully-automated, integrated,

computerized system using Great Plains and RealWorld accounting software.

1993 to

1995

OTHER PROFESSIONAL EXPERIENCE:

  · Accountant, Roundy's, Cardinal Foods Division, Financial Services Dept. (Columbus, Ohio)

  · Accounting Coordinator, Delta Marine (Brice, Ohio)

  · Accounting Systems Consultant, F.G.S., Inc. (Portsmouth, Ohio)

EDUCATION AND CERTIFICATIONS:

B.S.B.A. in ACCOUNTING

The Ohio State University, Columbus, Ohio

Certified Public Accountant (Inactive)

Ohio License Number: CPA.46560

ACHIEVEMENTS:

Recognized nationally in LOTUS magazine for spreadsheet application (January 1990, page 99)

and ExcelTips weekly newsletter (2003 to present); second ever finance associate of the month

at Value City Department Stores (May 1997); President’s Award winner at Lane Bryant (October

2009); received collegiate academic honors: Dean’s List, Alpha Lambda Delta, Phi Eta Sigma;

achieved Boy Scouts of America Eagle Scout award.

MicroStrategy 9.3 Certified Report Developer