resume zachary wieluns 2016

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Zachary Wieluns, M.A. (207) 939 9347 • [email protected] LinkedIn Profile SUMMARY Accomplished Financial Professional, characterized by a strong problem solving mindset, combined with a willingness to lead change. More than 7 years’ experience in the creation and maintenance of budgets, forecasts, trend analysis, expense reporting, and communication to senior leadership teams. Known for excellent organizational, communication and analytical skills. PROFESSIONAL EXPERIENCE TD Bank Corporate Finance, West Falmouth- Financial Analyst IV, VP: (2015 – 2016) Improved USTS Senior Leadership reporting and analysis of monthly financial results. Identified risks and opportunities to their budgets. All supported business partners met their 2015 productivity challenge as a result. Ensured a true bottom up plan submission by guiding each business area through 2016 budget planning process Acquired more areas of responsibility and trained new team members- Voice and Data accrual process, monthly reporting for Stores and Corporate Systems. Gained deeper knowledge on all finance systems (Essbase, GL transactions, Rivermine), and started education on the business case policy for project financial reviews. US Technology Solutions – Business Management & Governance Program Manager II, VP: (2013 – 2015) Prepared Executive level financial reporting with CIO level commentary and continue to communicate directly to senior leadership team regarding all monthly expenses and budget planning activities. Acted as spokesperson for financial related policies and procedures Controlled reconciliation of all resources including contractor conversion program. Added Information Management as area of responsibility; a complex, large organization in addition to Commercial Technology and Retail Technology. US Technology Solutions – Retail Technology Project Manager II, VP: (2012 – 2013) Promoted to Full-time Employee status retaining all responsibilities below Randstad (consulting company), Portland, Maine -TD Bank US Technology Solutions, Project Control Officer III, Financial Controls: (2011 – 2012) Created Sr. Manger Operating Budgets No prior accountability or reporting was in place. Identified variances and address the "why" they were occurring. Worked with Sr. Leaders and management team to enact process and accountability changes within the group Ensured accurate status reporting on Front Office headcount by managing HR open requisitions with each Sr. Manager, which enabled managers to better forecast their resource allocations

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Page 1: Resume Zachary Wieluns 2016

Zachary Wieluns, M.A. (207) 939 9347 • [email protected] LinkedIn Profile

SUMMARY

Accomplished Financial Professional, characterized by a strong problem solving mindset, combined with a willingness to lead change. More than 7 years’ experience in the creation and maintenance of budgets, forecasts, trend analysis, expense reporting, and communication to senior leadership teams. Known for excellent organizational, communication and analytical skills.

PROFESSIONAL EXPERIENCE

TD Bank Corporate Finance, West Falmouth- Financial Analyst IV, VP: (2015 – 2016) Improved USTS Senior Leadership reporting and analysis of monthly financial results. Identified risks and

opportunities to their budgets. All supported business partners met their 2015 productivity challenge as a result. Ensured a true bottom up plan submission by guiding each business area through 2016 budget planning process Acquired more areas of responsibility and trained new team members- Voice and Data accrual process, monthly

reporting for Stores and Corporate Systems. Gained deeper knowledge on all finance systems (Essbase, GL transactions, Rivermine), and started education on

the business case policy for project financial reviews.

US Technology Solutions – Business Management & Governance Program Manager II, VP: (2013 – 2015) Prepared Executive level financial reporting with CIO level commentary and continue to communicate directly to

senior leadership team regarding all monthly expenses and budget planning activities. Acted as spokesperson for financial related policies and procedures Controlled reconciliation of all resources including contractor conversion program. Added Information Management as area of responsibility; a complex, large organization in addition to

Commercial Technology and Retail Technology.

US Technology Solutions – Retail Technology Project Manager II, VP: (2012 – 2013) Promoted to Full-time Employee status retaining all responsibilities below

Randstad (consulting company), Portland, Maine -TD Bank US Technology Solutions, Project Control Officer III, Financial Controls: (2011 – 2012)

Created Sr. Manger Operating Budgets No prior accountability or reporting was in place. Identified variances and address the "why" they were occurring. Worked with Sr. Leaders and management team

to enact process and accountability changes within the group Ensured accurate status reporting on Front Office headcount by managing HR open requisitions with each Sr.

Manager, which enabled managers to better forecast their resource allocations Through behavioral change message reduced Telephone charges down from a high of $34k to an almost equal

variance of $22k Worked with Core Banking to have all FIS related material included on the Front Office Sharepoint site for a one

stop shop for the status and backup material for SOW's , SOW invoices, Batch Cycle Costs and PCH charges Mentored and managed Front Office interns for two consecutive years; assigned tasks, Facilitated invoice processing directly with all major vendors, handled disputes, verification and process change:

Identified and eliminated millions of dollars of unpaid invoices resulting in penalty costs, created accountability and audit trail

NeoNiche Strategies, LLC, Arlington, Virginia, Partner, Chief Finance Officer: (2010 – 2011)

● Grew company revenue by 5-fold over six month targeted growth period ● Directed oversight of business operations, including logistics, intellectual & physical property management● Developed employee work and performance plan development● Directed all invoicing and reporting for all clients: Arlington County’s Car-Free Diet http://carfreediet.com/,

BikeArlington http://www.bikearlington.com/, goDCgo http://www.godcgo.com/● Managed internal, client, and partnership materials as it relates to execution of agreements and contracts

Zachary Wieluns (207) 939 9347 Page 2

Page 2: Resume Zachary Wieluns 2016

● Managed sourcing vendors, including accountability, distribution, equipment, financial institutions, insurers, payroll, phone/internet, printers, supplies and wearables

● Controlled distribution and management of 25-50 contractors and employees

IFS Capital, LLC, Portsmouth, New Hampshire, Finance Manager: (2009 – 2010)

Responsible for development of company client services and new client acquisition and retention Secured more than $300mm in funding requests in first 6 months Accounted for over 100 new clients contacts, developed company reporting standards Achieved status as Senior Finance Manager with highest number of contracts closed in first 6 months Managed all new investor projects ranging from $5mm-$300mm

IBM/LENOVO, Bratislava, Slovakia, Global Accounts Fulfillment Manager: (2006 – 2008)

Manager of Platinum Accounts and Executive Focus Accounts (Top 300 global accounts) directly responsible for 10 accounts targeting $1.5 million per month in revenue including Deutsche Bank, Ernst & Young, Credit Suisse, BMW, Allianz, Henkel, Barclays, CSC, Metro AG, Daimler

Team leader for German fulfillment region, department comprised of over 100 accounts and 8 team members Maintained 95% or above serviceability for each account Drove Sales and GSC to meet 10-day SLA performance and customer specific SLA requirements Coordinated daily team meetings for German team and remote account meetings for EMEA regional accounts Established training program for new team members and facilitated training of regional fulfillment teams 80+

employees

JACOB FLEMING GROUP, Bratislava, Slovakia, International Conferences Project Manager: (2005 – 2006)

Project managed 4 international chemical industry events for c-level executives including market research development, conference topic and agenda development and sales strategy

Directed event site management and for 150+ conference delegates during the two day events Developed and lead speaker acquisition, sponsorship and marketing campaigns Assisted with sales of delegate positions and logistical management

EDUCATIONMaster's Degree in Euroculture from the University of Groningen, the NetherlandsBachelor of Arts in History from Colby-Sawyer College, New London, New Hampshire

PROFESSIONAL DEVELOPMENTLean six sigma yellow belt, Six Sigma Academy, Bratislava Slovakia: ITIL 2011 Foundation Certification

TECHNICAL SKILLSProficient in Microsoft Office Suite including: Word, Excel, Outlook, Access, Visio, PowerPoint; LotusNotes 7, MINITAB 15.1, SAP R/3, Apple OS X, TD finance systems

Languages: Native English, advanced intermediate in Slovak, beginner proficiency in Dutch.

PUBLICATIONS “Commentary: “Slovakia's new rulers, strange bedfellows” for the ISN (International Relations and Security Network) “Security Watch” web publication: http://www.isn.ethz.ch/isn/Current-Affairs/Security-Watch/Detail/?id=52544&lng=en :

2006 PERSONAL ACCOMPLISHMENTS

Competitive Ultra Runner and endurance athlete (running races of 50k, 50 miles, 100k, and 100 miles), subject of widely acclaimed documentary http://www.100headheartfeet.com/ : (2008 – Present)