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David
US-Ohio-Northwest
Supervisor, Bay Shore Business Services
Highly motivated Business Analyst / Supervisor with extensive management experience and extensive experience in long-range planning, forecasting, process improvement, financial management reporting, and budget & cost commitment management. I have a proven track record working with Business Units to consistently achieve annual budget/forecast targets. I attribute my success in these areas to excellent communication and customer service skills, as well as building productive relationships within a team environment. I am looking to connect with a company, such as yours, where I can continue to utilize my energy and expertise.
Analyst, Senior Analyst, Business Supervisor, Assistant Controller
DAVID J. BURKART
2438 Cross Ridge Rd. (H) 419-873-5338 (C) 419-343-7861
Perrysburg, OH 43551 dave_burkart@hotmail.com
Senior Business Analyst, Business Supervisor, Assistant Controller
SUMMARY
Highly motivated Business Analyst / Supervisor with extensive management experience. A committed team player who builds positive relationships at all levels. Proven track record working with business units to consistently achieve annual and long-range operational and financial goals and objectives. Demonstrated ability to complete multiple assignments, meet deadlines and achieve results. Extensive knowledge and experience in the following areas:
Integrated Solutions: SAP & Oracle (financials, work management, supply chain), PowerPlant (fixed assets)
Microsoft Office: Access, Excel, PowerPoint, Work
Budgeting, forecasting, and long range business plan development
Process improvement
Operational and financial performance tracking and metrics
Fixed asset accounting and accounts payables
PROFESSIONAL EXPERIENCE
FIRSTENERGY (formerly Toledo Edison); Akron, OH
A diversified energy company whose subsidiaries and affiliates are involved in the generation, transmission and distribution of electricity, as well as energy management and other energy related services. Fifth largest investor-owned electric system in the United States.
Supervisor Business Services, Bay Shore, FirstEnergy Fossil
2001 2009
Managed a staff of two in business services activities, including long range planning, operational and capital budgeting, forecasting, commitment tracking, financial reporting, fixed asset accounting, month-end closing activities, and accounts payable.
Championed the successful rollout and implementation of SAP, including training coordination and establishing budget/cost collection codeblock.
Provided cost analysis support for the implementation of the Toyota Lean Workflow Optimization Process, including SMED (Single Minute Exchange of Die).
Implemented a real-time budget commitment tracking process resulting in:
o Improved cost control, and in the plant consistently achieving annual budget/forecast targets ($100K avg. annual budget underrun).
o Improved forecasting of quarterly and year-end costs.
o Improved monthly cost accruals.
Championed, with plant management, process improvements enabling the plant to consistently achieve financial/operational goals and objectives:
o Improved budget oversight and controls.
o Developed results-driven five year business plans.
o Reinforced ownership and accountability for management of the annual Operation and Maintenance and Capital budgets ($25M-$40M).
Distributed financial management reports (weekly, monthly, quarterly and annually) with detailed budget variance analyses, enabling management to determine corrective actions to manage within prescribed budget targets.
Maintained 100% compliance with GAAP, SOx, and internal policies and procedures based on results of operational audits.
Supervisor Business Services, Davis-Besse, FirstEnergy Nuclear 1988 2001
Managed staff of six in business services activities, including long range planning and reporting, capital budgeting, forecasting, fixed asset accounting, month-end closing activities, and accounts payable.
Realized $3 million savings in federal tax savings in one year, with ongoing savings, by leading an eight-member team on a Deloitte & Touche Investment Tax Credit audit.
Achieved $110K in ongoing annual savings as a result of vendor invoice adjustments.
Achieved a $5 million reduction in property tax valuations as a result of a review, with Corporate Tax Department, of Ohio Tax Codes regulating taxable plant and equipment.
Directed the development of the Ten-Year Capital Long-Range Plan.
Conducted monthly capital project review meetings with Plant Directors and Project Managers insuring that budget, costs and operational goals were being achieved.
Other Experience
Supervisor, Property Accounting, Toledo Edison
Managed all aspects of fixed asset accounting nuclear and fossil plants, transmission and distribution plant, general plant equipment.
Budget Analyst, Toledo Edison
Budget and Accounting team member performing functions associated with budgeting, internal and external financial and regulatory reporting, fixed asset accounting activities, electric rate cases, and depreciation studies.
EDUCATION AND PROFESSIONAL DEVELOPMENT
Bachelor of Science Degree, Business Administration, Major in Accounting
Bowling Green State University, Bowling Green, OH
Professional Training
Completed more than 25 external and company-sponsored training courses in a variety of subject areas including:
Management I (University of Toledo)
Management II (University of Michigan)
Diversity Training, Working With Multi- Generations
Time Management
7 Habits of Highly Effective People
Managers In Action
Managing Difficult Employees
Change & Conflict Management
Effective Communications
Exceptional Customer Service
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