gregory lomelin

* Facilitated personal financial planning including five main areas: Tax, Retirement, Investment, and Estate Planning, as well as Risk Management and Insurance Services * Authored an internal piece on qualified education expenses which is used to propose 529 plans to prospective clients * Summarized estate plans and made re-balancing recommendations for portfolios * Worked proficiently with spreadsheets, databases and other proprietary softwares * Facilitated and synthesized information to and from tax returns and functioned as analytical support

* Conduct business analysis utilizing company scorecards and reports to identify opportunities among key performance indicators (Turn Time, AT Days Out, Ship to Client, Net Promoter Score, Services Attachment Rate) * Actively manage 2.5 million in warranty and service sales annually, effectively 10% of total store revenue * Selected as a test location for current and future service innovations by consistently performing in the 95th percentile * Motivate, inspire, and coach behaviors that lead to maximum performance and ensure a positive client experience * Analyze process breakdowns to develop action plans behind operational weaknesses * Profit and loss ownership including expenses, labor management ($390,000 annually), and forecasting

* Previous job titles include: Tablet Specialist, Apple Specialist, Sales Lead, and Advanced Repair Agent * Oversaw the successful application of a new sales model created by over 40 million dollars of R&D * Analyzed sales data to identify trends and opportunities to present to Apple’s Territory Manager to facilitate and guide the successful re-launch of Apple products at Best Buy * Compiled a team based business plan focusing on positive comps, revenue growth of 10% quarterly, as well as attachment revenue of 35% of total sales, through the coupling of in-store marketing with high velocity item research

* Perform month-end closing, account reconciliations, expense analysis, and financial and operational reporting * Apply principles of cost accounting to develop product costs, labor and overhead rates. * Analyze and prepare reports of actual manufacturing costs and compare standard costs to actual production costs. * Provide timely and accurate financial and operational reports. * Assist in review of information related to cost of sales, closed work order variance and gross margin exception analysis for reasonableness. * Audit and reconcile physical inventories. * Variance and root-cause analysis. Recommend process improvements and corrective actions for problem areas. * Participate in the planning, budgeting, and forecasting process. * Manage the entire fixed assets cycle (capital appropriations, CIP tracking, capitalization, asset disposals and cycle counts). * Validate and track site cost reduction initiatives. * Assist in the Annual Sarbanes-Oxley Assessment & Testing requirements.

Master Planner at Sagem Avionics, LLC