Mickey Shaughnessy is a financial planning and analysis manager with over 15 years of experience seeking a new opportunity in the Atlanta region. He has held various finance and business analysis roles at JPMorgan Chase, Rexam Inc., United Business Media, Asbury Automotive Inc., and Symbol Technologies Inc. Shaughnessy has a proven track record of developing budgets and forecasts, creating senior management reports, and implementing new reporting systems. He holds a Bachelor of Science degree in Applied Math and Statistics from SUNY Stony Brook.

1. Mickey Shaughnessy
1661 Old Country Road Riverhead, NY 11901
Phone: (631.942.0432) email: shaughm2004@gmail.com
Objectives
Financial Planning&AnalysisManagerwithover15 yearsexperienceinreportingandstrategicanalysisis
currentlyseekinganopportunityinthe Atlantaregion. Skill setincludes:DataMining& Analysis,Budgeting&
Forecasting,PowerPointPitchDesign,SeniorManagementReporting&Communications,SAP,Oracle,Hyperion
& MicrosoftOffice.
Experience
VP – BusinessSupport/ Financial Planning& Analysis Manager (BusinessOperations) (2011 – Current)
JPMorgan Chase (Brooklyn,NY11245)
Auto Finance BusinessSupport Manager (Promoted2013 – Current):
 Manage WeeklyCEOUpdate Process: Ensure CEO isfullybriefedweeklyonthe pulse of AutoFinance by
consolidatingandsynthesizingweeklyupdatesfromseniorleaders(Finance,Risk,Controls,HR,& Legal.)
 Ensure QualityControl for all Reporting& Presentations:Ensure appropriate level of transparencyinall
reportingforseniorexecutivestoCEO(review/designreporting.) Workwitheachseniorleaderand
ensure the message iscrisp,onpointandappropriate forthe audience level(supportECM’sto go from
ideato crisppresentation.)
 Act as Central BusinessKnowledge Source:Attendall seniormanagementbusinessreviewstoattainfull
knowledge of the autobusiness.Askquestions,critique,consultandensure companyassetsand
resourcesare appropriatelyallocatedtoensure the businessismovinginthe directionoutlinedinthe
goalsand objectives.
 Critical Deliverables:MonthlyCEOBusinessReview,QuarterlyBoardScorecard& WeeklyCEODeck
Auto Finance P&A Finance Manager (2011 – 2013):
 Maintain & Challenge Loan OriginationRollingForecast: collect,consolidate,challenge forecastby
weighingagainstcurrentmarketconditions,statistical variablesandlongtermtrends.
 Ensure QualityBudgeting: bycomparingsubmissionfromLOB’stocurrentmodel forecastandpredicted
statistical variablesincludingeconomicindicators.
 Redesignall Senior ManagementReporting:improve qualityandtransparencyinall reportingand
analysis(myeffortsinthe redesigncontributedtoapromotionintomycurrentposition.)
 Critical Deliverables:Annual BudgetDevelopment&Upload,RiskWeightedAssetManagementin
accordance withFederal Capital Requirements&Regulations(DoddFrank),MonthlyCEOBusiness
Review&QuarterlyBoardScorecard
Sr. Financial Analyst/Manager (Financial Planningand Analysis) (2010 – 2011)
Rexam Inc. (Thomaston,CT06787)
Sr. Financial Analyst/Manager (Hiredbyformermanagerat AsburyAutomotive2010 – 2011)
 Ensure Successful ImplementationofProcessImprovementsforall Reporting:improve qualityand
transparencyinall reportingandanalysisbyutilizingHyperion system,whichallowsmore time for
analysisandvariance investigation.
 Ensure QualityControl for all Reporting:Improve qualityandinsightintoall reportingbydigginginto
productionprocess,includingpotential costsavings(forexample supplychain analysisandproduction
waste recycling.)
 Ensure Smooth Transitionto NewReporting System:Facilitate the Hyperionreportingsoftware
implementationbymappingall SAPGLaccounts to HyperionFinancial Systems,allowingforbetter
forecastinganddata trendinginsight.
 Critical Deliverables:Management&Financial DirectorPackage &HyperionImplementation

2. Mickey Shaughnessy
1661 Old Country Road Riverhead, NY 11901
Phone: (631.942.0432) email: shaughm2004@gmail.com
2
Experience
Business/Finance Manager(Corporate Finance) (2007 – 2009)
UnitedBusinessMedia(Manhasset,NY11030)
Business/Finance Manager(2007 – 2009):
 Maintain Budgeting& Reporting for BusinessUnit: Ownerand CFOfor all budgeting,forecastingand
oversightof entire businessunit.
 Analysisof Process Improvements& SystemsUpgrades: Research,suggestandweighsystemupgrades
and processimprovements.Onvotingcommitteeforsystemupgradesandcapital investments.
 Ensure Smooth Transitionto NewReporting System: Facilitate the Cogno’sreportingsoftware
implementationbymappingall Oracle GLaccounts to Cogno’sFinancial Systems,allowingforbetter
forecastinganddata trendinginsight.
 Critical Deliverables:Finance ReportingPackage,SalesForce Forecasting&Congo’sImplementation
Financial Analyst (Financial Planningand Analysis) (2005 –2006)
Asbury Automotive Inc. (NY,NY 10017)
Financial Analyst (2005 – 2006 company movedto Georgia):
 Maintain Budgeting& Reporting for all DealershipGroups:Budgeting&forecastingoversightand
consolidationof all businessunitsaspart of budgetprocess.Provide DealershipPlatforms&CEO’swith
budgetingandforecastingsupport.
 Make Strategy Suggestions:Mine US Departmentof Labor/CensusStatisticsfornew dealership
locationsandguide Asburytoallocate investmentandexpansionresources.
 Critical Deliverables:Boardof DirectorsPackage,BudgetPackage &Data MiningforStrategy
Financial Analyst (InvestorRelations) (2001 – 2005)
Symbol TechnologiesInc. (Holtsville,NY)
Financial Analyst Investor Relations (2003 promoted – 2005):
 Participate inCreation/Functionof CompetitorAnalysisDepartment: Departmentasa product of my
newlycreatedCompetitive Analysis.Tasksincludethe following:Listeninoncompetitioncallsand
provide analysisaftereachcompetitorreleasesearnings, provide suggestionsandanalysisof current
and future strategyforcompetition.
 Preparation of External Reporting: Prepare earningscall presentation,scriptandkeyfactsfor CEO’s
Earningscalls(example:provideCEOwithanticipatedquestionsandanswersforcall.)
 Critical Deliverables:QuarterlyEarningsRelease &QuarterlyAnalysisof CompetitionWrite-up
Financial Analyst FP&A(2001 – 2003):
 Maintain Budgeting& Reporting for BusinessUnits:CFO forall budgeting,forecastingandoversight.
 Create Competitive Analysis: Development&implementationof financial comparativeanalysisforCEO
usingcompetitorinformationfrom10Q’s& 10K’s. Developstrategyforkeycompetitorsbyidentifying
bestinclass and planof actionto deal withcompetition.Provideplanforallocatingresources.
 Critical Deliverables:Comparative Analysis,Budgeting&Forecasting&Boardof DirectorsPackage
Academic Education
SUNYStony Brook (State Universityof NewYork at Stony Brook)
Bachelor of Science inAppliedMath and Statistics (2002)
 Cumulative GPA:3.74; Major GPA: 4.00
 RelatedCourses:DataAnalysis,Financial,Managerial andIntermediate Accounting