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William lockeresumejune2016li-160602120012-
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WILLIAM LOCKE
blockeisu@hotmail.com
www.linkedin.com/in/billlocke07
A resourceful project manager and financial analyst with a passion for financial analysis and
manufacturing, I am seeking a position in financial analysis or supply chain where I can use my
diverse experience to positively contribute to an organization’s strategic goals and profitability.
EMPLOYMENT HISTORY
PNC Bank, Highland Hills, Ohio December 2014 to Present
Operations Production Support Specialist
 Reduced consumer loan rate errors at branches nationwide by more than 25% through a
more efficient audit report process by adding additional electronic validations
 Improved loan rate calculation process, making it more accurate when my team updates
the bank’s loan product rates nationwide
 Working with multiple departments while analyzing loan and deposit rates to ensure
precision, profitable margins and competitive rates
 Led a team project to ensure our department was prepared for first federal interest rate
increase in 8 years by creating new procedures and policies, impacting hundreds of
different bank products
STERIS Corporation – Medical Devices Mfg, Mentor, Ohio January 2008 to December 2014
Production Inventory Analyst January 2013 to December 2014
 Reduced raw materials inventory levels by more than $2 million within the
manufacturing facility and warehouse working with several department leaders
 Developed a new process and led a multi-departmental meeting to track weekly scrap
material, which led to savings of more than $500,000
 Implemented the inventory analysis within the ERP system during a Lean event to
properly store and purchase supplies, resulting in a savings of more than $200,000
 Improved standard cost accuracies for chemicals within the production facility by
correcting variable costs
 Took on additional roles and led projects in creating the planning schedules for materials
and manufacturing work orders, while also developing forecasts for chemical products
Business Analyst September 2009 to October 2010
 Worked closely with Latin America Vice President and Vice President of International
Sales to ensure accurate reporting and provided strategic analyses to both executives
 Established a new report used by sales managers and Vice Presidents which tracked
capital and consumable sales for all domestic and international regions, as well as
expected sales within the current fiscal year
 Analyzed, budgeted and forecasted financial and sales data for the largest production and
manufacturing units within the corporation on a monthly, quarterly and annual basis
 Collaborated with marketing and sales teams to create new pricing models and new
standard costs for new products to ensure highest possible gross margins and sales
William lockeresumejune2016li-160602120012-
reupload Page 2 of 2
Payroll Accountant January 2008 to September 2009, October 2011 to January 2013
 Analyzed and prepared taxes for local, state and federal agencies throughout the United
States and Canada
 Worked closely with accounting, accounts payable, accounts receivable and treasury
departments to ensure accurate cash balances, while helping them to reconcile cash
general ledger accounts
 Improved account reconciliation processes by preventing potential issues from happening
which may leave accounts inaccurate for long periods of time
 Decreased tax expenses by more than $20,000 for 2012 by making voluntary tax
payments to reduce tax rates
Iowa State University Foundation, Ames, Iowa October 2010 to October 2011
Accountant
 Processed donations for trusts, gift annuities and bequests exceeding $10 million dollars
 Analyzed and prepared reports of physical and non-tangible gifts
 Analyzed significant estates donated to the University and maintained a record on the
status of those gifts to more efficiently track estate and trust gifts
 Collaborated with attorneys, Foundation staff and surviving family of donors to more
efficiently collect funds bequeathed to the University
 Streamlined preparation of tax returns for Foundation and its major donors
EDUCATION / CERTIFICATIONS
APICS CPIM - Anticipated completion summer 2017 (three of five exams completed; BSCM,
MRP, DSP)
Lean Six Sigma Green Belt; 2009
Master’s Degree in Business Administration; 2009
Lake Erie College, Painesville, Ohio
Bachelor of Science, Finance; 2007
Iowa State University, Ames, Iowa
MEMBERSHIPS AND TECHNICAL SKILLS
 Member, APICS, Cleveland Chapter
 Microsoft Office Suite (Excel – Advanced, Word – Advanced, PowerPoint, Access,
OneNote)
 Intermediate skills in Informatica, Oracle, AS400, Crystal Reports
 Forecasting, budgeting, demand planning, inventory analysis and financial analysis
skills

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Locke resume june 2016 (li)

  • 1. William lockeresumejune2016li-160602120012- reupload Page 1 of 2 WILLIAM LOCKE blockeisu@hotmail.com www.linkedin.com/in/billlocke07 A resourceful project manager and financial analyst with a passion for financial analysis and manufacturing, I am seeking a position in financial analysis or supply chain where I can use my diverse experience to positively contribute to an organization’s strategic goals and profitability. EMPLOYMENT HISTORY PNC Bank, Highland Hills, Ohio December 2014 to Present Operations Production Support Specialist  Reduced consumer loan rate errors at branches nationwide by more than 25% through a more efficient audit report process by adding additional electronic validations  Improved loan rate calculation process, making it more accurate when my team updates the bank’s loan product rates nationwide  Working with multiple departments while analyzing loan and deposit rates to ensure precision, profitable margins and competitive rates  Led a team project to ensure our department was prepared for first federal interest rate increase in 8 years by creating new procedures and policies, impacting hundreds of different bank products STERIS Corporation – Medical Devices Mfg, Mentor, Ohio January 2008 to December 2014 Production Inventory Analyst January 2013 to December 2014  Reduced raw materials inventory levels by more than $2 million within the manufacturing facility and warehouse working with several department leaders  Developed a new process and led a multi-departmental meeting to track weekly scrap material, which led to savings of more than $500,000  Implemented the inventory analysis within the ERP system during a Lean event to properly store and purchase supplies, resulting in a savings of more than $200,000  Improved standard cost accuracies for chemicals within the production facility by correcting variable costs  Took on additional roles and led projects in creating the planning schedules for materials and manufacturing work orders, while also developing forecasts for chemical products Business Analyst September 2009 to October 2010  Worked closely with Latin America Vice President and Vice President of International Sales to ensure accurate reporting and provided strategic analyses to both executives  Established a new report used by sales managers and Vice Presidents which tracked capital and consumable sales for all domestic and international regions, as well as expected sales within the current fiscal year  Analyzed, budgeted and forecasted financial and sales data for the largest production and manufacturing units within the corporation on a monthly, quarterly and annual basis  Collaborated with marketing and sales teams to create new pricing models and new standard costs for new products to ensure highest possible gross margins and sales
  • 2. William lockeresumejune2016li-160602120012- reupload Page 2 of 2 Payroll Accountant January 2008 to September 2009, October 2011 to January 2013  Analyzed and prepared taxes for local, state and federal agencies throughout the United States and Canada  Worked closely with accounting, accounts payable, accounts receivable and treasury departments to ensure accurate cash balances, while helping them to reconcile cash general ledger accounts  Improved account reconciliation processes by preventing potential issues from happening which may leave accounts inaccurate for long periods of time  Decreased tax expenses by more than $20,000 for 2012 by making voluntary tax payments to reduce tax rates Iowa State University Foundation, Ames, Iowa October 2010 to October 2011 Accountant  Processed donations for trusts, gift annuities and bequests exceeding $10 million dollars  Analyzed and prepared reports of physical and non-tangible gifts  Analyzed significant estates donated to the University and maintained a record on the status of those gifts to more efficiently track estate and trust gifts  Collaborated with attorneys, Foundation staff and surviving family of donors to more efficiently collect funds bequeathed to the University  Streamlined preparation of tax returns for Foundation and its major donors EDUCATION / CERTIFICATIONS APICS CPIM - Anticipated completion summer 2017 (three of five exams completed; BSCM, MRP, DSP) Lean Six Sigma Green Belt; 2009 Master’s Degree in Business Administration; 2009 Lake Erie College, Painesville, Ohio Bachelor of Science, Finance; 2007 Iowa State University, Ames, Iowa MEMBERSHIPS AND TECHNICAL SKILLS  Member, APICS, Cleveland Chapter  Microsoft Office Suite (Excel – Advanced, Word – Advanced, PowerPoint, Access, OneNote)  Intermediate skills in Informatica, Oracle, AS400, Crystal Reports  Forecasting, budgeting, demand planning, inventory analysis and financial analysis skills