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Locke resume june 2016 (li)
1. 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
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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