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Click here or scroll down to respond to this candidateCandidate's Name
Phone: PHONE NUMBER AVAILABLEEmail: EMAIL AVAILABLELocation: Louisville, KYProfessional Summary A recent graduate from the University of Louisville earning two masters degrees, a Master s of Business Administration (MBA) and a Masters in Managerial Analytics. Double bachelors in business - Economics and Political Science with a minor in Finance. Results-driven, using advanced proficient financial methods and analyses to reach financial conclusions. Detail-oriented with proven problem-solving skills, and experience in private equity, managerial finance, and management consulting. Software experience in NetSuite, Power BI, Adaptive Insights, and SQL. Following with high-level proficiency in Microsoft Office. Excellent communication skills and competence in multiple research databases, computer certifications, and software (, A+ certified, Strata certified.) Exceptional leadership ability, time management, and critical problem-solving skills. Relevant Accounting Experience General Accepted Accounting Principles (GAAP). Material cost accounting and forecasting to support bottom-line calculations. Advanced proficiency in Excel as well as experience in Tableau and R-Commander and measuring metrics. Day-to-day accounting/general ledger and banking activities for a department or business unit Analyze public companies and private transactions to build a comparable companies list for valuation multiples. Experience at a public accounting firm and in management consulting. Experience in team leadership skills and supervisory skills Relevant Analytics Experience Workday Adaptive planning experience and integrations. Testing and design of reports (Power BI, Workday Studio) Project deliverable maintenance and testing. Able to identify short- and long-term impacts of key strategies by assessing quantitative and qualitative data. Create and run SQL queries to verify quality outcomes of database development. KPI creation to measure performance of business functions. Professional ExperienceRaytheon Technologies (Intelligence and Space) November 2022 Present Sr Finance Manager FPA Lead the financial planning, modeling and analysis efforts for monthly forecasting; work with executives to set Dept. 22, and company benchmarks. Manage financial models using several methods such as DCF and CCF analyses within a business organization of 35 plus classified programs, while working its a team of Jr analysts to increase workflow productivity and oversee pre-forecast and month-end forecast changes. Annual Operating Plan (AOP), Strategic and 5-year Plan, Cash Flow Analysis, Short Range Outlook, financial metric walks from before pre-forecast, as well as supporting other ad-hoc management reviews. Consolidation and preparation of various Department 22-level financial products while helping to drive business results across the entire organization. Prepare and present power-point decks to leadership and make recommendations based on current data. Security clearance work with high-level classified financial data on programs within the DOD. Brainlabs Digital February 2022-November 2022Sr Finance Analyst (Private Equity) Financial Reporting and Analysis (60%): Deal constructing using LBO, and various other financial models. Maintained relationships with fund managers and analyzed potential investment opportunities on behalf of clients. As well as draft proposals, negotiate fund documentation and support fundraising activities. Gathered information regarding growth opportunities for Brainlabs and simulated using adaptive insights for budgeting purposes and scenario planning and marketing expense demonstration for clients. Adaptive insights simulations were used to show operating expenses EBITDA etc., in quarterly meetings. Work with the VP of Finance to ensure forecasting accuracy using analytics. Manipulate client data to project monthly outlooks in the clients new business Pipeline using PitchMaster, HubSpot, and Power BI. Monitor key inputs that feed into the forecast and build profitability reports, models, and simulations while recognizing and reporting on variances to forecast and target and providing feedback on adaptive visuals. Assist with month-end invoicing assist with revenue reporting. Ad-hoc Reporting (30%): Provide audit support. Serve backup for other positions within the department. Run ad-hoc reporting.Trane Technologies Louisville KY February 2021-February 2022 Management Consultant III Managed the preparation and distribution of internal financial statements and reports. Managed monthly close process, including reconciliations, analysis of related accounts, and investigation of budget variances. Responsible for building, creating, and analyzing client budgets and utility rate analysis. Communicate with clients to establish forecasted volumes for those deliverables along with monthly nominations, bank balancing, requests for proposals, MTM, and OFOs where applicable. Manage MTM and the beginning of the RFP process. Support Client Executives in managing relationships with assigned clients. Manage plant-level relationships, attend weekly, and bi-weekly calls, and prepare required information for calls (PowerPoint deck, footnotes). Act as point of contact for client contacts and support the maintaining of relationships with assigned customers. Conduct ad hoc research and analysis as appropriate. Responsible for Natural Gas/Power Summaries as well as invoice reconciliation to complete reports. Analyze trends in natural gas based on market conditions and provide oversight to clients on when to purchase/sell for FOM.Hoskin and Muir (HMI Cardinal) - Louisville, KY November 2019 February 2021 Sr Financial Business Analyst Built dashboards using DAX and query editor pulling data from Excel. It provided intel from Power BI dashboards using adaptive insights on service revenue and the number of sales in different regions. Using Adaptive insights for automation and accuracy presented in different scenarios to ensure accuracy of simulated situations, and data from the dashboards and metrics and KPIs in company shareholder meetings. Presented quarterly reports and calculations in shareholders' meetings. Worked heavily within Excel using statistical analysis functions and formulas to manipulate data and forecast quarterly and annual earnings. Managed a macro in Excel to update sales managers' benchmark numbers automatically and show the data in a Power BIICAP Energy (Internship) - Louisville, KY April 2019 - November 2019 Business Analyst II (Financial Operations + Business Analytics) Prepares and reviews month-end closing information relating to fuel and fuel-related products, so that journal entries and/or financial calculations. Provides support for all Fuels portions of the monthly Kentucky SQL in-depth queries and analysis. Used Tableau for measuring metrics and putting together presentations. Coordinates the preparation of the annual fuels and OPEC budget and provides monthly budget versus actual analysis to management. Assists in providing flux analysis (actual versus budget) and provides explanations when needed.Computershare (Co-op) - Louisville, KY Jan 2018 - April 2019 Business Analyst II (Financial Operations + Business Analytics) Assisted with day-to-day business operations and reported directly to the finance department. Assisted with stock and bond research daily and used the Smart Station software program to make forecasts. Created more innovative ways to process and classify financial documents with the use of technology and cheat sheets. Managed several projects consisting of reaching out to other companies to develop charts and graphs containing economic data.Hilliard Lyons (Baird) - Louisville, KY May 2017 - December 2017 Retirement Services/Finance Analyst (Compliance + Wealth management (Internship) Worked within Excel to extract data and build charts and financial models. Performing monthly analytics to explain actual vs. projected expenses. Assist Financial Advisors in modeling out projected expenses within Excel. Completing key performance indicator reports and identifying quarterly benchmarks. Assisting with the review of sales and marketing cost center allocations Corporate Kindred Healthcare - Louisville, KY May 2016 - August 2016 Finance Analyst I Assist with data input, tracking, or reporting with weekly scorecards working capital updates, and cost trackers. Perform revenue recognition verification and support to sales and finance departments. Monthly / Quarterly site reporting including preparation of key monthly operational business summaries. Prepare and assist with forecasts and budgets as required, including being able to forecast a full balance sheet, departmental expenses, and completion of supplemental information. Achievements:Microsoft Office proficiency.Statistic and database experience in Tableau, R commander, ArcMap (Python), and Arc GIS.Experience in NetSuite ERP, and working with SAP, Hyperion, Power BI, Oracle, SQL, Quick books, Sage, MacrosProficient in Microsoft Excel and using advanced formulas etc: V-lookup, X-lookup, and pivot tables.Six Sigma methodologies (used methodology for presentations).Statistical analysis participant who demonstrated proficient use of judicial databases (R-plan and other databases to work on projects).Member of Alpha Phi Alpha Fraternity Inc.EducationMBA (Finance) /Masters in Managerial AnalyticsBachelors degree in economics/finance and political science minor in The University of LouisvilleCum LaudeComputer information systems experienceResearch in Economics |
