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Title Financial Analyst Personal Trainer
Target Location US-OH-West Chester
Email Available with paid plan
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Candidate's Name
6960 Lindley Way, Liberty Township OH, 450PHONE NUMBER AVAILABLE EMAIL AVAILABLE PROFESSIONAL EXPERIENCEPersonal trainer, Cincinnati OH April 2024-Present Owner/founder  Floorspacefitness.com I help busy professionals take control of their hectic schedules, maximize their time, and achieve their weight loss goals without feeling stressed or overwhelmed. My online training services include time-efficient, customized workout programs and a flexible approach to nutrition. Freelance Writer/Published author, Cincinnati OH February 2021-March 2024 Owner/founder  Formerly Writingtitan.com Health and fitness writer who specialized in writing in-depth, SEO-optimized blog posts to help brands generate more website traffic, get more leads, and build industry authority. My blog post writing services included SEO keyword research, strategic headline copywriting, WordPress uploading, and topic pitching. Articles written accounted for 100K+ monthly website visits spanning across multiple clients. Half of the Chad & Dad writing team. Our debut picture book, Family Reunion, has won multiple awards, including the Foreword Indie Award, Bank Street Childrens Books Award, Floyds Pick Book Award, and NYC Big Book Award. DHL Supply Chain, Columbus OH September 2020-February 2021 Senior Financial Analyst Owned and maintained rolling income forecast for 20 plant sites totaling roughly $125M annually. Submitted reports to senior leadership with detailed explanations for variances between forecast and budget. Created and submitted journal entries to accounting as part of month-end close process totaling $1M. Owned and operated rolling IT expense forecast totaling roughly $15M annually. Process involved scheduling and leading recurring monthly meetings with senior leadership to explain variances to budget and layer in potential risks/opportunities. Responsible for creating and submitting monthly deck to senior leadership detailing financial performance. Required detailed analysis and explanations for unexpected variations between budget, actual, and forecast. Ascena Retail Group, Inc, Columbus OH August 2018-September 2020 Financial Analyst Maintained rolling expense forecast for multiple business segments in excess of $40M annually. Evaluated expenses for designated areas, performed complex financial analysis based on monthly results and identified risks/opportunities to be layered into projection. Prepared, maintained and communicated monthly expense reports to senior leadership. Provided detailed explanations regarding variances between actual, forecast and budget figures. Coordinated monthly meetings with cross-functional leads to discuss financial results. Consolidation of budget comprised of 40 separate business units totaling roughly $45M annually that included mid-year refresh where adjustments to original budget were applied. Process required coordinating with cross-functional leads and revising budget templates submitted to meet target goals. Created and submitted journal entries to accounting in excess of $500K monthly that included expenses pertaining to PTO(payroll, travel, other), legal spend, management fees and offshore operations. Prepared, maintained and communicated weekly cash flow report in excess of $100M annually. Required the tracking of vendor payments for three offshore offices while ensuring the cash balance remained within a predesignated range. Creator and owner of miscellaneous specialized reports (legal spend, dues & subscriptions, etc) totaling roughly $20M submitted to senior leadership monthly.Multi-Color Corporation, Batavia OH April 2017-December 2017 Financial Analyst Consolidation of quarterly capital expenditures forecast totaling roughly $50M annually. Utilized variance analysis via financial bridge to explain differences between actual and forecasted results. Process involved calculating foreign exchange rates based on PP&E analysis and applying to forecast. Maintained working capital bridge report in excess of $20M that was submitted to upper management monthly. Created quarterly report sent to auditors PwC (PricewaterhouseCoopers) based on particular KPI measures that include but are not limited to Gross Profit, SG&A, Sales MAT, and Days Sales Outstanding. Report linked to companys financial system (Hyperion) enabled historical data for over 120 entities to be available instantaneously and consolidated in a presentable format for variance analysis purposes. Constructed consolidated quarterly P&L statement linked to companys financial system that captured live data regarding actual, budget and forecast figures. Responsible for loading/verifying monthly trial balance files for over 75 entities into Hyperion totaling roughly $80M in net revenue monthly. Process involved but was not limited to income statement analysis, balance sheet confirmation, and retained earnings verification.Summit Container Corporation, Springdale OH August 2015-April 2017 Financial Analyst (Promoted)Costing Analyst Internship (August 2015-December 2015) Execution of material requirements planning (MRP) strategy as part of firms procurement segment for Atlanta, GA plant siterequired the handling of up to $6M annually. Costing/pricing analysis and auditingvarious calculations resulted in the final price of a display build sent to Procter & Gamble for billing. Specialized reconciliation project: Researched 2 years of historical data related to 3% scrap buffer discrepancy. Manipulated spreadsheet templates to effectively illustrate accuracy of data in resolution of $100K. Taylor & Francis, Florence KY March 2014-March 2015 Position: Warehouse Associate Operated at 110% efficiency regarding customer orders picked, packed, and shipped, which exceeded benchmark set for quantity and accuracy. Demonstrated versatility by ably working in other departments throughout the warehouse. High productivity resulted in being selected for the training of new employees. Amazon, Hebron KY October 2013-January 2014Position: Warehouse Associate Utilizing strong mathematical skills, demonstrated an ability to process orders in a timely manner and organize merchandise efficiently.Netrada, Springdale OH June 2013-August 2013Position: Warehouse Associate Demonstrated ability to pull, pack, and ship orders in an accurate and time-efficient manner. TECHNICAL SKILLS SAP, Hyperion, Oracle Smart View, GL Wand. Advanced Excel  V-lookups, Pivot Tables, IF statements, Sumifs, Concatenate. EDUCATIONUniversity of Cincinnati, Cincinnati, OH December 2015 Bachelor of Science, Business Administration, Major Finance GPA 3.5, Deans List

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