Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Aaron Shaw

Dallas,TX

Summary

Aaron Shaw is an insightful and detail-oriented finance professional with finance and accounting experience. Utilizes a strong proficiency in financial strategy to meet corporate objectives and drive growth, demonstrated through superior performance and relationship-building.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Director, FP&A

Invited Clubs
06.2024 - Current
  • Owns the budgeting, reporting, and monitoring of a $100 million capital budget, spanning over 3,000 projects at 200 locations
  • Liaises with key stakeholders, executive leadership and department heads for annual budgeting, monthly forecasts, reviewing results and determining key drivers of variances and how they impact go-forward performance
  • Owns and maintains the long-range plan model used to outline company goals, strategy and performance over a 5-year period
  • Develops monthly commentary of actual and forecast information to be used in consolidated reporting packages and for discussion of financial results with senior management
  • Manages the performance of a junior analyst and team of interns to ensure work adheres to company standards
  • Identifies and drove process improvements and standardizations, including the creation of standard and ad-hoc reports, ROI models, and dashboards.

Experienced Audit Associate

BDO USA
09.2019 - 07.2021
  • Demonstrated desire for continuous improvement and ownership of work duties by improving the procedures and presentation of audit work files
  • Showed commitment and willingness to meet deadlines by working 60+ hour weeks during the audit busy season, and at intermittent times throughout the year
  • Routinely interacted with client personnel, through in-person and email, effectively communicated requests for clarification, explanation, and supporting documentation
  • Performed audits, reviews, and compilations of financial statements, in accordance with GAAP, for large accelerated filers in various industries
  • Conducted walkthroughs of client accounting processes, performed audits of benefit plans, and analyzed organizational internal controls, including SOX Compliance.

Education

Master of Accountancy -

University of Kansas
Lawrence, KS
05.2019

Bachelor of Science in Accounting -

University of Kansas
Lawrence, KS
05.2018

Skills

  • Proficient in Excel
  • PowerPoint
  • Hyperion Planning
  • Google Sheets
  • Google Slides
  • Exposure to PowerBI
  • SQL
  • Tableau
  • Business Forecasting
  • Financial Modeling
  • Analyzing Performance
  • Relationship Building
  • Financial Analysis
  • Strategic Planning
  • People Management
  • Verbal and written communication

Certification

Certified Public Accountant (CPA), Passed all sections of CPA Exam as of September 2019 – Licensed CPA (IL) as of November 2020

Timeline

Director, FP&A

Invited Clubs
06.2024 - Current

Experienced Audit Associate

BDO USA
09.2019 - 07.2021

Master of Accountancy -

University of Kansas

Bachelor of Science in Accounting -

University of Kansas
Certified Public Accountant (CPA), Passed all sections of CPA Exam as of September 2019 – Licensed CPA (IL) as of November 2020
Aaron Shaw