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, KS05.2019
Bachelor of Science in Accounting -
University of Kansas
Lawrence, KS05.2018
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
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