Alex Beilhart
Jupiter
Summary
Financial professional with over ten years of experience in forecasting, variance analysis, and reporting within dynamic environments. Demonstrated analytical skills and problem-solving capabilities. Effective communicator with strong written and verbal skills.
Overview
12
12
years of professional experience
Work History
Business Manager
NextEra Energy Resources
Juno Beach
11.2024 - 06.2026
- Coordinated team activities to enhance project efficiency and communication.
- Assisted in budget management and forecasting for various initiatives.
- Implemented process improvements to streamline workflows within the organization.
- Facilitated communication between different teams within the organization through regular meetings.
- Collaborated with other departments within the organization to coordinate project efforts.
- Prepared monthly financial statements for review by executive leadership team.
- Managed budgeting, forecasting, and financial analysis processes to ensure financial health.
- Prepared and presented business reports and presentations to senior management and stakeholders.
- Responsible for the Financial forecast for managed companies
- Responsible for ensuring annual FERC requirements are met at managed companies
- Responsible for all financial activity at 2 FERC regulated Transmission companies
- Responsible for forecasting financial statement impacts of potential capital projects
- Responsible for preparing all regulatory filings required by FERC for Transmission Companies
- Worked with Accounting and Development to ensure operational efficiency for responsible companies
- Assisted with preparation of FERC From 1 Financial Statements on a quarterly basis
Senior Business Analyst
NextEra Energy Resources
Juno Beach
06.2023 - 10.2024
- Facilitated developers of energy projects by establishing optimal legal structures for future financing.
- Ensured timely milestone payments for various contracts and agreements.
- Monitored security instruments, including guarantees, letters of credit, and surety bonds for project assets.
- Delivered Power BI data buildouts showcasing legal entity information and milestone payment statuses.
President
Vendor Solutions Consulting Group, LLC
Palm Beach Gardens
01.2022 - 12.2023
- Consulting Business providing operational and automation improvements for retail suppliers to increase efficiency and decrease chargebacks from online sellers (Amazon and Walmart)
Data Insights Analyst
Slimfast
Palm Beach Gardens
01.2020 - 12.2022
- Responsible for sales and foot traffic data acquisition and collection form 3rd party companies
- Assisted product development team with current trends in market
- Designed templates to help management evaluate product sales against competition
- Responsible for weekly presentation to management consisting of sales of our products by retailer as well as evaluations of current product promotions
- Assisted IT department in database buildout of acquired sales and promotional data
- Assisted in all forms of IRI data presentations and databases
- Responsible for Ad Hoc sales and promotional reporting upon management request
Financial Analyst
Garden of Life
Palm Beach Gardens
01.2016 - 12.2019
- Prepared and analysed all external sales data for use by upper management team in strategic decision making
- Produced revenue budget and forecast and analysed budget to actual variance by business segment
- Designed templates to track the successes and failures of specific product promotions
- Developed charts and graphs to display trends in industry for sales presentations
- Responsible for monthly commission process. Ensured timely exchange of monthly data, calculated payment, reviewed and distributed reports on commission amounts, initiated data investigation and communicated resolutions
- Assisted accounting department with month end close and communicate to upper management changes in any revenue trends
- Designed Capital Expenditure template to accurately analyse budget-to-actual variances for fixed asset investments
Jr Sales Analyst
Garden of Life
Palm Beach Gardens
05.2014 - 12.2016
- Developed monthly sales reports for executive and sales management team, compensation calculations for payroll, and monthly analytical ad hoc requests from executive and management team
- Assisted with ongoing changes and revisions of territories, flash budgets, and forecasts
- Developed standardised PowerPoint template with sales trend information for presentation by sales team to external vendors
Education
Bachelor of Science - Accounting And Finance
Florida State University
Tallahassee, FL05-2013
Skills
- Budgeting and planning
- Financial modeling
- Account reconciliation
- Variance analysis
- Financial statement analysis
- Strategic financial planning
Timeline
Business Manager
NextEra Energy Resources
11.2024 - 06.2026
Senior Business Analyst
NextEra Energy Resources
06.2023 - 10.2024
President
Vendor Solutions Consulting Group, LLC
01.2022 - 12.2023
Data Insights Analyst
Slimfast
01.2020 - 12.2022
Financial Analyst
Garden of Life
01.2016 - 12.2019
Jr Sales Analyst
Garden of Life
05.2014 - 12.2016
Bachelor of Science - Accounting And Finance
Florida State University