Summary
Overview
Work History
Education
Skills
Timeline
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Ben Lyons

West Des Moines,IA

Summary

Detail oriented and results-driven FP&A professional with a strong track record of building, improving, and maintaining the Company's financial processes.

Overview

10
10
years of professional experience

Work History

Senior Manager, FP&A

AgencyBloc
12.2022 - Current
  • Built and maintained the Company's first ever comprehensive financial model used for budgeting, forecasting, scenario analysis, expense management, cash management, KPI's, & reporting to Board of Directors
  • Managed the Annual Financial Planning process in tandem with the CFO
  • Led and participated in cross-functional initiatives in order to drive high-quality results & increase the accuracy/effectiveness of budgeting, forecasting, & reporting
  • Implemented and managed robust monthly ARR reporting procedures & analysis across 3 products/business units
  • Completed wide variety of other projects (lender modeling for securing debt financing, creation of comprehensive internal monthly reporting package, managed monthly bank reporting process, analysis to drive deeper insights around go-to-market/customer retention functions)
  • Bootstrapped the Company FP&A function individually as their 1st finance hire and was promoted to Sr. Manager after 1 year

Senior Financial Analyst

GHX (ePay)
07.2021 - 12.2022
  • Served as business partner/finance liaison to the GM and VP of ePay business unit
  • Responsible for reporting and management of full ePay business unit P&L including annual planning, monthly forecasting of revenue/COGS/OPEX, & providing monthly variance analysis to ePay & FP&A leadership
  • Successfully implemented & managed end-to-end monthly revenue reporting process by working cross-functionally to develop monthly transaction fee revenue calculation, creation of revenue actuals database using Excel Power Pivot, & overhaul of monthly revenue reporting package for ePay leadership
  • Provided valuable insights by leading monthly variance analysis reviews between actual results and budget/forecast expectations.

Financial Analyst III

Principal Financial Group
01.2021 - 07.2021
  • Worked as a member of the US Individual Life Actuarial Risk Management Team
  • Responsible for performing long term capital/earnings forecasts, cash flow modeling and stress testing, and other capital risk analysis/modeling for strategic and regulatory purposes
  • Left shortly after I was hired due to potential restructure and uncertainty about the future of the U.S. Life Insurance business

Senior Financial Analyst

Arrow Electronics
05.2018 - 12.2020
  • Responsible for developing monthly/quarterly/annual top-to-bottom P&L forecasts and providing variance analysis against prior periods and prior forecasts to upper management and sales leadership
  • Managed P&L grossing over $1.5B annually; including recording relevant journal entries, providing analysis related to OPEX and headcount, & serving as the liaison between finance and other areas of the business (sales, accounting, operations)
  • Performed detailed financial modeling and ad hoc analysis for both sales leaders and upper management to evaluate profit margins, risks/opportunities, impact of new supplier programs, supplier/customer trends, return on working capital, and other financial metrics pertinent to high level decision-making and implementation of key corporate strategies

Senior Audit Associate

EKS&H
10.2017 - 04.2018
  • Senior in charge of multiple public and private audits within the manufacturing, distribution, mining, oil & gas, and SaaS industries
  • Managed teams of up to 5 members; necessitating the ability to delegate and develop staff while simultaneously performing higher level detail testing and project oversight
  • Developed effective communication skills both within EKS&H (Partners and Managers) and among clients (CFO's, Controllers, Directors of Financial Reporting, and Accounting Staff)

Audit Associate

EKS&H
09.2014 - 09.2017

Education

B.S. in Accounting and Management -

Drake University
Des Moines, IA
05.2013

Skills

  • Financial Modeling
  • Strategic Financial Planning
  • Budget Oversight
  • Cross-Functional Collaboration
  • Data-driven decision-making
  • Troubleshooting and problem resolution
  • Excellent Microsoft Office Skills (Excel, Powerpoint)

Timeline

Senior Manager, FP&A

AgencyBloc
12.2022 - Current

Senior Financial Analyst

GHX (ePay)
07.2021 - 12.2022

Financial Analyst III

Principal Financial Group
01.2021 - 07.2021

Senior Financial Analyst

Arrow Electronics
05.2018 - 12.2020

Senior Audit Associate

EKS&H
10.2017 - 04.2018

Audit Associate

EKS&H
09.2014 - 09.2017

B.S. in Accounting and Management -

Drake University

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