Summary
Overview
Work History
Education
Skills
Websites
Previous Work Experience
Timeline
Generic

Bethany James

Columbus,Ohio

Summary

Influential Senior Financial Analyst with hands on experience in qualitative/statistical analysis, accounting, budgeting and forecasting. Skilled in developing annual budgets and using key performance indicators to evaluate productivity and profitability. Provides robust modeling and reporting with recommendations to facilitate executive level decision making. Adapts quickly to challenges and changing environments with the ability to work independently or as part of a team to deliver results.

Overview

9
9
years of professional experience

Work History

Customer Insights & Performance Analyst

NiSource, Inc.
12.2018 - 09.2021
  • Proactively identified potential risks within projects via thorough risk assessment activities, mitigating negative impacts on project outcomes.
  • Supported executive decision-making with insightful dashboard development, highlighting critical business KPIs.
  • Collaborated with cross-functional teams to develop and implement performance improvement initiatives.
  • Drove customer satisfaction improvements through focused analysis on service delivery processes and customer feedback trends, resulting in a 5% increase in J.D. Power scores.
  • Contributed to successful new product launches through rigorous pre-launch testing and performance analyses, ensuring optimal market readiness.

Senior Financial Analyst

NiSource, Inc.
11.2015 - 11.2018
  • Collaborated with multiple business units to create both the annual and long range budgets.
  • Provided valuable insights by leading monthly variance analysis reviews between actual results and budget/forecast expectations.
  • Enabled informed decision-making by presenting key findings from complex data sets in clear, concise formats for senior leadership team members.
  • Streamlined financial reporting processes, resulting in more efficient delivery of critical information to stakeholders.
  • Analyzed project spending against budget projections before capital deployments for the Real Estate team, resulting in $400K project savings.

Financial Analyst

Commercial Vehicle Group, Inc.
07.2012 - 11.2015
  • Collaborated with manufacturing plants to develop annual budgets and monthly forecasts.
  • Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
  • Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
  • Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.
  • Supported executive decision-making by providing data-driven insights on revenue trends and cost drivers.
  • Located/identified $3.9M in capital savings associated with the start-up of the Mexico facility.

Education

Bachelor of Financial Management -

Franklin University
Columbus, Ohio
01.2006

Skills

  • Complex Problem Solving
  • Attention to Detail
  • Financial Planning and Analysis
  • Variance Analysis and Reporting
  • Data Analytics
  • Research and Data Analysis
  • Statistical Analysis
  • KPI Management
  • Internal Auditing
  • MS Office Suite / SQL / Tableau /Hyperion

Websites

Previous Work Experience

Financial Analyst, Progressive Medical Inc. Westerville, Ohio  9/2010 - 7/2012

Financial Analyst, Affiliated Computer Services, Inc. Westerville, Ohio  12/2007 - 9/2010

Staff Accountant, Coldwell Banker King Thompson Dublin, Ohio  5/2006 - 9/2007

Timeline

Customer Insights & Performance Analyst

NiSource, Inc.
12.2018 - 09.2021

Senior Financial Analyst

NiSource, Inc.
11.2015 - 11.2018

Financial Analyst

Commercial Vehicle Group, Inc.
07.2012 - 11.2015

Bachelor of Financial Management -

Franklin University

Similar Profiles

CREATE PROFILE
Bethany James