Brad Davis
Columbus
Summary
Results-driven financial professional with a strong background in data analysis and stakeholder communication. Focused on enhancing operational efficiency and supporting strategic decision-making through process improvements and project management. Skilled in leveraging analytical tools to create impactful presentations and promote cross-functional collaboration.
Overview
18
18
years of professional experience
Work History
Financial Business Advisor
Nationwide Mutual Insurance Company
01.2022 - Current
- Lead the IT portfolio capitalization process, overseeing 55–70 funded projects annually, ensuring accurate deferred expense recognition, asset creation, and amortization.
- Prepare and deliver presentations, business reviews, and proactive variance analyses to finance, IT, and business leaders, supporting strategic decision-making and business development initiatives.
- Extracted, analyzed, and interpreted data from multiple systems, producing presentations and dashboards for finance and leadership stakeholders to inform decision-making.
- Streamlined data reporting by simplifying complex Excel templates and utilizing automation tools for efficient updates.
- Developed and implemented portfolio steering and governance processes, creating steering committee to centralize oversight and enhance strategic alignment.
- Regularly conduct audit and reconciliation analysis in partnership with accounting policy and controllership, updating processes and ensuring compliance.
- Mentor colleagues on improved financial processes and automation techniques.
- Nationwide Insurance offers insurance, retirement and investing products.
Financial Business Specialist- Pet
Nationwide Mutual Insurance Company
01.2019 - 01.2022
- Provided financial analysis and business support to Claims, Underwriting, Product Development, and Partnerships, managing over 35M in annual expenses to enhance departmental decision-making.
- Conducted detailed audit, budget, and headcount planning, modeling staffing plans to solve operational bottlenecks and improve performance.
- Delivered presentations and models to executive leadership under tight deadlines, supporting IT portfolio replanning to ensure optimal funding allocation.
- Deconstructed and analyzed portfolio plans to identify duplications and prevent unnecessary spending, contributing to enhanced operational efficiency.
- Built and maintained strong relationships with IT, business leaders, and the Pet CFO to communicate IT developments and financial results.
- Nationwide Insurance offers insurance, retirement and investing products.
IT Financial Analyst
BMW Group Financial Services
01.2015 - 01.2019
- Supported IT financial management, reporting, and analysis for Americas region (Canada, Mexico, Brazil, US), ensuring compliance with local and central requirements and enhancing financial accuracy.
- Collaborated with IT project leads, operations managers, and business partners to provide financial insights for steering committees and senior management, driving informed decision-making.
- Led process improvement initiatives, including SAP system restructuring and new spend plan requirements for project purchasing, resulting in better audit trails and expense recognition.
- Developed tools for improved budget visibility, facilitating senior management understanding and cost-saving discussions.
- Managed software maintenance, asset management, and personnel planning, delivering performance reporting and insights that facilitated strategic decision support.
- BMW Group Financial Services supports the sales and marketing of BMW products as well as BMW and MINI owner experience.
Accountant
suretyCAM, Security and Automation
01.2013 - 01.2015
- Managed daily transactions, reconciled purchase orders and inventory, and maintained receivables and overdue invoice lists, implementing protocols that reduced overdue invoices from 150+ to fewer than 10.
- Advised CFO on financial planning and analysis, ensuring compliance with state and local regulatory requirements.
- Led process improvements by transitioning inventory tracking to QuickBooks and creating documentation systems for financial records.
- Delivered security solutions to residential and commercial clients across the United States.
Customer Service Coordinator
Litech Lighting
01.2012 - 01.2013
- Built and maintained relationships with clients and partners, negotiated cost quotes, and secured energy rebates to maximize client benefits.
- Coordinated client work orders, facilitated communication between technicians and service teams, and processed billing and invoicing using Excel Pivot Tables to enhance operational efficiency.
- Improved and reorganized inventory and billing processes, streamlining operations to enhance client satisfaction.
- Provided comprehensive exterior and interior lighting solutions for clients throughout Ohio and surrounding states.
Assistant Golf Professional
01.2008 - 01.2012
- Served as main point of contact for members and guests, providing exceptional client service while managing shop operations, events, and logistics to enhance member experience.
- Conducted group clinics and private instruction, overseeing event management to improve client engagement and satisfaction.
Education
Accounting -
Columbus State Community College
Columbus, Ohio01.2013
Bachelor of Science - Professional Golf Management
The Ohio State University
Columbus, Ohio01.2009
Skills
- Financial analysis
- Data analysis and reporting
- Audit and reconciliation
- Dashboard development
- Compliance and policy adherence
- Process improvement
- Project management
- Stakeholder communication
- Cross-functional collaboration
- Client management
- Analytical tools: SAP, Hyperion, Office 365
Timeline
Financial Business Advisor
Nationwide Mutual Insurance Company
01.2022 - Current
Financial Business Specialist- Pet
Nationwide Mutual Insurance Company
01.2019 - 01.2022
IT Financial Analyst
BMW Group Financial Services
01.2015 - 01.2019
Accountant
suretyCAM, Security and Automation
01.2013 - 01.2015
Customer Service Coordinator
Litech Lighting
01.2012 - 01.2013
Assistant Golf Professional
01.2008 - 01.2012
Accounting -
Columbus State Community College
Bachelor of Science - Professional Golf Management
The Ohio State University