CALEB MORROW
Birmingham,AL
Overview
6
6
years of professional experience
Work History
Financial Planning and Analysis Analyst
Regions Financial Corp.
01.2023 - Current
- Prepare annual budgets, complete quarterly forecast updates, and manage the monthly financial close and accrual process for Digital, Financial Crimes Unit, and Data and Analytics operations.
- Perform cost-benefit analysis, assist with ad hoc projects, and review metrics to identify financial risks and opportunities; Completed a revamped vendor pricing analysis for Digital which resulted in an annual cost savings over $70k.
- Identify expense trends and engage business leaders to uncover ways to improve or implement new financial processes; Collaborate with a team of four cross functional operation groups to find variances in divisional groups.
Senior Sales Coordinator and Financial Analyst
The Jerry Pate Company
11.2021 - 12.2022
- Analyzed proposals with Vice President and team to improve revenue for Club Car and Toro with greater cost reduction.
- Creating financial statements with complete cost and revenue analysis, gross margin, cost of goods and profitability through excel. Providing sound strategic planning on what we need to improve to hit a 25% increase yearly gross profit.
- Coordinated with underwriters, account executives, loan officers, and service team to help manage multi-million dollar accounts through oracle.
- Compiled Financial trends through SAP to summarize and analyze which lead to growth in production through excel presentations.
- Evaluated and recommended changes in pricing strategies based on cost analysis which led to 15% increase on acquisitions from competitors.
Tide Pride Financial Associate
The University Of Alabama
12.2020 - 12.2021
- Assisted all TIDE PRIDE members with donations and gifts to the University.
- Monitored 100+ Financial statements with an advanced layering of cash flow analysis and internal planning models linked to Paciolan automation tools.
- Help facilitate the transition from traditional ticketing to online ticketing to reduce fraud.
- Collaborated with club members to maintain relationships and provide customers with thorough support and guidance.
FOOTBALL OPERATIONS DEPARTMENT STUDENT ASSISTANT
The University Of Alabama
08.2017 - 08.2020
- Administered football program and supported overall athletic and university initiatives.
- Helped coordinate camps and summer training.
- Assigned schedules and specific tasks to workers for optimal coverage.
- Carried out day-day-day duties accurately and efficiently.
- Maintained energy and enthusiasm in fast-paced environment.
- Offered friendly and efficient service to coaches, staff, and players, handled challenging situations with ease.
Education
MBA -
Jacksonville State University (online)
Jacksonville, AL08.2023
Master of Arts - Sports Administration
The University of Alabama
Tuscaloosa, AL06.2021
Bachelor of Science -
The University of Alabama
Tuscaloosa, AL06.2020
Skills
- Excel
- Pivot Tables
- SAP
- Paciolan
- Oracle
- SFA
- Maximo
- Account Management
- Financial Modeling
- Data Interpretation
- Budgeting
Timeline
Financial Planning and Analysis Analyst
Regions Financial Corp.
01.2023 - Current
Senior Sales Coordinator and Financial Analyst
The Jerry Pate Company
11.2021 - 12.2022
Tide Pride Financial Associate
The University Of Alabama
12.2020 - 12.2021
FOOTBALL OPERATIONS DEPARTMENT STUDENT ASSISTANT
The University Of Alabama
08.2017 - 08.2020
MBA -
Jacksonville State University (online)
Master of Arts - Sports Administration
The University of Alabama
Bachelor of Science -
The University of Alabama