Carly Griffis
Seminole
Summary
Experienced finance professional with a strong background in financial planning and analysis, leading annual budgeting processes and forecasting activities for a large distribution network. Developed comprehensive financial reports and conducted variance analysis to identify cost-saving opportunities, enhancing operational efficiency across multiple branches. Collaborated with divisional teams to streamline reporting processes, ensuring accuracy and timeliness in financial data delivery. Demonstrated ability to present complex financial results to senior management, supporting strategic decision-making through data-driven insights.
Overview
13
13
years of professional experience
Work History
Manager of FP&A
QXO
03.2024 - 06.2025
- Company Overview: Leading distributor of commercial and residential roofing products
- Lead annual budget process, planning, and forecasting activities for the Florida region; 35+ branches with $825M+ in annual sales.
- Communicate and present full P&L financial results to branch, regional and divisional management.
- Investigate OpEx at all branches for variances to budget and cost cutting opportunities.
- Drive margin growth by providing insights into financial performance by product line and location.
- Deliver data driven reporting to support leadership in making strategic decisions.
- Work with Divisional FP&A team to ensure processes are continually streamlined to achieve greater efficiencies, accuracy and timeliness of reporting.
- Provide a broad variety of analysis including but not limited to: variance analysis, trend analysis, line of business, customer, vendor and item profitability analysis, etc.
- Evaluate highly complex financial data from different computer systems, and interpret information for the purpose of determining financial performance/trends.
- Leading distributor of commercial and residential roofing products
- Provided leadership during times of organizational change or crisis situations.
Manager of FP&A
MarineMax Inc
Clearwater
11.2020 - 03.2024
- Company Overview: World's largest recreational boat and yacht retailer
- Designed weekly, monthly and quarterly variance analysis reports and financial models for Directors, Presidents, and members of the C-Suite.
- Analyzed unit and revenue performance to provide insights on variances to projections and prior forecasts by location and brand.
- Performed recurring and ad-hoc inventory reviews with RPs, Directors, VPs, CFO, and CEO.
- Ensured outputs of the inventory management team are being produced in the most efficient, consumable, professional, and accurate manner.
- Created annual $1.7 billion annual sales budget across all stores by brand.
- Provided forecasting and ordering of new boat inventory, while balancing inventory levels and sales needs across all regions.
- Assigned inbound inventory to 65+ stores based on market-specific needs, trends, and store requests.
- World's largest recreational boat and yacht retailer
Supply Chain Finance Manager
SalonCentric
St. Petersburg
09.2019 - 11.2020
- Company Overview: Subsidiary to L'Oréal and premier distributor of salon products in the U.S.
- Supported seven warehouse teams in the areas of labor, freight, and indirect spending.
- Submitted month-end journal entries while reviewing and reconciling B/S accounts.
- Created rolling forecasts bi-monthly for all labor, freight, and supplies costs across all warehouses.
- Gathered and analyzed KPIs to aide executives in decisions, monthly and during times of hardship.
- Closely monitored flow of units in and out of warehouses, tracked labor costs for all employees, and evaluated productivity rates to find improvement opportunities.
- Dissected freight costs across seven warehouses, 525+ stores, and unlimited local salons.
- Subsidiary to L'Oréal and premier distributor of salon products in the U.S.
Manager, Financial Analysis
Nalco Water
Naperville
06.2014 - 08.2019
- Company Overview: World's leading provider of water treatment and optimization solutions, subsidiary to Ecolab
- Newly created team and position to focus exclusively on digital products.
- Developed a Power BI dashboard tracking sales and operating income of 30+ digital innovations.
- Created capital asset request for successful overseas multi-million-dollar office expansion.
- Partnered with Marketing to develop and implement sales process driving long-term growth.
- Established monthly sales forecasts and cost projections used by the FP&A team.
- Aided in determining cost-based and value-based pricing for new digital innovations.
- Determined daily sales forecasts for nine business units averaging $130M in monthly revenue.
- Calculated and submitted monthly commission accrual journal entries summing to $31M annually, actual payouts within 3% of initial estimate.
- Presented daily sales and trend reporting to Executives and General Managers.
- Formulated annual expense budgets and reported monthly performance for 360 cost centers, resulting in 3% expense reduction.
- Managed and lead a team of five analysts and 14 commission plans for 2,200+ sales reps.
- Created documentation and developed best practices to improve commission variable entries.
- Processed all monthly and quarterly commission payments through the Payroll department.
- World's leading provider of water treatment and optimization solutions, subsidiary to Ecolab
Treasury Mgmt Sales Associate II
US Bank
Naperville
06.2012 - 06.2014
- Supported a sales portfolio comprised of 125 customers valued at $250M+ each.
- Analyzed existing customers to determine cross selling opportunities.
- Provided product capabilities and pricing to existing and potential customers.
Education
MBA -
Northwood University
Switzerland05.2011
BBA - Economics, Finance, Management
Northwood University
Michigan06.2010
Skills
- Microsoft Suite (Excel, PowerPoint, Power BI)
- Large Group & Executive Presentations
- Financial Reporting
- Forecasting & Budgeting
- Data Analysis
- SAP
- Oracle Hyperion (EPM)
- Cognos TM1
- Anaplan
- Tableau
- Mincron
- Financial modeling
- Budget management
- Variance analysis
- Data analysis
- Forecasting
- Budget control
Websites
Timeline
Manager of FP&A
QXO
03.2024 - 06.2025
Manager of FP&A
MarineMax Inc
11.2020 - 03.2024
Supply Chain Finance Manager
SalonCentric
09.2019 - 11.2020
Manager, Financial Analysis
Nalco Water
06.2014 - 08.2019
Treasury Mgmt Sales Associate II
US Bank
06.2012 - 06.2014
MBA -
Northwood University
BBA - Economics, Finance, Management
Northwood University