Chad Symcox
Sysco
Houston,TX
20
years of professional experience
Finance Leader experienced in accounting and FP&A within distribution, energy, and manufacturing sectors. Achieved impactful financial insights through leadership of finance analysts, development of financial models, and effective budget management. Focused on driving operational efficiency, strategic financial planning, and delivering actionable recommendations to executive teams.
Work History
FP&A Finance Manager
1 Year 9 Months- Led and developed a team of finance analysts, managing talent development, annual planning cycles, and enhancing analytical tools and capabilities
- Prepared monthly close schedules, journal entries, and reconciliations to support accurate reporting.
- Serve as a strategic partner to cross-functional and executive leaders, communicating financial impacts and recommendations on key business initiatives
- Lead and develop a team of finance analysts, owning talent management, annual planning cycles, and the advancement of analytical tools and capabilities
- Delivered high-impact ad hoc analysis for executive leadership, providing insights that informed strategic decisions on key initiatives
- Managed budgeting, forecasting, and variance analysis for operating expenses and financial performance.
Senior FP&A Analyst
4 Years- Drove preparation of the Annual Profit Plan (AOP) for operating expenses and initiatives
- Partnered with Regional Presidents, Market Presidents, and CFOs on monthly forecasts across multiple markets, ensuring trends and initiative impacts were reflected accurately
- Performed financial due diligence on acquisitions, assessing [number or size of deals] to inform strategic decisions
- Analyzed operating expense variances versus plan, quantifying impact of cost-control initiatives, including shrink reduction with Inventory team resulting in [add $ impact]
Sr. Solution Lead
3 Years- Led design and implementation of integrated distribution and scheduling ERP automation program, standardizing and automating processes for liquid and refined products, resulting in streamlined operations
- Ensured compliance with State and FERC regulations through daily, weekly, and monthly practices, and facilitated training on new processes to enhance regulatory adherence
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
Manager – Crude Oil Scheduling
1 Year- Managed staff and third-party assets for crude oil movements across pipelines, vessels, terminals, and refineries, collaborating with Directors and Senior Management to ensure seamless operations
- Reconciled invoice and volume discrepancies to maintain financial accuracy and integrity
- Led cross-functional teams to improve daily operations and service delivery.
- Developed staff schedules to maintain coverage and workflow consistency.
- Monitored performance goals and addressed gaps through coaching and feedback.
Operations Analyst
2 Years- Managed budget administration, forecasting, and monthly variance reporting for Director of Operations and senior management, ensuring alignment with strategic objectives
- Executed reconciliations, closing procedures, and complex financial models; audited payroll and non-payroll OPEX budgets, capital budgets, and G&A variances to ensure financial accuracy
- Conducted investigative analyses for executive management, business development, legal, and audit to inform decision-making and risk mitigation
Financial Analyst
4 Years- Managed budgeting, forecasting, and revenue of $35M for manufacturing plant producing 20M gallons of biodiesel annually
- Reviewed general ledger and financial statements for accuracy, supporting executive decision-making
- Analyzed operating costs, identifying variances across feedstock, production, and logistics accounts.
- Prepared financial forecasts supporting budgeting decisions and capital planning.
- Reconciled general ledger balances, ensuring accurate month-end close and reporting.
Addotional Experience
9 Years 9 Months- Financial Representative / Advisor, Wealth Design Group / Rethink Wealth, 2019 – 2022: built financial plans for high-net-worth clients on a four-person team with $260M+ in assets under management
- Life Insurance Agent, New York Life Insurance Company, 2017 – 2018
Education
Bachelor of Science - Finance
- Relevant Coursework: Corporate Finance; Principles of Accounting; Oil & Gas Accounting; Risk Management; International Financial Management
- Alpha Kapa Psi Member
- Energy Association Member
- Professional Development: Global Energy Management in Finance Certificate; Entrepreneurship Certificate
Skills
Financial modeling
Budget management
Budget planning
Customer experience
Financial controls
Financial modeling
Financial oversight
Financial evaluation
Process improvement
Risk assessment
Market expansion
Timeline
FP&A Finance Manager
Sysco
01.2025 - CurrentRead More
Senior FP&A Analyst
01.2021 - 01.2025Read More
Addotional Experience
01.2017 - 2022Read More
Sr. Solution Lead
Enterprise Products Partners LP
01.2014 - 01.2017Read More
Manager – Crude Oil Scheduling
01.2013 - 01.2014Read More
Operations Analyst
01.2011 - 01.2013Read More
Financial Analyst
Galveston Bay Biodiesel LP
01.2007 - 01.2011Read More
University of Houston
Bachelor of Science from Finance
Read More
Technocial Skills
SAP, Oracle, Hyperion, Advanced Excel (financial modeling), PowerPoint (executive presentations), Microsoft Office Suite