CHASE CARMICHAEL
Charlotte,NC
Summary
Detail-oriented financial analyst with expertise in financial modeling and data analysis. Demonstrated ability to manage client relationships and deliver projects with precision and timeliness, contributing to increased productivity. Exceptional communication skills facilitate the translation of complex financial concepts into actionable insights for diverse stakeholders. Career goals include leveraging analytical strengths to drive strategic decision-making within a dynamic organization.
Overview
4
4
years of professional experience
Work History
Financial Planning & Analysis Analyst
Courser Technology Group
Charlotte, NC
09.2023 - Current
- Creating comprehensive financial models, forecasting future performance.
- Crafting and tracking budgets efficiently, while analyzing financial discrepancies.
- Generating monthly financial performance reports, as well as other KPIs, for senior management.
- Evaluating new projects, investments, and business strategies with 14+ portfolio businesses, ensuring alignment with long-term financial goals.
- Executing post-acquisition financial integration, encompassing budget, forecast, and reporting structure.
- Leveraging financial software and ERP systems to streamline reporting processes and enhance data accuracy using Power BI.
Customer Operations Analyst
IFCO Systems LLC
Tampa, FL
06.2022 - Current
- Develop customer relationships by gaining a comprehensive understanding of their business needs.
- Evaluate seasonal packing trends, manage orders to coincide with forecasting, and identify opportunities for cycle time improvement.
- Manage over 1.3 million RPCs through frequent inventory reconciliation.
- Plan, execute, and analyze annual audits, and generate corrective action plans as needed.
- Provide in-depth analysis of trends in data to present to customers, as well as internally.
- Generate ad-hoc reports on daily inventory levels, and communicate variances.
- Manage communication and execution between IFCO and the third-party auditor company.
- Review and approve invoicing.
- Communicate with positions ranging from C-suite to yard supervisors.
Asset Management Intern
IFCO Systems LLC
04.2021 - 06.2022
- Lead customer operations department in identifying lost assets of 300,000+ RPCs
- Acted as liaison between customer operations and 100+ external growers which resulted in reactivation of multiple growers
- Developed requirements that defined EDI error management that led to a 10% increase in EDI acceptance rate
- Evaluated root cause analysis on problematic growers which increased EDI success
- Directly contributed to increase EDI year over year trip volume from 15% to 69%
- Performed advanced analytics in Excel to provide cross functional reporting to multiple internal departments
Education
Bachelors of Science - Business Finance
University of Maine
Orono, MESkills
- Exceptional communicator
- Highly driven
- Excel proficiency
- Analytical thinking
- Building strong relationships
- Problem-solving abilities
- Leadership skills
- Process enhancement
- BI dashboards
Extracurricular Activities
University of Maine Football
Accomplishments
- Single employee chosen for a Peak Performer Program which included numerous lectures and presentations in business leadership.
Timeline
Financial Planning & Analysis Analyst
Courser Technology Group
09.2023 - Current
Customer Operations Analyst
IFCO Systems LLC
06.2022 - Current
Asset Management Intern
IFCO Systems LLC
04.2021 - 06.2022
Bachelors of Science - Business Finance
University of Maine
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