Daniel Joseph
Clackamas
Summary
Results-driven Financial Analyst with a proven track record at Precision Castparts, skilled in financial management and data analysis. Enhanced team performance by training junior analysts and automated reporting processes, leading to improved operational efficiency. Strong communicator adept at reconciling accounts and optimizing budgets, contributing to significant cost reductions.
Overview
3
3
years of professional experience
Work History
Financial Analyst II
Precision Castparts
07.2024 - Current
- Trained junior analysts on best practices in Variable cost, contributing to a stronger overall team performance.
- Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
- Created Daily P&L report which the Plant Controller presents to Plant Leadership.
- Manage Accounts Receivable cash collection and perform reconciliations which has reduced the AR bad debt reserve by over 150k.
- Report & reconcile daily and quarterly sales.
Financial Analyst - Financial Rotation Program
Precision Castparts
07.2023 - 06.2024
- Automated the daily variable cost report which saves analyst time and is used by plant operations leaders to give a summary of the prior day, week, month and quarter's performance.
- Reconciled and tied out intercompany transactions along with troubleshooting variances.
- Collaborated with cross-functional teams to optimize budgets, resulting in improved budget forecasting accuracy.
- Performed monthly fixed asset and WIP cycle counts.
Financial Analyst - Financial Rotation Program
Precision Castparts
07.2022 - 06.2023
- Conducted detailed financial analysis to identify and evaluate changes in operations, specifically related to employee efficiencies and part performance.
- Created and consolidated multiple reports with large data sets using Power BI resulting in more accurate reporting for plant leadership to review.
- Performed end of quarter reserve calculations accurately which are known to have the most SOX findings in the company.
- Present end of quarter financial results in the Financial Quarterly Review with corporate and VP of finance.
Education
Bachelor of Science - Finance
Portland State University
Portland, ORSkills
- Microsoft Excel
- Financial and operational reporting
- Financial management
- Financial statement analysis
- Variance analysis
- Data analysis
- Auditing procedures
- Account reconciliation
- Strong organization
- General ledger accounting
- Due diligence
- Communication
Timeline
Financial Analyst II
Precision Castparts
07.2024 - Current
Financial Analyst - Financial Rotation Program
Precision Castparts
07.2023 - 06.2024
Financial Analyst - Financial Rotation Program
Precision Castparts
07.2022 - 06.2023
Bachelor of Science - Finance
Portland State University
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