Derek Benson
FP&A Manager
Pensacola,FL
Summary
Results-oriented FP&A Manager skilled in financial modeling and cross-functional collaboration. Led strategic initiatives to enhance profitability and streamline processes while fostering team engagement through effective communication. Dedicated to providing actionable insights that drive sustained growth.
Overview
7
7
years of professional experience
Work History
FP&A Manager
Emergency care partners
Pensacola, FL
06.2022 - Current
- Managed monthly financial planning, budgeting, and forecasting, ensuring accuracy and driving efficiency.
- Led development of financial strategy, aligning business objectives with fiscal goals for growth.
- Implemented financial models to evaluate business scenarios, improving profitability and cost management.
- Streamlined financial processes, resulting in significant cost savings and improved profitability metrics.
- Analyzed financial data for actionable insights that drove strategic decision-making.
- Collaborated with cross-functional teams to optimize resource allocation, enhancing overall financial performance.
- Developed reporting systems for management insights, supporting timely and informed decision-making.
- Utilized analytical skills to identify issues and propose effective solutions.
Sr. Personal Financial Specialist
Navy Federal Credit Union
Pensacola, FL
08.2019 - 06.2022
- Guided clients through financial difficulties, developing personalized budgets and strategies that enabled them to regain control over their finances.
- Guided members through complex financial challenges, providing empathetic support and practical advice to overcome monetary obstacles.
- Provided financial advice, crafting tailored solutions that effectively addressed clients' unique distress situations.
- Assisted in creating effective financial plans that directly addressed individual hardships, leading to improved financial stability.
- Facilitated member workshops to enhance financial literacy and skills.
Personal Financial Specialist
Aerotek
Pensacola, FL
09.2018 - 07.2019
- Developed personalized financial plans tailored to diverse client portfolios, enhancing client satisfaction and engagement.
- Provided ongoing support and guidance to clients, facilitating informed decision-making throughout financial journeys.
- Informed clients about financial products and services at Aerotek, helping them make knowledgeable choices.
- Ensured compliance with industry regulations through continuous knowledge updates.
Education
MBA - Business Administration And Management
The University of West Florida
Pensacola05.2020
Bachelor of Science - Finance
The University of West Florida
Pensacola, FL05.2016
Skills
- Microsoft Excel and PowerPoint
- Oracle NetSuite and EPM Cloud
- SQL and Tableau
- Budgeting and financial modeling
- Cross-functional collaboration
- Financial reporting
- Empathetic communication
- Leadership and supervision
Timeline
FP&A Manager
Emergency care partners
06.2022 - Current
Sr. Personal Financial Specialist
Navy Federal Credit Union
08.2019 - 06.2022
Personal Financial Specialist
Aerotek
09.2018 - 07.2019
MBA - Business Administration And Management
The University of West Florida
Bachelor of Science - Finance
The University of West Florida