Summary
Overview
Work History
Education
Skills
Timeline
Generic

Dylan Beach

Tampa,FL

Summary

Results-driven Financial Analyst with 7+ years of experience in financial reporting, data analysis, and forecasting. Proficient in SQL, Excel, and BI tools like Power BI and ThoughtSpot to deliver actionable insights and support strategic decision-making. Adept at streamlining reporting processes and driving financial performance through data-driven recommendations. Proven ability to collaborate across departments and communicate complex financial information clearly to stakeholders.

Overview

7
7
years of professional experience

Work History

Associate Financial Analyst

Raymond James
03.2024 - Current
  • Create and maintain financial models that impact decision making at the executive level.
  • Prepared and delivered monthly, quarterly, and annual financial reports to senior management.
  • Automated reporting processes, reducing report preparation time by 30% and improving accuracy across financial models.
  • Designed custom financial reporting templates in Excel to standardize outputs and minimize manual errors.
  • Developed automated SQL scripts for recurring financial reports, reducing manual reporting efforts by 40%.
  • Present financial scenario reports to external recruits.

Marketing Financial Analyst

Greystar
09.2021 - 03.2024
  • Coordinate billing of over $3M in monthly revenue across a wide range of products in multiple different cost centers.
  • Create multiple financial reports and models in Excel to measure performance through product metrics and identify trends for leadership to use in decision making.
  • Lead the monthly review of the Marketing Financial statements and collaborate with the Accounting team to guarantee accuracy in reporting to upper management.
  • Assist leaders in the yearly Budgeting and Business Planning process by forecasting growth through five years for different products and services.
  • Develop multiple Power BI dashboards for monthly product analysis and streamline financial data presentations.
  • Track all expenses across various departments to ensure compliance with budgetary requirements and identify cost saving opportunities whenever possible.

Client Support Analyst

InvestCloud, Inc.
03.2021 - 09.2021
  • Resolved all product and service problems for external clients in a timely and professional manner using the appropriate troubleshooting methodology.
  • Coordinated proper escalation and response to customer issues both to the customer directly and to other departments within InvestCloud.

Financial Analyst

Homeowners Choice Insurance (HCI)
02.2020 - 02.2021
  • Conducted quantitative analysis of financial data for real estate and insurance companies to forecast revenue and present to management.
  • Monitored and ensured all company bank accounts are properly funded for payroll and operations.
  • Prepared monthly and quarterly financial and investment reports, used by upper management in earnings calls and investor presentations.

Staff Accountant

Homeowners Choice Insurance (HCI)
12.2017 - 01.2020
  • Created and monitored multiple reconciliations in Excel for real estate and insurance companies valued at over $10M each.
  • Worked with the Accounts Payable team on all prepaid, deposit, and lease accounts to ensure prompt and correct payment.
  • Performed analysis of past yearly budgets and generated reports using Microsoft Dynamics and Sage. Reports presented to management to help determine future budgets for the entire company.

Education

Bachelor of Arts - Finance

Florida State University
08.2017

Skills

  • Financial Modeling
  • Financial Reporting
  • Microsoft Excel
  • Microsoft Power BI
  • SQL
  • Process Optimization

Timeline

Associate Financial Analyst

Raymond James
03.2024 - Current

Marketing Financial Analyst

Greystar
09.2021 - 03.2024

Client Support Analyst

InvestCloud, Inc.
03.2021 - 09.2021

Financial Analyst

Homeowners Choice Insurance (HCI)
02.2020 - 02.2021

Staff Accountant

Homeowners Choice Insurance (HCI)
12.2017 - 01.2020

Bachelor of Arts - Finance

Florida State University

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