Erik Terry
Birmingham,AL
Summary
Financial analyst with strong track record in financial forecasting, budgeting, and variance analysis. Proven ability to deliver actionable insights and drive financial performance through collaboration and adaptability.
Overview
11
11
years of professional experience
Work History
Sr Financial Analyst
CBRE
Remote
01.2025 - Current
- Conducted in-depth variance analysis to identify trends and provide actionable insights to stakeholders.
- Collaborated with senior management to define strategic financial goals and align resources effectively.
- Improved budget forecasting through meticulous monitoring of expenses and revenue streams.
- Provided valuable insights by leading monthly variance analysis reviews between actual results and budget/forecast expectations.
- Played a pivotal role in annual budget planning, collaborating with department heads to allocate resources strategically.
Financial Analyst
CBRE
Remote
01.2022 - 2025
- Analyzed all revenue streams for Accounts Receivable and Accounts Payable departments. Identified and investigated potential areas of revenue loss while providing feedback for resolving issues.
- Managed client revenue portfolios for a wide range of companies that use the CBRE CMMS system.
- Analyzed reports and collaborated with account management to ensure correct invoice processing. Promoted process improvement while working with internal data analytics teams to better support clients and account managers. Performed in depth financial analysis using various excel functions and pivot tables.
- Work with automation team to streamline fee invoicing process across multiple clients.
- Generated weekly supplier payment file for all suppliers.
CMMS Inventory Analyst
CBRE
Bessemer, AL
01.2020 - 01.2022
- Oversaw inventory management of 3400 spare parts for a 1 million square foot facility. Developed forecasts for future usage and business requirements. Coordinated purchasing, addressed invoicing discrepancies, and organized logistics operations. Administered parts and supplier data within EAM Infor for BHM1 site. Monitored and managed budget allocations for maintenance and engineering at BHM1 site. Directed supplier onboarding and management processes within Coupa and Avetta.
- Created a training program for inventory analysts at Amazon sites nationwide.
- Zero downtime during COVID shutdown and external logistics delays.
- Reliability team was top three in all metrics for all sites through North America.
Materials Management Specialist
Boise Cascade Wood Products
Thorsby, AL
01.2018 - 01.2019
- Manage Maximo, including work orders and inventory management. Coordinate purchasing, receipt, and kitting of storeroom materials. Revamped cycle counting, labeling, and other inventory management procedures to increase accuracy and reduce stock outs. Coordinates all external repairs (pumps, motors, etc). Cross trained in purchasing (invoicing, purchase orders, etc). Scheduled all incoming and outgoing shipments for the maintenance department.
- Overhauled receiving process to improve traceability and accuracy
- Created new custom labeling system to ensure storeroom accuracy
Materials Handler
McKesson Corporation
McCalla, AL
01.2018 - 01.2018
- Responsible for performing the physical tasks involved in the shipping, receiving, storing, and distributing of products, materials, parts, supplies and equipment. Unpacks and checks goods received against purchase orders or invoices, maintains records of received goods, rejecting unsatisfactory items where necessary. Pulls and fills orders. Certified forklift operator. Prepares and maintains records of merchandise shipped. Posts weights and shipping charges and prepares goods for final shipment. Examines, stocks and distributes materials in inventory and on manufacturing lines.
Maintenance Planner/Scheduler
Evonik Corporation
Birmingham, AL
01.2017 - 01.2018
- Managed BigFoot CMMS system, a computerized maintenance management program. Generated monthly preventative maintenance schedules. Managed maintenance work orders, including work order generation, document updates, and follow up activities. Documented use of parts used in all preventative maintenance work orders. Maintained asset database, including equipment enrollments, status changes, preventative maintenance and calibration updates. Created and lead scheduling and planning of activities associated with Facilities Management/Engineering during shutdowns and other major planned projects. Responsibilities included the oversight of quality assurance documentation to meet cGMP and FDA requirements.
- Completed preventative maintenance overhaul for CMMS program.
- Assisted in the documentation with change controls and deviations for the department.
- Implemented contractor safety training program.
- Assisted with SOP revisions for department.
Warehouse Specialist
Shire – (Baxter, Baxalta)
Social Circle, GA
01.2015 - 01.2017
- Oversaw initial setup and ongoing management of part numbers, locations, and material transactions within the warehouse. Directed inventory control efforts by organizing and executing cycle counts. Leveraged scanners with dclink and jd edwards to facilitate efficient processing of receipts, shipments, and inventory transactions. Managed a variety of GMP and non-GMP warehouse functions to ensure compliance and operational efficiency. Prepared and maintained accurate records of merchandise shipped, adhering to fda regulations. Conducted thorough inspections of received goods against purchase orders and invoices, resolving any issues promptly. Evaluated stock levels and coordinated distribution of materials to inventory and manufacturing lines. Supervised quarantine and release of GMP materials, ensuring compliance from delivery to approval. Provided training to warehouse staff on GMP receiving and picking protocols to enhance operational effectiveness.
- Assisted in validation of ambient, cold, and freezer warehouses.
- Developed electronic tracking system used across multiple departments for maintenance work orders.
- Created work instructions for JD Edwards functions.
- Prepared, scheduled and shipped finished product and test samples including cryopreserved material
- Implemented tracking system for cGMP receiving issues.
Education
Bachelor's of Business Administration -
Shorter University
Rome, GA05-2020
No Degree - Business Administration
The University of Alabama
Tuscaloosa, ALSkills
- Annual budgets
- Account reconciliation
- Revenue stream identification
- Budgeting and forecasting
- Variance analysis
- Microsoft Excel
Accomplishments
- Increased accuracy of unbilled accrual by updating and standardizing accrual process
- Managed multiple clients with greater than $5 million annual spend
Timeline
Sr Financial Analyst
CBRE
01.2025 - Current
Financial Analyst
CBRE
01.2022 - 2025
CMMS Inventory Analyst
CBRE
01.2020 - 01.2022
Materials Management Specialist
Boise Cascade Wood Products
01.2018 - 01.2019
Materials Handler
McKesson Corporation
01.2018 - 01.2018
Maintenance Planner/Scheduler
Evonik Corporation
01.2017 - 01.2018
Warehouse Specialist
Shire – (Baxter, Baxalta)
01.2015 - 01.2017
Bachelor's of Business Administration -
Shorter University
No Degree - Business Administration
The University of Alabama