Summary
Overview
Work History
Education
Skills
Timeline
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Evan Olexa

Financial Analyst
Montgomery,IL

Summary

Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.

Overview

11
11
years of professional experience
3
3
years of post-secondary education

Work History

Financial Analyst

Ecolab
4 2021 - Current
  • Steer pricing strategy tactics for significant corporate and street accounts, oversee renewal of contracts throughout North America, and maintain market-competitive pricing.
  • Generate essential financial reports, monitor market trends, and support decision-making processes.
  • Play pivotal role in financial planning and analysis, supporting various business units, including Marketing and Sales.
  • Provide strategic financial guidance to senior sales leadership and contribute to deal structuring and profitability assessments.
  • Enhance team efficiency through process optimization and best practice implementation.
  • Oversee financial aspects of business development, ensuring profitable contract terms and accurate financial forecasting.
  • Collaborate closely with sales teams, focusing on gross margin improvements and tracking performance metrics.
  • Facilitate cross-functional support to meet customer needs effectively as liaison.
  • Manage global information requests and develop comprehensive reports using Power BI and Excel.
  • Contribute to budgeting process and play crucial role in financial audits, ensuring accuracy and compliance.
  • Utilize analytical skills to identify operational improvements and support strategic financial initiatives.

Field Support Specialist Service Coordinator

Ecolab
04.2015 - 04.2021
  • Orchestrated service job setups, technician assignments, and scheduling by liaising with sales, customers, and contractors.
  • Oversaw work orders, equipment procurement, and information consolidation.
  • Utilized report data to solve problems and make informed recommendations.
  • Instructed technicians and sales personnel on company policies, managing projects end-to-end, including job scheduling, material tracking, and overseeing billing for projects exceeding $1.5 million.
  • Communication prowess spanned multiple time zones, connecting technicians, sales teams, and clients.
  • Facilitated project and contract coordination among sales, clients, and vendors, aiding in contract initiation and material acquisition. Advanced workflow efficiency by implementing new technology for work orders and sales data management.

Senior Customer Account Associate

Ecolab
04.2013 - 04.2015
  • Utilized SAP to enhance sales and manage inventory effectively, overseeing multimillion-dollar sales figures.
  • Maintained clear and effective communication with stakeholders and leadership to nurture robust partnerships.
  • Managed entire order process, ensuring seamless coordination from customer engagement to fulfillment, collaborating with suppliers, production facilities, and logistics partners.
  • Committed to strict compliance with organizational policies, upholding integrity of corporate governance.
  • Championed productivity initiatives to align with departmental objectives, boosting overall operational efficiency.
  • Directed growth of Key Dedicated Accounts, acting as chief liaison for client interactions and sales team coordination.
  • Addressed all client inquiries comprehensively, from orders and account updates to product information, ensuring superior service to all stakeholders.
  • Consistently met attendance and call timing standards, achieving prescribed performance metrics.

Education

Bachelor's in finance -

Southern New Hampshire University
Manchester, NH
04.2023 - 06.2024

Associate degree -

Waubonsee Community College
Sugar Grove, IL
01.2011 - 12.2012

Skills

Strategic Financial Modeling

Proficiency with Microsoft Office

Excel

CRM & SAP System Expertise

Data Analytics & Quantitative Interpretation

Financial Reporting & Compliance

Insightful Financial Strategizing

Efficient Time Management & Creative Resolution

Timeline

Bachelor's in finance -

Southern New Hampshire University
04.2023 - 06.2024

Field Support Specialist Service Coordinator

Ecolab
04.2015 - 04.2021

Senior Customer Account Associate

Ecolab
04.2013 - 04.2015

Associate degree -

Waubonsee Community College
01.2011 - 12.2012

Financial Analyst

Ecolab
4 2021 - Current

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Evan OlexaFinancial Analyst