Garrett Berry
Senior Financial Analyst
Dallas,TX
Summary
Influential Financial Professional eagerly pursuing a managerial role within dedicated financial team. Skilled in developing annual budgets and using key performance indicators to evaluate productivity and profitability.
Overview
8
8
years of professional experience
4041
4041
years of post-secondary education
Work History
Senior Financial Analyst
Veritiv Corporation
09.2022 - Current
- Owned full P&L responsibility for a $1.5B print business, delivering financial insights, managing budget performance, and driving strategic decisions to optimize revenue growth and profitability.
- Designed and implemented automated financial models and Power BI dashboards to streamline reporting processes, reduce manual effort, and enhance real-time visibility into key business metrics and performance drivers.
- Provided valuable insights by leading monthly variance analysis reviews between actual results and budget/forecast expectations.
- Developed financial model reports to assess the ROI and NPV of potential investments, and identify potential risks.
- Oversaw $400M of supply chain logistics expenses across over 70 warehouses in the U.S., as well as the operational efficiencies through KPI reporting.
Financial Services Analyst
Veritiv Corporation
11.2019 - 08.2022
- Partnered with customers to resolve outstanding balances, driving timely payments, and improving DSO and WADP metrics through proactive communication and relationship management.
- Managed 10+ corporate accounts, overseeing $12 million in accounts receivable, including customers such as Nissan, Home Depot, and John Deere.
- Acted as a liaison between the Sales Team, Customer Service, Credit Operations, Accounts Receivable, and Customer Accounts Payable.
Financial Planner
AXA Equitable
07.2017 - 04.2018
- Executed clients' money movements, such as account funding, wire transfers, and journals, while providing financial performance reports.
- Helped the advisory team identify the most critical client needs, and then build, review, and approve cash flow-based financial plans modeled to either address specific client concerns or show comparisons between alternatives.
- Achieved Series 7, Series 63 and Group 1 certifications.
Education
Master of Business Administration - Finance
University of Texas At Tyler
Bachelor of Science - Economics, Business
Texas A&M University
College Station, TXSkills
Financial variance analysis
Advanced financial modeling
Capital budgeting
KPI management
Budgeting and Forecasting
Power BI data modeling
Hyperion Essbase
SmartView proficiency
Timeline
Senior Financial Analyst
Veritiv Corporation
09.2022 - Current
Financial Services Analyst
Veritiv Corporation
11.2019 - 08.2022
Financial Planner
AXA Equitable
07.2017 - 04.2018
Master of Business Administration - Finance
University of Texas At Tyler
Bachelor of Science - Economics, Business
Texas A&M University
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