GRACE GEORGE
Charlotte,NC
Summary
Analytical development professional dedicated to exceeding expectations, delivering high-quality work, and continually enhancing expertise to achieve impactful and sustainable results.
Overview
3
3
years of professional experience
Work History
Jr. Financial Analyst
MacLean Power Systems
Fort Mill, SC
08.2023 - 07.2024
- Surpassed performance expectations as the sole corporate financial analyst in a high-growth environment, receiving consistent recognition from the Director of Corporate Finance.
- Developed and maintained comprehensive analyses, including weekly executive packages with cross-company KPIs and monthly reports on headcount, commodities, COGS, inventory, operational efficiency, and real vs. budgeted financial results to assist in the monthly close cycle.
- Identified inconsistencies in AP expensing procedures that led to working with senior leaders to reclassify over $1M in expenses and establish standardization in classification processes through the creation of a SOP. This was demonstrated through an automated version of a chart of accounts and vendors tailored to the AP team's needs.
- Based on the findings above, I worked with each department head to update the expected budgetary needs for the remainder of the year and assist in creating a more accurate budget model for next.
- Worked with the AR team to develop weekly reporting effective in reducing average DSO by 10 days and maintaining the lowest GDP levels in 18 months.
- Conducted manufacturing analyses to identify over $20M in lost profits due to inefficiencies across production, energy, scrap, and disposal methods.
- Assisted in quarterly reporting for BOD and PE partners by creating a cross-company KPI scorecard.
- Developed strong relationships with senior leaders in Sales, Corporate Development, HR, IT, Marketing, and EHS due to not only excellent analytics assistance but also a positive, proactive attitude.
- Led the implementation of a capital expenditure and resource allocation software, Finario, exceeding the expectations of the VPs of IT, Shared Services, Corporate Controlling, and the CEO and CFO.
- Developed a comprehensive 70-page user guide, detailing not only how to efficiently utilize the software but also associated capital asset policies.
- Bridged historical capital investment evaluation with new software methods through discounted cash flow analysis and ROI metric valuation through the input and transfer of over 300 investments into Finario, and created a visualization detailing the similarities and differences between the two benefit analyses.
- Executed cross-company roll-out and training, including direct presentations to the CFO and CEO.
- Upon exiting my role, I created SOPs and implemented automation procedures into weekly and monthly reporting to establish a foundation for my successor.
Finance Intern - Finance Specialist
Belmont Capital Advisors
Belmont, NC
05.2022 - 08.2023
- Transcribed and documented client-advisor meetings, ensuring precise record-keeping and effective follow-up on trade, transfer, and account issues.
- Supported the organization and execution of retirement seminars, leveraging strong interpersonal skills to attract and engage potential clients.
- Developed and analyzed mock portfolios using Riskalyze, comparing performance against real-world market data to refine investment strategies.
- Implemented process improvements in client intake, database management, and workflow automation, enhancing operational efficiency and client experience.
- Reduced marketing costs by 71% through strategic analysis and the adoption of more cost-effective, engaging marketing approaches.
- Assisted in the switch from Salesforce to Workday, transferring data and familiarizing with the technology in order to facilitate cross-firm training.
Sales and Management Intern
Sherwin Williams
Kalispell, MT
05.2021 - 08.2021
- Supported regional sales representatives in client acquisition, product demonstrations, and project management, enhancing client engagement and project success.
- Conducted market research and developed strategies to boost employee engagement.
- Received a unique overture from the regional VP for a customized internship based on my efforts and results.
- Assisted management with daily operations, including implementing sales strategies, financials, and performing competitor research to drive growth.
- Gained in-depth knowledge of the manufacturing sector by preparing and delivering materials, maintaining optimal inventory levels, and streamlining procedures to reduce costs.
- Secured a multi-million dollar deal as the primary liaison with an entrepreneur, securing our company as the paint supplier for several new hotels.
Education
BA - Finance, Economics
Belmont Abbey College
05.2023
Skills
- Advanced Excel, PowerPoint, Word, and Outlook
- VBA and Script Creation
- PowerBI
- WorkDay
- SalesForce
- Hyperion and Oracle JDE
- Financial Modeling
- Data Analysis
- Business Development
Timeline
Jr. Financial Analyst
MacLean Power Systems
08.2023 - 07.2024
Finance Intern - Finance Specialist
Belmont Capital Advisors
05.2022 - 08.2023
Sales and Management Intern
Sherwin Williams
05.2021 - 08.2021
BA - Finance, Economics
Belmont Abbey College
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