Jason Roth
Denver,PA
Summary
Highly driven and results-oriented Financial Planning & Analysis (FP&A) leader with over 15 years of progressive experience in corporate finance and strategic decision support. Expertise in managing capital expenditure programs, developing and implementing technical reporting infrastructure (SQL/BigQuery), and leading forecasting initiatives that optimize profitability and drive measurable cost reduction.
Overview
16
16
years of professional experience
4
4
years of post-secondary education
Work History
Assistant Director Financial Planning & Analysis
Hershey Entertainment & Resorts
07.2022 - Current
- Managed and oversaw the annual $20M - $25M capital expenditure budget for Hersheypark, ensuring strategic alignment and optimal allocation of resources across all major infrastructure and development projects.
- Developed and presented detailed Internal Rate of Return (IRR) and Return on Investment (ROI) analyses to senior leadership, directly influencing the decision-making process for high-value current and prospective projects.
- Spearheaded the annual budgeting, monthly forecasting, and ad hoc analysis processes across a diverse portfolio of revenue and expense centers, including Retail, Food & Beverage, Guest Admissions, Games, and Maintenance.
- Served as a key partner in the development and implementation of the data warehouse within BigQuery, utilizing SQL expertise to integrate and structure multiple disparate data sources and significantly enhance data accessibility for informed business decision-making.
- Designed and deployed a labor expense dashboard for operations, enabling the establishment of volume-based min/max staffing levels and directly driving a 5-7% reduction in controllable overtime (OT).
- Designed, built, and maintained critical operational dashboards for daily performance tracking, including revenue performance and detailed GL accounting transaction linkage (Journal Entries, AP/AR, and expense monitoring).
- Cultivated and maintained influential relationships with departmental directors across the organization, acting as a strategic partner to ensure financial targets were met and operational goals were aligned with the budget.
- Provided direct leadership and mentorship to a team of financial analysts, developing targeted training and growth opportunities that increased team engagement, performance, and analytical output.
Manager, Corporate Planning & Analysis
New Enterprise Stone & Lime Company
08.2021 - 07.2022
- Managed and mentored a team of two financial analysts, focusing on performance development, project prioritization, and ensuring the delivery of high-quality corporate reporting and analysis.
- Conducted comprehensive financial due diligence and valuation analyses for potential Mergers & Acquisitions (M&A) targets, providing executive leadership with strategic recommendations to inform investment decisions.
- Led and coordinated the annual corporate budget cycle, streamlining data collection and analysis to ensure the timely and accurate generation of organizational forecasts and financial plans.
- Engineered a fleet management reporting tool that successfully centralized operational data, directly leading to process efficiency gains and measurable downstream cost savings, specifically around maintenance and capital purchases.
- Establish key performance metrics, enabling the identification of critical trends and implementation of data-driven strategies for improving overall business results.
Manager Financial Planning & Analysis
Lentz Milling Company/JM Swank
03.2019 - 08.2021
- Directed the full scope of financial planning, including the annual operating plan, monthly financial results reporting, rolling forecasting, and critical inventory reporting processes.
- Designed and implemented key operations reporting metrics that provided critical visibility into inefficiencies, directly leading to $600K in validated annual cost savings.
- Led the initiative and full-scale implementation of a new Fleet Maintenance Program, which generated measurable, recurring $400K in annual cost savings.
- Collaborated with the Accounting team and external auditors, ensuring the timely and accurate provision of financial data necessary for successful mid-year and year-end financial audits.
- Contributed to a cross-functional team focused on optimizing warehouse operations and transportation utilization, identifying key areas for enhanced logistical efficiency.
Manager Financial Planning & Analysis
DS Services of America
04.2016 - 03.2019
- Spearheaded the analysis and consolidation of monthly financial results for all North American branch operations, presenting detailed performance insights and variance reports to the CFO and Senior Management.
- Designed and implemented the Annual Operating Plan (AOP), Forecasting, and reporting models for fleet assets, driving a documented $2M in annualized repairs and maintenance savings.
- Directed the full-scale implementation of the ARI Global Fleet Management system, generating immediate savings across tolls, repairs, rentals, and licensing, and establishing a single source of truth for the company's entire asset portfolio.
- Developed and utilized sophisticated asset life cycle analyses to optimize capital planning and guide executive decisions on the strategic timing for asset retirement and procurement.
- Constructed and deployed new operational scorecards and key performance indicator (KPI) frameworks, partnering with Senior Leadership to drive accountability and measure operational performance.
Decision Support Financial Analyst
Lancaster General Health/Penn Medicine
06.2012 - 04.2016
- Authored comprehensive financial pro formas and business plans for new business ventures and service line expansions, evaluating key variables including Volume, Revenue, Labor, Cost of Goods Sold, and Depreciation.
- Spearheaded the design and maintenance of advanced strategic forecasting models, including 12-month rolling and 3-to-5-year forecasts, to guide long-range organizational planning and investment decisions.
- Conducted deep-dive profitability analysis across all departments and service lines, designing custom reporting frameworks to accurately track financial performance and identify optimization opportunities.
- Created and delivered executive-level financial and trend analysis reports, translating complex performance data into clear, actionable insights for Senior Management consumption.
- Proactively researched major initiatives impacting healthcare delivery and finance, modifying financial models to accurately incorporate the forecasted impact of regulatory and market changes.
- Partnered with cross-functional teams to analyze organizational needs and develop consensus-driven strategic initiatives best suited for achieving company goals.
Financial Analyst
PepsiCo
03.2011 - 06.2012
- Provided analytical support for development of Annual Operating Plan and Quarterly Business Plan
- Provided accurate forecasting for categories which include: Volume, Net Revenue, Cost of Goods, Marketing budgets, Trade Spending, etc.
- Created regional strategic local market opportunity assessments
- Identified and communicated key “causes of change” versus forecast
- Scorecard performance for customers and categories
- Analyzed key performance drivers, developed variance insights and made recommendations
- Developed models to track weekly controllable costs such as labor, depreciation, fuel, etc.
Financial Analyst
First Senior Financial Group
06.2009 - 03.2011
- Developed and managed complex excel-based financial models
- Recommended financial instruments to prospective clients based on goals and performance
- Performed duties promptly in a detail oriented and fast growing company
- Developed program/template to forecast data, which created a 50% increase in output and profits.
- Maintained supervision of three employees to maximize output and retain high quality control
- Analyzed financial data, extracted and defined relevant information; interpreted data for purpose of determining past financial performance and to project financial probability
Education
Bachelor of Science - Finance
Shippensburg University of Pennsylvania
Shippensburg, PA 08.2005 - 05.2009
Skills
- Team Leadership
- Cross-Functional Collaboration
- Strategic Planning
- Capital Management
- Data Warehousing & Business Intelligence
- Cost Optimization
Timeline
Assistant Director Financial Planning & Analysis
Hershey Entertainment & Resorts
07.2022 - Current
Manager, Corporate Planning & Analysis
New Enterprise Stone & Lime Company
08.2021 - 07.2022
Manager Financial Planning & Analysis
Lentz Milling Company/JM Swank
03.2019 - 08.2021
Manager Financial Planning & Analysis
DS Services of America
04.2016 - 03.2019
Decision Support Financial Analyst
Lancaster General Health/Penn Medicine
06.2012 - 04.2016
Financial Analyst
PepsiCo
03.2011 - 06.2012
Financial Analyst
First Senior Financial Group
06.2009 - 03.2011
Bachelor of Science - Finance
Shippensburg University of Pennsylvania
08.2005 - 05.2009
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