JOSEPH PARKS
Bethel,CT
Summary
Dynamic Finance Manager with over 13 years of progressive experience in financial planning and analysis, specializing in capital budgeting, forecasting, and cost optimization within large-scale organizations. Expertise in Hyperion and OneStream to enhance budgeting and forecasting processes, streamline month-end close activities, and deliver insightful financial reports that empower strategic decision-making. Recognized for fostering cross-functional collaboration to identify cost-saving opportunities, enhance headcount planning, and implement standardized reporting and controls. Committed to expanding leadership impact in finance operations while driving strategic initiatives that align with organizational goals.
Overview
14
14
years of professional experience
Work History
SENIOR FP&A SPECIALIST
ARKA Group LP
Danbury, CT
11.2025 - Current
- Reported directly to the CFO, serving as a key financial advisor on strategic planning, performance analysis, and executive-level decision-making across the organization.
- Facilitated the consolidation of budget forecasts, balance sheets, cash flows, and P&Ls for six companies, enhancing group-level strategic planning with a cohesive financial overview.
- Managed budget planning lifecycle, including formulation of $65 million budget, execution of variance analysis, and presentation of financial reports to senior leadership on a monthly and quarterly basis.
- Conducted rolling forecasts and scenario analyses that incorporated COGS assumptions, aimed at understanding the financial effects of market dynamics, input cost adjustments, and strategic initiatives.
- Enhanced financial models and standardized reporting templates to streamline annual budgeting cycle, facilitating efficient CFO-level reviews.
MANAGER, FP&A
Charter Communications
Stamford, CT
03.2023 - 11.2025
- Managed $88 million capital budget, focusing on trend analysis and improving quarterly financial forecasting methodologies.
- Engaged with over 25 departments to pinpoint and implement targeted initiatives that successfully reduced labor expenses by 15%.
- Conducted monthly executive reviews to provide critical insights on capital and operating expenses, headcount strategies, and variance analysis for informed decision-making.
- Implemented strategies to lead and develop a team of 4 analysts, resulting in streamlined financial workflows and increased efficiency.
- Managed comprehensive month-end close activities for Fortune 100 company, focusing on accuracy in financial reporting by effectively addressing accruals, prepaid amortizations, inter-company transactions, and reconciliations.
- Developed and sustained Tableau dashboards to enhance the visualization of spend favorability and headcount trends.
CREDIT SERVICES ANALYST
Charter Communications
Stamford, CT
02.2021 - 03.2023
- Managed $32mm budget to support strategic business planning within credit services department, utilizing comprehensive financial analysis and expense management.
- Created comprehensive credit policy workflows with Visio to facilitate informed decision-making for C-suite executives.
- Conducted in-depth analysis of large datasets to uncover variance drivers and generate comprehensive performance commentary for monthly and year-to-date metrics.
- Orchestrated alignment of credit strategies with business goals through effective coordination of cross-functional teams (sales, marketing, finance, engineering, operations).
- Queried customer payment behavior with SQL to identify high-risk segments and guide targeted recovery efforts.
SENIOR BUSINESS MANAGEMENT ANALYST
Transamerica
Harrison, NY
09.2017 - 02.2021
- Reduced firm's software expenditures by 21% by conducting entitlement reviews and engaging in cross-functional collaboration with stakeholders.
- Spearheaded the implementation of a software asset management program with Flexera, aimed at governing over 240 licensing agreements to ensure compliance.
- Oversaw account reconciliation and month-end closing processes to ensure timely financial reporting and accuracy.
BUSINESS ANALYST
Broadridge Financial Solutions
Deer Park, NY
12.2014 - 09.2017
- Monitored regulatory amendments and provided strategic advice to stakeholders, ensuring product compliance and minimizing associated risks.
- Selected by department VP to participate in the Management in Training program, aimed at developing future leaders and enhancing cross-functional skills.
- Generated comprehensive stock record growth reports for over 500 clients, enhancing data-driven decision-making.
CREDIT/RISK ANALYST
Fiserv
Melville, New York
08.2013 - 10.2014
- Accessed and reviewed financial documents, including balance sheets, P&L statements, cash flow analysis, and income statements, to enhance financial reporting accuracy and support decision-making.
- Oversaw and monitored a portfolio of 80+ high-risk merchant accounts for the world's largest provider of merchant.
ANALYST
JPMorgan Chase & Co
New York, NY
07.2012 - 08.2013
- Reviewed auto load contract packages for a portfolio serving 10,000+ dealerships and $600MM monthly sales, ensuring compliance and accuracy.
- Communicated application decisions and detailed loan terms to dealers, accelerating approval turnaround and improving dealer clarity.
Education
BACHELOR OF SCIENCE - BUSINESS ADMINISTRATION
Iona University
New Rochelle, NY05-2011
Skills
Excel (VLOOKUP, SUMIFS, INDEX MATCH)
SAP S/4HANA
Visio
SQL
Hyperion Planning/Essbase
SAP Fieldglass
Tableau
Flexera
Power BI
Microstrategy
OneStream
Timeline
SENIOR FP&A SPECIALIST
ARKA Group LP
11.2025 - Current
MANAGER, FP&A
Charter Communications
03.2023 - 11.2025
CREDIT SERVICES ANALYST
Charter Communications
02.2021 - 03.2023
SENIOR BUSINESS MANAGEMENT ANALYST
Transamerica
09.2017 - 02.2021
BUSINESS ANALYST
Broadridge Financial Solutions
12.2014 - 09.2017
CREDIT/RISK ANALYST
Fiserv
08.2013 - 10.2014
ANALYST
JPMorgan Chase & Co
07.2012 - 08.2013
BACHELOR OF SCIENCE - BUSINESS ADMINISTRATION
Iona University