JOSEPH PARKS
Bethel,CT
Summary
Finance Manager with 13+ years of progressive FP&A experience driving capital budgeting, forecasting, and cost optimization across large-scale organizations. Leverages advanced Excel, Tableau, SQL, Hyperion/OneStream and SAP toolsets to manage an $88M capital plan, streamline month-end close, and deliver executive-ready financial insights that support strategic decision-making. Collaborative leader known for cross-functional partnership to identify savings, improve headcount planning, and implement standardized reporting and controls while seeking to expand leadership impact in finance operations and strategic planning.
Overview
14
14
years of professional experience
2012
2012
years of post-secondary education
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.
- Consolidated budget, forecast, balance sheet, cash flow, and P&L across 6 portfolio companies, delivering a unified financial view to senior leadership and enabling group-level strategic planning.
- Led end-to-end P&L planning processes, including $655MM budget development, variance analysis, and monthly/quarterly reporting to senior leadership — with deep involvement in COGS analysis to identify margin drivers and cost trends.
- Developed rolling forecasts and scenario analyses incorporating COGS assumptions to assess the financial impact of market shifts, input cost changes, and strategic initiatives.
- Streamlined the annual budgeting cycle by enhancing financial models and standardizing reporting templates, reducing preparation time and increasing output quality for CFO-level reviews.
MANAGER, FP&A
Charter Communications
Stamford, CT
03.2023 - 11.2025
- Managed an $88M annual capital budget using advanced Excel to forecast quarterly results and trends.
- Collaborated with 25+ departments to identify cost savings and reduce labor expenses by 15% through targeted initiatives.
- Led monthly executive reviews presenting capital and operating expense analysis, headcount plans, and variance drivers for decision making.
- Oversaw month-end close to ensure accurate GAAP-compliant reporting of complex financial data.
- Designed and maintained Tableau dashboards to visualize spend favorability and headcount trends for leadership action.
- Generated the P&L for the Business Intelligence department and provided variance commentary to the CFO.
CREDIT SERVICES ANALYST
Charter Communications
Stamford, CT
02.2021 - 03.2023
- Managed a $32MM Credit Services budget ensuring GAAP compliance and improving forecast accuracy.
- Developed executive-ready credit policy workflows with Tableau to clarify financial risk for C-suite decision-making.
- Delivered financial analyses to support short- and long-term business planning and inform strategic decisions.
- Analyzed large datasets to identify variance drivers and provide month-over-month and YTD performance commentary.
- Coordinated cross-functional teams (sales, marketing, finance, engineering, operations) to align credit strategies with business goals.
- Queried customer payment behavior with SQL to identify high-risk segments and guide targeted recovery efforts.
- Reduced annual software spend from $112MM by 21% through entitlement reviews and stakeholder cost controls, delivering measurable savings.
SENIOR BUSINESS MANAGEMENT ANALYST
Transamerica
Harrison, NY
09.2017 - 02.2021
- Pioneered the firm's software asset management program using Flexera to govern over 240 licensing agreements and improve compliance.
- Managed a team of four to complete accurate account reconciliations and month-end close activities on schedule, ensuring timely financial reporting.
- Maintained subject-matter expertise on regulatory amendments and advised stakeholders to ensure compliant product changes with measurable risk reduction.
- Selected by the department VP for the Management in Training program, demonstrating leadership potential and cross-functional readiness.
BUSINESS ANALYST
Broadridge Financial Solutions
Deer Park, NY
12.2014 - 09.2017
- Produced stock record growth reports and analyzed client behavior drivers to inform senior leadership decisions and improve retention outcomes.
- Monitored a portfolio of 80+ high-risk merchant accounts to identify credit exposure and reduce loss risk.
- Reviewed financial statements including balance sheets, P&L, cash flow, and income statements to improve accuracy of risk assessments and support decisions.
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, NYSkills
- Excel (XLOOKUP, Power Query, INDEX MATCH)
- SAP S/4HANA
- Power BI
- Visio
- SQL
- Hyperion Planning/Essbase
- SAP Fieldglass
- Tableau
- Flexera
- Microstrategy
- OneStream
Core Skills:
- Forecasting & Scenario Modeling
- Strategic Planning
- P&L Management
- Long-Range Planning
- Cross-Functional Collaboration
- Process Improvement
- Variance Analysis
- Power BI, Tableau, SAP, OneStream, Hyperion, Essbase
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