Kaleb Carpenter
Sandusky,OH
Overview
5
5
years of professional experience
Work History
Senior Financial Analyst - Digital Finance
The Wendy's Company
01.2024 - Current
- Utilize financial modeling to deliver digital sales forecasts for annual operating plan.
- Report on weekly digital sales, identifying variance drivers against forecast.
- Build automated reports in Excel and Looker, reducing manual workload by 20 to 30 percent.
Financial Analyst - Pricing and Topline Sales
The Wendy's Company
11.2023 - 01.2024
- Designed and maintained pricing dashboard featuring 10 KPIs for over 200 menu combinations
- Led implementation of POS price changes across company-owned locations, collaborating with external pricing contractors.
- Conducted ongoing analysis of CPI to align food pricing strategy with market trends.
Treasurer
Pinewood Condominium Association
12.2023 - 12.2025
- Reconciled property bank accounts using QuickBooks to maintain financial accuracy.
- Created and presented financial reports during monthly board meetings for stakeholder review.
- Led comprehensive annual budgeting process to ensure alignment with organizational goals.
Financial Analyst
Whirlpool
02.2022 - 11.2023
- Executed month-end close activities, including journal entries and account reconciliations.
- Performed cost variance analysis on labor and maintenance expenditures.
- Developed dashboard for real-time monitoring of scrap loss, maintenance spend, and labor costs.
Education
Master of Business Administration - Finance
Tiffin University
Bachelor of Science - Business Administration in Accounting & Finance
University of Toledo
Skills
- Data analysis
- Pricing strategy
- Excel automation
- Trend analysis
- Problem solving
- Team collaboration
Timeline
Senior Financial Analyst - Digital Finance
The Wendy's Company
01.2024 - Current
Treasurer
Pinewood Condominium Association
12.2023 - 12.2025
Financial Analyst - Pricing and Topline Sales
The Wendy's Company
11.2023 - 01.2024
Financial Analyst
Whirlpool
02.2022 - 11.2023
Master of Business Administration - Finance
Tiffin University
Bachelor of Science - Business Administration in Accounting & Finance
University of Toledo