Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kevin Marshall

Centennial,CO

Summary

REsourceful financial services professional with experience in assessing and quantifying financial and operational results, income statement oversight, developing detailed analyses, a track record of growing the bottom line and proven success at influencing and leading resources across multiple management levels. Excel in dynamic, demanding environments while remaining pragmatic and focused.

Overview

25
25
years of professional experience

Work History

Senior Financial Analyst

DAT Freight and Anakytics
Greenwood Village, CO
03.2022 - Current
  • Prepared quarterly earnings forecasts based on market conditions and economic indicators.
  • Collaborated with cross-functional teams to develop annual operating budgets and long-term strategic plans.
  • Performed sensitivity analysis to assess risk associated with various investment options or scenarios.
  • Presented findings to executive team highlighting areas of risk exposure and opportunities for improvement.
  • Drafted presentations illustrating key insights from financial analyses for use in board meetings and investor relations events.
  • Developed, implemented and maintained sales compensation programs in line with company objectives and policies.
  • Collaborate with leadership on long-term business growth and strategic planning.
  • Provide strategic insights and recommendations to improve financial performance.
  • Assist CEO in preparing communication of financial performance and key metrics to stakeholders, including investors, and the Board of Directors. of Directors.
  • Update financial forecasts based on set sales quotas.
  • Lead and manage strategic projects.
  • Manage team of accountants, analysts, and specialists.
  • Identify, report, and maintain company and business-level metric reporting for key drivers of business.
  • Lead and/or participate in process improvement, system automation, and reporting initiatives.
  • Develop and conduct executive level presentations.
  • Analyzed sales team performance metrics and identified areas of improvement.
  • Calculated commission payments accurately using established formulas.
  • Provided guidance and support to sales teams in understanding incentive programs and calculating commissions due.
  • Developed a predictive model that forecasted sales trends with 95% accuracy, enabling proactive strategy adjustments.
  • Prepare revenue guidance for biweekly, quarterly, and annual forecasts.
  • Prepare revenue guidance for biweekly, quarterly, and annual forecasts.
  • Build financial models, run scenario analysis, and provide data analytics to identify areas of risk and opportunity.
  • Own modeling and implementation of sales territories. and quota setting.

Lead Financial Analyst

CoBank ACB
Greenwood Village, CO
03.2011 - 03.2022
  • Developed long-term financial plans with international and industry-specific revenue targets for a $500 million regional and corporate agribusiness lending groups, a $56 million rural infrastructure lending group, a $30 million international lending group, and a $25 million leasing group. Act as a strategic thought partner to finance and lending group leadership. Develop long-term financial plans with international and industry-specific revenue targets. Delivered analysis, financial reporting, forecasting, strategic planning, and recommendations to assess organizational performance against forecast and strategic plans. Develop presentation materials for annual ratings agencies review and BOD.
  • Created income summaries to assess income generation for partners, which the Chief Banking Officer relied on for guidance. These summaries serve as the main reference for C-level executives during partner meetings.
  • Pioneered a pricing analysis for C-level which spearheaded a company transformation on evaluating deals to increase profitability metrics.
  • Developed leasing financial model which forecasts balance sheet, income statement, cash flows, capital and asset quality.
  • Continually earned 'Leadership' Awards based on my acumen, the level of my customer service, and the level of detail in my work deliverables.
  • Manage the development and mentoring of senior and junior analysts.
  • Contributing member of the Finance Centers of Excellence.
  • Developed an agriculture industry forecasting model.
  • Achieved operational excellence by leading four lending groups and one leasing group through the strategic planning process.

Financial Analyst

Accera Biopharmaceuticals
Broomfield, CO
03.2009 - 03.2011
  • Developed and supervised domestic/international M&A financials and analyses for a $30 million biotech product line. Oversaw relationship with M&A advisory firm. Led the development of the five-year strategic financial plan. Managed daily inventory channel reporting to determine monthly revenue recognition. Directed and developed presentation materials for C-level and BOD.
  • eveloped domestic and international merger and acquisitions models.
  • Converted cash flow statements from the Indirect to Direct Method.
  • Analyzed manufacturing expenses through cost accounting methods which led to a reduction of COGS expense by $50k annually.

Financial Analyst

Western Union
Greenwood Village, CO
01.2005 - 12.2008
  • Provided analysis, financial reporting, forecasting, strategic planning and recommendations for money transfer and payments service business lines. Developed long-term financial plans with regional and industry specific revenue targets. Performed market and competitor due diligence to establish pricing and marketing rebates. Responsible for business cases and pricing, detailing long-term projections for cash flow, NPV, rate of return, capital, revenue, foreign exchange, expenses, and EBIT.
  • Earned the annual leadership award several times for growing the bottom line.
  • Identified an inaccurate process that was paying out an additional $300,000 of bank fees.
  • Developed a business case that led to a reduction in variable expenses for the business.
  • Designed an automated pricing model for both the domestic and international sales teams to determine the profitability margins of a business relationship.
  • Developed a corporate business case financial model incorporating capital outflow, expense outflow, total investment, expense savings, revenue recognition, EBIT, NPV, and RoR.

Finance / Operations / Community Relations Manager

Colorado Rockies Baseball Club
Denver, CO
01.2000 - 12.2004
  • Developed financial policies and procedures, managed strategic planning of expenses, cash flow, controlled organizational accounts, maintained all financial records, generated financial statements, and oversaw the audit process. Hired and supervised three direct reports.

Education

Master of Science - Finance

University of Denver
Denver, CO
08-2005

Master of Science - Biological Sciences

Colorado State University
Fort Collins, CO
05-1999

Skills

  • Strategic planning
  • Mergers and Acquisitions
  • Cost-benefit analysis
  • Corporate cost reduction
  • Revenue trend analysis
  • Business valuation
  • Planning and analysis
  • Pricing strategy
  • Financial forecast model development
  • Financial reporting and analysis
  • Cross-functional team leadership
  • Risk assessment & mitigation
  • ROI delivery
  • Profitability analysis

Timeline

Senior Financial Analyst

DAT Freight and Anakytics
03.2022 - Current

Lead Financial Analyst

CoBank ACB
03.2011 - 03.2022

Financial Analyst

Accera Biopharmaceuticals
03.2009 - 03.2011

Financial Analyst

Western Union
01.2005 - 12.2008

Finance / Operations / Community Relations Manager

Colorado Rockies Baseball Club
01.2000 - 12.2004

Master of Science - Finance

University of Denver

Master of Science - Biological Sciences

Colorado State University

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Kevin Marshall