Kyle Wefler
Sandusky
Summary
Skilled energy professional focused on maximizing Business Value through effective use of Sales, Analytics and Teamwork. Top-notch communicator with excellent time management, administrative and customer service skills.
Overview
17
17
years of professional experience
Work History
Energy Origination Specialist
AEP Energy
07.2024 - Current
- Identifying, negotiating, and securing energy resources to meet the needs of AEPEP's customers
- Develop and maintain RTO models to track and analyze customer capacity positions and needs by Planning Year and Season
- Working directly with mid-marketing to develop and implement sourcing strategies to ensure a reliable and cost-effective energy supply
- Tracking all contractual obligations for our renewable energy portfolio of approximately 20 projects
- Developing and presenting marketing decks to municipalities for energy and capacity sales
Principal Business Analyst - Supply Chain
American Electric Power
07.2019 - 07.2024
- Responsible for data analysis, design, development and testing of executive level Power BI dashboards for various business needs in the Supply Chain organization
- Led a small team to implement a new contract lifecycle management software to manage the ~1,000+ contracts that the Supply Chain organization oversees
- Collaborate on a team of 3 to develop the tools and processes needed from storyboarding to implementation of a Supplier Relationship Management program with a Supply Base of 400+ vendors and ~$3.5B in Annual Spend
- Assisted in the Joint Business Planning process designed by the SRM team to develop and report on contract level KPIs and SLAs for complex suppliers
- Work hand-in-hand with Category Managers, Business Units, and vendors on LEAN initiatives
- TechConnect Professional (U-Charge): Selected as part of an 8-person team to participate in a 4-week training program to develop analytical reporting solutions utilizing Business Intelligence and ETL software
Sr. Financial Analyst
Greif Co.
04.2018 - 02.2019
- Responsible for the P&L's of the Midwest and West regions accounting for approximately $800M in annual revenue including oversight of each plant's budget, forecast, and financial statements
- Managed the monthly, quarterly, and annual close processes including preparation of journal entries, accruals, and reconciliation of accounts
- Post-Audit Review Project: Coordinated a cross-functional team consisting of VP, Director of Engineering, and Plant Manager to head a post-audit review analyzing the total financial and strategic impact of a delayed implementation project within the Chicago facility and reported results directly to C-level management
- Worked hand-in-hand with Finance Team, Consultants and Systems Analysts on the administration of Hyperion Planning tool for forecasting and budgeting process including designing and implementing allocation rules for revenue and expenses
- Member of cross-functional team with Internal Audit to review multiple plants throughout the Midwest and West region and initiated follow-up efforts to assure compliance with enterprise-wide strategic risks
- Responsible for reporting requirements including development and distribution of cadenced financial reporting
Sr. Financial Analyst
The Windsor Companies
06.2017 - 01.2018
- Performed financial modeling, valuation and sensitivity analysis of $80 million commercial real estate buy-side transaction within the Columbus market
- Maintained financial statements for existing portfolio assets through bank account and balance sheet reconciliations, performing journal entries, and monthly accruals
- Managed the P&L's for a $100 million commercial real estate portfolio including oversight of each asset's budget, forecast, and financial statements
- Oversaw the monthly, quarterly, and annual close process and ensured that financial statements are complete and accurate for distribution to shareholders
- Managed relationships with Limited Partners and investors which entailed communicating the current state of the business, capital and expense forecasting, and quarterly distributions and newsletters regarding investment performance
Valuation Advisory Analyst
Duff & Phelps
04.2016 - 06.2017
- Performed post-acquisition valuation analysis on a wide range of public and private entities using appropriate income, market, and replacement cost approaches for business entities, common stock, and intangible assets
- Headed multiple purchase price allocations for business combinations (ASC 805), impairment testing for goodwill and other (ASC 350), and fair value measurements (ASC 820) within several industries including luxury vacation rentals, retail, manufacturing, and pharmaceuticals
- Developed client deliverables by independently gathering data pertinent to the engagement, economy, and industry through direct client interaction and the use of third-party data gathering resources (i.e
- CapIQ, Bloomberg, Hoovers)
Sr. Financial Analyst - Treasury/Corporate Finance
Toys 'R Us
07.2014 - 04.2016
- Worked in collaboration with external consultants in valuing our Property Company to build a case for refinancing terms
- Led the analysis and design of a 5-year forecasted, entity-specific liquidity model to determine future cash flow needs
- Created proposal of European and Australian ABL loan refinancing for a highly leveraged company
- Responsible for providing timely debt reporting for total company debt in compliance with SEC requirements
- Investor Call Series: Led implementation of calls for FP&A that concentrated on benchmarking our performance against major competitors' performance
- Recruiting and Retention Team Member: Worked closely with Analytics Director to improve our onboarding process in FP&A
Financial Representative - Equity Trader
Fidelity Investments
02.2008 - 03.2010
- AUM Flow Project: Defined and implemented strategic objectives after identifying an outflow of $.97 to every dollar of inflow to a major competitor resulting in decreased outflow of $.55 to every dollar within one quarter
- Cross-Functional Liaison: Manager nominated to work within a group throughout the Cincinnati site tasked with researching various roles in personal investing and finding solutions to increase communication and reduce overlap
Education
Masters of Business Administration -
The Ohio State University
Columbus, OH12.2014
Master of Science - Economics
Fisher College of Business in collaboration with Interxion
06.2014
Bachelor of Arts - Mathematics
Ohio University
Athens, OH11.2006
Skills
- Consultative Selling
- Relationship Management
- Advanced Excel Skills
- Financial Analysis Techniques
- Data Visualization using Power BI
- Accounts Management
- Data-Driven Insights
- Strategic Development
Timeline
Energy Origination Specialist
AEP Energy
07.2024 - Current
Principal Business Analyst - Supply Chain
American Electric Power
07.2019 - 07.2024
Sr. Financial Analyst
Greif Co.
04.2018 - 02.2019
Sr. Financial Analyst
The Windsor Companies
06.2017 - 01.2018
Valuation Advisory Analyst
Duff & Phelps
04.2016 - 06.2017
Sr. Financial Analyst - Treasury/Corporate Finance
Toys 'R Us
07.2014 - 04.2016
Financial Representative - Equity Trader
Fidelity Investments
02.2008 - 03.2010
Master of Science - Economics
Fisher College of Business in collaboration with Interxion
Bachelor of Arts - Mathematics
Ohio University
Masters of Business Administration -
The Ohio State University
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