Seasoned collaborator experienced in meeting needs, improving processes and exceeding requirements in team environments. Diligent worker with strong communication and task prioritization skills.
Overview
5
5
years of professional experience
Work History
Sr Financial Analyst/OneStream Administrator
PGT Innovations
03.2023 - Current
Performed complex financial and budget analyses to determine requirements and justify requested funding.
Ensured compliance with regulatory requirements through diligent review of financial documents and reports.
Provided strategic planning advice and financial oversight for corporate stakeholders.
Developed presentations and reports to inform and educate stakeholders and financial teams on growth possibilities.
Assisted in preparation of presentations, data tables and other documents for investor meetings.
Simplified troubleshooting processes by creating detailed documentation for system configurations, procedures, and best practices.
Worked with users to determine areas of technology in need of improved usability.
Business Analyst
Whitecap
06.2021 - 03.2023
Analyzed key aspects of business to evaluate factors driving results and summarized into presentations.
Analyzed 24 months of financial results to develop 3 year monthly projections to understand sustainability.
Assessed business requirements to forecast annual budgetary operational costs.
Drafted reports on company financial metrics to assess successes and account for deficiencies.
Reduced operating costs by %10 by identifying redundancies in newly acquired companies .
Executed analysis of risks and identified risk mitigation strategies.
Applied honed problem-solving skills to analyze and resolve issues impacting IT operations and goal achievement.
Developed standardized financial reporting templates, resulting in efficient data collection and 30% reduction in reporting turn around time.
Financial Analyst II
Florida Distillers
07.2020 - 06.2021
Reported directly to President of Sales, preparing ad hoc analysis and performance reports to assist senior level management and sales team in evaluating annual operating plan budgets, monthly forecasts, inventory analysis and profitability forecasts and projected revenue in a timely manner.
Analyzed $85M in financial activities for 3 sites using Excel modeling (Data Analytics, Pivot Tables, Formulas, PowerBI, & etc.) including the monthly close process, verified balance sheet account valuations and reconciliations, expense budgeting and forecasting, long range planning, and expense allocations to product lines.
Created budgets with strict guidelines and timetables, ensuring labor and materials costs were minimized by 15%, forecasted using detailed models against budgets based on key production indicators, gained a 7% increase on accuracy of short- and long-term earnings estimates.
Brought about major labor cost improvements in several important functional areas while partnering with multiple department leaders
Financial Analyst I
Florida Distillers
04.2019 - 07.2020
Conducted a comprehensive analysis of compensation methods; provided analytical and benchmark data for labor comparison to executive management; reduced labor cost by 39%; eliminated need for overtime or extra temporary employee assistance.
Assisted in negotiation of 7 new agreements with benefit plan providers, reduced 401(k) and medical plan costs by $100K for employer and plan participants.
Designed customized commission cost financial reports; assisted senior management and operations on revamping commission cost; implemented strong internal and external customer service focus; saw 41% reduction in attrition.
Preformed Time and Motion study; identified excess workforce and redundancies; reallocated 23 job functions to increased operational efficiency by 67% by the end of Q3 2019.
Implemented company's first formal compensation performance review program; significantly increased management's ability to support employee performance growth.
Partnered with senior management and departmental heads for monthly budgetary updates; presented variances between forecasts, budgets, actual revenues, expenses, and future spending requirements; coached and trained leaders to ensure proper management of labor performance before hiring/termination.