LUCAS RODGERS
Olathe,KS
Summary
Motivated finance professional with strong analytical skills, seeking to leverage budgeting and reconciliation experience to enhance financial performance and improve organizational efficiency
Overview
6
6
years of professional experience
Work History
Financial Analyst
Captain D's
09.2022 - Current
- Collaborate with cross-functional stakeholders to develop and forecast annual budgets for corporate, franchise, and field operations
- Review and approve expense reports for corporate and field personnel, ensuring accurate coding to respective budget lines
- Calculate quarterly bonus payouts for field and store-level employees based on comprehensive performance metrics
- Conduct in-depth financial analyses, generating reports on P&L trends, revenue, and expense variances across locations, while identifying strategic opportunities to enhance profit margins through detailed examination of financial results
Application Administrator
Sarah Cannon
05.2020 - 09.2022
- Integrated project and financial budgets into Sarah Cannon’s Clinical Conductor system (CCE) by uploading resources, discrete billable tasks, and project timelines
- Collaborated with business and IT teams to enhance financial system applications, ensuring seamless operational support
- Partnered with leadership to develop and implement efficient processes for the Application Administrator role, facilitating improved downstream tracking
- Compiled and created comprehensive training materials for new hires, taking ownership of the training process for the Application Administrator position
Reconciliation Specialist
Sarah Cannon
04.2019 - 05.2020
- Resolved unapplied cash balances for Sarah Cannon’s research lines of business by accurately applying cash to the correct visits/items following thorough investigative research
- Managed billing for visits/items documented in Sarah Cannon’s Clinical Trial Management System (CTMS), ensuring timely posting of identified cash and updating outdated invoices with newly discovered information
- Collaborated with senior analysts and leadership to support budget research and corrections, providing assistance to various departments in relation to unapplied cash resolution
- Compiled source data and initiated billing for over $6M worth of INDSR reports monthly, facilitating efforts across departments focused on resolving unapplied cash issues
Education
Bachelor of Arts - Finance/Economics
Southwest Baptist University
05.2017
Skills
- Microsoft Excel
- Financial and operational reporting
- Financial management
- Financial statement analysis
- Flexible team player
- Data analysis
- Financial modeling
Timeline
Financial Analyst
Captain D's
09.2022 - Current
Application Administrator
Sarah Cannon
05.2020 - 09.2022
Reconciliation Specialist
Sarah Cannon
04.2019 - 05.2020
Bachelor of Arts - Finance/Economics
Southwest Baptist University
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