Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Nicklaus Southard

Clemmons,North Carolina

Summary

Results-driven finance and technology professional with extensive experience in data profiling, automation, budgeting, and financial strategy within a financial institution. Adept at leveraging technology to streamline workforce management, third-party vendor tracking, and financial reporting. Proven ability to drive budgeting, forecasting, variance analysis, and executive-level readouts. Strong analytical skills with expertise in financial modeling, reporting automation, and multi-source data integration.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Enterprise Portfolio Gov & Strategy Planning Lead

TRUIST
01.2023 - Current
  • artnered with finance teams to track technology budgets, analyze costs, and provide financial insights for project investments.
  • Assisted in budgeting and forecasting processes for IT operations, ensuring alignment with company-wide financial goals.
  • Conducted variance analysis, comparing actual spend vs. budgeted projections, leading to cost optimizations.
  • Developed financial models and dashboards to automate reporting, reducing manual effort by X% and improving decision-making.
  • Supported capital expenditure planning, providing financial justifications for IT investments and infrastructure projects.
  • Analyzed and reported on key financial metrics, tracking department performance and identifying opportunities for cost savings.
  • Assisted in financial due diligence for tech investments, collaborating with finance teams to assess ROI and risks.

Senior Data Business Solutions Analyst

BB&T
06.2015 - 01.2023
  • Managed and maintained accounts for over 500+ contingent workers across multiple vendors for offshore teams, ensuring accurate financial tracking and cost allocation.
  • Developed and implemented a third-party solution to manage resource tracking from multiple source systems, improving visibility and reporting accuracy.
  • Led data profiling and automation initiatives, optimizing workflows to reduce manual reporting by X% and increase operational efficiency.
  • Oversaw budgeting and strategic planning for workforce and technology investments, ensuring alignment with financial goals.
  • Created executive-level readouts, providing financial insights on workforce spending, vendor contracts, and efficiency metrics.
  • Designed and implemented multi-source financial data integration, enabling real-time reporting on vendor expenses and contract utilization.

Education

Bachelor of Arts -

University of North Carolina At Charlotte
Charlotte, NC
08-2014

Skills

  • Financial Analysis & Modeling
  • Budgeting & Forecasting
  • Variance Analysis (Actuals vs Budget)
  • Cost Optimization & Expense Management
  • KPI & Performance Metrics Tracking
  • Executive-Level Reporting & Strategy Development
  • Data Profiling & Analytics
  • Process Automation & Workflow Optimization
  • Third-Party Vendor & Contingent Workforce Management
  • ✔ Multi-Source Data Integration & Reporting
  • ✔ Capital Expenditure Planning
  • ✔ Investment & Strategic Decision Support
  • ✔ Dashboard & Report Automation (Excel, Power BI, SQL)

Certification

  • MC (MicroStrategy Certified)
  • MDA (MicroStrategy Data Architect)
  • Power BI Developer
  • Power BI Data Analyst

Timeline

Enterprise Portfolio Gov & Strategy Planning Lead

TRUIST
01.2023 - Current

Senior Data Business Solutions Analyst

BB&T
06.2015 - 01.2023

Bachelor of Arts -

University of North Carolina At Charlotte

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Nicklaus Southard