PETER GULLO
Greenville,SC
Summary
Finance analyst with experience in financial planning and analysis, multi-entity budgeting and forecasting, P&L reporting, reconciliations, and financial reporting. Built reporting processes, supported executive summaries, and improved visibility across a portfolio of companies. Uses advanced Excel and AI tools to improve workflow efficiency and financial accuracy.
Overview
1
1
Certification
12
12
years of professional experience
Work History
Financial Analyst
WARPSPEED HOLDINGS
04.2026 - Current
- Supported financial planning, analysis, and reporting across portfolio of five companies to monitor financial performance and provide insights into business operations. Assist with budgeting, forecasting, financial statement preparation, and profit and loss analysis to support management decision-making and financial oversight across multiple entities. Perform reconciliations of forward commitment contracts by reviewing financial records, investigating discrepancies, and validating balances to support accurate financial reporting. Analyze financial data across the five companies to identify variances, resolve reconciliation issues, and improve visibility into financial performance. Collaborated with stakeholders to strengthen financial controls, improve reporting consistency, and enhance accuracy of financial records.
- Prepared monthly financial reports for executive leadership and portfolio reviews.
- Analyzed holding company budgets and forecast assumptions across business units.
- Analyzed variance trends in financial reports to identify significant changes. and explained changes in operating expenses.
Financial Analyst
ARBOR HOME LOANS
, SC
08.2025 - 04.2026
- Built the branch profit and loss (P&L) reporting process from scratch using journal entries, establishing a structured foundation for tracking financial activity and reporting branch performance. Support branch budgeting and financial forecasting, including projections for new business units and teams, to improve financial planning and resource allocation. Prepare monthly financial executive summaries communicating financial performance, operating trends, and key business results. Manage branch P&L reporting and analyze financial activity to support management oversight and decision-making. Develop and maintain documented financial policies, procedures, and internal controls, including checks and balances across departments. Maintained chart of accounts during business unit expansions, ensuring accurate accounting classifications and timely financial statement completion. Recommended performance benchmarks and calculated, prepared, and distributed financial and operational metrics for evaluating branch performance. Coordinated with internal departments and outsourced service providers to enhance financial operations and improve process efficiency. Maintain knowledge of mortgage lending guidelines, investor programs, regulatory requirements, and industry developments while supporting audit readiness and compliance with company policies.
- Analyzed financial statements for corporate reporting and forecasting.
- Built budget models for portfolio planning across holding company operations.
- Reviewed variance reports for management and investment teams.
- Worked remotely to support various financial tasks and collaborations.
Strategic Pricing Analyst
CAMERON ASHLEY BUILDING PRODUCTS, INC.
01.2025 - 08.2025
- Developed and executed pricing strategies to safeguard gross margins against vendor cost increases from international tariffs. Conducted margin analysis and competitive benchmarking to uncover pricing opportunities in key product categories. Collaborated with Procurement and Sales to balance profitability, market competitiveness, and customer needs. Automated quoting process to enhance accuracy, shorten turnaround times, and streamline efficiency across sales channels.
- Reviewed vendor cost changes and updated pricing structures for lumber and supply lines.
- Analyzed pricing requests for building products across branch and customer accounts.
- Updated and organized price files in ERP and spreadsheet systems for accurate record-keeping. in ERP and spreadsheet systems for Cameron Ashley operations.
Financial Service Business Analyst
CAMERON ASHLEY BUILDING PRODUCTS, INC.
06.2024 - 01.2025
- Collected $640,000 in past-due customer payments through financial analysis, account follow-up, and collaboration with cross-functional teams. Partnered with Accounts Payable, Accounts Receivable, and Cash Application teams to resolve payment discrepancies, streamline workflows, and improve operational efficiency. Evaluated customer financial statements and creditworthiness to assess purchasing capacity, manage credit exposure, and support credit decisions. Collaborated with Procurement, Sales, and Credit teams to resolve past-due balances, facilitate order releases, and maintain relationships with senior customer leadership. Improved and automated customer application and verification processes, strengthening legitimacy checks and mitigating fraudulent activity. Analyzed financial data, prepared reports, and supported internal audits, enhancing financial oversight and aligning with business objectives.
- Recorded specific business needs for enhancing Cameron Ashley processes.
- Worked with sales, logistics, and finance teams to identify reporting requirements.
- Examined operational data to inform decisions regarding distribution of building products.
Financial Representative Intern
NORTHWESTERN MUTUAL
05.2023 - 08.2023
- Collaborated with senior financial representatives to assess client needs, enhance communication, and facilitate relationship management. Assisted in crafting personalized financial plans and budgeting strategies tailored to client circumstances and financial goals. Coordinated client meetings and managed scheduling to optimize team productivity and enhance client engagement.
- Gathered client data for comprehensive risk assessments for risk profiles and planning discussions.
- Reviewed financial plans, insurance policies, and investment information for accuracy.
- Supported Northwestern Mutual financial representatives with client meeting preparation and follow-up.
Assistant Camp Director
ON DECK BASEBALL ACADEMY
01.2015 - 01.2021
- Coordinated planning and execution of advanced baseball camps with lead director, ensuring alignment with program goals. Coached participants on athletic development, teamwork, and sportsmanship, leveraging collegiate baseball experience to enhance skill acquisition. Managed camp schedules and event timing while preparing staff to deliver organized programs that addressed participant needs.
- Supervised coaches, counselors, and athletes during drills, games, and instruction.
- Managed daily operations of baseball academy by coordinating camp schedules and field assignments.
- Oversaw check-in and attendance processes while managing camper communication for academy programs.
Education
Bachelor of Science - Finance
ANDERSON UNIVERSITY
Anderson, SCSkills
- Financial Analysis: Financial modeling, budgeting, forecasting, P&L development and management,
- Financial statement analysis, account reconciliation,
- Forward contract reconciliation and performance metrics
- Accounting & Risk Management: Regulatory compliance
- Technology & Data Analytics: Workflow automation
- Business & Leadership: Project coordination
- Financial modeling
- Budget forecasting
- Variance analysis
- Budget modeling
Certification
- Microsoft Office Specialist — Word
- Microsoft Office Specialist — PowerPoint
Extracurricular Activities
- Collegiate Student-Athlete Advisory Council Executive: Contributed to student leadership and representation.
- Baseball Team Captain: Demonstrated team leadership, accountability, and collaboration.
- Bible Study Group Leader: Facilitated group engagement, discussion, and peer leadership.
- Male Knight Pride Award: Recognized for outstanding all-around student-athlete achievement.
Timeline
Financial Analyst
WARPSPEED HOLDINGS
04.2026 - Current
Financial Analyst
ARBOR HOME LOANS
08.2025 - 04.2026
Strategic Pricing Analyst
CAMERON ASHLEY BUILDING PRODUCTS, INC.
01.2025 - 08.2025
Financial Service Business Analyst
CAMERON ASHLEY BUILDING PRODUCTS, INC.
06.2024 - 01.2025
Financial Representative Intern
NORTHWESTERN MUTUAL
05.2023 - 08.2023
Assistant Camp Director
ON DECK BASEBALL ACADEMY
01.2015 - 01.2021
Bachelor of Science - Finance
ANDERSON UNIVERSITY