Summary
Overview
Work History
Education
Skills
Timeline
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Rubhean Barfield

Charlotte,NC

Summary

Enthusiastic and dedicated Chief Financial Officer with 5 years of experience in financial management, strategic planning, and comprehensive accounting. Proven track record of implementing new accounting standards, ensuring fiscal responsibility, and optimizing resource allocation. Seeking the opportunity to serve as the Chief Finance Officer to support the growth of our Greene County Public School students, leveraging expertise in directing financial planning initiatives for both short and long-term goals.

Overview

4
4
years of professional experience

Work History

Financial Planning Analyst II

Trane Technologies
Davidson, NC
10.2023 - Current
  • Conduct monthly account reconciliations to prevent balance sheet errors, ensuring accurate transactions in general ledger.
  • Execute trend analysis and report capital expenditures of $256 million, fostering leadership decision-making for key stakeholders.
  • Analyze travel and meeting expenses of $62 million, ensuring balanced budget in compliance with annual operating plan.
  • Business partner to 4 functional leaders, developing comprehensive budget of $54 million in expenses.
  • Provide commentary on change in expenses of $235 million year over year, comparing actual expenses to annual operating plan.
  • Led project team of 5 to automate and modernize data visualization of expense reporting, resulting in increased visibility.

Audit Consultant – Accelerated Development Program

Trane Technologies
Davidson, NC
10.2022 - 09.2023
  • Led internal control evaluations across 14 audits, gaining subject matter expertise in financial and operational processes.
  • Identified and communicated process design issues to business leadership, providing recommendations for process improvements.
  • Attended trainings to stay informed about trends in accounting and auditing, contributing to strategic planning of audit program.

Financial Planning Analyst – Accelerated Development Program

Trane Technologies
Davidson, NC
02.2022 - 09.2022
  • Coordinated finance function through month-end, forecast and annual operating cycles, ensuring deadlines were met.
  • Headed balance sheet flux process, providing concise explanations for variance of $541 million in assets, and $495 million in liabilities and equity, supporting cash metrics forecasting.
  • Designed and automated financial metric index, used to support VP and Director of Finance during management presentations.

Cost Accountant – Accelerated Development Program

Trane Technologies
Rushville, IN
02.2021 - 01.2022
  • Managed $2 million in capital expenditure across 13 projects, tracking project spend and comparing actual spend versus annual budget.
  • Provided strategic leadership in financial management, annual budgeting, and forecasting for 19 cost centers.
  • Conducted monthly account reconciliations to ensure agreement between general ledger and subledgers.

Cost Accountant

Trane Technologies
Charlotte, NC
10.2019 - 01.2021
  • Led monthly finance business partner reviews, analyzed cost center financials, and identified risks and opportunities per spending trends.
  • Led project team to correct freight expense charges, resulting in $98 thousand of freight entries being reclassed to correct entities.
  • Supported forecast and annual operating plan activities by analyzing trends and patterns to help achieve forecast accuracy.

Education

MBA - Accounting

Louisiana State University
Shreveport, LA
05.2024

Bachelor of Science in Business Administration - Finance

The University of North Carolina
Charlotte, NC
12.2020

Skills

  • Comprehensive Accounting Knowledge
  • Financial Planning and Administration
  • Team Leadership
  • Budgeting Management
  • Data Analysis
  • Strategic Planning
  • Audit and Reconciliation
  • Stakeholder Relations
  • Effective Communication
  • Emotional Intelligence

Timeline

Financial Planning Analyst II

Trane Technologies
10.2023 - Current

Audit Consultant – Accelerated Development Program

Trane Technologies
10.2022 - 09.2023

Financial Planning Analyst – Accelerated Development Program

Trane Technologies
02.2022 - 09.2022

Cost Accountant – Accelerated Development Program

Trane Technologies
02.2021 - 01.2022

Cost Accountant

Trane Technologies
10.2019 - 01.2021

MBA - Accounting

Louisiana State University

Bachelor of Science in Business Administration - Finance

The University of North Carolina

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Rubhean Barfield