Spencer Hallam
Spanish Fork,UT
Summary
Results-driven and detail-oriented Financial Analyst with a background in financial analytics, budgeting, and reporting. Adept at financial forecasting, and budgeting with a keen eye for trends and opportunities. Possesses excellent analytical, communication and problem-solving skills, with a strong proficiency in financial tools. Committed to delivering accurate and timely financial insights to drive success.
Overview
4
4
years of professional experience
Work History
Senior Financial Analyst
Rite Aid
12.2023 - Current
- Prepared financial forecasts, analyzing key performance indicators, trends, and variances against actual results, while also supporting the monthly, quarterly, and yearly financial closes.
- Worked on automation projects to improve the efficiency of financial processes, particularly in forecasting and budgeting.
- Led the annual budgeting process, ensuring alignment with strategic objectives, and providing detailed analysis of business drivers.
- Partnered with business leaders to evaluate financial performance and identify areas for improvement within the supply chain.
- Assisted in preparing presentations for board meetings, leadership, and other stakeholders.
Financial Analyst
Rite Aid
02.2023 - 12.2023
- Developed financial models, updating the data every week to present information to executive leadership.
- Collaborated closely with the marketing team to analyze spending and ensure forecast accuracy.
- Managed frequent ad-hoc requests with timeliness and accuracy.
Financial Analyst
Elan Solar
11.2021 - 02.2023
- Assisted in tracking cash flow, financial operations, and month-end reporting.
- Monitored expenses using Quickbooks, Divvy and excel to keep business on track with financial targets.
- Analyzed financials to make informed decisions to the business owner.
- Analyzed potential internal and external risk that the business might face.
Junior Financial Analyst
Avolta
08.2021 - 11.2021
- Compiled analytical data into reports and presented to the owners of the company.
- Managed accounts payable and accounts receivables.
- Identified process inefficiencies and recommended improvements.
Education
MBA -
Western Governors University
Salt Lake City, UT03-2024
Bachelor of Science - Finance
Utah Valley University
Orem, UT08.2022
Timeline
Senior Financial Analyst
Rite Aid
12.2023 - Current
Financial Analyst
Rite Aid
02.2023 - 12.2023
Financial Analyst
Elan Solar
11.2021 - 02.2023
Junior Financial Analyst
Avolta
08.2021 - 11.2021
MBA -
Western Governors University
Bachelor of Science - Finance
Utah Valley University
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