Tamara Gates
Charlotte,NC
Summary
Accomplished financial analyst with expertise in strategic analysis and financial forecasting. At EPRI, managed a $57M budget, enhancing automation through SAP ERP upgrades. Proven leader in executive presentations and process improvement, leveraging skills in Python and SQL to drive impactful financial strategies and comprehensive reporting.
Overview
29
29
years of professional experience
2
2
Certifications
Work History
Senior Financial Analyst II
EPRI
Charlotte, USA
01.2019 - 01.2025
- Produced timely, detailed financial reports, including variance and KPI analysis, for senior executives.
- Managed a $23M budget for the Environment Sector; later managed a $57M budget for programs within the Generation Sector.
- Led ad-hoc reporting, conducted financial review meetings, and generated monthly, quarterly, and annual reports to aid decision making.
- Partnered with management on strategic objectives and facilitated an SAP ERP upgrade for improved automation and faster insights.
- Prepared capital plans, strategic planning documents, and budgets; tracked and communicated actions on variances.
- Monitored benchmark data and provided recurring as well as ad hoc forecasting reports (monthly, quarterly, and annual).
- Electric Power Research Institute, www.epri.com
Senior Financial Analyst
Health Stat Inc.
Charlotte, USA
01.2017 - 01.2019
- Built the financial budget and set targets by preparing accurate, timely reports and executive summaries.
- Assisted with annual operating plans and budgets for revenue, funding, expenses, and capital projects.
- Delivered executive-level financial presentations and streamlined management reporting processes for efficiency.
- Played a key role in moving from QuickBooks to SAP for better analytics and automation.
- Financial Planning & Analysis, www.healthstatinc.com
Project Manager Analyst / Senior Financial Analyst
Encore Health Resources
Charlotte, USA
01.2013 - 01.2017
- Analyzed financial trends, prepared variance reports, and utilized Salesforce and Excel for reporting.
- Managed accounting activities such as invoicing, contract reviews, month-end closing, and annual budgeting.
- Enhanced accuracy through back-testing and variance analysis; participated in executive onboarding and process improvement training.
- Drove organizational growth via forecasting, planning, and implementing process changes.
- Www.encorehealthresources.com
- Remote position
Lead Treasury Analyst
Ally Bank
Charlotte, USA
01.2009 - 01.2013
- Oversaw long-term and short-term liquidity forecasts to meet regulatory standards.
- Led teams in financial processing and reporting, enhancing transparency and reporting efficiency.
- Streamlined budget and forecasting operations, reducing turnaround by developing scenario and dashboard reporting.
- Treasury Finance Reporting, www.ally.com
Assistant Vice President, Senior Financial Analyst
Bank of America
Charlotte, USA
01.2007 - 01.2009
- Set financial goals through precise TCOA forecasting and planning.
- Coordinated updates for all business lines, led monthly budget/forecast review meetings, and created efficient report catalogs.
- Improved performance through cross-training documentation.
- Www.bankofamerica.com
Corporate Investment Banking Projection Analyst
Wells Fargo, Inc.
Charlotte, USA
01.2006 - 01.2007
- Created and analyzed CIB budget projections with Essbase; ensured Sarbanes-Oxley compliance and drove process improvements.
- Www.wellsfargo.com
Financial Planning and Analysis
Wells Fargo, Inc.
Charlotte, USA
01.2002 - 01.2006
- Presented budgets and projections to Federal Reserves and regulators; developed dashboards and streamlined budgeting procedures.
- Www.wellsfargo.com
Brokerage Operations Supervisor
Wells Fargo Securities, Inc.
Charlotte, USA
01.1999 - 01.2002
- Supervised 15 associates, drove process improvements and cost reductions, and led major process conversions.
- Developed automated procedures, training materials, and ensured SEC compliance.
- Www.wellsfargo.com
Business Analyst
Wells Fargo Securities
Richmond, USA
01.1996 - 01.1999
- Led reengineering efforts for brokerage operations, managed business flow documentation, and executed platform conversions.
- Www.wellsfargo.com
Education
Bachelor of Science - Business Administration (Finance Concentration)
Virginia Commonwealth University
Richmond, VASkills
- Finance management
- Strategic analysis
- Financial forecasting
- Comprehensive financial reporting
- Executive presentations
- End-to-end forecasting
- Ad hoc reporting
- KPI monitoring and reporting
- Budget preparation
- Trend and variance analysis
- Financial planning and analysis
- Month-end, quarter-end, year-end close
- P&L analysis
- 'What-if' scenario reporting
- Financial strategies
- MS Office Suite
- ADP
- Beta processing systems
- Quickbooks
- Hyperion Essbase
- SharePoint
- SAP
- Salesforce
- Oracle
- Insight general ledger
- Python
- SQL
- ERP implementation
- Growth projections and expense reductions
- Problem solving
- Financial statements expertise
- Business operations analysis
- Budget forecasting
- Capital budgeting
- Variance analysis
- Financial management and modeling
- Cash flow management
- Strategic planning
- Operations analysis
- Time management
- IFRS and GAAP compliance
- Cost-benefit analysis
- Annual budgets
- Comparative analysis
- ERP (enterprise resource planning)
- Advanced financial analysis
- Revenue recognition
- Account reconciliation
- Presentation skills
- Effective communication
- Project management
- Process improvements
Accomplishments
Above and Beyond Kudos Q3 2023
Websites
Certification
SQL for Finance certified January 2026
Timeline
Senior Financial Analyst II
EPRI
01.2019 - 01.2025
Senior Financial Analyst
Health Stat Inc.
01.2017 - 01.2019
Project Manager Analyst / Senior Financial Analyst
Encore Health Resources
01.2013 - 01.2017
Lead Treasury Analyst
Ally Bank
01.2009 - 01.2013
Assistant Vice President, Senior Financial Analyst
Bank of America
01.2007 - 01.2009
Corporate Investment Banking Projection Analyst
Wells Fargo, Inc.
01.2006 - 01.2007
Financial Planning and Analysis
Wells Fargo, Inc.
01.2002 - 01.2006
Brokerage Operations Supervisor
Wells Fargo Securities, Inc.
01.1999 - 01.2002
Business Analyst
Wells Fargo Securities
01.1996 - 01.1999
Bachelor of Science - Business Administration (Finance Concentration)
Virginia Commonwealth University