Taylor Yost, MBA
Crozet,VA
Summary
Financial Planning analyst with strong focus on data-driven decision making and strategic insights. Skilled in data analysis, financial modeling, and accurate reporting. Effective collaborator with proven track record of adapting to evolving needs and delivering impactful results. Known for excellent problem-solving abilities and strong communication skills.
Overview
10
10
years of professional experience
Work History
FP&A Manager
Advanced Group
03.2024 - Current
- Develop and maintain strategic planning models, aligning with company growth objectives and targets
- Develop ROI models to evaluate potential strategic projects and investments, providing insights to senior management
- Lead financial analysis and modeling process for potential Mergers & Acquisitions, collaborating cross functionally to determine financial, operational and strategic fit
- Compile and evaluate industry and competitor reporting metrics
- Support the monthly consolidation and reporting of company Three - Statement Model, evaluating versions (Budget/Forecast/Actuals)
- Create and maintain company projection/growth models
- Support preparation of quarterly board presentations
- Provide monthly/quarterly financial statements to bank partners
- Support monthly close process, working cross functionally to ensure timely and accurate reporting
- Ad hoc requests from executive leadership
Principal FP&A Analyst
Advanced Clinical
07.2022 - 03.2024
- Led budgeting and forecasting efforts across multiple Lines of Business working with President & CEO and functional area leads, consistently achieving accuracy within 5%
- Perform monthly variance analysis during month end close compared to budget and forecast submissions
- Serve as the key financial point of contact for the business units
- Developed and tracked key financial metrics to ensure financial health within the business and its departments
- Worked in tandem with executive leadership to develop performance improvement suggestions
- Worked with accounting and project teams to ensure proper billing and accrual records to ensure accurate revenue recognition
- Create monthly reports and presentations on the business units to share with executive leadership
- Served as mentor to new employees within the project finance team
- Tracked and maintained company headcount reporting, ensuring proper allocation within billable and non-billable departments
- Calculated and provided client rebate payments dependent on revenue recognition and payment term
- Met with executive leadership on a weekly basis, including C-suite, to discuss monthly reporting, strategy, process improvements, and a variety of other ad-hoc topics to improve the business
Senior FP&A Analyst
Advanced Clinical
08.2020 - 07.2022
- Led budgeting and forecasting efforts across multiple Lines of Business working with President & CEO and functional area leads, consistently achieving accuracy within 5%
- Perform monthly variance analysis during month end close compared to budget and forecast submissions
- Serve as the key financial point of contact for the business units
- Developed and tracked key financial metrics to ensure financial health within the business and its departments
- Worked in tandem with executive leadership to develop performance improvement suggestions
- Worked with accounting and project teams to ensure proper billing and accrual records to ensure accurate revenue recognition
- Create monthly reports and presentations on the business units to share with executive leadership
FP&A Analyst
WorldStrides
06.2019 - 04.2020
- Led budgeting and forecasting efforts across multiple divisions, working closely with Division Managers
- Developed & performed finance sensitivity analysis with Division Management for presentation to Executives
- Worked with accounting to provide monthly variance analysis on actuals vs budget for controllable profit
- Created and presented Monthly Business Reviews highlighting budget, actuals, forecast, and variance analysis
- Led the due diligence process and financial modeling for multiple acquisition targets
- Created a business template to be used company-wide for quick creation and analysis of financial models
- Supported executive team on urgent requests that could have company-wide impact i.e Coronavirus
- Supported executive level management as needed for ad-hoc assignments
Project Analyst
PRA Health Sciences
04.2018 - 05.2019
- Managed up to seven simultaneous contracts each with multiple vendors, providing budgeting and financial analysis across a $30 million-plus project pipeline
- Provided risk analysis on resource utilization, financial performance, and additional or out of scope work
- Analyzed client requirements with respect to contract baseline and made recommendations for change modifications as required to meet client expectations inclusive of cost, schedule and/or technical
- Reviewed and approved invoices based on client payment terms
- Collaborated with project team to forecast necessary resources, hours and costs
- Performed trend analysis and adjusted forecast as needed
- Prepared and presented project and financial health to both internal and client executives
- Provided Cost Account Management to derive corporate revenue earned
Junior Financial Analyst
Noblis
05.2015 - 04.2018
- Maintained and updated Telecom Expense database for greater than 500 client sites
- Developed and submitted detailed project Expense Reports in accordance with monthly Deliverable
- Provided recommendations to reduce monthly operating expenses by more than 5% based on monthly analysis
- Contacted sites of deployment to verify receipt and acceptance of products and services provided and relayed this information to vendor company for invoicing purposes
- Tracked shipment of products throughout country to sites of deployment
- Validated invoices as received from vendors and made recommendations for acceptance to contracting agency
- Communicated between vendor and contracting agency regarding any issues, deltas, etc
Education
MBA - Business Administration And Management
Longwood University
Farmville, VA01.2022
Bachelor of Science - Business Administration And Management
Longwood University
Farmville, VA01.2015
Skills
- Financial Modeling
- Budget and Forecast Management
- Strategic Planning
- Financial Analysis and Reporting
- Communication and Collaboration
- Problem Solving
- Adaptability and Flexibility
- Microsoft Excel
- Adaptive Insights
- Netsuite
Timeline
FP&A Manager
Advanced Group
03.2024 - Current
Principal FP&A Analyst
Advanced Clinical
07.2022 - 03.2024
Senior FP&A Analyst
Advanced Clinical
08.2020 - 07.2022
FP&A Analyst
WorldStrides
06.2019 - 04.2020
Project Analyst
PRA Health Sciences
04.2018 - 05.2019
Junior Financial Analyst
Noblis
05.2015 - 04.2018
MBA - Business Administration And Management
Longwood University
Bachelor of Science - Business Administration And Management
Longwood University
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