Zach Haller
Rochester,NY
Summary
Analytical professional and MBA graduate with focuses in Strategy and Pricing. A results-driven, collaborative individual with a proven track record in financial roles. Seeking a challenging opportunity to further develop skills and drive personal and professional growth.
Overview
5
5
years of professional experience
Work History
Working Capital Manager
PICS Telecom International Corp.
Rochester, NY
08.2022 - Current
- Developed and managed an inventory dashboard reporting system focused on KPIs to optimize sales performance
- Identified and recovered more than $200,000 in uncollected revenue through meticulous reporting and analysis
- Spearheaded monthly communication and analysis of cash and working capital results for Executive team, ensuring clarity and strategic insight
- Collaborated with sales team to develop inventory targets and strategies tailored to prevailing market and industry conditions, fostering adaptive decision-making.
Senior Financial Analyst
Soleo Communications
Rochester, NY
04.2022 - 08.2022
- Executed month-end closing reconciliations and journal entries
- Created and analyzed financials, including monthly and quarterly reporting (revenue, gross margin, OPEX)
- Developed reporting to analyze financial and business performance against key business metrics
- Drove improvement in firm financial data integrity and analytics
- Assist in the continued development of Financial Forecasting and Modeling tools.
Accountant
University of Rochester – The Center for Health + Technology
Rochester, NY
04.2019 - 04.2022
- Managed all departmental purchasing functions, worked closely with suppliers and purchasing to facilitate Contracts, agreements, and maintain vendor relations
- Manager of department credit card holders (15+), reconcile 2,000+ transactions annually
- Led and implemented project to train department on ERP system, Workday Subject matter expert
- Generated and analyzed financial statements and helped prepare annual budgets
- Led cross functional work to support departmental finance functions
- Gathered data to produce Monthly and Annual reports for Account reconciliation
- Developed and executed internal controls to maintain compliance.
Education
MBA - Consulting Specialization in Pricing & Strategy
Simon Business School - University of Rochester
Rochester, NY07-2022
Bachelor of Science - Accounting
Wheeling Jesuit University
Wheeling, WV05-2017
Skills
- High attention to detail & problem solving
- Analytics: Modeling, Excel, M, Dax, VBA, SQL
- Data visualization & Communication of data
- Excellent written & verbal communication
- Qualitative analysis
- Pricing strategy
Timeline
Working Capital Manager
PICS Telecom International Corp.
08.2022 - Current
Senior Financial Analyst
Soleo Communications
04.2022 - 08.2022
Accountant
University of Rochester – The Center for Health + Technology
04.2019 - 04.2022
MBA - Consulting Specialization in Pricing & Strategy
Simon Business School - University of Rochester
Bachelor of Science - Accounting
Wheeling Jesuit University
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