Expert Details
Financial Management, Financial Analysis & Business Transformation
ID: 740173
Georgia, USA
Prior to his current role, he held positions as a Financial Analyst at Cox Communications, Change Healthcare, Compass Group, and Infor. Throughout these roles, he consistently improved financial models, maintained dashboards, and engaged with key stakeholders to provide actionable insights into financial performance.
His technical proficiency extends to Tableau, Essbase, SAP, and SQL, making him a versatile and valuable asset in any financial management setting. His strong background in financial analysis and his ability to build and sustain cross-functional relationships make him a trusted advisor and leader in his field.
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 2009 | Degree: BBA | Subject: Finance | Institution: Hofstra University |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 2019 to Present | Employer: Undisclosed | Title: Senior Consultant | Department: |
Responsibilities:• Manage consultants on multiple projects to support end-to-end budget processes and timelines in alignment with client requirements.• Create run, and analyze financial reports (e.g., budget planning and execution, ad hoc data requests) using qualitative and quantitative data to develop meaningful insights, address complex organizational challenges, and support client decision-making. • Create and manage robust Power BI and Excel models to facilitate monthly reporting of KPIs, illustrate trends in raw data and support client decision-making. • Identify, develop, and implement improvements to existing financial management processes and tools • Facilitate sessions in a client-facing environment to formulate and execute financial objectives and strategic plans • Lead the development and maintenance of training materials (e.g., standard operating procedures, tools, templates, training courses) to document and/or improve budget and financial management processes • Build and sustain meaningful cross-functional relationships with clients and colleagues • Support internal and business development initiatives (e.g., proposals) |
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| Years | Employer | Title | Department |
| Years: 2017 to 2019 | Employer: Cox Communications | Title: Financial Analyst II | Department: |
Responsibilities:• Utilized Tableau and Essbase to create and maintain dashboards to report performance metrics such as service calls, subscriber growth, and revenue from new and existing product offerings on a monthly basis.• Improved existing financial models to provide greater insight into customer data and create an increasingly user-friendly experience to stakeholders. |
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| Years | Employer | Title | Department |
| Years: 2016 to 2017 | Employer: Change Healthcare | Title: Financial Analyst II | Department: |
Responsibilities:• Maintained financial models and reports to support the business activities of Account Executives, Directors & VPs.• Engaged with cost center owners to review their budgets on a monthly basis and make requested adjustments, as required. • Facilitated monthly meetings with executives to answer forecast and budget-related questions and discuss the progress of ongoing strategic initiatives. |
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| Years | Employer | Title | Department |
| Years: 2015 to 2016 | Employer: Compass Group | Title: Financial Analyst | Department: |
Responsibilities:• Utilized Essbase and SmartView to conduct monthly reporting of financial results, providing variance analysis between actual and forecasted data.• Created financial models using Essbase, Microsoft Excel, and SAP to support ad-hoc analysis requests and budget activities, when necessary. • Supported the accounting team by preparing monthly journal entries. |
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| Years | Employer | Title | Department |
| Years: 2012 to 2015 | Employer: Infor | Title: Revenue Analyst | Department: |
Responsibilities:• Performed thorough revenue analysis by identifying trends and outliers in large data sets and presenting findings to the Revenue Manager.• Trained incoming revenue/financial analysts on VSOE processes and procedures to ensure accurate testing. |
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