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Director of Finance

Charlotte, North Carolina, United States
January 22, 2018

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Will Carrouthers

646-***-**** •


A servant leader, with experience in leading finance teams, strategy teams, cross functional project teams, and finance projects. Through these experiences I have a proven track record of partnering successfully with executives across various organizations. I am a constant learner that delivers a new perspective on current processes and procedures. I have extensive experience in business case development, budgeting, financial planning and analysis, strategic planning, decision support, trend analyses, ad-hoc analyses, forecasting, reporting and portfolio analysis. I have created and enhanced management reporting and dashboards in each of my prior roles. I have used these skills to increase sales and revenue as well as lower expenses. I believe being able to convey the “story” behind the numbers and drive success as I have in my career, is what stands out in a game changing finance leader.


WORLDPAY US (Fintech) Atlanta, GA

Director of Finance- Strategic Planning and Analysis April 2017 – Present

Direct the day to day activities of the Strategic Planning and Analysis team in support of a payments company with annual revenues in excess of $4B.

Streamlined company investment and expense management processes focused on business case development and decision support.

Transformed the company hiring process eliminating redundancies and ensuring proper allocation of resources.

Lead the monthly forecasting and reporting processes delivering detailed analysis and variance against budget, forecast and prior year explanations.

Create monthly C-suite and Executive Leadership team business unit review presentations highlighting gaps and opportunities.


Sr. Finance Manager/Retail & Private Banking Strategic Finance Officer April 2016 – April 2017

Led a team of Finance Managers in support of SunTrust’s Retail and Premier Banking and Investment network consisting of 1400+ branches across 6 Markets with an annual expense base of $1B+ and revenues in excess of $2B.

Design annual financial and business plans detailing Market Executive’s pathway to achieve sustained success.

Led a cross functional team that transformed sourcing and branch operations resulting in an annual expense savings of $1MM+.

Managed financial forecasting events leading to a more efficient process by reducing the number of days necessary for completion.

Created and delivered monthly executive presentations geared toward profitable growth by highlighting opportunities and weaknesses in performance.

Developed annual performance measurement and sales goals for all Consumer Bank Channels.

WELLS FARGO & CO. Charlotte, NC

Finance Manager /Atlantic Region Finance December 2014 – March 2016

Identified gaps in sales mix and implemented targeted strategies resulting in a 3% annual increase in units sold and a 5% increase in profitability.

Led a cross-functional project team consisting of HR, IT, Learning & Development, Distribution and Finance that identified cost savings opportunities by retrofitting stores and implementing virtual training. The initiative resulted in a year over year 10% expense reduction and a 3% turnover reduction.

Created and maintained expense budgets for 4 regions totaling of $715MM+ ensuring regions and projects come in on target.

Led a cross-functional team consisting of Customer experience and Marketing leaders to design customer centric sales strategies raising customer experience scores 1.5 percentage points and increasing household cross sell by 2 basis points.

Finance Manager / South Carolina Region Finance January 2013 – December 2014

Led a Finance strategy team for the #1 Region with bank operations containing $9B+ in assets and $350M+ in annual revenue.

Consulted region president and marketing manager on strategic & tactical staffing and sales operations, leading to best in class workforce optimization and sustainable sales gains in excess of 2%.

Conducted a thorough analysis of all marketing and advertising expenses using ROI and ROO methodologies resulting in a decrease in overall expenses while significantly increasing the number of advertising partners by 10 and ROI by 8%.

Managed the region’s Balance Sheet and P&L by driving performance improvement in loan and deposit portfolio pricing, expense reduction and revenue growth.

Finance Consultant / WBR FP&A November 2010 - January 2013

Developed and implemented a program using sales analysis that identified top performers and narrowed the focus of sales consultants leading to a sales increase of 4% and sales consultant participation increase of 6%.

Enhanced the business unit review process and presentation by streamlining analyses, shortening data gathering time, improved accuracy and provided detail variance explanations.

Sr. Analytics Consultant / Sales & Marketing January 2005 - November 2010

Designed the KPIs for daily, weekly, monthly, quarterly and annual reporting and analyses in a newly formed expansion market.

Led successful reporting, integration, and transition activities in various east coast markets.

Redesigned marketing campaigns through campaign analysis resulting in strong and sustainable performance gains.


Skills: Microsoft- (Excel, Access, PowerPoint and Word), Pivot Tables, Essbase, Smart View, SQL, Oracle BI

Lean Six Sigma Black Belt, Trend & Variance Analysis, Budgeting, Pricing Analysis, Ad-Hoc Analysis

Affiliations: National Black MBA Association, Alpha Phi Alpha Fraternity Inc.

Awards: Wells Fargo/UCLA Anderson School of Management DLP graduate, Service Excellence Award

Activities: Big Brothers Big Sisters, Beta Nu Lambda Foundation, GT Student Ambassador



Master of Business Administration May 2017

Concentration: Strategy & Innovation and Finance

International Consulting Project -UPS (Japan): Created a go-to market strategy in anticipation of the ratification of the Trans Pacific Trade Partnership, detailing strategic initiatives to implement that will position UPS Japan to capitalize on changing Asian Pacific market dynamics.

Marketing Consulting Project - College Football Hall of Fame: Developed a marketing strategy to increase local customer awareness, resulting in a higher conversion rate of awareness to attendance and membership.

Lean Six Sigma Black Belt Consulting Project - Chick-fil-A: Enhance store operations by identifying opportunities to improve drive thru and kitchen efficiency.

Non-Profit Consulting Project - Center for Civil and Human Rights: Collected survey data and used market research to provide a target customer profile and generate marketing strategies that will be used to accelerate revenue growth by increasing membership and visitation.


Bachelor of Science Business Administration • Major: Finance May 2005

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