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Financial Reporting Analyst

Raleigh, North Carolina, 27603, United States
February 06, 2019

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rian Chance Senior Business & Financial Analyst

**** ******* **** *******, ***** Carolina 27603 ª 917-***-**** ª

Entrepreneurial, innovative team leader with extensive business and financial analyst experience. Analytical strategist skilled in successfully navigating corporations large and small through periods of accelerated growth. Collaborative communicator continually focused on building relationships and promoting synergy across business lines and global units to drive positive change, cohesive, comprehensive business approaches and enhanced profitability.

Areas of Expertise

Strategic Planning & Forecasting

Management Reporting

Revenue Growth

Information Technology

Relationship Building

Project Management

Financial Analyst

Variance Reporting

Problem Resolution

Visionary Thinker

Client Focused

Ability to multi task

Technical Proficiencies: Tableau 10.2 • Microsoft SharePoint Designer • Advanced Microsoft Excel • Power Pivot

• Office Suite • FAS • Hyperion • Essbase • Oracle SQL • PeopleSoft query writing • SAP Financials • Loan IQ system

• Business Objects • PeopleSoft Financials • JD Edwards

Experience & Notable Contributions

MARTIN MARIETTA · Raleigh, NC · March 2015 to February 2019

Capital Administration- Business Analyst

Responsible for creating the annual capital planning and budgeting process allocating $450-$500 million to various divisions. Created a Tableau capital dashboard to summarize spending trends and anomalies. Review and oversee the set-up of capital jobs and close out for fixed asset processing, developed and is responsible for the capital spending forecast model within TM1. Primary go-to-person for capital special projects, planning, budgeting graphs, charts and reports

CREDIT SUISSE · New York, NY · May 2008 to January 2015 & April 2000 to November 2006

Technology Infrastructure -Product Line Business Analyst (January 2013 to January 2015)

Improved efficiency and accountability for actuals, budget, costing and billed volumes by developing and maintaining global Technology Infrastructure (TIS) product model. Liaised with Global Product Service (GPS) team, and commentated on TIS products month-to-month movement. Support TIS allocations and expense management. Forecasted TIS product full year recovery. Recommended mid-year product price changes and impacts. Created TIS product annual budgeting process.

Allocation Reporting Analyst (June 2011 to January 2013)

Enabled business managers to understand technology expenses by preparing monthly reports and presentations. Cultivated proactive relationships with IT divisions to determine cost drivers behind monthly-allocated financial reports. Designed creative analytical views to recognize cost reduction opportunities. Increased client retention by building rapport and finding ways to assure their satisfaction. Liaised with IT Line Business Managers to develop methods to reduce business IT cost and increased efficiency. Prepared ad-hoc reporting requests.

Financial Controller - Internally developed Software (May 2008 to June 2011)

Coordinated global Internally Developed Software (IDS), and fixed asset process through its entire life cycle. Ensured accounting complies with group policy and GAAP by proactively monitoring team performance and regulation adherence. Determined capital eligibility by reviewing global projects. Prepare IDS monthly rolling forecast and projection and IDS annual budget. Project lead for IDS applications and new software upgrades. Protected IDS accuracy by monitoring automated allocation process. Prepared ad-hoc cost accounting reports, and implemented special projects.

Fixed Asset & Legal Entity Controller (April 2000 to November 2006)

Mentored and trained two accountants. Coordinated ad-hoc reporting and financial projects. Prepared monthly trend analysis. Maintained strong system of internal controls, policies and procedures. Ensured compliance with Sarbanes-Oxley Act and GAAP. Reviewed compliance reports for New York, Industrial Development Agency. Developed strategies for firm’s fixed asset annual operating budget. Project lead for PeopleSoft financials system upgrade. Drafted quarterly and annual 1099, 10K and 10Q financial statement and other SEC filings.

MONTENAY POWER CORP · Miami, FL · November 2006 to May 2008

Cost Accounting Manager

Implemented solutions to increase accuracy by monitoring monthly tracking and reconciliation of capital projects. Coordinated operational budget and forecast calendar. Increased inventory control system’s efficiency by creating solutions to better use materials. Prepared monthly management operation reports, variance analysis and expense accruals.

Education & Professional Development

Bachelor of Arts, Economics (Financial Services Minor)

EAST CAROLINA UNIVERSITY Greenville, North Carolina

Business Analyst workshops

Business Analyst Certification

Tableau User Workshops/Training

Preparing for the Project Management Professional Exam (PMP)


Credit Suisse – Information Technology RAVE Award for Americas Region Client Collaboration 2011

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