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Manager Financial Analyst

Elkin, NC
June 28, 2019

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Elkin, NC



Financial professional in forecasting, budgeting, inventory, & account management with proven results from managing a $480MM expense line for 1800+ facilities with an accuracy forecasting rate of .01%, actuals to forecast. Demonstrated successful planning & execution with competence for established and emerging markets. Developed exceptional customer experiences through cross functional alignment, process improvement, operational effectiveness, & by building a solid foundation in strategic efficiencies


Microsoft Office

PeopleSoft Financials/Oracle

Vendor Set-Up Programs

Sage 100 ERP

Dashboards for End User


Adaptive Insights; Office Connect

Budgeting & Forecasting Process/Software

Strategic Planning

Supply Chain/Logistics

Customer Experience

Accounting / Account Management

Inspyrus (customized)


Financial Reporting

Expense Control

Asset Management

Project/Process Workflow


Power BI

Red Prairie


Charter Medical, Ltd; Winston Salem, NC 2019 Sr. FP&A Analyst

Reviews & analyzes monthly financial statements; tracks KPIs including operational metrics, corporate & internal reporting

Drives rolling forecast, annual budget process, long range forecasting updates & financial modeling

Coordinates, consolidates, analyzes, & communicates monthly Sales forecast

Partners with Commercial team on pricing scenarios, product launches, & customer profitability

Analyzes balance sheet components with emphasis on Net Working Capital

Responsible for playing a critical role in Capital Expenditures, including ROI analysis for new projects

Leverages ERP systems for reporting & financial analyses

Presents information & analysis to the Management Team in clear & concise manner

XPO Logistics; High Point, NC 2018


Forecasts & budgets for ~$351M revenue, $42M EBITDA portfolio

Engages Executives, VPs, Directors, GMs in the forecasting & budgeting process of 2019 budget

Reports, evaluates, & analyzes actuals vs forecast, budget, prior year & prior month

Financial reporting while providing commentary to all appropriate stakeholders

Manages all key performance indicators (KPI) on the P&L for assigned division

Alli’s Korner, LLC; Elkin, NC 2017-2018 Owner and Operator, Retail boutique containing handmade scarves, hats, gloves, jewelry, accessories

Traveled abroad; England, Wales, Scotland, Spain, & France 2016-2017

Hatch Early Childhood Learning; Winston Salem, NC 2016

Buyer, Materials Management, Supply Chain Procurement (approximately 300+ vendors, ~5,500 SKUs)

Inventory management; tracked and maintained proper levels of stocked inventory

Evaluated and analyzed the best deals for shipping product into distribution centers, internationally

Evaluated new contracts; determined buy-out requirements

Analytics for space optimization; staged order receiving; initiated and implemented process improvement initiatives

Lowe’s Home Centers, LLC; Mooresville, NC 1995–2015

Forecasting Manager, Enterprise Strategic Sourcing; Energy Management for Utilities P&L 2009–2015

Identified as the top company forecasting and budgeting manager based on monthly accuracy levels as low as .01% with an overall accuracy level .05% year over year

Forecasted & budgeted retail stores & distribution center network for 1800 plus sites by establishing financial data models & profiling in each facility in US Infrastructure; Emulated platform for Canadian model

Reduced the assigned P&L expenses from 3rd to 7th in the company by ~$27MM during management period with improved efficiencies; whereby, financial forecasting/budgeting models & creating statistical methodologies

Led financial team(s) relative to assigned expense line categories; collaborated & provided commentary to executive management after period close (reported quarterly and yearly as well)

Prepared in-depth KPI reporting documentation to support the business area

Served as Liaison between FP&A, corporate accounting, real estate, facilities management, executive management & field employees

Senior Vendor Service Management (VSM) Analyst, Compliance and Financials 2007 -2009

Established/created internal audit controls supported by SEC regulations through Sarbanes Oxley; ensured corporate compliance requirements were met via collaboration with internal audit and capital projects’ parameters; audited processes and established financial controls for leased planogram facility space for rent recompense from vendor space utilization

Implemented a product support materials project for VSM in 1000+ stores; whereby, actively collected data, tracked, reported to stakeholders, inclusive of timelines &project plans for expected deliverables

GL accounts payable/accounts receivable reconciliation for planogram facilities & service expenses

Coached, developed, & trained analysts &specialists in support of various programs via process improvements;

Managed team through workload activity, tasking individualized projects based on utilization of resources necessary to complete job assignments; provided cross-functional facilitation between various teams through business & financial progression training models

Developed training models & served as a mentor for various colleagues; taught training classes, influenced operative, effective team alignment through driving change management & delivered solutions for business partners while mitigating business risks

Senior Vendor Service Management Analyst - Strategy and Development 2006–2007

Defined, developed, & integrated overarching financial strategies for business partners & stakeholders

Identified opportunities, while designing & conducting analyses & structured workflow plans in support of change management, business process improvement, & effectiveness of in-store service models

Human resource development, project workflow, tactical 3rd party infrastructure through contract management, strategic planning, project planning, & analytical processes & consistent follow-up

Senior Process Analyst - Store Operations 2005–2006

Delivery Support Analyst – Delivery Fleet, Store Operations 2002–2005

Store Staffing and Payroll Analyst – Store Operations 2002

Financial Analyst - Financial Planning and Analysis 1999-2002

Supply Chain Inventory Specialist, formally known as Logistics 1997-1999

Associate Buyer – Merchandising 1995-1997


B.S. Business Administration and Finance - Gardner Webb University; Boiling Springs, NC

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