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Financial Analyst Management

Miamisburg, Ohio, United States
October 04, 2016

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Thomas A. Giles, CFA


Passing Tableau’s Qualification Exam combined with the experience of creating lower-variance comprehensive forecasts & budgets demonstrate the benefits of hands-on technical expertise. Drawing insight from data and using an analytical background to tell the story, this unique skill set developed throughout a career provides multiple opportunities for contributing to the success of any organization. Applying effective communication skills with an in-depth knowledge of Tableau offers the benefits of teaching others Tableau as well as the advantages of expanding the organization’s existing Tableau capabilities both for the end-users and for the IT department, and interacting as a liaison between IT and other parts of the organization. In addition, the Financial Analyst functions of generating budgets & forecasts, performing feasibility studies, managing a project, or creating interactive Dashboards and customized reports can be conducted. Displaying relevant data in an easy to follow format, changes in KPIs become better understood, leading to better forecasts, improved efficiency and increased profitability. Being comfortable interacting with clients and different levels of management & stakeholders across multiple lines of business & functions, many avenues for contribution arise.

Areas of Expertise

Tableau 9.0 Desktop (Passed Tableau Qualification Exam)

Driver-Based Forecasts & Budgets

Financial Planning & Analysis and Feasibility Studies

Project Management (Gantt Charts, CPM)

Creation of Interactive Dashboards and Customized Reports

Writing Complex SQL Queries in SQL Server

Data Mining & Business Intelligence Models

Supervision/Mentoring of Professionals & Staff

Industry Experience

Investment Management

Financial Services

Software Experience

Excel (Pivot Table, Pivot Charts, VLOOKUPs, complex formulas, etc.)

SQL & SQL Server

Power Point



Master’s Degree Finance

Bachelor’s Degree Statistics

Chartered Financial Analyst

Highlights From Areas of Expertise

Tableau 9.0

2480 Capital Holdings – Developed interactive multi-charted Dashboards designed, built, maintained and delivered for different end-users to see in a glance a tailored comparison to their different KPIs. As management’s desire for specific information evolved, reoriented reports and rebuilt interactive dashboards. Created and presented reports & proposals to clients, senior management, stakeholders and new business prospects. Generated ad hoc analyses as needed.

Driver-Based Forecasts & Budgets

2480 Capital Holdings –Included macroeconomic factors in company forecasts & budgets. Led efforts to apply statistical techniques to driver-based variables to improve forecasts & budgets both company-wide and for lines of business.

C H Dean & Associates –Demonstrated macroeconomic factors increased the accuracy of company forecasts & budgets. Improved tactical response timeliness by risk assessment & contingency planning. Reduced variance from budget 67% by applying statistical techniques to create & organize trend analyses of KPI drivers. Tailored analysis & reporting for varying degrees of detail & areas of focus as requested by different levels of management across 4 different lines of business.

Financial Planning & Analysis/ Feasibility Studies/ Project Management

2480 Capital Holdings – Led new product development team to expand exposure to profitable targeted market. Improved efficiency with procedures developed during career.

C H Dean & Associates – Led new product development team to reach a profitable new market through a new channel of distribution for the company after performing a feasibility study. Improved productivity 10% by redesigning both the work flow and the accountability/incentive plan.

Professional Experience

2480 Capital Holdings 2004-Present


C H Dean & Associates 2000-2004

Director of Research, Manager and Sr. Financial Analyst

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