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Financial Reporting Analyst

Location:
Douglasville, GA
Posted:
January 21, 2024

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Resume:

KENNETH GRAY

404-***-****

ad2zdl@r.postjobfree.com

PROFESSIONAL SUMMARY:

Finance professional with over fifteen years of analysis experience to include working with medium to large datasets in Excel, Power Query, Power BI, & Salesforce.com. Core strengths include solid financial reporting background with a keen eye to see business and profitability opportunities.

PROFESSIONAL EXPERIENCE:

Kingspan Insulation, N.A. -- Senior Financial Analyst Aug, 2023 – Oct, 2023

Prepared, analyzed and translated company data into comprehensive reports via Power BI

Provided finance support for Sales Team to include ad hoc analyses, reporting & visualizations

Participated in Month end close tasks and procedures

Special Projects included consignment inventory reconciliation for major big box customer

Project Consulting Sep, 2014 – Feb, 2023

Robert Half International – Finance Professional 2022 – 2023

Financial Analysis, Revenue Cycle Management with emphasis on revenue reporting

Customer Usage reporting, partnered with billing teams to ensure billing/pricing accuracy

Financial reporting, data cleansing, KPI Reporting and Review

Daily calls with Senior Management, Sales and A/R teams

RGP – Pricing Compliance, SOX Internal Controls – PayPal Inc. 2021 – 2022

Developed a strong understanding of pricing structures and processes for financial services

Conducted reviews of pricing to execute SOX Internal Controls over Financial Reporting (ICFR).

Ad-hoc reporting of E-Commerce transaction revenue, including data analysis & cleanup

Developed & executed manual & semi-automated SOX controls to ensure pricing compliance.

Review existing contracts for compliance, work with Sales leaders to negotiate pricing & terms

Experis Consultants – 2020

Marketing Analyst – Global Freight Forwarding – UPS Supply Chain Solutions

Assisted Ocean Pricing Team in collection and analysis of competitor and market data

Analyzed rate/routing options for cost efficient price quotes for Ocean Freight contracts

Collaborated with Sales, Operations and Trade Lane groups to ensure timely and accurate requests for proposals in Ocean Pricing, Rail and Trucking services globally.

Rangam Consultants – Project Consultant 2017 – 2019

Contracts & Marketing Analyst – Abbott Labs, Inc.

Utilized Pricing Data Model to determine Revenue and Profit margin potential.

Creation of RFP/RFQ Pricing proposals and contract writing for competitive bids.

Provided Deal Pricing and Business Intelligence analytics for 6 regional sales teams.

Pricing Strategy, contract negotiation, redlining terms & conditions for legal, & risk compliance

Ad hoc Financial Reporting, Deal analysis, Comparative customer analyses

Robert Half Management Resources 2014 – 2016

Strategic Pricing, E-commerce – The Home Depot Corp HQ

Implementation of Strategic Pricing rules for Online/ E-Commerce business portfolio.

SQL a key part of working with large data sets to monitor historical pricing trends.

Added or Modified pricing rule configurations (Competitor, Line Structure, Initial Markup rules) in pricing engine according to changing market demands. Developed Pricing Strategies.

Discussed competitive challenges and the impacts of changing market dynamics.

Data Quality Maintenance & Cleanup Strong understand of pricing data dumps

NCR Corporation Sep, 2013 – May, 2014

Sr. Financial / Pricing Analyst, Deal desk

Creation of RFP/RFQ Pricing proposals for Competitive bids to new & existing customer contracts

Worked closely with Solutions Architects, Sales teams to negotiate pricing & vendor costs for new deals.

Constructed Sales P&Ls for major bids, RFPs in US & Canada Retail Services markets.

Served as key business partner providing pricing and vendor recommendations to Sales leaders.

Provided financial analyses on historical bid trends, strategic pricing, margin / price erosion.

CSM Bakery Products Jan, 2009 – Sep, 2013

Costing Analyst, Supply Chain Finance (2012 – 2013)

Assisted Supply Chain Bakery & Ingredients plant teams with reporting and month-end.

Updated Raw Material, Packaging and Conversion costs in OLX

Assisted Costing team with ad hoc cost analysis and annual contract negotiations,

CSM Senior Financial Analyst – Team Lead (2010 – 2012)

As a Lead (Senior) Analyst was responsible for hiring, training & development of analysts

Provided financial & margin analysis support to Senior Management, and 3 Sales VPs

Managed Customer P&Ls to include Business and Margin analysis for $400+ Million portfolio

Finance Support for 3 Lines of Business: (Food Service, Distribution & Industrial, Starbucks)

CSM Deal Pricing Analyst (2009 – 2010)

Created RFP/RFQ pricing & deal proposals for competitive bids to secure contracts.

Determined pricing for new and existing products utilizing pre-established margin guidelines

Worked with Supply Chain team & Procurement to negotiate vendor pricing & vendor management

EDUCATION:

Georgia State University – Master of International Business, Finance Minor

Georgia State University – Bachelor of Arts, French

TECHNICAL SUMMARY:

DBMS: Oracle, Teradata, SQL Server Management Studio

Financial Reporting Tools: SAP, IBM Cognos Analytics, Salesforce.

Data Visualization, Business Intelligence Tools: Power BI (Beginner / Intermediate)

Excel: Pivot Tables, Formulas, Power Query, Power Pivot, Data Modeling.

Key Accomplishments:

The Home Depot – Piloted and Launched a semi-automated process that expedited the time from deep-dive analytics to final pricing changes to thousands of stores in multiple markets nationwide for product categories totaling $2B in Sales (Lumber, Metal Products, Salt).Wrote SQL code to extract and merge data from various data sources to recommend pricing strategies based on historical trends, local market conditions, real-time competitor pricing data and consumer price sensitivity/ price-elasticity scores by market.

Paypal Inc. – Managed SOX Internal Controls reporting requirements within pricing organization for Paypal, Zettle, and Braintree businesses operating in US, European Union, Brazil and Mexico. Responsible for reviewing billions in domestic and cross-border banking & financial services transactions for merchants globally to ensure financial reporting and pricing accuracy. Also responsible for process review & oversight and error reporting of financial / banking transactions.



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