Financial Reporting Analyst
Resume:
Chad Carter, MBA
Charleston, SC *****
**************@*****.***
PROFESSIONAL SUMMARY
Trilingual (E/S/P) with experience in sales and finance in the USA and abroad. Goal oriented, intellectually curious individual whose strengths include team and relationship building, adaptability, problem solving, process improvement, motivating others, with a proven ability to succeed in new and challenging environments.
EXPERIENCE
LUMINII Charleston, SC
Finance Consultant August 2022– Present
Report directly to CFO managing internal and external financial reporting activities resulting in improved reporting accuracy and efficiency.
■Restructured & launched significant analytical reporting packages for Senior Executive Leadership Team, PE Sponsors and Board of Directors
■Provide analysis of Debt service coverage covenants and advise management on strategies to stay in compliance when there is risk of breach
■Manage company cash flow by providing an ongoing Cash Flow Forecast & leading meetings with Finance & Accounting teams in order to update & strategize with CFO
■Maintain ERP Functionality as team’s “Super User” & develop improvements to maximize its value, while working alongside IT consultants to optimize productivity resolve any technical issues.
CP KELCO Atlanta, GA
Manager, Commercial FP&A August 2017– December 2020
Proactive business partner in the Americas Region providing the expertise and execution of the consolidated management reporting requirements.
■Consolidate management reporting actual results, forecasts, budgets and strategic plans for a $240M business, both at the Regional and Global level
■Pro-actively coordinate with 16 person sales team based in the US, Mexico, Brazil, and Argentina to track regional business opportunities and quantify financial impact
■Develop and distribute commercial reports and tools, summarizing progress toward goals and targets while effectively communicating potential risks to SVP and Executive leadership teams
■Responsible for forecast accuracy, assumption testing and overall fiduciary accuracy of the regional commercial forecast for North America, Latin America and Global Oil Field business units
■Train regional sales managers/directors and global team members on new management reporting tools, operational processes, and new ERP system integration
■Support the SG&A spend reporting and planning, including the calculation and tracking of Sales Incentive Plans
GLOBAL PAYMENTS Atlanta, GA
Sr. Financial Analyst September 2013 – August 2017
Perform financial planning and analysis for US business, and manage commissions process for over $5 million in bonuses and commissions annually.
■Prepare annual budget, monthly forecasts, and analysis of financial results for a $200M business line.
■Produce monthly financial reporting packages and deliverables for senior management.
■Successfully led a project to amend fixed acquirer network fees calculation, saving the company $4M in annual expenses
■Lead a team of analysts by providing supervision, mentoring, and feedback in order to ensure accurate and timely reporting.
■Design, build and implement pricing and financial models to analyze performance metrics and trends.
■Calculate and oversee distribution of bi-weekly commission payments to 120 sales reps in 7 different channels while providing detail and support to sales reps and managers.
ELAVON, INC; wholly owned subsidiary of U.S. BANK Atlanta, GA
Manager March 2011 – August 2013
Financial Analyst
Analyzed revenue and set sales goals for sales reps in five European countries and responsible for revenue planning and analysis for Elavon Mexico.
■Investigated operational processes throughout international offices to improve reporting efficiency and increase accuracy.
■Lead the financial reporting and forecasting processes for the $75M annual revenue Mexico region.
■Presented and explained performance and forecasting to senior management in Spain, Mexico, & the US.
■Designed complex multi-currency financial modeling to meet dynamic and evolving reporting needs.
■Evaluated daily revenue and volume data to track performance and identify risk and opportunities.
■Took initiative to write instruction manuals on various financial reports, procedures, and software systems, and trained colleagues in overseas offices in these areas.
■Built relationships with colleagues in cross functional areas in home office and abroad to improve communication and ensure up to date information on areas affecting Mexico business line.
MOTOROLA, INC. Plantation, FL
Financial Analyst June 2009 – March 2011
Provided financial and analytical support for three separate business units of Motorola Latin America, a $2 billion division.
■Used Hyperion Essbase and Excel Macros to develop management tools to measure and analyze financial and operations information, which led to improved key performance indicators, such as a 20% decrease in Daily Sales Outstanding.
■Managed an invoice discounting facility that sold over $45 million in receivables over nine months.
■Created complex financial models and macros to perform activities such as forecasting, month and quarter close, profit and loss analysis, and variance analysis.
■Streamlined reporting processes for our local team, as well as for our counterpart teams in Brazil & Mexico.
■Met with clients in their Latin American offices to negotiate over $40 million in AR payments.
BISCAYNE AMERICAS ADVISORS, LLC Miami, FL
Analyst August 2008 – January 2009
Provided analysis, financial models, reports, and recommendations for a fund of Emerging Market Hedge Funds and Fixed Income Portfolios whose assets under management total over $100 million.
■Constructed charts and statistic tables for investor presentations that generated $20 million in pledged subscriptions.
■Tracked performance, researched financial markets, contacted portfolio managers, and created marketing reports for a recently launched fund of Hedge Funds with a current net asset value of $4 million.
■Managed Emerging Market related hedges to the fund of Hedge Funds, such as foreign currency forward contracts.
■Reported on areas affecting international financial markets, such as sovereign debt ratings and corporate credit analysis.
BRITISH TELECOM São Paulo, BRAZIL
Corporate Finance Internship May 2007 – August 2007
Worked as part of the finance team at the headquarters of British Telecom Latin America
■Managed and coordinated the set up of new financial accounting systems in ten countries.
■Validated processes and financial forecasting for separate $2.6 million USD/year BT business entity.
EDUCATION
MOORE SCHOOL OF BUSINESS, University of South Carolina June 2008
International Master of Business Administration (IMBA)
FGV/ISAE - Fundação Getulio Vargas January 2007 – April 2007
Intensive business and Portuguese language training in Curitiba, Brazil
UNIVERSITY OF SOUTH CAROLINA December 2003
Bachelor of Science in Finance and Marketing Cum Laude
THE CATHOLIC UNIVERSITY OF VALPARAISO, CHILE February – July 2003
Full university course load in Spanish
LANGUAGES ENGLISH: Native SPANISH: Fluent PORTUGUESE: Fluent
IT SKILLS Power BI; NetSuite; SAP; Oracle; Workday Adaptive Planning (fmr Adaptive Insights); Hyperion: Essbase, Analyzer; Bloomberg; MS Word; PowerPoint; Advanced Excel; Macros; Proficient in MS Access; Basic level SQL
Contact this candidate