Brian Chance Accounting manager/ Financial Reporting Analyst
Raleigh, North Carolina 27603 917-***-**** **********@*****.***
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 multitask
Technical Proficiencies: Tableau • Alteryx • Microsoft SharePoint Designer • Advanced Microsoft Excel • Power Pivot
• Office Suite • FAS • Visio• Hyperion • Essbase • Oracle SQL • PeopleSoft query writing • SAP S4 Hana Financials • Loan IQ system • Business Objects • PeopleSoft Financials • JD Edwards • Apptio • GAAP • Sarbanes-Oxley • Smartsheet
Experience & Notable Contributions
FUJIFILM DIOSYNTH BIOTECHNOLOGY Raleigh, NC
Fixed Asset Accountant (August 2020 to Present)
Support Capital Projects for both Texas and Raleigh sites capital portfolio of approximately $485M
Track and report Actual vs Budget for both Texas and Raleigh sites
Maintain fixed asset ledger
Prepare and report capital project related forecast
Assist in formulation of internal Fixed asset controls & policies
Assist in the migration of Fixed assets from SAP ECC to S4 Hana ERP system
Explaining variance to budget and recommending actions
Provide analysis fluctuations related to budget vs actual spend
SAP Journal Postings
Tax annual reporting related to Fixed Assets
ADHOC fixed assets process improvements
FIRST CITIZENS BANK Raleigh, NC
Senior Financial Analyst -Technology Business Management (April 2019 to July 2020)
Serve as a functional subject matter analyst for ITFM for the Information Securities department
Maintain the IT capital budget plan and infrastructure roadmap for the Information Securities department
Held a monthly presentation to the senior leadership of Information Securities budget vs spend and proactively identify optimization opportunities.
Provide guidance to the Information Security department on metric creating, tracking, and performance improvement goals.
Assist the IT Finance Manager with budget management, headcount, contractors, and strategic planning reports.
Prepare the Information Securities portion of the IT quarterly financials.
Provide analysis fluctuations related to budget vs actual spend
MARTIN MARIETTA Raleigh, NC
Capital Administration- Business Analyst (March 2015 to February 2019)
Successfully created the annual capital planning and budgeting process allocating $450-$500 million to various divisions.
Designed and created a Tableau capital dashboard to visually summarize spending trends and anomalies.
Oversee the set-up of capital jobs and close out for fixed asset processing
Successfully developed a capital spending forecast model within TM1.
Lead for capital special projects, planning, budgeting graphs, charts and reports
Brian Chance 2
CREDIT SUISSE New York, NY
Technology Infrastructure -Product Line Business Analyst (January 2013 to January 2015)
Successfully improved efficiency with accountability for actuals, budget, costing and billed volumes by developing and maintaining a global Technology Infrastructure (TIS) product model.
Liaised with Global Product Service (GPS) team and communicated to the Business Directors the TIS products month-to-month movement.
Managed the monthly TIS Allocation meetings, providing the forecasted TIS product full year recovery.
Communicated to the IT Directors recommendations for the mid-year product price changes and impacts.
Implemented with success the TIS product annual budgeting process.
CREDIT SUISSE New York, NY
Allocation Reporting Analyst (June 2011 to January 2013)
Communicated to the business managers their technology expenses with monthly reports and presentations.
Cultivated proactive relationships with IT division heads to determine cost drivers behind their monthly allocations.
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.
CREDIT SUISSE New York, NY
AVP Financial Control - Internally developed Software (May 2008 to June 2011)
Coordinated the 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 the global project questionnaires.
Successfully prepared the IDS monthly rolling forecast projections and IDS annual budget.
Project lead for IDS applications and new software upgrades.
Protected IDS accuracy by monitoring the automated allocation process.
Developed ad-hoc cost accounting reports and implemented special projects.
MONTENAY POWER CORP Miami, FL
Cost Accounting Manager (November 2006 to May 2008)
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.
Prepared ad-hoc cost accounting and inventory reports
CREDIT SUISSE New York, NY
Fixed Asset & Legal Entity Controller (April 2000 to November 2006)
Mentored and trained two accountants.
Coordinated ad-hoc reporting and financial projects.
Communicated to the Finance Directors 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 the firm’s fixed asset annual operating budget.
Project lead for PeopleSoft financials ERP system upgrade.
Successfully drafted quarterly and annual 1099, 10K and 10Q financial statement and other SEC filings.
Education & Professional Development
EAST CAROLINA UNIVERSITY Greenville, North Carolina
Bachelor of Arts, Economics (Financial Services Minor)
Certifications:
Business Analyst workshops
Predictive Analytics and Data Mining Certificate
Financial Forecasting with Big Data
Tableau Developers Workshops/Training
Alteryx Product Certification
Project Management-Healthcare Projects Certification
Visio Certification
Award:
Credit Suisse – Information Technology RAVE Award for Americas Region Client Collaboration 2011