Financial Planning Power Bi

BRIAN SLOAT

Spring, TX ***** *****.*******@*****.*** 832-***-**** Brian Sloat LinkedIn

Objective

Professional seeking permanent or contract senior accounting, financial planning, or analyst position.

Work Experience Summary

Pursuing Microsoft PL-300 Power BI Analyst certification through the McComb School of Business at UT Austin. Est. completion – end November 2024

Completed the SQL portion of the coursework above

Eighteen years corporate accounting (General Ledger, Analysis, Reconciliations, and Budgeting)

Twenty years using multiple ERP systems

Proficient with US GAAP

Twenty-four years monthly accounting close (Petrochemicals, Refining & Marketing, and IT)

Thirty-two years of Excel expertise going well beyond pivot tables and VLOOKUP

Twenty years SAP/R3 experience including Business Warehouse

Proficient in SQL and Python.

Work Experience Detail

IES Residential, Inc. Apr 2024 – Jun 2024

Financial Planning and Analysis – Manager

Managing the day-to-day activities of the FP&A department

Developing and testing new analytics for use by FP&A

Simplifying Financial Planning and Analysis reports by hard linking to primary data

Creating and documenting FP&A reporting process flows

Titan Production Equipment via contract with Personnel Services Jan 2024 – Mar 2024

Reconciliation Accountant

Primary reconciliation accountant - large accounts payable project

Exploited unfamiliar ERP to create reconciliation reports

Utilized Excel Power Query to reconcile vendor accounts

Huntsman Corporation via contract with Burnett Specialists May 2018 – Oct. 2018

Credit Collections Specialist

Pursued timely collection of past-due customer invoices

Reconciled customer accounts

Advised Cash Application department of uncollectable receivables

Assisted accounting manager in creating PowerPoint KPI reports

Total Energies (Total Petrochemicals and Refining USA, Inc.) May 1985 – Sep 2017

Invoicing and Inventory Analyst - Refining and Marketing Apr 2013 – Sep 2017

Invoiced customer pipeline tickets with one day turn around

Ensured that invoice pricing details and upcharges matched contracts

Reconciled pipeline inventories

Identified and corrected inventory discrepancies for General Ledger posts

IT Cost Control Analyst Aug 2010 – Apr 2013

Prepared Operating Expense and Capital Cost Budgets for US IT Group

Completed monthly IT cost variance analyses by cost center

Reviewed monthly operating budget results with Department Manager

Managed IT capital budget

Managed capital project cost analysis throughout the duration of IT capital projects

Styrene Monomer Demand and Logistics Planner-Styrenics Group Apr 2001 – Aug. 2010

Managed barge contracts to supply three storage terminals

Managed adequate terminal supply at lowest cost

Managed department’s transition to SAP

Planned Styrene and Ethylbenzene production daily

Planned, managed, and budgeted styrene rail fleet and fleet size

Managed styrene inventory for plant turnarounds

Communicated turnaround plan to plant management

Project lead in conjunction with IT department to add missing SAP functionality

Senior Staff Accountant – Plant Accounting Department May 1985 – Apr 2001

Performed monthly close for Polystyrene, Polyethylene, and Styrene Monomer

Merged three polystyrene plants into a consolidated reporting entity

Analyzed income statement using price, volume, and mix variances

Compared current monthly actuals to budget and previous month actuals

Presented monthly analysis to accounting management

Produced, consolidated, and entered operating budgets for all petrochemical plants

Produced monthly reconciliations of raw material purchases and accounts payable

Reconciled general ledger accounts as required by management

Created and maintained annual audit work papers

Software/Computer Competencies

Microsoft Excel – proficiencies include VLOOKUP/HLOOKUP/XLOOKUP, Pivot Tables, LAMBDA, and Power Query.

Link to my Linked In Excel badge.

Microsoft PowerPoint – Annual and Monthly Budget Presentations, Monthly Profitability KPIs.

PL-300 certification will add Python, SQL, Tableau, and Power BI to my expertise.

Education

Stephen F. Austin State University Nacogdoches, TX

Bachelor of Business Administration-Accounting

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