JW J AHKERE W I L S ON

FINANCIAL ANALYST DATA ANALYST FINANCIAL PLANNING

WORK EXPERIENCE

267-***-**** aduo7z@r.postjobfree.com Philadelphia, PA Sr. Financial Analyst

Analyzing and reporting on revenues, purchase transportation expenses, operational expenses, SG&A expenses, and capital expenditures. Identify trends and analyzing and explaining material variances to budget. Engineered the FP&A team in improving and monitoring operational KPIs to assess and monitor the performance of the company.

Directed the FP&A team with implementing a new Business Intelligence Tool and creating dashboard reports.

Administered the development of the monthly and quarterly financial reporting packages provided to the Board of Directors and Lenders. Support the Company's quarterly financial forecast and annual budgeting process. Spearhead the Company’s 13-week Cash Flow Forecast provided to PE ownership on a weekly basis.

Serve as the finance point of contact for two of Pilot's most recent acquisitions and the SG&A groups, as well as lead the overall month-end reporting process. Partner with department heads as subject matter experts and provide in-depth analysis and support as needed.

Delegate special projects and ad hoc analysis as requested. Pilot October 2022 - Present

An expert at helping college

students navigate the challenges of

higher education and help them

reach greater heights through

scholarship, practical experiences

and opportunities to fully engage

with the student affairs profession

in a strong, inclusive student

community.

EDUCATION

Master's of Educational

Leadership 2018

Bloomsburg University

An expert in critical thinking and

problem solving skills in data

analysis and conceptual

understanding in data acquisition,

analysis, modeling, and risk

assessment.

Bachelor's of Mathematics in

Statistics 2016

Bloomsburg University

Financial Analyst

Heavy excel modeling to pull data from multiple sources and ensure accuracy across all divisions.

Foster insight to key findings for the month-end results. Act as the finance liaison for the line haul and final mile sectors of Pilot’s business. Consolidate monthly financials into Pilot’s reporting, identify variances and take the lead on analyzing results.

Identify, analyze, and provide recommendations that add value. Develop, improve, and maintain working relationships with the business units to aid in real-time decision making.

Act as the finance liaison for the SG&A leadership team. Analyze monthly results against budget, improve forecasting abilities. Work closely with Accounting teams to ensure accurate results monthly. Perform special projects and ad hoc analysis as requested. Key participant in the 2022 Annual Budget process. Pilot July 2022 - October 2022

COMMUNITY

SERVICE

Arms of Alpha: Thanksgiving Drive:

Volunteering with the Church and

ODL as we distribute turkeys to the

community.

Arms of Alpha: One Day at A Time:

Volunteer with the ECO Foundation

and ODL to serve Philadelphia Youth

Arms of Alpha: Bookbag Drive:

Volunteer and donate to ODL as we

provide haircuts, hygienic products,

clothing, and school supplies to

Philadelphia youth in need.

The Big Event:

Community service to help and assist

businesses and residents of the

Town of Bloomsburg.

MEMBERSHIPS &

AWARDS

Alpha Phi Alpha Fraternity Inc.

Chi Sigma Alpha Honor Society

Chi Alpha Epsilon Honor Society

SUMMARY

Strategically minded Finance Professional with 5 years of experience. Accomplished and results-oriented Senior Financial Analyst who consistently increases company revenue and meets critical deadlines. Master Excel user who’s highly skilled at increasing productivity through detailed cost analysis. Excels in high-pressure environments. Possesses excellent budget forecasting and financial reporting skills. Financial Analyst

Leads sales initiatives and revenue generation within the branch and acts as an expert. Develops a set of measurable outcomes utilizing both quantitative and qualitative data tools for measuring effectiveness.

Advises on consumer lending options and takes loan applications for consumer, non- profit, and small business loan performance pertaining to growth, profitability, and quality.

Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines while creating and updating dashboards to monitor and communicate progress to internal and external partners. Provide leadership and coaching to all members of the branch sales team to ensure maximum performance and attainment of personal goals and improvement plans. Truist February 2019 - June 2022

Data Analyst

Collaborates with all functional business units to achieve strategic, tactical and project goals by identifying areas of potential improvement in our current offering of BI deliverables.

Facilitate meetings for all levels of the organization to effectively communicate with stakeholders delivering and explaining policies, and analyzing insurance programs. Perform administrative tasks, such as maintaining records, handling policy renewals, and producing monthly/quarterly/annual reports to Senior Management. Collaborate with developers and subject matter experts to establish the technical vision and analyze tradeoffs between usability and performance needs. Monitors milestone completion, tracks all phases of the project product/service lifecycle, providing timely reporting of issues that impact project progress, coordinating actions, and resolving conflicts. This includes documenting, prioritizing and tracking requests.

Conducts project meetings, meets with project team(s) regularly to review project deliverables and deadlines, and meets with appropriate personnel for periodic reviews of prototypes and final products.

American Income Life August 2018 - February 2019 Admissions Counselor Academic Enrichment Program Coordinator Evaluate and analyze credentials on students’ applications to determine eligibility for financial assistance, admissions applications.

Represent the University during special programs, by presenting at recruitment trips, campus visits, and/or financial aid events, including extensive travel to regional and out of state events.

Supervised 96 first-year students and created a new mentoring program for incoming first-year students titled Bloomsburg United in Learning and Developing (BUILD). Assisted in the development of the "Summer Preparatory Academy" (SPA) by coordinating and supervising programs and services relevant to academic advisement, financial aid, and student life.

Responsible for planning nearly all campus events on campus such as recurring daily and weekly events, Homecoming, Spring Concert, and Family and Siblings weekend. Increased concert sale tickets by 15% over a two-semester period while acting as a liaison for program directors, faculty, staff, students and administrators. Bloomsburg University August 2016 - August 2018

KEY SKILLS

Financial Planning

Mathematical Skills

Data Analysis

Statistical Skills

Business Intelligence

Statistical Data Analysis

Data Evaluation

Microsoft Excel

Microsoft PowerPoint

SQL

SAS

Python

People Soft Oracle

SAFE Compliant

Critical Thinker

Pivot Tables

Project Management

Relationship Management

Facilitation skills

Excellent communication skills

Cross-functional Leadership

Risk Management

Critical Thinking

Strong technical support

Prioritization skills

Tech-savvy

Tactical execution

Time management

Accountability

Creativity

Great multitasker

Highly organized

Teamwork

Emotional Intelligence

Interpersonal skills

Active Listening

Strong collaboration skills

Flexibility

Innovative and decisive

Detail Oriented

Troubleshooting

Problem solving

Child Supervision

Academic Support

Emotional Support

Social Support

Behavioral Support

1 on 1 Student Work

Mentoring

Coaching

Trust-Worthy

Crisis Prevention

Behavioral Assessment/Evaluation

Classroom Management

Judgement & Assessment

Excellent Attendance

Punctual

WORK EXPERIENCE CONTINUED

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