Finance Analyst Operations Manager

TELLO CHAVEZ

***** *********** ***** **********, ** 80021

720-***-**** · ************@*****.*** · www.linkedin.com/in/tellojchavez PROFILE

As a driven and highly analytical finance professional, I bring with me fifteen years of leadership and expertise in public and private corporate finance and investments, including over twelve years in FP&A. I have worked alongside executive leadership and various business partners to develop financial strategy through long-term planning, forecasting, and budgeting. Using analysis and complex financial modeling, I work to develop meaningful insights and practical recommendations that will determine project feasibility and assist in decision making. I believe in leading from a place of compassion and integrity to inspire others, build strong teams, and generate positive workplace culture. With effective communication skills and a strong commitment to growth and innovation, I’ve been successful in implementing improvements and driving results that align with company goals and objectives. EDUCATION

University of Northern Colorado

Bachelor of Science, Finance

2003 – 2007

HIGHLIGHTS OF EXPERTISE

Accounting, Ad-Hoc Management, Advanced Financial Modeling, Budgeting, Complex Analysis, Executive Communication, ERP Systems, Financial Storytelling, Forecasting, Google Workspace, Microsoft Office, Process/System Improvement, Relationship Development

PROFESSIONAL EXPERIENCE

StoneMor Inc.

Bensalem, PA (Remote)

FP&A Operations Manager, 2022 – present

• Lead the financial planning, forecasting, and reporting processes, including annual budgets, monthly performance reports, and quarterly guidance

o Manage P&Ls for 200+ profit center locations for a combined $23 million in operating EBITDA

• Derive monthly actual vs budget variance analysis and provide strategic guidance and insights to leadership through summary and presentation of business results

• Create and manage revenue and operating expense KPIs to provide insight to senior leadership

• Oversee the development and implementation of new financial system through determining project scope, loading and testing financial data, and building out dashboard and report functions

• Serve as subject matter expert and finance business partner for area vice presidents, operations, sales, and marketing to provide insights, develop and execute on strategy, make recommendations, and achieve targets

• Synthesize and present complex financial data for various business groups to proactively identify action items and assist with financial decision making

Black Hills Energy

Denver, CO and Grimes, IA

Finance Manager I, 2021–2022

Senior Regulatory & Finance Analyst, 2016 – 2021

Finance Analyst, 2010 – 2016

• Create and manage overall budget development, forecast process, and consolidated financial reporting, including annual budgets, monthly performance reports, and quarterly guidance to support financial and operational goals, as well as the company’s growthy strategy

o $30 million operating EBITDA

o Executed plan within 1% of $59 million capital budget

• Serve as critical financial partner to senior leadership team in conducting analysis of the three financial statements on a monthly, quarterly, and annual basis and presenting those results in an easy-to-understand manner to help identify opportunities for improvement

• Provide analytical support to determine the impact of strategic financial decisions and present recommendations to leadership related to human and capital resource allocation and project feasibility

• Assist in the acquisition of SourceGas LLC by Black Hills Energy through development and preparation of the teaser package, as well as putting together data and completing analysis as part of the due diligence process

• Structure, build, and maintain complex financial and decision-making models to execute capital growth projects, determine hiring needs, and generate NPV, IRR, and other key financial metrics o New capital growth investments generating an excess of $2 million annual revenue o Headcount for business unit of 160 employees

o Pricing for products and services offered

• Work with external stakeholders, including regulatory entities, to develop and file a proposed rate change, including the filing of written testimony in support of analysis related to our energy efficiency program

• Identify and drive cross-functional initiatives to improve processes, systems, and automation to enable efficiency and help company scalability

o Oversaw new ERP system implementation within a strict timeline and budget by determining project scope, assisting with design recommendations, and completing user testing

• Provide support across the organization by diving into financial data to provide additional insights for various projects, while also completing monthly routine work and day-to-day ad-hoc requests

• Manage and supervise the workflow of senior analysts to include training, mentoring, performance evaluation, and development

• Serve as organization’s Community Ambassador for three years in the state of Iowa which included local community engagement and oversight of charitable contributions Janus Capital Group

Denver, CO

Investment Operations Analyst, 2009 – 2010

Fund Accountant, 2007 – 2009

• Deliver daily calculation of mutual fund’s valuation to NASDAQ and analyze mutual fund’s underlying securities to assure accurate calculation of net asset value (NAV)

• Assist with implementation of ERP system upgrade and enhance process improvements for loading data

• Maintain accounting records and prepare daily bank reconciliations

Contact this candidate