Financial Analyst
Resume:
CHRISTOPHER KLUESNER
Contact
Christopherkluesner67@gmail
Career Objective
A highly motivated analytical financial data professional well-versed in financial analysis, budgeting, and forecasting. Experienced in creating financial statements and conducting financial modeling. Adept at identifying financial trends, analyzing variances, and developing strategies to maximize financial performance. Proven ability to work independently as well as collaboratively with teams to resolve complex financial issues. Able to engage senior leadership, identify opportunities and implement solutions through consultation.
Skills
Cashflow Forecasting
Revenue Stream Modeling
Project Presentation
Business Intelligence Data Modeling (PowerBI, Tableau)
Report Writing
SQL – SAS
Experience
VENDOR PROCUREMENT FINANCIAL ANALYST
Worldpay— Cincinnati, OH
Sept 2024 – Dec 2024
Conducted in-depth analysis of vendor pricing models, negotiated favorable terms, and identified cost optimization opportunities.
Developed and maintained financial models to forecast vendor spend and analyze the financial impact of procurement decisions.
Reviewed and analyzed vendor contracts, ensured compliance, and managed contract renewals.
Collected, analyzed, and interpreted procurement data to generate insightful reports and dashboards.
Tracked and monitored vendor performance, addressed issues, and built strong relationships.
Identified and implemented process improvements to streamline procurement operations and increase efficiency.
Collaborated with internal stakeholders to ensure alignment on vendor selection and procurement strategies.
FP&A ANALYST
ZOTEFOAMS, INC— Walton, KY
Dec 2023 – July 2024
Developed and maintained annual budgets, quarterly estimates, and 5-year plan with collaboration of leadership team.
Monitored variance analysis of actual results to budget, quarterly estimates, and prior periods.
Created written communique that clearly and accurately explains variances to leadership and parent company.
Provided FP&A finance support to the accounting teams related to reporting, variances, and metrics in a timely manner.
Partnered directly with department heads and central FP&A group to collaborate on metrics, goals, and business reviews.
Thoroughly examined financial data and become a subject matter expert to provide additional insights.
Identified and researched variances to forecast, budget, and prior-year expenses identifying risks and opportunities.
Helped develop reporting and dashboards on Key Performance Indicators (KPIs).
SR FINANCIAL ANALYST
DANA CORP — Dry Ridge, KY
July 2023 – Sept 2023
Consolidation and analysis of Monthly Operational Result and Annual Operating Plans
Reviewed various Plant Reporting requirements and prepare Business Unit Level Reports
Analysis and monitoring of various departmental budgets and capital spending, customer paid tooling accounts for customer billing and adjustments.
Maintained standard costs with local system and prepared quarterly SOX compliance reports.
Participated in the monthly closing process and undertook special projects & other duties as required.
APPLICATION SUPPORT ENGINEER
FIFTH THIRD BANK – CINCINNATI, OH
Aug 2022 - May 2023
Jul
Supported the Funds Transfer Pricing (FTP) technical process that is a critical bank methodology used in product pricing, liquidity, funding management, balance sheet management and profitability management.
Helped in accurately measuring a financial institution’s profitability on all financial instruments by assessing the cost or credit of funds.
Required interacting with LOB partners on a regular basis to understand business asks for analysis from the monthly/weekend cycles.
Translate new requirements to technical execution and facilitate testing.
Investigate, identify root causes, explain to the LOB and identify mitigations for any incidents and problem tickets related to FTP calculations.
SR. FINANCIAL ANALYST
TIMBERTECH — Wilmington, OH
Oct 2021 - Aug 2022
Tracked overall control and coordination of all activities in the annual Capital Budget process.
Initiated procedures and guidelines for project development activities and supervises the overall preparation of economic, environmental, technological, and operational feasibility analyses including engineering, planning, financing, and policy impacts as it related to capital expenditures.
Collaborated with the Project Engineering team to ensure safety by design and reliability planning is in alignment with new or modified assets.
Built overall project budget, compile budget requests, and generate capitalization plan based on project timeline.
Recognized the impact of cycle time changes and adjusted forecasts accordingly.
Worked with appropriate business and procurement teams to ensure support from vendors regarding setup, installation, repairs, and maintenance is satisfactory.
Provided monthly/quarterly budget updates and capitalization plans.
PROGRAM MANAGER
HEALTH NEW ENGLAND — Springfield, MA
Apr 2021 - Oct 2021
Interpreted financial, accounting, and contractual information to ensure accurate reporting and accounting of provider risk pool.
Presented data driven financial information and analysis to stakeholders to assist in the development of financial trends, value-based contract analysis, and trends in underwriting and in premium analysis.
Identifies areas of opportunity to enhance financial processes. Advocates for constant improvement throughout the Finance organization. While working close with AR and AP for invoicing and payments for cashflow forecasting.
Developed and implements advanced queries in Excel, Access, SQL, and SAS.
FP&A ANALYST
L3HARRIS TECHNOLOGIES — Mason, OH
Nov 2020 - Apr 2021
Analyzed data and prepared variance analysis as required.
Prepared and submitted monthly and quarterly financial reports.
Maintained the financial forecasting system, recommended, and implemented process improvements with regards to financial analysis and financial reporting.
INVESTIGATIVE SERVICES ANALYST
PPD — Highland Heights, KY
Jul 2020 - Nov 2020
Followed SOPs, applicable client procedures, and fulfilled laboratory requests with modest direct supervision.
Performed a variety of simple inventory tracking procedures (receipt, check-in, login, labeling, inventory, transport, check-out)
FP&A ANALYST
CEPOWER, INC - Cincinnati, OH
Nov 2019 - Feb 2020
Managed the weekly forecasting process and operations reporting; monitored performance indicators highlighting trends and analyzing causes of key variances.
Implemented and worked with Business Intelligence Tools and Dashboard reports by utilizing both Access and SQL; ability to troubleshoot system reporting and support and lead ongoing process improvement initiatives.
Assisted in month end close, statement preparation and financial analysis; analyze complex financial information and reports to provide accurate and timely financial recommendations to management.
TRAVEL & EXPENSE ANALYST
UNIVERSITY OF CINCINNATI — Cincinnati, OH
Aug 2019 - Nov 2019
Responsible for managing process exceptions, data feeds, and ongoing end-to-end software provider maintenance and testing to ensure smooth processing of trip authorizations and expense reports.
Created/modified reports to meet campus, Travel Services, and executive report requirements.
Worked with Procurement Services webmaster(s) to make appropriate Travel Services website changes.
MANAGER OF REPORTING AND ANALYTICS
BOTTOM LINE SYSTEMS, LLC — Crescent Springs, KY
Aug 2018 - May 2019
Managed high-performance team of 2-4 individuals on the reporting and analytics team while leading the design and development of organizational dashboards and analytical reports.
Provided thought leadership on reporting, AR/AP for forecasting modeling within organization while overseeing the process for preparing and delivering monthly client invoices for fees.
Engaged with internal customers to design and deliver reporting solutions, gather and document data and reporting requirements and specification, advise on reporting design, engage with IT team on new data sourcing.
SR. BUSINESS INTELLIGENCE ANALYST
AAA CLUB ALLIANCE — Wilmington, DE
Oct 2015 - Aug 2018
Created and launched new reporting platforms for delivering self-service reporting across multiple operational teams daily with transparency to C-level decision makers.
Performed financial and data analyses in the context of revenue generation, cost containment/avoidance and productivity.
Delivered results and solutions to the enterprise using report delivery strategies that utilize SaaS, dashboards, and PowerPivot.
SR. BUSINESS ANALYST
TRI HEALTH — Cincinnati, OH
Apr 2014 - Aug 2015
Analyzed data to review, report, evaluate and monitor activities for key physicians on recommendations for organizational, operational and staff development matters relative to hospital site and service lines.
Primary resource for operations, financial, and business development initiatives
Provided operating and/or capital budget development support as needed.
IMPLEMENTATION CONSULTANT
CONCUR EXPENSE DBA TRX — Atlanta, GA
Mar 2012 - Apr 2013
Utilized SQL, ETL tools to manage large data sets for import and export to/from qualified vendors for corporate travel data transfer and validation for report/dashboard purposes.
Managed $1.2 billion corporate travel client portfolio by leading external implementation projects and product upgrades.
Acted as main point of contact for daily operations as well as point of escalation for customer issues.
BUSINESS INTELLIGENCE ANALYST
PROCTER & GAMBLE — Cincinnati, OH
May 2011 - Mar 2012
Analyzed data and conducted data mining techniques managing large data sets for business negotiations.
Queried SQL tables to identify savings and opportunities.
Responsible for data reporting to support strategic initiative.
Education
BBA (1)CORP FINANCE AND BBA (2)HEALTH CARE ADMINISTRATION
EASTERN KENTUCKY UNIVERSITY — Richmond, KY
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