Financial Analyst Fp A

ALVIN TROTMAN

***** ***** **** *, ***. ****, St. Petersburg, FL 33702

727-***-**** ************@*****.***

PROFESSIONAL SUMMARY

Results focused Senior Financial Analyst/Accountant with a broad range of analytical, strategic and managerial skills developed from professional and educational experiences. Possesses proven ability to identify and proactively resolve problems, complete challenging projects, and exceed expectations.

EDUCATION

University of Central Florida, Orlando, FL

Pursued Master of Science in Accounting January 2011 – December 2013

University of Connecticut, Stamford, CT

Master of Business Administration, Finance January 2004 – December 2007

Elizabeth City State University, Elizabeth City, NC

Bachelor of Arts, English January 1992 – July 1994

PROFESSIONAL EXPERIENCE

Insight Global, LLC (Pepsico), Tampa, FL Oct 2022 – Mar 2024

CTO Team Financial Analyst (FP&A)

Developed Financials models and dashboards using Power BI, SAP, MS Excel and Hyperion to analyze Plan, Forecast and Actual spend (HW, SW & Labor)

Analyzed spend and internal cross charge data in order to provide insights for the Chief Technology team to make informed business decisions.

Presented financial reviews to PepsiCo leadership each period and prepared and presented forecast details.

Presentations included period and year to date actuals vs plan, period variance explanations, and remainder of year period forecast.

Reviewed Statement of Works (SoW) extracting milestone dates and expenses.

Reviewed Purchase Orders and submitted Good Receipts into SAP

Queried SAP and Hyperion to extract Plan, Forecast and Actual data

HealthPlan Services, Tampa, FL Apr 2018 – Aug 2022

Financial Analyst II (FP&A)

Created queries to extract Advanced Premium Tax Credit (APTC) and Cost Sharing Reduction (CSR) financial data from an DB2 database utilizing SQL

Determined the rules and workflows for accessing, modifying, storing and deleting data for team members pursuant to Master Data Governance policies. Performed User Acceptance Testing

Leveraged Alteryx to mine massive datasets received from the Centers for Medicare and Medicaid Services (CMS) and various healthcare carriers

Produced Meta-data models to accurately reflect statistical analysis of financial data

Formulated and organized carrier financial data received from CMS to support Treasury functions. Updated and reviewed ServiceNow workflows across multiple enterprise departments

Created and employed Cash Flow models to present financial data to various Healthcare carriers

Identified variances and trends in accounting line items and ensuring reporting is consistent with GAAP guidelines

Capgemini, Bradenton, FL Dec 2017 – Apr 2018

Financial Planning & Analysis Team Lead

Applied deep knowledge of FP&A domain and operational experience with ERPs (Oracle & SAP)

Executed Balancing Financial Controls and Accounting Operations

Managed financial and analytical functions, including Benefit and Corporate Expense Accounting, prepared Revenue Analysis, reviewed Monthly Sales Reports and Daily Bank Reconciliations, performed Manual Accounting Entries in the General Ledger, generated Variance Commentary Reports, updated Monthly Forecasts. Developed financial reports using MS Excel and applying best practices for performance reporting.

Coca-Cola, Brandon, FL Apr 2017 – Aug 2017

Accountant II (Contractor)

Entered vouchers in general ledger or corporate finance database using tools such as a manual voucher, Excel voucher, or on-line voucher system

Extracted and queried data from various systems, including SAP

Resolved issues (e.g., missing expense checks and missing journal vouchers)

ConsultNet LLC for L3 Communications, St. Petersburg, FL Feb. 2016 – Apr 2017

Financial Analyst (FP&A Contractor)

Evaluated and analyzed standard capital expenditures proposals, investment opportunities, profit plans, operating records, financial statements and the like.

Generated queries to retrieve General Ledger (Minx) labor (Headcount, FTE) and material expenses.

Prepared and analyzed divisional and departmental financial performance.

Performed assigned analyses in support of organization's annual budget process, expense/service/fee/staffing forecasts, or statistical reporting.

Bright House Networks, Riverview, FL August 2012 – Feb 2015

Senior Financial Analyst/Financial Analyst (FP&A)

Documented and articulated to Senior Management the key drivers and inputs of financial models, including capital, operating and allocated expenses, supporting Bright House Networks Enterprise Business Solutions.

Generated Cell Backhaul and Dedicated Access Key Performance Indicators (KPIs), utilizing Excel advanced formulas (VLOOKUPs, INDEX/MATCH, financial functions, pivot tables and graphs) detailing revenue forecasts and capital budgeting numbers and any variances.

Forecasted and substantiated Capex and revenue streams, that is, Internet, Metro E, Trunking and Wi-Fi recurring revenue.

Created SQL statements to retrieve circuit data (i.e., location, pricing information, etc.), using JOIN, GROUP BY and ORDER BY statements. Updated and reviewed Sales and Engineering Teams workflows in ServiceNow

Created PowerPoint presentations and reporting decks for Senior Management in order to show trends and comparisons.

Created and evaluated Internal Rate of Return (IRR) models.

PharmaLink, Inc., St. Petersburg, FL June 2011 – July 2012

Data/Financial Analyst (FP&A)

Spearheaded credit reconciliation, divisional financial analysis, and cost analysis efforts, including Headcounts (FTE), and Fully Burdened Rates

Crafted excel based models, operating quality assurance metrics, forecasting and budgets, utilizing advanced formulas, including pivot tables, graphs and VLOOKUPs.

Created financial ratios reporting tool and pricing models.

Performed complex calculations regarding NPV, ROI, IRR and break-even analysis.

Hannover Life Re (through Robert Half Int’l), Orlando, FL Feb. 2010 – July 2010

Accountant/ Consultant Senior Auditor (Contractor)

Assisted with pre-audit planning and preparation by performing analysis of financial data to identify areas of audit risks.

Analyzed complex reinsurance treaties to identify financial terms and compliance points for audit.

Customized and developed dynamic Audit Command Language (ACL) data testing models to accommodate all levels of reinsurance reporting. Used ACL to create audit trails, to automate tasks and to generate reports.

Created Excel based models, performed large-scale data migrations from ACL to evaluate the accuracy of reinsurance reporting and payment history.

Performed audit interviews of cedent’s agents to evaluate reinsurance reporting processes and financial environments.

Documented process flows and system functionality as it relates to reporting.

Executed audit procedures and documented findings for inclusion in draft audit reports.

Assembled work papers and presented audit findings to executive management for review.

Several Contractor Positions from June 2008 – Jan. 2010

Accountant/ Financial Analyst

Jupitermedia, Darien, CT July 2007 – May 2008 Accountant/ Financial Analyst (FP&A)

Prepared consolidated financial statements in compliance with SEC reporting requirements.

Generated sales reports for the Online Image and Media segments.

Created and distributed variance analyses and profitability reports as well as trend analyses.

Assisted in managing the budget process.

Uploaded batched journal entries for foreign subsidiaries during month end closings.

Calculated the quarterly interest expenses for several Revolver Tranches on a $115 Million JP Morgan Credit Facility.

Prepared Goodwill Impairment fair value tests using the Discounted Cash Flow method in accordance with GAAPs, that is, FASB 141 and FASB 142 statements.

Identified Foreign Exchange conversion discrepancy totaling more than $120K per month.

International Business Machines (IBM), Southbury, CT April 2006 – July 2007

Accountant/ Financial Analyst (FP&A Contractor)

Prepared and analyzed forecasts, budgets and actuals utilizing SAP, Oracle, Hyperion Essbase and Brio.

Identified and reconciled budget versus actual variances.

Executed journal entries to correct IBM Global Services (IGS), End User Services (EUS) Deskside and Helpdesk hardware and software cost variances. Performed ad hoc analyses as needed.

Designed, developed and presented Excel spreadsheets detailing fiscal quarterly and yearly results.

Corrected over $50 million in IBM Global Services’ Hardware Actuals vs Budget variances.

Rectified $10 million in Inter-Company Agreements (ICAs) department miscodes.

Corrected Account Control Tables Ledger IDs for EUS contracts.

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