Senior Financial Analyst, FP&A

Tyler Simon

Highlands Ranch, CO ***** 517-***-**** ************@*****.*** linkedin.com/in/simontyler67

PROFESSIONAL SUMMARY

Tyler is a results-driven financial professional with extensive experience across diverse industries, with the ability to create executive level reporting. He has a keen eye for detail and is adept at delivering actionable insights through ad-hoc reporting, optimizing operational efficiency, and ensuring customer compliance. He has strong leadership and collaborative skills, with a track record of driving team success and streamlining financial processes to support business growth. He carries himself with integrity and it shows through his work.

SKILLS

Strong Financial Analysis Strong Budget Modelling Excellent Written and Verbal Communication Skills Stakeholder Management and Building Relationships Analytical Decision-Making Skills Financial Reporting Strong Attention to Detail Critical Business Problem Solving Power BI Netsuite Financial Integrity Advanced Microsoft Office, Word, Excel, PowerPoint Competent in Working with Large Data Sets Compelling Storyteller Operational Efficiency

EXPERIENCE

Dash Car Wash, Denver, Colorado July 2022 – Present

Senior Financial Analyst, FP&A

Led the preparation of annual budgets and financial forecasts, ensuring alignment with strategic goals of increasing revenue 6.5% through our rebrand strategy in 2025.

Oversee comprehensive reporting for the parent private equity firm, providing accurate and actionable insights.

Manage the month-end close process, including detailed budget-to-actual variance analysis for financial accuracy.

Design and optimize Power BI dashboards for efficient data management and reporting, enhancing decision-making.

Spearheaded weekly KPI reporting, presenting key insights to the Operations team to drive performance improvement.

Conduct in-depth market research and competitive analysis to identify trends and inform strategic decisions.

Wagner Equipment, Aurora, Colorado October 2021 – July 2022

Financial Analyst, FP&A

Led the preparation of annual $1 billion budget and financial forecasts, ensuring alignment with organizational goals and strategic priorities to reduce costs by 5% and increase revenue 7%.

Developed and consolidated rolling monthly forecasting packages to provide accurate and timely financial projections.

Performed comprehensive budget-to-actual variance analysis, identifying key drivers and providing actionable insights to optimize financial performance.

Prepared and presented quarterly and annual consolidated financial reporting packages for both Wagner Equipment and Caterpillar, including detailed analysis of the Income Statement, Balance Sheet, Cash Flow Statement, key metrics, and variance explanations for the executive team.

Amerigo Education, Chicago, Illinois March 2019 – March 2021

Financial Analyst, FP&A

Conducted monthly analytical reviews across 10 site operations to identify discrepancies and variances in budget-to-actual financials, ensuring operational accuracy and financial integrity. Played a key role in onboarding and setting up 4 new site locations, streamlining operations and driving growth.

Led the preparation of the annual audit and budget and forecast reports for site operations, aligning financial projections with company growth objectives.

Established and negotiated vendor contracts to ensure scalability and alignment with long-term business expansion plans.

Managed month-end close processes, including account reconciliations, general ledger maintenance, and preparation of management reports for informed decision-making.

Vertafore, East Lansing, Michigan June 2017 – March 2019

Compliance Analyst

Customized billing reconciliation for Fidelity each month, which had prevented $700,000+ worth of inaccurate billings.

Configured capacity rates for each team by coordinating with managers to time each individual process within the licensing department, which resulted in increased overall production by 7%.

Consultant for Privilege Underwriting Reciprocal Exchange. Improved relations led to a new contract being signed, thus increasing revenue by $70,000+ a year.

EDUCATION

Bachelor of Arts in Finance

Michigan State University – East Lansing, MI

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