Fp A Financial Analyst

TIMOTHY P ALLISON

Profile

Highly motivated and trusted business partner with over 20 years experience in both the manufacturing and service industries. I have a proven track record of developing and enhancing management reporting, financial models while providing valuable financial analysis and insights to support the management decision making process. I have strong analytical and problem-solving mindset along with an excellent verbal and written communication skills that aid in relationship building across functions and cultures. Experience

Erie Home, Toledo, OH - May 2025 - Present

Financial Analyst / FP&A Lead

Financial Analyst supporting a $700 million home improvement business focused on FP&A activities, which include:

• Assist business and department owners with understanding their financial results, focused on month and year- to-date performance vs budget and assist with the quarterly board presentation materials.

• Lead the annual budgeting and oversee re-forecasting as trends or business conditions change.

• Own the maintenance of the management reporting system, including rolling time scenarios, reporting maintenance, creation of new reports, etc

NSF, Ann Arbor, MI - October 2021 - April 2025

Senior Corporate FP&A Business Partner / FP&A Lead - April 2025 - Present Primary financial partner of a $500 million revenue business supporting the CFO and Divisional FP&A leaders in corporate consolidations, management reporting, and driving planning cycles across the finance function. Lead monthly reporting to CFO and Senior Management including

• Lead monthly revenue and profit level performance results to CFO while collaborating with divisional FP&A teams on understanding key drivers.

• Created a standard reporting deck and related processes to maintain data collection consistency across multiple divisions.

• Support CFO in preparation of the monthly management meetings by providing key financial information on a consolidated basis plus divisional and business unit performance. Lead the forecast and budgeting processes

• Own corporate reporting supplied to CFO for forecast and budget cycles, focusing on consolidated, divisional, and business unit outlook.

• Drive the finance function to achieve key corporate targets by collaborating with divisional finance teams and ensuring alignment on essential deliverables while achieving corporate reporting targets. 1144 Twin Lakes Dr, Temperance, MI 48182 I 419-***-**** I ********@*****.*** I www.linkedin.com/in/timothy-allison-mba Other key responsibilities

• Support Board of Directors (BOD) reporting by owing selected financial data and supplemental information provided to CFO providing additional information to support the BOD financial discussions.

• Own the corporate strategic planning model which is utilized by Global FP&A teams and report outs to the CFO providing key financial information to the corporate targets supplied by the divisional management teams.

• Partner with Financial Information Systems (FIS) ensuring the management reporting system is updated and working properly primarily related to corporate hierarchy, chart of accounts and management reporting. Senior FP&A Business Partner/FP&A Lead - June 2023 - June 2024 Primary financial partner for the Global Supply Chain business with annual revenues of $100 million. Role responsibilities include partnering with global business leaders and Senior Director on FP&A functions including financial performance measurement, forecast and budgeting. Partner with regional and service line leaders on the following, but not limited to:

• Understanding of monthly financial performance including root causes of variances.

• Development of monthly forecast and annual budgeting including revenue, expenses and profit. Manage the overall profitability of the regional and business units with alignment on key internal and external drivers. Built revenue models using operational metrics by region and expense models focused on larger expense drivers. Partner with Global Senior Director on managing the overall profitability of the business, globally, regionally and service lines.

• Review forecast and budget on a macro level, providing key insights into revenue, expense and profit levels. Provide key financial benchmarks to provide additional context and recommend adjustments to enhance profitability.

• Partner on the development of a 3-year strategic plan that focused on revenue and profit growth. Plans include growth initiatives, investments needed to support growth, business exits, and other key activities.

• Partner with both the Global Director and Marketing lead on developing the strategic plan presentation used to support the business unit and overall divisional plans. Developed monthly presentations while partnering with functional partners on content including:

• Financial and operating review presentations with Divisional VP, Finance Director and key stakeholders.

• Business performance reviews focusing on low-performing areas of the business, financial trends and actions to improve the business profitability.

FP&A Business Partner - October 2021 - May 2023

Primary financial partner for the Global Food Product Certification business with annual revenues of $45 million. Role responsibilities include partnering with business leaders on FP&A functions of financial performance measurement, forecast and budgeting.

• Own the financial reporting process for the business unit (revenue, expenses and profit) which include month end variance analysis, preparing financial decks for leaders, monthly revenue forecast and annual budgeting

• Built and maintained financial models used for revenue forecast and annual budgeting processes, using operational metrics, macro, and business specific assumptions.

• Prepare monthly financial decks to provide insight to the Senior Director on the financial performance of the business unit.

Partner with business leaders on projects including:

• 3-year strategic plan using assumptions on pricing, attrition, sales, and specific growth initiatives.

• Customer revenue by location vs billing region to provide added value information for regional partners.

• Business segment financial analysis to understand profitability, growth, and overall feasibility of the business.

• Operational and financial performance scorecards Corporate projects including:

• Revenue forecast consolidation (Year 2022) by creating a divisional and business unit data collection process and standardized reporting to senior leadership.

• Created a standard MS Excel based model used across all divisions to support their monthly operating reviews which included financial tables, charts, and key metrics which had the flexibility to adjust the model by division, business unit, and region.

Bil-Jax/Haulotte Group, Senior Financial Analyst, Archbold, OH - April 2021 - October 2021 Primary financial partner for the sales and marketing teams supporting the Scaffold business unit. Managed month end reporting processes related to revenues and gross margins by sales channel including sales volumes, margins by channel/ part, and rate/volume analysis impacts. Collaborate with accounting and manufacturing finance teams on monthly presentation of business results to the holding group. Owens Corning, Senior Financial Analyst, Toledo, OH - September 2018 - March 2021 Primary financial partner for the North American Supply Chain Organization with annual operating expenses of

$200 - $300 million. Lead the forecast and annual budgeting processes for supply chain operating expenses, including visibility of key performance metrics (KPIs) and cost reporting and analysis related to logistics, 3rd party warehousing, and other operating expenses. Managed the monthly financial review process with supply chain and divisional finance teams focusing on aligning on key KPIs, financial outlook overall performance. Partner with warehouse leaders on financial modeling to support the monthly forecast and scenario planning related to network site costs, productivity and structure.

First Solar, Perrysburg, OH - April 2015 - September 2018 FP&A Manager, April 2017 - September 2018

Led a team of four (4) financial analyst that was responsible for the financial management and reporting for the Global Supply Chain, research and development and US manufacturing operations. Collaborated closely with cross functional teams to support develop financial models, including plant expansion, should cost and other project scenarios. Financial models included a 10-year timeline for both financial and KPI projections. Financial Analyst IV, April 2015 - April 2017

Primary financial partner to the Global Supply Chain Organization focusing on operating expenses (OPEX) and variable costs supporting the manufacturing process of solar panels. Developed and enhanced monthly financial reporting focusing on key metrics and financial performance. Additionally, improved several processes that resulted in process time improvement, accuracy and globalized reporting. Fifth Third Bank, AVP/Senior Financial Analyst, Toledo, OH - January 2007 - December 2014 Main financial partner for five (5) business segments supporting a $4 Billion size and $20 million revenue region. Partnered with sales and marketing teams on forecasts and annual budgeting processes. Developed several reporting tools to benchmark sales and divisional performance against internal markets. Played a key role in the development of both short and long term strategic plans. Sky Bank, Financial Analyst, Toledo, OH - 2004 - 2006 Assist regional leaders in creating the annual budget plus managing monthly sales and financial performance. Sky Financial Group, Treasury Analyst, Bowling Green, OH - 2001- 2004 Performed basic accounting and financial analysis primarily focused on the debt side of a $4 billion holding company.

Education

University of Toledo - MBA, 2005

Youngstown State University - Bachelors in Finance, 2001 Skills

Advanced MS Excel and

PowerPoint

Management Reporting Financial Modeling Process Improvements Financial modeling SAP/BPC/Planful/

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