• Owner of Annual Budget Process and board package
• Owned Monthly Reporting package for internal and external stakeholders
• Created new Revenue Forecast to better forecast multiple revenue streams and increase accuracy
• Owned variance analysis and budget process with business partners
• Led cross-functional push to utilize zero-based budget vendor analysis in QuickSight for ownership of spending at vendor level
• Created analyses for multiple staffing scenarios including contractor/software strategies, onshore, and offshore models to drive profitability and reduce TSA expenses on acquisitions
• Created LTV/CAC analysis to compare finalized M&A to potential deals and competitors in industry
• Owned GL reorganization to analyze profitability by Class as well as OPEX category spending as a
● of revenue
• Created Benefit analysis on percent of revenue and cost per head basis
• Led monthly review meetings for monthly reporting with Accounting Department and Controller
• Create

• Owner of Annual Budget process, working with various business partners to set timelines and templates
• Created vendor reporting to understand vendor spend at a functional level with two separate accounting systems
• Developed and led positive, constructive collaborations with one or more cross functional teams
• Communicated to executive team efficiently and concisely with a deep understanding of the underlying analysis and data
• Managed one direct report
ANDREW HARRIS
208-869-5521 AndrewHarris@u.boisestate.edu

• Provided robust recommendations to business leaders based on data-driven analysis, executing high-profile breakdowns and delivering data narratives across business groups
• Constructed executive-level presentations and presented complex analytical findings in clear, concise manner to support and enable decision-making
• Implemented customer-level sales forecast through collaboration with sales leaders and created reporting visualizations to understand and bridge forecast to actuals
• Utilized SQL to manipulate large datasets and provide impactful analysis to senior management
• Helped build standing visualizations in PowerBI for ongoing monitoring and self service for key stakeholders
• Created and maintained detailed financial pro forma models to drive decision-making
• Managed a team of four Business Analysts while collaborating with IT and the entire Finance team
• Responsible for team development and training

• Prepared and presented financial statements (income statement, balance sheet, cash flow statement, financial reports, budgets, cost reports, and financial forecasts)
• Built and owned Annual Operating Plan for $100M business
• Owner of Financial forecast; created procedures to implement monthly re-forecast based on dynamic environment
• Implemented meeting schedule to understand sales outlook and led discussions with sales leaders on customer-level performance and trends
• Created metrics to understand costing and implemented standard costing based on actual plant manufacturing costs on a plant/product level
• Created reporting including volume price mix and daily sales analysis
• Owned pricing analysis on new and existing products

• Owner of AOP and financial reporting for $750M segment of business
• Created new financial forecast for national accounts and maintained volume, net sales, and margin to within 5% on forward-looking quarter over last fiscal year
• Built reporting within DOMO for sales team, leads and upper management
• Provided monthly reporting decks and consolidation of data for management and board
• Facilitated meetings between sales team and demand plan team to understand trends and key accounts to increase accuracy of forecast
• Created reporting for additional visibility into SG&A reporting and maintained forecast
• Provided ad hoc reporting as needed to answer questions from the business
ANDREW HARRIS
208-869-5521 AndrewHarris@u.boisestate.edu
● • Created and quickly provided pricing scenario analysis using advanced models

Senior Financial Analyst
Financial Analyst
● • Managed key accounts with high-level needs, including major insurance companies, investment managers, and corporations
• Produced regulatory filings for clients as well as board packages
• Streamlined processes to increase efficiency and speed to close time
• Analyzed and interpreted client portfolio metrics (duration, yield, total return, etc.) using advanced Excel techniques, including Pivot Tables, VLookup, SumIf, and general calculations
• Researched complex client & internal issues, such as mergers, calculation verifications for audit
• Reconciled custodian trading feeds and position files on a daily basis to give clients daily insight into portfolios holding to make investment decisions
• Identified data patterns utilizing SQL to research and resolve problems