FP&A Manager Candidate #072224
San Diego, CA
Accounting, Finance
12 years
7/22/2024
Profile
Insightful FP&A Manager seeking value-added opportunities with winning companies in the San Diego area. Keen business acumen with broad industry experience and a firm accounting and financial reporting foundation from his time as a Big 4 Auditor. Known for his cool demeaner, ability to think strategically, and ability to create insightful financial analysis and reporting infrastructure. This candidate is professional, affable, and versatile and ready to make an impact for San Diego based companies serious about growth.
Career Highlight 1: ERP Implementation Lead for Netsuite Planning & Budgeting module.
Career Highlight 2: Revised / built out the sales operations planning and reporting function, leveraging the existing CRM.
Career Highlight 3: Created a weekly dashboard for CFO that pulled information from what was previously 8 different spots.
Why Hire This Candidate (In Their Own Words): “Anyone at my prior companies would say I’m easy to work with, hardworking, very focused, and never get rattled.”
Strengths: (1) Attention to detail / accuracy, (2) ability to work with people at all levels of an organization, and (3) strong accounting and FP&A fundamentals
Hobbies & Personal Interests: Long distance running, watching sports, spending time outdoors.
Education: BS Accounting, MAcc
Credentials: CPA
Industry Experience: Manufacturing, Pharmaceuticals, Public Accounting, Technology, Wholesale & Distribution
Company Fit: Versatile – great fit for any size company.
Management Experience: 3 years’ experience managing 2-3 people.
Software Experience: Power BI, Oracle Netsuite Planning & Budgeting, Cognos TM1, Excel, Qlik Sense.
Open To: Hybrid, In-office, Remote
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