ROARK Star Finance Professionals

Finance Professionals

Turning Data into Direction

42275

Experienced Senior Financial Analyst with over a decade of expertise in financial modeling, forecasting, dashboard reporting, and business analysis. Adept at transforming large datasets into actionable insights that guide strategic decision-making. A strong collaborator who partners effectively across departments to drive operational efficiency and business growth. Known for building robust financial models, streamlining reporting processes, and leveraging tools like Power BI and Microsoft Dynamics to create data-driven solutions that align with executive priorities. Eligible to sit for the CPA exam.

Key Accomplishments:

Designed and implemented Power BI dashboards and forecasting models to support executive decision-making across multiple organizations
Spearheaded financial reporting automation projects that significantly improved reporting efficiency and data reliability
Supported multiple organizations through critical planning phases, including budgeting cycles, audits, and strategic forecasting
Played a key role in the merger of four corporations, aligning charts of accounts, financial statements, and CRM systems
Created actionable insights from financial and non-financial data, influencing operational strategy and cost optimization efforts
Assisted in the successful implementation of Microsoft Dynamics AX2012 from a legacy CRM system
Delivered accurate and timely financial statements and sales reports, supporting cross-functional teams with vital business intelligence

Industries Served: Property Management | Religious/Nonprofit Organizations | Food Manufacturing & Distribution | Community & HOA Services

Education & Certifications: Bachelor of Arts, Business Administration (Accounting Emphasis)

Data-Driven Financial Analyst

34671

Results-driven Financial Operations Manager and Senior Analyst with deep expertise in financial planning, budgeting, variance analysis, and strategic reporting. Over a decade of experience supporting executive decision-making in healthcare, manufacturing, and consumer products. Proven ability to lead cross-functional teams, drive EBITDA growth, streamline reporting processes, and partner with stakeholders at every level—from facility CEOs to board members. Known for developing robust financial models that influence top-line growth and operational efficiency.

Key Accomplishments:

Oversaw financial operations for nine facilities generating $100M+ in revenue across the San Diego region
Created a regional review process to spotlight growth and performance opportunities across independent surgical centers
Developed a 13-week cash flow forecast presented weekly to the Board of Directors, improving cash visibility and planning
Built product/customer profitability models and revamped royalty tracking for 24 licensors including Disney, Marvel, and Viacom
Reduced turnaround time of the commission reporting process by 50% through redesign and automation
Played a key role in ERP implementation (JD Edwards), enhancing enterprise-wide reporting capabilities
Delivered executive-level monthly financial packages that shaped strategic direction and investment decisions
Designed and led a capital expenditures approval and tracking process to validate ROI and project execution

Industries Served: Healthcare & Ambulatory Surgery Centers | Consumer Products & Licensing | Manufacturing & Packaging Solutions | Supply Chain & Logistics

Education & Certifications: Master of Business Administration (MBA), Finance | Bachelor of Business Administration, Management

Logistics FP&A Leader

41776

Accomplished FP&A professional with a unique blend of corporate finance, investor relations, and equity research experience. Adept at building financial models, crafting high-impact presentations, and translating complex data into strategic business insight. Known for delivering actionable recommendations that enhance financial performance, support M&A activity, and drive operational improvements. Brings exceptional communication skills honed through years in investor-facing roles and a sharp analytical mindset backed by deep capital markets knowledge. Open to relocation within Southern California.

Key Accomplishments:

Built and implemented the first comprehensive reporting suite for Rental and Leasing businesses, identifying performance gaps and delivering actionable solutions.
Valued a 2024 acquisition using DCF, sum-of-parts, and liquidation methodologies; created pro forma post-acquisition models.
Designed financial models for customer-facing EV charging infrastructure, contributing to sustainability and growth initiatives.
Took over all FP&A responsibilities, including close, analysis, and reporting, improving turnaround and accuracy.
Created branch-level P&Ls and valued a $500MM mortgage servicing portfolio.
Developed budgets and KPI dashboards that streamlined reporting and improved operational alignment.
Led award-winning equity research team, overseeing analyst output and maintaining top Investars rankings.
Drafted press releases, earnings reports, and investor presentations as an IR advisor, bridging the gap between financial performance and market messaging.

Industries Served: Transportation & Logistics | Leasing & Equipment Rental | Mortgage & Financial Services | Investor Relations & Capital Markets | Equity Research (Public Companies)

Education & Certifications: Master of Business Administration (MBA), Finance | Bachelor of Arts, English Literature

Financial Process Improvement Expert

42944

A results-oriented Senior Accountant and Financial Analyst with over 8 years of experience in financial reporting, fixed asset management, and process optimization. Adept at driving accounting efficiency, managing complex financial data, and delivering strategic insights to executive leadership. Known for designing and executing process improvements that save time and reduce costs, while training and mentoring international teams. A seasoned expert in accounting processes, report generation, and financial analysis, with a proven track record in presenting key financial insights to boards of directors.

Key Accomplishments:

Led the complete month-end and year-end close process, ensuring accurate and timely financial reporting, forecasting, and budget analysis.
Managed and optimized the global fixed asset process, including supporting international accountants and troubleshooting system issues.
Developed and presented over 150-page financial reports to the Board of Directors, including data analysis on forecast accuracy, productivity, inventory changes, and cost of quality.
Spearheaded process improvements within fixed asset management and account reconciliations, resulting in hundreds of hours saved through streamlined workflows.
Designed and implemented training tools, including video tutorials and presentations, to standardize and document key financial processes for international teams.
Successfully streamlined accounting operations by reducing document requirements and improving communication between departments, which enhanced overall efficiency.
Provided strategic financial guidance to international controllers and plant managers, ensuring accurate financial reporting and process adherence across multiple regions.

Industries Served: Manufacturing | Consumer Goods | Retail

Software & Systems: SAP (Super-User) | Advanced Excel (V-Lookups, Pivot Tables, Complex Formulas) | ProSystem fx Engagement | Various ERP systems (implementation and support experience)

Education & Certifications: Bachelor of Science, Business Administration

P&L Management Expert

43710

A seasoned financial professional with over 15 years of experience specializing in financial planning, analysis, and cost management. Expertise in enhancing profitability, driving cost savings, and optimizing operational performance across large organizations. Adept at leading cross-functional teams, managing P&L analysis, and collaborating with senior leadership to execute business strategies. Demonstrates a strong background in financial reporting, pro forma modeling, and process optimization that fosters efficiency and business growth.

Key Accomplishments:

Oversaw the profitability of 150+ branches, ensuring each branch met or exceeded a 20-basis point profit target.
Delivered $1M - $2M in cost savings annually (2022 - 2024) by analyzing operational inefficiencies and implementing corrective measures.
Managed a team of 3-9 Analysts and Senior Analysts, providing guidance and fostering a culture of continuous improvement within the finance department.
Streamlined processes to create cost-saving initiatives and improved data delivery, resulting in more efficient operations and better decision-making.
Played a key role in developing pro forma models for new branches, working with Regional Managers and Recruiters to solidify branch growth strategies.
Worked with C-suite executives and departmental leaders to coordinate financial reporting, adjust P&L statements, and identify opportunities for branch improvements.
Spearheaded the development and implementation of budgeting and forecasting software (Adaptive Insights/WorkDay), significantly improving operational efficiency.

Industries Served: Mortgage & Lending | Energy Efficiency | Software & Technology | Consulting | Tax Compliance & Financial Services

Education & Certifications: Bachelor of Science, Business Administration, Finance

Profitability & Performance Specialist

43725

Detail-oriented, efficient, and organized financial professional with 15 years of experience in accounting and financial systems. Adept at analyzing, diagnosing, and resolving financial challenges while improving efficiency. Known for excellent problem-solving skills, strong communication, and the ability to develop and manage complex financial models.

Key Accomplishments:

Supported 5 sales regions across the East Coast totaling $9B in sales production.
Led ad hoc analysis and financial modeling for executive teams, focusing on recruiting profitability, expense management, ROI, and forecasting.
Managed a financial analyst team, supporting the development of financial reports and analysis.
Spearheaded pricing and contract analysis, including developing pricing matrices and tracking market conditions.
Coordinated responses to data requests from C-suite executives, ensuring timely and accurate financial insights.
Implemented plant-level productivity analysis, significantly improving manufacturing cost visibility.
Supported the monitoring of a $100 million sales portfolio, providing detailed budgeting, forecasting, and profitability analysis.

Industries Served: Mortgage & Financial Services | Manufacturing | Education & Retail | Sales & Distribution

Software & Systems: Microsoft Office Suite (Word, Excel, PowerPoint) | Financial Modeling Tools | Advanced Excel (Formulas, V-Lookups, Pivot Tables)

Education & Certifications: Bachelor of Science, Business Administration, Finance

Technically Efficient Data Manager

43521

Dynamic and highly skilled financial professional with a strong foundation in finance, strategic planning, and advanced financial analysis. A proven track record in driving financial transformation, managing large-scale budgets, and developing business strategies across various industries. Adept at financial reporting, implementing ERP systems, and collaborating with cross-functional teams to optimize profitability. Brings technical proficiency in data management, financial modeling, and advanced financial tools to improve business performance.

Key Accomplishments:

Spearheaded the financial transformation project to Oracle E-Business Suite Cordelia Lighting, improving financial reporting accuracy and efficiency.
Developed a two-year financial forecast and budget, managing over 600 monthly transactions across platforms like Amazon FBA and RangeMe.
Designed and presented customized financial plans, increasing operational efficiency through automated Excel templates.
Led a team in increasing revenue by 25% (~$800) for a client during the IXL Consulting Acceleration Program, utilizing digital tools and marketing strategies.
Developed strategic financial plans and projections, optimizing credit policies and improving business operations across sectors like automotive, retail real estate, and FMCG.

Industries Served: Manufacturing | Financial Services | E-Commerce & Retail | Technology & ERP Systems | Consulting

Education & Certifications: Master of Science (MS), Management, Entrepreneurial Leadership | Bachelor of Mechanical Engineering

Financial Strategy Architect

41581

Results-oriented Senior Financial Analyst with extensive experience in commercial finance, financial reporting, and business analytics across multiple industries. Expertise in month-end close processes, accruals, forecasting, and Net Revenue Management (NRM) initiatives, driving profitability through detailed financial analysis and strategic pricing. Skilled in building and maintaining financial models, as well as creating real-time dashboards using Power BI and Excel to deliver actionable insights for senior leadership. Proven ability to manage market-level spend, optimize pricing structures, and conduct market trend analyses using tools like IRI, Spins, and Nielsen. Strong track record in leading cross-functional teams, improving operational efficiency, and enhancing CRM adoption across business units. Fluent in Farsi with intermediate proficiency in French.

Key Accomplishments:

Spearheaded month-end close processes, ensuring accuracy in accruals, forecasting, and the preparation of Latest Estimates (LE’s) for financial reporting.
Drove Net Revenue Management (NRM) initiatives, optimizing profitability and margin through detailed financial analysis and strategic pricing adjustments.
Led the creation and maintenance of monthly deduction reports and financial models within Power BI, enabling real-time insights for key stakeholders.
Successfully managed market-level spending, optimizing pricing structures, and driving actionable business recommendations using IRI, Spins, and Nielsen analyses.
Implemented a robust accrual process, ensuring alignment with audit standards and organizational policies.
Led a 120% increase in lead pipeline within 3 months and an 85% increase in opportunities by empowering the sales team with advanced CRM tools and strategies.
Achieved significant operational savings by identifying bottlenecks and implementing streamlined processes that saved over $328k annually.

Industries Served: Consumer Goods | Finance & Consulting | E-commerce | Manufacturing

Education & Certifications: Master of Business Administration (MBA), Economics

Finance Professionals

Finance Professionals

Turning Data into Direction

42275

Data-Driven Financial Analyst

34671

Logistics FP&A Leader

41776

Financial Process Improvement Expert

42944

P&L Management Expert

43710

Profitability & Performance Specialist

43725

Technically Efficient Data Manager

43521

Financial Strategy Architect

41581

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