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Barrett Chapman

@barrettchapman

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Remote-ready CMA with 15+ yrs FP&A experience, tech-savvy, purpose-driven, and community-minded.

United States

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What I'm looking for

Seeking a fully remote Financial Analyst or FP&A role where I can support a mission-driven organization. I turn data into strategic insights and apply the ESAD framework (Eliminate, Simplify, Automate, Delegate) to improve financial processes. I thrive in collaborative, purpose-driven environments that value innovation, clarity, and impact.

Detail-driven FP&A expert with 15+ years of experience optimizing financial performance for Fortune 500, higher education, and manufacturing organizations. A Certified Management Accountant (CMA) with a strong work ethic, I thrive on turning complex data into actionable strategy. Passionate about my craft, I stay ahead by exploring emerging technologies and building tools that drive efficiency. When I’m not building dashboards or delivering insights, I’m likely hiking through a national park or volunteering in my community. I bring not just financial clarity—but purpose and curiosity to everything I do.

Experience

Work history, roles, and key accomplishments

Current

CEO/Owner

Current

Blaze Collective, LLC

Feb 2024 - Present (1 year 4 months)

Blaze Collective is a Financial Services company that provides project based financial analytics.

Financial Analyst

Ford Motor Company

Mar 2024 - Mar 2025 (1 year)

• Developed and maintained multi-tiered cost reporting tools for operational leaders.
• Identified cost drivers and proposed savings strategies with manufacturing partners.
• Supported ERP system migration and integrated financial workflows.
• Led ad hoc analyses aligned with strategic cost containment goals.
• Collaborated with supply chain teams for financial recoveries from supplier issues.

Project Management Problem Solving Communication Skills Salesforce AWS Data Analysis Analytical Skills Alteryx

Financial Analyst

Emery Oleochemicals

Dec 2021 - Mar 2024 (2 years 3 months)

• Delivered monthly global reporting to shareholders and senior leadership.
• Supported board planning cycles with forecasting models and profitability reports.
• Automated SAP Analysis reports with Excel dashboards and dynamic presentations.
• Implemented financial controls and cost allocation using COPA.
• Key contributor to cross-functional Transformation Team for cost savings.

Project Management Communication Skills Problem Solving SAP COPAS 4 Hana ECC Configuration Office 365

Financial Analyst - Budget Office

Northern Kentucky University

Feb 2020 - Dec 2021 (1 year 10 months)

• Managed $250M+ university budget lifecycle, forecasts, and performance tracking.
• Improved financial planning with department officers.
• Oversaw CARES Act expense tracking and compliance during online learning transition.

Office 365 Communication Skills Project Management Problem Solving Federal Grant Regulations Federal State Regulatory Compliance & Law (DOT

Senior Financial Revenue Analyst

Cengage Group

Feb 2019 - Mar 2019 (1 month)

• Reconciled deferred revenue schedules and analyzed returns.
• Created reporting on transactions, products, and customer behavior.
• Resolved revenue system integrity issues, improving financial accuracy.

Office 365 Communication Skills Project Management Problem Solving

Finance Manager/Supervisor/Analyst

SYSCO Corporation

Feb 2014 - Mar 2017 (3 years 1 month)

• Led finance for $450M business unit: margin, forecasts, and budget management.
• Delivered executive reports on payroll, shrinkage, and profit improvement.
• Partnered with tax authorities for compliance.
• Trained departments as SAP Super User during upgrades.

Office 365 Communication Skills Project Management Problem Solving SAP

Customer Service Representative, Tier II

First Command Financial Services

Mar 2013 - Feb 2014 (11 months)

• Delivered top-tier client service and advisory support for financial firm managing $23.9B+ in assets.
• Created SOPs for call center, collaborating with training team to boost efficiency and profitability across 170+ global offices.
• Achieved Series 7, 66, and 24; earned 7 & 66 within two months under Client Services Manager.

Office 365 Communication Skills Project Management Problem Solving SAP

Individual Consultant

TIAA-CREF

Jun 2007 - Jul 2009 (2 years 1 month)

• Managed client relations for Fortune 100 retirement firm generating $34B+ annually, delivering personalized consultations to up to 30 clients daily.
• Helped clients reach financial goals, implementing retirement and investment strategies while consistently exceeding satisfaction targets.
• Trained new hires, reporting to Manager of Participant Services.

Office 365 Communication Skills Project Management Problem Solving

401K Specialist

Fidelity Investments

Feb 2007 - Jun 2007 (4 months)

• Processed multimillion dollar loans, withdrawals, and mutual fund transactions on behalf investment services company with over $6.5 trillion in customer assets, serving 26 million clients each year.
• Worked to provide the highest caliber of client support while reporting to Customer Relationship Manager.

Office 365 Communication Skills Project Management Problem Solving