Open to opportunities

Carly Griffis

@carlygriffis

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Experienced finance professional specializing in financial planning and analysis.

United States

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What I'm looking for

I am looking for a role that offers opportunities for growth, collaboration, and impactful financial decision-making.

As an experienced finance professional, I have a strong background in financial planning and analysis, leading annual budgeting processes and forecasting activities for large distribution networks. My expertise lies in developing comprehensive financial reports and conducting variance analysis to identify cost-saving opportunities, enhancing operational efficiency across multiple branches.

Throughout my career, I have collaborated with divisional teams to streamline reporting processes, ensuring accuracy and timeliness in financial data delivery. I have demonstrated the ability to present complex financial results to senior management, supporting strategic decision-making through data-driven insights. My experience includes managing FP&A functions for leading companies, where I have driven margin growth and provided valuable insights into financial performance.

Experience

Work history, roles, and key accomplishments

Manager of FP&A

QXO

Mar 2024 - Present (1 year 5 months)

Led annual budget process, planning, and forecasting activities for the Florida region, managing over $825M in annual sales across 35+ branches. Investigated operational expenses at all branches to identify variances to budget and cost-cutting opportunities, driving margin growth through insights into financial performance.

Budgeting Forecasting P&L management Financial Reporting Data Analysis Process Improvement

Manager of FP&A - Inventory

MarineMax Inc

Nov 2020 - Present (4 years 9 months)

Designed weekly, monthly, and quarterly variance analysis reports and financial models for executive leadership. Analyzed unit and revenue performance to provide insights on variances to projections and prior forecasts by location and brand, ensuring efficient and accurate inventory management.

Financial Modeling Inventory Management Financial Reporting Forecasting Budgeting Data Analysis

Supply Chain Finance Manager

SalonCentric

Sep 2019 - Present (5 years 11 months)

Supported seven warehouse teams by managing labor, freight, and indirect spending, and submitted month-end journal entries while reconciling balance sheet accounts. Created bi-monthly rolling forecasts for all labor, freight, and supplies costs across all warehouses, gathering and analyzing KPIs to aid executives in decision-making.

Financial Analysis Cost Management Forecasting Journal Entries KPI Analysis Supply Chain Finance Data Analysis

Manager, Financial Analysis

Nalco Water

Jun 2014 - Present (11 years 2 months)

Developed a Power BI dashboard to track sales and operating income for over 30 digital innovations, and created capital asset requests for successful multi-million-dollar overseas office expansions. Established monthly sales forecasts and cost projections used by the FP&A team, aiding in determining cost-based and value-based pricing for new digital innovations.

Power BI Financial Analysis Sales Forecasting Pricing Strategy Financial Planning Analysis

Treasury Mgmt Sales Associate II

US Bank

Jun 2012 - Present (13 years 2 months)

Supported a sales portfolio of 125 customers valued at over $250M each, analyzing existing customers to identify cross-selling opportunities. Provided product capabilities and pricing information to both existing and potential customers, contributing to treasury management sales.

Sales Support Customer Relationship Management Cross Selling Product Knowledge Pricing Financial Analysis Treasury Management

Education

Degrees, certifications, and relevant coursework

Northwood University

MBA, Business Administration

2010 - 2011

Grade: 3.7

Completed an accelerated MBA program that included case studies used at Harvard. Participated in a two-month consulting project with a local company in Montreux, Switzerland.

Northwood University

BBA, Economics, Finance, Management

2006 - 2010

Grade: 3.3

Activities and societies: Player and Team Captain of the Division II Northwood University Softball Team.

Majored in Economics, Finance, and Management, with a minor in Language Arts. Was a player and team captain of the Division II Northwood University Softball Team.