Open to opportunities

Casey Stone

@caseystone

FP&A and finance professional with 10+ years building driver-based models, budgets, and board-ready reporting for complex multi-entity teams.

United States

Message

What I'm looking for

I’m looking for an FP&A role where I can own budgeting, forecasting, and multi-entity reporting, build models that drive executive decisions, and continuously improve processes using automation and AI.

I’m a finance professional with 10+ years of progressive experience in FP&A, financial modeling, budgeting, forecasting, and management reporting across multi-entity, high-complexity environments. I build financial models and reporting infrastructure from scratch, translating complex data into clear variance narratives and actionable recommendations.

Most recently, I led annual budgets and quarterly reforecasts across 7 global entities at Pace Gallery, delivering structured variance analysis and board-ready executive packages. I also own month-, quarter-, and year-end close for a multi-entity environment—driving reconciliations, consolidated visibility, and GAAP compliance—while producing recurring executive management reporting (P&L, cash flow, and key operating metrics) with standardized commentary.

Previously, I supported executive decision-making through a rolling cash flow forecast (6-week to 12-month horizon) and scenario analysis at Alliance Entertainment/Distribution Solutions, including increasing borrowing capacity by $15M through tighter reporting and rigorous financial analysis. I’m known for process improvement and automation in FP&A workflows, actively leveraging AI tools to streamline efforts and improve analytical efficiency, while maintaining audit-ready documentation and schedules.

Experience

Work history, roles, and key accomplishments

Current

Senior Financial/Accounting Analyst

Current

Pace Gallery

Aug 2021 - Present (4 years 10 months)

Led annual budgeting and quarterly reforecast for 7 global entities, delivering structured variance analysis and board-ready executive reporting with clear narrative commentary. Owned multi-entity month/quarter/year-end close, drove audit-ready documentation, and improved FP&A workflows through process automation and AI to reduce manual effort.

FP&A Budgeting & Forecasting Executive Reporting GAAP Compliance Process Automation Audit Readiness

Senior Analyst

Alliance Entertainment / Distribution Solutions

Sep 2018 - Aug 2021 (2 years 11 months)

Built a rolling cash flow forecast (6-week to 12-month horizon) integrated with borrowing base terms to support budgeting and scenario analysis for executive leadership. Increased borrowing capacity by $15M, produced 30+ P&Ls for independent studios, and standardized GL setup and reporting across two integrated business units.

Cash Flow Forecasting Borrowing Base Reporting Liquidity Planning Financial Modeling GL Standardization

Construction Project Accountant

Kelley Construction, Inc.

Dec 2017 - Sep 2018 (9 months)

Monitored project costs and produced job-cost forecasts across up to 15 active projects simultaneously. Managed project cash flow by coordinating reporting and forecast updates for ongoing work.

Project Accounting Cash Flow Management Project Coordination

Financial Analyst

The Gladstone Companies

May 2017 - Nov 2017 (6 months)

Evaluated financial performance of investment and acquisition targets and delivered structured analysis with recommendations to senior management. Supported decision-making with analytical work focused on target viability and financial outcomes.

Investment Analysis Financial Modeling

Accountant II, Accounts Receivable

Delhaize Group (Ahold Delhaize America)

Nov 2016 - May 2017 (6 months)

Performed daily cash and bank reconciliations and managed accounts receivable processes to support accurate, timely collections. Resolved system discrepancies in partnership with IT to maintain data integrity and smooth AR operations.

Bank Reconciliation Accounts Receivable Collections Operations Data Integrity

Assistant to the Controller

Virginia Mirror Company

Nov 2013 - Nov 2015 (2 years)

Maintained financial records and produced monthly sales analyses to support management reporting. Strengthened collections and cash flow processes to improve financial visibility and operational follow-through.

Collections Support Management Reporting Accounting Support