Open to opportunities

Clay Engel

@clayengel

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Strategic finance professional with 5+ years in FP&A.

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.

I am a strategic finance professional with over five years of experience in financial planning and analysis (FP&A), capital planning, and executive reporting. My expertise lies in driving forecast accuracy, enabling cost savings, and delivering actionable insights to leadership. I have a proven track record of improving EBITDA and supporting digital transformation initiatives, making me a valuable asset to any organization.

Currently, I serve as a Senior Financial Analyst at Covetrus, where I manage the global capital investment process and deliver consistent forecasts with less than 2% variance. My role involves building high-impact CapEx reports for the executive leadership team, which aids in strategic decision-making. I have successfully built automated Excel models that save significant time in reporting cycles, demonstrating my commitment to efficiency and accuracy.

Throughout my career, I have worked with cross-functional teams to deliver rolling forecasts and maintain financial integrity across various business units. My experience includes rebuilding Power BI dashboards at JB Hunt Transport and managing substantial budgets, showcasing my ability to align financial strategies with organizational goals. I am passionate about leveraging my skills in financial modeling and reporting to drive business success.

Experience

Work history, roles, and key accomplishments

Current

Sr. Financial Analyst

Current

Covetrus

Aug 2023 - Present (1 year 10 months)

Manage global capital investment processes and deliver consistent forecasts with less than 2% variance. Build high-impact CapEx reports for executive leadership to drive strategic decision-making and automate reporting processes.

Forecasting Excel Modeling Cross Functional Collaboration Financial Analysis Adaptive Insights Power BI

Current

Financial Consultant

Current

Self Employed

Jun 2022 - Present (3 years)

Provide monthly financial reporting, scenario planning, investment insights, and tax preparation support to various clients.

Financial Reporting Tax Preparation Client Management Financial Analysis

Financial Analyst II

Covetrus

Jun 2023 - Aug 2023 (2 months)

Led CapEx forecasting, budgeting, and reporting across multiple business units, achieving reduced variances and improved EBITDA by over $100K. Delivered comprehensive reports for large capital projects.

Budgeting Reporting EBITDA Financial Reporting Adaptive Insights

Billing Analyst

Wilson Logistics

Nov 2020 - Feb 2022 (1 year 3 months)

Managed billing processes and ensured accurate financial reporting for logistics operations.

Billing Management Financial Reporting Data Analysis Client Communication

Financial Analyst I

JB Hunt Transport

Feb 2022 - Jun 2023 (1 year 4 months)

Rebuilt Power BI dashboards to align technology spending with digital transformation initiatives. Managed a significant annual budget and forecasts, achieving substantial savings through effective cost modeling.

Power BI Budget Management Digital Transformation Financial Analysis Excel Adaptive Insights Reporting

Accounts Receivable Intern

Wilson Logistics

Jan 2018 - Jan 2019 (11 months)

Supported the accounts receivable department by managing invoices and assisting with financial documentation.

Accounts Receivable Invoice Management Data Entry

Accounting Intern

37 North Expeditions

Jan 2018 - Jan 2019 (11 months)

Assisted in accounting tasks, including accounts receivable and financial reporting during internship.

Accounting Accounts Receivable Financial Reporting Data Entry

Education

Degrees, certifications, and relevant coursework

Drury University

Master of Business Administration, Business Administration

2020 -

Currently pursuing a Master of Business Administration, focusing on advanced business strategies and financial management.

Drury University

Bachelor of Business Administration, Business Administration

2016 - 2020

Grade: 3.83 GPA

Activities and societies: Trustee Scholar, Bright Flight Scholar, Dean’s list

Completed a Bachelor of Business Administration with a focus on Management, achieving a GPA of 3.83. Recognized as a Trustee Scholar and Bright Flight Scholar, and consistently made the Dean's list.