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Kevin Le

@kevinle

Senior FP&A and financial analyst delivering forecasting, budgeting, and executive reporting with actionable insights.

United States
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What I'm looking for

I’m looking for a finance role where I can own FP&A and forecasting, partner cross-functionally, and deliver executive-ready insights through strong modeling, dashboards, and process improvements that measurably improve performance.

I’m a Senior Financial Analyst with 8 years of experience supporting FP&A, forecasting, budgeting, month-end close, variance analysis, and financial reporting. I partner with accounting, HR, operations, and business leaders to translate performance into clear drivers, so teams can act with confidence.

In my most recent roles, I created and managed monthly P&L reporting for 9 departments and led analysis that drove $3.5M in budget reallocation and a 10% reduction in unexpected variances. I’ve also built VP-level KPI dashboards and close processes—using tools like SAP ERP and automation—to reduce closing turnaround time by 2 business days, uncover $1.8M in cost reduction opportunities, and reduce working capital by 12% over two years. From leading restructuring that cut overhead by 10% ($750k annually) to improving SOX compliance outcomes (15% reduction in control weaknesses), my work consistently focuses on accuracy, controls, and process improvement backed by strong financial modeling and executive reporting.

Experience

Work history, roles, and key accomplishments

CP

Senior Financial Analyst

Citgo Petroleum

Jan 2019 - Jan 2022 (3 years)

Led month-end and quarter-end close processes across 3 refineries, producing consolidated earnings and executive financial reporting. Reduced close turnaround time by 2 business days through SAP ERP process automation and identified $1.8M in cost reduction opportunities via deep-dive variance analysis.

CC

Financial Supervisor

Columbia Lloyds Insurance Company

Jan 2017 - Jan 2018 (1 year)

Directed variance analysis and financial reporting across multiple product lines and presented a restructuring plan that reduced overhead by 10% ($750K annually). Resolved complex discrepancies in accounts representing 35% of working capital and improved reporting accuracy and internal financial controls while supervising and training two staff accountants.

SH

Senior Financial Analyst

ShiftKey

Jan 2024 - Present (2 years 6 months)

Owned monthly P&L reporting for 9 departments and built month-end decks covering P&Ls, vendor spend, headcount reporting, and variance drivers. Partnered with accounting on forecast-to-actual variances, leading to $3.5M in budget reallocation and a 10% reduction in unexpected variances.

Education

Degrees, certifications, and relevant coursework

The University of Texas at Austin logoTA

The University of Texas at Austin

Bachelor of Business Administration, Accounting and International Business

Earned a Bachelor of Business Administration with a focus in Accounting and International Business from The University of Texas at Austin.

Tech stack

Software and tools used professionally

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