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Nick Stournaras

@nickstournaras

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Finance Manager at Ascend Learning optimizing Planful forecasting models and improving BI reporting for K-12 education.

United States

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What I'm looking for

I’m looking for a product finance and analytics role at a scaling ed-tech organization where I can apply my FP&A and financial modeling experience, including hands-on Planful, Power BI, and Tableau work.

At ASCEND LEARNING, where I work on contract through ROBERT HALF, I optimize Planful Spotlight financial models to improve forecast accuracy and reporting efficiency. I’m also overhauling five core reporting models across FP&A and operations.

I improve stakeholder access to financial data through Power BI and Smartsheet, and automate KPI reporting workflows with Power Query. I also present cap-rate analysis and financial findings to team leaders.

At UNITED SITE SERVICES, I implemented monthly forecasting tools that contributed to a 10% increase in profitability. I analyzed customer acquisition data in Salesforce and KPIs in Tableau and NetSuite, helping inform marketing investment decisions and reduce operating costs.

At THE TJX COMPANIES, I built SQL-based financial reports and a 10-year merchandise capacity model covering 20 distribution buildings. Earlier, I worked in technology merchandising at STAPLES CORPORATION and supported operations at AMERICAN INTERNATIONAL CHEMICAL; at Morse Tavern, I led a team and improved ordering and event operations.

Experience

Work history, roles, and key accomplishments

Current

Finance Manager

Current

Ascend Learning

Aug 2024 - Present (2 years 2 months)

Optimizing financial models within Planful Spotlight to improve forecast accuracy and reporting efficiency. Leading a full overhaul of 5 core reporting models as part of a hierarchical change management project spanning FP&A and operations.

Planful Power BI Smartsheet Power Query Financial Modeling Forecasting KPI Reporting Data Visualization

Finance Manager

United Site Services

Apr 2023 - Feb 2024 (10 months)

Implemented 10+ monthly forecasting tools that contributed to a 10% increase in profitability. Analyzed multi-channel marketing conversion data in Salesforce to evaluate customer acquisition performance and inform CX marketing investment decisions.

Forecasting Salesforce Tableau NetSuite KPI Analysis Financial Reporting Data Analysis Marketing Analytics

Financial Supervisor

The TJX Companies

Apr 2022 - Apr 2023 (1 year)

Built weekly SQL-based financial reports to track distribution performance across the network. Managed and onboarded two financial analysts, overseeing training and performance development.

SQL Financial Reporting Capacity Planning Data Analysis Team Management Supply Chain Finance

Project Manager / Events Coordinator

Morse Tavern

Aug 2007 - Apr 2023 (15 years 8 months)

Led a 20-person team, conducted gross profit analysis, and drove process improvements across ordering and event operations.

Team Leadership Gross profit analysis Process Improvement Event Management

Senior Financial Analyst

The TJX Companies

Jul 2021 - Apr 2022 (9 months)

Refined financial models in Excel and Tableau to improve forecast accuracy. Led weekly shipping and availability reporting for a multi-billion-dollar supply chain network.

Excel Tableau Financial Modeling Forecasting Supply Chain Reporting Data Analysis

Financial Analyst

The TJX Companies

Jul 2019 - Jul 2021 (2 years)

Built a 10-year merchandise capacity model covering 20 distribution buildings. Created weekly shipping and status reports from Cognos and Tableau for supply chain leadership.

Cognos Tableau Financial Modeling Capacity Planning Data Analysis Supply Chain Reporting

Production Specialist

Staples Corporation

Sep 2017 - Jul 2019 (1 year 10 months)

Launched market research initiatives and tracked promotional coupon redemption in Salesforce to gauge campaign exposure. Managed supplier product setup and catalog accuracy across the technology merchandising category.

Salesforce Market Research Supplier Management Merchandising Data Analysis

Operations Intern

American International Chemical

Jun 2016 - Jun 2017 (1 year)

Conducted regional performance analysis to support operational decision-making. Coordinated cross-functional logistics, customer service, and accounting activities supporting 1,000+ weekly orders.

Data Analysis Logistics Cross functional Coordination Operations