Open to opportunities

Raymond Garrison

@raymondgarrison

Message

Financial planner and analyst using SAP, Power BI, and automation to drive decisions.

United States

Message

What I'm looking for

I’m looking for a role where I can own KPI and forecast reporting, strengthen month-end close and reconciliations, and keep automating SAP-to-dashboard workflows (Power BI + A360) to improve speed, accuracy, and decision quality.

I’m a Financial Planner & Analyst who blends accounting expertise with analytics and automation to turn operational data into clear decision support. With a B.S. in Accounting (Anderson University) and hands-on experience across cost center and G/L analysis, invoicing, inventory, fixed assets, and production reporting, I focus on accuracy, accountability, and fast, repeatable reporting.

In my roles, I’ve automated financial processes and reporting by using A360 (Automation Anywhere) bots to pull data from SAP into Power BI and streamline workflows like invoice creation and monthly production reporting. I also build dashboards for cost center budgeting, product price variance, and cost analysis, and I run reconciliations across systems such as Epic, Strata, and Workday—supporting leadership with monthly/quarterly KPIs, forecasts, and month-end close discipline.

Experience

Work history, roles, and key accomplishments

Current

Financial Planner & Analyst

Current

St. Luke’s Physician Group

Nov 2025 - Present (7 months)

Prepared and analyzed KPI reports covering stats, charges, operating expenses, and investment for service line leaders, and ran monthly/quarterly financials by entity and cost center. Supported cost-center rollout data validation and completed reconciliations across Epic, Strata, and Workday.

KPIs Financial Analysis Monthly AR Reconciliations Reconciliation (Epic Strata Workday Financial Reporting

Capital & Support Controller

Robert Bosch

May 2023 - Nov 2025 (2 years 6 months)

Served as capital and fixed assets key user, supporting local and NA-region plants on internal controls, directive compliance, process rollouts, capital purchasing, and fixed asset processes. Managed budgets and capital projects with month-end close responsibilities including cost settlement, targets/hours loading, journal entries, and quality department forecasting and variance review.

Internal Controls Month End Close Journal Entries Budgeting and forecasting Forecasting

Financial Accounting Co-op

Bosch Rexroth

Aug 2021 - May 2023 (1 year 9 months)

Built and ran daily reporting to pull shipping data and revenue, measuring performance against budget and forecasts. Conducted internal product price variance and market trend analysis, performed fixed/variable cost category analysis with required accruals, and supported report automation using Alteryx, Power BI, and Automation Anywhere.

Financial Reporting Revenue Analysis Trend Analysis Fixed And Variable Cost Analysis Accrual Support Alteryx Power BI Automation Anywhere