Open to opportunities

Samuel Watkins

@samuelwatkins

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Senior FP&A analyst driving budgeting, forecasting and investor reporting.

United States

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What I'm looking for

I seek FP&A or corporate finance roles where I can lead budgeting/forecasting, improve financial systems, collaborate with leaders, and present actionable insights to executives.

I am a senior financial planning and analysis professional with broad experience in corporate FP&A, budgeting, forecasting, investor reporting and cross-functional stakeholder management. I have led company-wide budget processes, produced investor reporting packages, and built cash-forecasting models presented to executive leadership.

My background includes FP&A consulting, data migration for M&A, treasury close support, and designing forecasting tools using SQL and enterprise systems to improve accuracy and controls. I have partnered with departmental leaders and accounting to map expenses, validate data in ERP systems, and present department scorecards to executives.

I bring a results-oriented approach to financial operations, having supported large budgets and global forecasting, driven policy and process improvements, and delivered analyses that informed executive decisions and investor communications.

Experience

Work history, roles, and key accomplishments

Sr. Financial Analyst

Identity Digital

Jan 2022 - Jan 2024 (2 years)

Owned corporate FP&A deliverables including investor reporting, department scorecards, and FY2024 budgeting; presented budget to CEO/CFO/CIO and led variance analysis across multiple forecast cadences.

Budgeting Financial Modeling Forecasting NetSuite Investor Reporting Stakeholder Management Cost Allocation

FP&A Consultant

Right Sourcing Solutions

Jan 2020 - Jan 2021 (1 year)

Supported FP&A workstreams for M&A clients including data migration, treasury close, HC forecasting, and testing/validation of enterprise FP&A software implementations.

Data Migration FP&A Big Data Analytics M&A

Board Member

Young Invincibles

Jan 2019 - Jan 2020 (1 year)

Researched and drafted policy white papers on COVID relief, student loan debt relief, and healthcare for young adults, and supported national advocacy and city council research.

Policy Research Advocacy Public Policy economic development Coalition Building Communication Research

Economic & Community Development Contractor

Economic and Community Development

Jan 2016 - Jan 2019 (3 years)

Coordinated between CDCs, CDFIs and nonprofits to allocate grant funds, led community revitalization projects, and developed programs to expand local amenities and resources.

Community Development Stakeholder Engagement Program Development TIF Research Project Coordination

Advisor to the CFO

Accenture

Jan 2014 - Jan 2015 (1 year)

Served on CFO transition team, maintained US $1B expense budget, monitored $4B bookings forecast, and led corporate policy and innovation center initiatives.

Financial Reporting Budget Management Forecasting Policy Development Change Management Strategic Planning

Global Tax Analyst

Accenture

Jan 2012 - Jan 2015 (3 years)

Forecasted $40B revenue/expense by country for monthly tax guidance, built SQL-driven SAP data processes and a $1M forecasting tool for country comptrollers to improve forecast accuracy.

SQL SAP Financial Modeling Transfer Pricing Data Extraction Process Improvement