Open to opportunities

Thomas Cappy

@thomascappy

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Servant leader with expertise in financial planning and analysis.

United States

Message

What I'm looking for

I am looking for a role that values collaboration, innovation, and offers opportunities for professional growth.

With over a decade of experience in financial planning, business economics, and valuation methodologies, I am a dedicated CPA and MBA who thrives on identifying growth opportunities and driving business model innovation. My background as a U.S. Navy Veteran has instilled in me a strong sense of leadership and teamwork, which I leverage to facilitate cross-functional initiatives and empower executive leadership with strategic insights.

Currently, I serve as a Manager in Financial Planning & Analysis at AT&T, where I lead teams in creating consolidated materials for executive meetings and spearhead data integrity initiatives. My efforts have resulted in significant cost savings and improved operational efficiency. I am passionate about fostering collaboration and driving sustainable business success, and I am eager to leverage my skills to contribute to a forward-thinking organization.

Experience

Work history, roles, and key accomplishments

Current

Manager – Financial Planning & Analysis

Current

AT&T, Inc.

May 2022 - Present (3 years)

Currently providing support for the CFO and COO, leading financial planning initiatives, and ensuring data integrity for executive reporting. Responsible for mentoring team members and fostering collaboration across business units to enhance operational efficiency.

Financial Planning Data Analysis Business Intelligence Team Leadership Financial Reporting Cross Functional Collaboration Forecasting Mentoring

Project / Program Manager

AT&T, Inc.

Jun 2021 - May 2022 (11 months)

Led multiple divestiture projects totaling approximately $2.5 billion, coordinating cross-functional teams and ensuring timely execution of financial agreements. Managed financial risks and supervised a team to support successful transitions.

Project Management Financial Analysis Risk Mitigation Transition Service Agreements Financial Reporting Stakeholder Engagement Strategic Planning

Intelligence / Aviation Ordnance

United States Navy

May 2013 - May 2017 (4 years)

Responsible for the safe handling of explosive ordnance and supervising personnel during training. Achieved a 100% safety rating during operations and completed advanced language training.

Leadership Team Coordination Risk Management Communication Problem Solving

Alternative Investment Auditor

Marcum, LLP

Sep 2010 - Nov 2011 (1 year 2 months)

Integral part of audit teams for hedge funds and private equity, ensuring compliance with SEC regulations. Identified material misstatements and corrected inaccuracies in financial statements, achieving 100% compliance.

Audit Financial Statements SEC Regulations Private Equity Analytical Skills GAAP Risk Assessment Problem Solving

Senior Auditor

Baker, Tilly, Virchow, Krause LLP

Aug 2007 - May 2010 (2 years 9 months)

Supervised audit teams and ensured clients met SEC filing deadlines. Conducted analytical procedures on complex financial statements and was the first to obtain CPA license among peers.

Financial Analysis Team Leadership CPA Client Management Financial Reporting Risk Management