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Zachary Calkins

@zacharycalkins

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Financial analyst specializing in FP&A, budgeting, and forecasting for strategic decision-making.

United States

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What I'm looking for

I’m looking for a fast-paced finance role where I can own FP&A reporting, budgeting, and forecasting, partner with business leaders, and use advanced analytics to improve decision-making and operational efficiency.

I’m a financial analyst with 3+ years of FP&A experience in banking, focused on turning budgeting and forecasting into strategic decisions. At Sunrise Banks, I built and delivered Axiom financial reports and Power BI dashboards that support leadership across $1.6B in assets.

I’ve led process improvements that increased efficiency and confidence in planning, including a platform migration to a new FP&A platform. I also partner with 4+ department heads to develop budgets and forecasts, refining models to evaluate profitability and identify high-ROI opportunities.

Before FP&A, I supported critical operations in compliance and payment processing at Wells Fargo, overseeing daily settlement of Money Market Instrument (MMI) trades and wires, analyzing transactions for accuracy, and streamlining reporting procedures. I continue to strengthen my foundation in finance with an MS in Finance and graduate consulting work where I built a discounted-cash-flow model for client stakeholders.

Experience

Work history, roles, and key accomplishments

Current

Financial Analyst

Current

Sunrise Banks

Sep 2022 - Present (3 years 9 months)

Built Axiom financial reports and Power BI dashboards to support leadership decision-making across $1.6B in assets. Led an FP&A platform migration and partnered with 4+ department heads to improve budget and forecast planning accuracy.

Financial Planning & Analysis (FP&A)Budgeting & Forecasting Power BI Financial Modeling SQL Platform Migration Stakeholder Management Forecast Variance Analysis Reporting

Account Associate

Wells Fargo

Apr 2018 - Apr 2021 (3 years)

Oversaw daily settlement of Money Market Instrument (MMI) trades up to $3B and disbursed wires to fund clients. Streamlined settlement reporting to minimize external fee impacts, coordinated 6+ external brokers, and maintained zero errors across 2,500 MMI trades and 5,000 wire disbursements.

Trade Settlement Disbursal Payment Processing Money Markets Data Reconciliation Process Improvement

Education

Degrees, certifications, and relevant coursework

University of Minnesota, Carlson School of Management

Master of Science in Finance, Finance

Earned a Master of Science in Finance from the Carlson School of Management. Completed a graduate-level experiential project including a discounted-cash-flow valuation and presented findings to client stakeholders.