Summary
Overview
Work History
Education
Skills
Timeline
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Gray Farquharson

Culver City

Summary

Professional with strong analytical capabilities and strategic vision. Adept at driving data-driven decisions through comprehensive analysis and effective team collaboration. Expertise in problem-solving, process optimization, and stakeholder communication. Passionate for automation to relieve team members of monotonous tasks.

Overview

7
7
years of professional experience

Work History

Finance, Planning, & Analysis Manager

Worldwide Produce
09.2023 - Current
  • Built and maintained tools for providing daily, weekly, monthly, and annual financial results on the first day following the end of the period
  • Managed multiple accounting workstreams including reserve establishment and maintenance, CECL analysis and adoption, and COGS proofs
  • Lead implementation of software to establish appropriate customer credit limit determination, safeguarding the company’s assets
  • Designed management dashboards tracking performance of business optimization initiatives for all divisions of operations
  • Scripted data analytics using SQL to expedite analysis of large datasets unsuitable for Excel
  • Coordinated development of a data warehouse to ingest data flowing from internal and external sources
  • Led banking consolidation efforts of seven operating companies transitioning to Bank of America
  • Supported Private Equity sponsors regarding Reps & Warranties Insurance claims
  • Established and maintained a 13-week cash flow forecast to provide transparency to internal and external management
  • Implemented internal controls related to cash management as signatory of bank accounts
  • Developed comprehensive financial models to support decision making for key company initiatives, driving growth and profitability.
  • Leveraged Power Automate (Microsoft) to replace manual invoicing of vendor bill-back programs
  • Set aggressive targets for employees to drive company success and strengthen motivation.

Assistant Controller

National Credit Holdings and subsidiaries
12.2022 - 08.2023
  • Communicated financial updates and goals as part of the Senior Leadership Team
  • Managed the reporting of new debt covenants and quarterly certifications with the CFO and private equity (PE) partners
  • Accelerated the audit timeline by ten months through increased clarity and precision of supporting financial documentation and timely coordination with external auditors
  • Developed a database of quality of earnings adjustments categorized in accordance with the PE partners as well as general QoE categories for potential sales environments
  • Supported the CFO with financial analyses primarily including debt covenant forecasting, collection rates and overall accounts receivable, and commissions forecasting
  • Accelerated month-end close process including financial dashboard preparation from 15 days to 5-7 days
  • Led the pursuit of the Research and Development Tax credit and developed processes with the developers to maximize the opportunity

Senior Accountant and Auditor

Weyrich, Cronin, & Sorra
01.2018 - 10.2021
  • Performed audits of financial statements in accordance with U.S. GAAP
  • Optimized internal control structures at various municipalities across Maryland
  • Provided monthly and quarterly financial reporting services for governments and not-for profit organizations
  • Presented financial reporting results and analysis to Board and Commission members
  • Prepared federal grant compliance audits for governments and not-for-profit organizations
  • Promoted collaboration between clients within the Maryland Municipal League working to achieve similar professional goals
  • Optimized functionality of audit workpapers to reduce staff hours across engagements
  • Assisted interns with developing their accounting skills and proficiency with various accounting and engagement management software
  • Coordinated with elected officials, vendors, and customers to produce balanced budgets for local governments in accordance with federal and state requirements
  • Maintained fixed asset records to track depreciation and plan for long-term capital projects
  • Examined asset sales propositions to provide long-term profitability analyses

Education

Additional Coursework - Masters of Accounting And Business Advisory

Towson University & University of Baltimore
01-2021

Bachelor of Science - Business Administration, Major in Accounting, Dean’s List, Phi Sigma Nu National Honors Society, Sims Scholar

University of South Carolina: Moore School of Business
Columbia, SC
08-2017

Skills

  • Financial Statement Management
  • Government & Not-for-profit accounting
  • GAAP Accounting
  • Variance Analysis
  • Big data processing
  • Budget management
  • Database Management
  • Financial Planning & Analysis

Timeline

Finance, Planning, & Analysis Manager

Worldwide Produce
09.2023 - Current

Assistant Controller

National Credit Holdings and subsidiaries
12.2022 - 08.2023

Senior Accountant and Auditor

Weyrich, Cronin, & Sorra
01.2018 - 10.2021

Additional Coursework - Masters of Accounting And Business Advisory

Towson University & University of Baltimore

Bachelor of Science - Business Administration, Major in Accounting, Dean’s List, Phi Sigma Nu National Honors Society, Sims Scholar

University of South Carolina: Moore School of Business

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Gray Farquharson