Results-driven Financial Analyst with over 10 years of experience in financial planning, data analytics, and dispute resolution at industry-leading organizations. Expert in identifying revenue opportunities, optimizing pricing strategies, and delivering actionable insights that improve profitability and operational efficiency. Adept in financial modeling, KPI development, forecasting, and stakeholder communication. Recognized for analytical precision and contributing to cost-saving strategies exceeding $1 million in weekly revenue retention.

Graduated from W.P Carey School of Business in 2011, with a certificate in International Business from Universitat Autònoma de Barcelona

Arizona State University

·        Analyze current and historical trends in KPIs; establish and refine new performance metrics to support evolving business needs
·        Develop dashboards, reports, and scorecards to monitor financial and operational performance across departments
·        Conduct detailed variance and trend analyses to highlight risks and opportunities for strategic planning
·        Maintain and improve the Margin Calculator model to support pricing recommendations for projects and promotions
·        Build and manage ROI models for new product launches and analyze the profitability of existing product lines
·        Deliver monthly and quarterly financial insights for Business Reviews and Division Reviews
·        Collaborate cross-functionally to provide ad hoc reporting and financial guidance to department heads and leadership
·        Create custom fields and reporting solutions in NetSuite to enhance business understanding and performance tracking
·        Partner with the FP&A Manager to drive improvements in budgeting, forecasting, and strategic decision-making
·        Led financial modeling and reporting efforts for a 2025 Tariff Project, assessing sourcing changes and cost impacts from evolving trade regulations

Financial Analyst

·        Consolidate and analyze financial data (monthly P&Ls, budgets, income statement forecasts etc.)
·        Provide creative alternatives and recommendations to reduce costs and improve financial performance
·        Assemble and summarize data to structure sophisticated reports on financial status and risks
·        Develop financial models, conduct benchmarking, and process analysis
·        Conduct business studies on past, future and comparative performance and develop forecast models
·        Identify trends, advise company, and recommend actions to a Regional Director of Operations based on analytics
·        Track and determine financial status by analyzing actual results in comparison with forecasts
·        Reconcile transactions by comparing and correcting data
·        Consult with management to guide and influence long term and strategic decision making within the broadest scope

Financial Planning Analyst

Collect and analyze documentation from all national and local divisions to invoice vendors
Communicate with vendors regarding corrections to billing and payment
Vendor agreement research to update specialized and fixed pricing
Analyze corporate earning to forecast purchase trends and future market sizes
Translate GTIN, SKU and Manufacture codes into internal codes by utilizing Product Information Management (PIM)
Resolve inventory and freight issues including shortages, damaged goods, natural disaster and theft
Communications liaison for division and internal departments
Maintain deviated pricing, pricing dates and billing cycle adjustments for the company
Maintain vendor/product consolidation with vendor onboarding updates
Calculate special billing for redistributors and third party vendors

VENDOR DISPUTES COORDINATOR (LEAD ANALYST)

I led the African American Employee Resource Group (ERG) across all Western Regions, overseeing strategic initiatives and engagement efforts.

*   Established and facilitated recurring weekly meetings to foster community and collaboration
*   Maintained direct communication with executive leadership to advocate for diversity, equity, and inclusion, and to align ERG goals with broader corporate initiatives
*   Organized and led volunteer events to encourage community involvement outside of the workplace
*   Coordinated quarterly corporate update meetings to share progress, celebrate achievements, and engage broader audiences
*   Planned and executed corporate events and showcases both for the ERG and the broader organization

AZ PROGRAM MANAGER

Collect and analyze documentation from all national and local divisions to invoice vendors
Communicate with vendors regarding corrections to billing and payment
Vendor agreement research to update specialized and fixed pricing
Maintain vendor/product consolidation with vendor onboarding updates
Calculate special billing for redistributors and third party vendors

VENDOR OPERATIONS ANALYST

Research corporate financials for Verizon, Sprint and T-Mobile to confirm financial revenue opportunities in the JD Edwards accounting system
Analyze financial data from customers and vendors against our system to prevent billing errors
Create Itemized expense reports for projects to compare against competing offers
Create weekly financial progress reports for every western district in the US

DATA AND BILLING ANALYST

High level skip tracing, customer service and customer negotiations
Communicate with Auction Houses and Repossession Companies nationwide to finalize documentation prior to resale
Managed monthly account portfolio of up to 130 customer accounts
Negotiate payment options and arrangements with customers, to help customers qualify for a vehicle
Reconciliated accounts to prevent repossession

Jacob Davis

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