Adam Beran Email & Phone Number

Cincinnati, Oh, Us

Cincinnati, Ohio, United States

Cincinnati, Ohio, United States

Cincinnati, Ohio, United States

• Liaison between business unit and CFO representing proposed strategic finance projects and their corresponding capital requests that range from $500k to $80M - lead analyst on $550M of capital investment to-date• Valuated projects by confirming an appropriate IRR & NPV to ensure projects will deliver adequate returns• Simplified the business case submission process by using macros to enhance the user experience and save hundreds of hours across the enterprise• Implemented and managed Kroger’s formal reanalysis process to facilitate continuous learning• Provided profitability insights on various store formats to support Kroger’s Real Estate strategy

Columbus, Ohio, United States

• Created a dashboard for Regional Wealth Management Directors to reference in quarterly reviews to illustrate advisor productivity• Redesigned a process for the Private Bank that determined profitability and advisor commission

Columbus, Ohio, United States

• Utilized Python-based financial models to forecast deposit products and net interest income for budget rounds, monthly outlook, and stress scenarios• Presented weekly estimates to deposit pricing team and CFOs explaining the economic conditions that affected forecast accuracy which drove changes in pricing to increase market share• Partnered with over ten business owners to consolidate national strategic initiatives to project account and balance growth• Lead internal analysis to validate model output and prepare review materials

Columbus, Ohio, United States

• Managed an allocation strategy for $52B in regulatory capital for the consumer lines of business• Created a Forbearance dashboard in Tableau that was referenced by senior leaders on a daily basis• Saved our team eight hours of processing time a month by modifying R-code while simultaneously coordinating with stakeholders to understand desired output• Taught fundamental coding language to a teammate upon request by my manager• Executed monthly business banking funding strategies for a $24B portfolio to minimize interest rate risk

Oxford, Oh

• Managed a $107k budget encompassing all twenty-six fraternities on campus• Coordinated and facilitated regular meetings with each chapter Treasurer to discuss payment timeline and procedures while assisting with any chapter-specific issues regarding dues• Participated in weekly board meetings to provide suggestions on ways to improve Greek life on campus

Columbus, Ohio Area

• Developed a SharePoint record retention procedure site that was adopted and is currently being employed by internal teams• Constructed software access resources for fifty unique positions to reduce the time of new hire onboarding

Cincinnati, Ohio

• Assisted in the year-end close which included the reconciliation of accounts on JD Edwards• Provided graphs that showcased financials for executives to leverage in their performance reviews• Worked alongside PricewaterhouseCoopers in their year-end audit of LSI's key reports

Oxford

• Organized and marketed a charity dinner to raise over $1000 for the local "Backpack Program"

•Collaborated with other team employees to efficiently and effectively prepare customer orders•Coordinated all facets of Serving and Drive Thru operation including customer service, successful order completion, cash management, and evening close out•Trained, mentored, and evaluated new employees as appointed by the general manager

Bachelor Of Science, Finance, Graduate

Activities and Societies: IFC VP of Finance & Alpha Delta Phi FraternityDean's List: Spring 2016, 2017, 2018 | Fall 2016, 2017 GPA: 3.53/4.0

Education record

Activities and Societies: 3-year Varsity Baseball, National Honor Society, Baseball Camp Volunteer, High Honor Roll