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