Andrew Mcfarlane ✪ Email & Phone Number

San Marcos, Ca, Us

Lehi, Utah, United States

Company Improvements/Projects (as manager)------------------------------------------- - Revamped P&L, Balance Sheet, and Cash Flow models to interact seamlessly, reducing manual inputs by 50% and enhancing accuracy in variance analyses - Developed accurate and consistent GAAP Financial Statement and SaaS KPI reports, increasing confidence from banks and investors, aiding in raising millions in capital for new initiatives. - Established clear processes and documentation within the Finance and Buisiness Operations team, increasing communication, clarity, and task efficiency related to monthly close, ad hoc reporting, and financial modeling iterations.Additional Daily Responsibilities (as manager)-------------------------------------------------- - Built and now maintain monthly GAAP Financial Statements and SaaS Metrics to the COO and Controller for review to send to banks and investors - Provided detailed variance analysis documentation each month on P&L and Cash Flow dashboards for COO review. - Deliver multiple, simple, and easy-to-understand ad hoc scenario analyses to the executive team to drive company strategy and decisions. - Collaborate directly with the COO on monthly deck building for executive and company-wide communication about financial performance

Lehi, Utah

Company Improvements & Notable Projects:-------------------------------------------------- - Process Improvement: Reduced FP&A monthly close process from 1 week to 1 day by implementing Vena Solutions for budgeting, forecasting, variance analysis, and reporting. - Software Implementation: Implemented Budgetpak and Vena Solutions, reducing report-building time from weeks to hours. - Scenario Planning: Conduct scenario planning analyses using historical and forecast data to inform pivotal company decisions around cash utilization. - Visibility Improvement: Enhanced company performance visibility by building Power BI and Vena Excel dashboards tracking metrics like ARR, CAC Payback, Customer Count, Retention, Rule of 40, Bookings, and SQL/MQL counts. - KPI Benchmark Analyses: Developed and Built all dashboards for key business stakeholders (executive team and board) to track trending SaaS Metrics against industry benchmarks (i.e. Rule of 40, CAC Payback, Blended CAC, Magic Number, Gross Margins, and more)Daily Responsibilities:-------------------------- - Cash Flow Management: Built and maintained monthly rolling cash flow forecasting models to guide major company planning decisions. - Budgeting and Forecasting: Managed annual and bi-annual budgeting and monthly rolling forecasting processes, reports, and analysis. - Dashboard Preparation: Prepared dashboards for monthly and quarterly performance reviews using Microsoft Power BI and Vena Excel Dashboards - Data Storytelling: Use data to build narratives around company performance, providing actionable recommendations and highlighting areas for improvement. - Performance Reporting: Built presentation slide decks and reported on SaaS metrics, variance analysis, and benchmark performance to Kuali leadership. - Ad Hoc Analysis: Conducted multiple ad hoc scenario analyses to aid strategic planning.

Provo, Utah Area

I take professional family and individual portraits that help people hold onto memories that will last forever. Oh, I also try to make people laugh along the way. With a dad joke or two. If you are looking for architecture, landscape, or other prints; I sell those on my website. View my work through the links below:

Provo, Utah Area

Built a following of over 50k individuals over multiple social media platforms to share in the laughs, learning experiences, and difficulties of parenthood.

Salt Lake City, Utah

At Cafe Rio Mexican Grill, I served as a Field Financial Analyst, where I: - Forecasted weekly sales for 100+ restaurants. - Developed financial reports to identify revenue and cost trends and outliers, including year-over-year and month-to-month comparisons. - Created comprehensive reports on Labor Cost, Sales per Labor Hour, Food Costs, Market Survey Data, and HR metrics (turnover, tenure, terminations). - Conducted correlation studies on Market Survey Data to enhance brand metrics, improve customer scores, and drive restaurant traffic. - Built and maintained scorecards for 100+ restaurants to track Sales, Satisfaction %, Labor, Food Cost, and Employee Turnover. These scorecards were sent out via VBA scripts connected to Outlook on a monthly basis to drive individual store performance. - Produced Ad Hoc reports on new product rollouts, store hours profitability, and call center performance for the executive team to help gauge the effectiveness of new initiatives - Managed data systems (NCR Menulink, MIRUS, Everclean) for 100+ restaurants. - Organized large datasets into simple summaries to guide business development decisions.Main Tools Used: - Microsoft Excel - Microsoft PowerPivot (BI Tool) - Microsoct SQL Server (2014) - Microsoft Excel VBA - NCR Menulink (revenue and expense data for each individual restaurant) - MIRUS (revenue and expense data for restaurants) - Everclean (health grade scoring system for individual restaurants)

Riverton, Ut

Project Management Intern, Temple Portfolio, Information and Communication Systems Department, The Church of Jesus Christ of Latter-day Saints (Corporation of the Presiding Bishopric) - Created analyses and reports using VBA macros in Excel spreadsheets, increasing reporting efficiency and enhancing data-driven decision-making. - Built and modified project plans and budgets to organize the completion of various projects related to the installation of IT networks in over 150 buildings worldwide, in both English and Spanish.

Brigham Young University - Idaho

I graduated with Honors in Business Management, emphasizing Finance and Marketing, from Brigham Young University - Idaho in April 2016.Key Achievements: - Graduated with a 4.0 GPA - Recipient of the Business Management Newel K. Whitney Outstanding Graduate Award - Developed a comprehensive survey for Broulim’s Fresh Foods grocery store, collecting 2.6k responses and analzed the data using ANOVA, chi-square, net promoter score, and t-tests, resulting in actionable recommendations that increased awareness of Certified Angus Beef to boost sales.Skills and Projects: - Developed advanced proficiency in Microsoft Office Suite: Excel, Word, PowerPoint, Outlook - Built Excel models using macros for financial market analysis, mortgage estimation, bond analysis, risk assessment, and stock market monitoring, including automated alerts for stock threshold changes.IBC On Campus Business Project: - Built an on campus retail business with a group of 10 other students where I participated as the CFO for half of the semester and CMO for the other half- Built on campus marketing (signage), online website, and helped with product and booth design to drive over $13k in revenue during a 9 week period for our clothing retail store- Built and designed our business financial statements and reporting to add to our slide decks for "board presentations" where we had to report to our professors (the board members) every 3 weeks

Rexburg Idaho

Assist all professors in the College of Business that are affiliated with the Integrated Business Core Program (IBC): - Consistently graded student assignments relating to Operations Management, Marketing, and Finance - Created spreadsheets to manage and monitor student grades and assignments - Created, Managed, and ran analysis on responses to Qualtrics Surveys provided by students - Completed the oficial training on how to run the Qualtrics Surveying program - Run analysis on student grades to provide professors with adequate information to grade the students overall work throughout the semester - Work one on one with students as well as in groups to tutor them in areas of Marketing, Operations Management, and Finance

Rexburg Idaho

- Managed 50+ Google AdWords accounts for various clients in the Garage Storage and Organization industry. - Conducted research using the accounts that I am in charge of to optimize ads for higher click through and conversion rates (A/B ad testing, Ad Schedule and Location optimizing, etc.) - Stayed up to date with industry trends and changes to help clients compete in their target markets

Rexburg, Idaho

Monkey Bar Storage is a garage organization company that works with over 120 different dealers throughout the United States and Canada. My Experience (SEO & PPC)Search Engine Optimization (SEO)- Built links and optimized website content to have the 14+ websites that I work with to rank in the number one position for specific keywords for local search. (Search Engine Optimization)- I have helped various websites move from the 2nd and 3rd pages of their respective local Google searches to be at the top of the 1st page for Google search.Pay Per Click (PPC)- Managed the Google AdWords account for 19+ websites (analyzing the data provided to help optimize search keywords and ads)- I have helped write hundreds of ads using A/B testing to help dramatically increase the conversion rates of the PPC ads in Google Search.

Brigham Young University Idaho

The IBC program at BYU-I allows for students to start a business from scratch and participate in three different functional areas: finance, marketing, and operations.AccomplishmentsMarketing: - Built and optimized a website to help increase awareness of our product on BYU-Campus from 10% to 70%- Designed marketing/promotional posters helping customers to be aware of sales- Filmed, edited, and produced marketing commercials to help show the added value to our products (water/stain proof neck ties)Finance: - Built basic financial statements to help improve the tracking of funds (balance sheet, income statement, cash flow statement)Operations:- Helped redesign the handmade wooden box building procedure to increase product output from 7 boxes built every 2 weeks to 60 boxes built every 2 weeks

Scheduling Office On Byu-Idaho Campus

- Scheduled study and conference rooms for student use as well as community events on campus (i.e. Wedding receptions, luncheons, etc.) through the EMS (Event Management Services) program - Scheduled various rooms throughout campus for University Officer meetings, Faculty, etc.- Helped organize office tasks by managing Microsoft Excel spreadsheets to increase office efficiency - Provided an excellent customer experience by providing solutions to customers at the university, as well as those outside of the university, over the phone and through email

Carlsbad, California

Northwestern Mutual Financial Representative - Intern - Built my own financial practice by developing personal and professional relationships with many small and large business owners, accountants, architects, contractors, home owners, etc. - Worked with a team of specialists through the Northwestern Mutual Financial Network to provide innovative solutions and professional direction to help clients achieve their goals- Earned my California Life Insurance License after successfully passing the exam

Colombia

- Served as a secretary and assistant to the President of the Medellin, Colombia mission for nearly half of my volunteer service assisting in the management of 200+ additional volunteers throughout northern Colombia- Developed various excel models to help track the visa preparation and transportation of 200+ missionaries on a bi monthly basis - Developed training sessions and facilitated training programs (in the Spanish Language)- Increased proficiency in presentation skills, goal setting, team building, and motivational techniques- Developed and maintained weekly English lessons to the Colombian people in local areas

Greater San Diego Area

- Performed various office tasks including word processing of construction specifications, archiving of office files, and minor work with AutoCAD.- Performed multiple maintenance tasks including painting, drywall installation, and common office repair tasks.

Bachelor'S Degree, Business Administration, Management And Operations, 4.0 Gpa

Activities and Societies: Newel K. Whitney Alumni, BYUI Alumni, BYUI Intramural Sports Leader for Floor Hockey, IBC (On Campus Business.

High School, General Studies, 3.9 Gpa

Activities and Societies: High School Wrestling Team, High School Hockey Team, Symphonic Band

Education record

The California Life and Health Insurance exam is a requirement by the state of California. This exam must be passed in order to receive.