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Blake W. Email & Phone Number

Manager - FP&A at Carter Funds at Carter Funds
Location: Greater Tampa Bay Area, United States, United States 7 work roles 2 schools
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Current company
Role
Manager - FP&A at Carter Funds
Location
Greater Tampa Bay Area, United States, United States
Company size

Who is Blake W.? Overview

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Quick answer

Blake W. is listed as Manager - FP&A at Carter Funds at Carter Funds, a company with 8 employees, based in Greater Tampa Bay Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Blake W..

Blake W. previously worked as Financial Planning and Analysis Manager at Carter Funds and Sr. FP&A Analyst at Carter Funds. Blake W. holds Master Of Accountancy (Macc), Acounting from Vanderbilt University - Owen Graduate School Of Management.

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Email format at Carter Funds

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Carter Funds

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Profile bio

About Blake W.

Blake W. is a Manager - FP&A at Carter Funds at Carter Funds.

Current workplace

Blake W.'s current company

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Carter Funds
Carter Funds
Manager - FP&A at Carter Funds
tampa, florida, united states
Website
Employees
8
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7 roles

Blake W. work experience

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Financial Planning And Analysis Manager

Current

Tampa, Florida, United States

  • Managed the budgeting, forecasting, and long-term planning process for a vertically integrated real estate investment company with $3 Billion assets under management and 150+ legal entities.
  • Established an FP&A function with a comprehensive understanding of key business drivers and complex financial models that enabled the team to deliver insightful, value-add analysis across the company.
  • Served as a key interface between finance, senior operational management, and the executive management teams.
  • Delivered executive-ready presentations with detail-oriented and timely analysis and meaningful financial and operational metrics that lead to informed business decision making.
  • Provided competitor analysis, market trends, and associated commentary to the executive management team.
Aug 2023 - Present

Sr. Fp&A Analyst

Tampa, Florida, United States

  • Developed financial forecasts, tracked performance metrics, and modeled business scenarios to inform key strategic and operational decisions to drive the growth and performance of the business.
  • Led monthly, quarterly, and annual reporting and planning cycles and prepared corresponding financial deliverables.
  • Worked cross-functionally with business, accounting, and corporate finance teams, including regular collaboration with senior leadership throughout the organization.
  • Compiled financial metrics and performance results to be used in offering materials.
  • Analyzed financial and operational results to better understand company performance and communicate opportunities and risks to relevant stakeholders.
  • Performed ad hoc analysis as required to assist in management decision making.
Mar 2022 - Aug 2023

Director Of Finance

Tampa, Florida, United States

  • Managed a three-member team in the performance of all accounting and finance activities for a SDVOSB defense contracting/staffing firm.
  • Collaborated with other senior management on the development and execution of an organizational financial strategy to facilitate sustainable growth.
  • Designed and implemented a corporate budgeting, forecasting, and internal reporting process involving financial analysts, program managers, senior management, and other key budget owners.
  • Led implementation efforts to convert organization accounting/ERP system from Quickbooks to Deltek Costpoint to increase automation, improve quality of financial reporting, and gain efficiencies throughout the.
  • Developed price-to-win solutions and wrote pricing narratives to assist business development and proposal teams.
Aug 2018 - Mar 2022

Audit Senior Associate

Tampa/St. Petersburg, Florida Area

  • Led the day-to-day activities, including the planning, performance, and documentation of audit procedures, of engagements for various Securities and Exchange Commission (SEC) registrant clients.
  • Supervised audit associates and interns on client engagements.
  • Reviewed and evaluated financial risk, financial reporting, and other accounting information related to complex business entities in the financial services, professional services, and commercial real estate sectors.
Jun 2018 - Aug 2018

Audit Associate

Minneapolis, Minnesota, United States

Aug 2016 - Jun 2018

Audit Intern

Minneapolis, Minnesota, United States

Jan 2016 - Mar 2016

Conflicts Analyst

Tampa, Florida, United States

Jun 2014 - Jul 2015
Team & coworkers

Colleagues at Carter Funds

Other employees you can reach at carterfunds.com. View company contacts for 8 employees →

2 education records

Blake W. education

FAQ

Frequently asked questions about Blake W.

Quick answers generated from the profile data available on this page.

What company does Blake W. work for?

Blake W. works for Carter Funds.

What is Blake W.'s role at Carter Funds?

Blake W. is listed as Manager - FP&A at Carter Funds at Carter Funds.

Where is Blake W. based?

Blake W. is based in Greater Tampa Bay Area, United States, United States while working with Carter Funds.

What companies has Blake W. worked for?

Blake W. has worked for Carter Funds, Skybridge Tactical, Llc, Kpmg, and Nsource.

Who are Blake W.'s colleagues at Carter Funds?

Blake W.'s colleagues at Carter Funds include Susan Baroi-Adhikari, Denise Vining, Shrm-Scp, Mya Moore, Cathie Easterwood, and Gael Ragone.

How can I contact Blake W.?

You can use AeroLeads to view verified contact signals for Blake W. at Carter Funds, including work email, phone, and LinkedIn data when available.

What schools did Blake W. attend?

Blake W. holds Master Of Accountancy (Macc), Acounting from Vanderbilt University - Owen Graduate School Of Management.

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