Brandon Goetz Email & Phone Number

Cary, Nc, Us

• Lead quarterly meetings with managers to review/forecast SG&A and Capital projects• Prepare multiple financial and business reports in Excel and Power BI daily, monthly, and quarterly• Post multiple journal entries in SAP throughout the month and during month-end close • Coordinated two fixed asset inventory counts with the engineering team • Analyze financial reports and SG&A costs to understand spending and tighten forecast• Forecast cost center spend each month and during the annual planning period• Automated multiple Excel spreadsheets to save hours each month refreshing reports• Collaborate with other finance teams (global and domestic) on projects and shared reports

Charlotte, North Carolina, Us

• Supported multiple cost centers with their accounting needs and questions as well as month end close.• Analyzed general ledger accounts, payables, and receivables in SAP.• Performed in a fast-paced environment with tight deadlines during month end close and balance sheet review.• Reviewed the balance sheet and income statement for correctness and accuracy• Created multiple journal entries and allocations via Excel and SAP

San Diego, Ca, Us

• Assisted other departments with backlog or as needed.• Reported advisor business names and activities on Oracle and FINRA.• Investigated RDC negative news alerts to determine if the alerted individual is a client.• Job shadowed with multiple teams to gain a holistic understanding of LPL’s compliance department.• Awarded with the team MVP trophy during the month of August.

El Dorado, Arkansas, Us

• Maintained detailed knowledge of store merchandise, monthly specials, and other deals.• Assisted customers with payment and information regarding payment methods.• Handled vendors that delivered and restocked orders and filed their invoices into a designated folder.• Cleaned the store, front faced inventory, and removed expired goods.

Mooresville, Nc, Us

• Assembled grills, wheelbarrows, patio furniture, and other items for the store as needed. • Learned time management skills to organize daily activities and prioritize based on delivery or pick-up date. • Self-Motivated, worked independently as well as with a team• Developed initiative from working independently and assembling time sensitive items without being instructed to do so.