Brian Davis Email & Phone Number

Rockwall, TX, US

United States

• Created a Global Reporting tool by leveraging SQL programming to combine three different ERPs into one streamlined data output, then pairing these outputs with Microsoft Power BI to provide a rolled-up companywide.
• Created online dashboard reporting across all departments & upper management.
• Worked with an array of departments to help automate process and provide analytics to assist in a more efficient & accurate way of driving company decision making.
• Communicated & worked directly with C-Suite/VP level to drive company initiatives and bring ideas to fruition.
• Automated daily reports that saved hours each day that streamlined & put forward a more consistent, accurate & timely reporting solution.
• Provided ADHOC reporting to assist in answering PE questions back to potential investors.

The Woodlands, Texas, United States

• Analyzed trending KPIs to track rental equipment’s Utilization, Margin, Customer Acquisition, Under Performing Equipment, and other essential companywide metrics dealing with the rental industry.
• Created a data cube that automated process reporting that allowed us to pair it up with a visualization software called Tableau. This led to a companywide change in how the C-Suite/VPs were able to manage regions.

Irving, Texas

• Within the first year I have streamlined and/or created processes that provided key management data, which include:
• Sales Commission Payout – Created a streamlined process to accurately calculate commission payouts and provided each rep with product and client details to support their monthly commission payouts. This helped to build.
• Forecasting Model – Created a forecasting model from the ground up by trending Client, Payer, & Product Mix to help predict market vulnerability and guide company decisions to increase profitability.
• Able to complete tasks with little supervision and work well independently, as well as with others.

• Responsible for updating bookings, sales, & margins while tracking down any unusual variances throughout all business units and channels.
• Update and provide daily operations reports that use multiple sources of data to run business specific metrics and analysis. Metrics would include data from payroll, sales, margins, production, headcount, inventory.
• 13 Weekly Cash Flow - updating actuals each week by looking at company bank statements, then projecting the next 13 weeks of cash flow by looking at all incoming and outgoing expenses.
• Maintain and update monthly balance sheets, income statements, and cash flow for month end reporting to upper management.
• Improving processes by streamlining all daily, weekly, and monthly reports together to provide system accuracy and timely efficient reporting by using advanced Excel knowledge to build dynamic, user friendly.
• Working in conjunction with Price Waterhouse Cooper to provide any and all company data to assist with the Chapter 11 bankruptcy.

Mckinney, Texas, United States

• Independently manage multiple contracts and priorities across fixed price and cost-plus government contracts that combine to $150M.
• Responsibilities include weekly and monthly analysis of performance data, participating in monthly program management reviews, providing financial guidance, support to subcontractors, financial planning, Annual.
• Required Earned Value Management reporting to customer
• Efficiently utilize multiple financial systems (SAP, APEX, BW, MPM) to review and update information, provide analysis through cost modeling, make timely decisions, and report accurate program metrics
• Automated Excel Reports to improve accuracy and efficiency to all my weekly, monthly, and quarterly reports/management reviews.
• Providing financial assistance in putting together bids and proposal data to help finalize contract negotiated prices.