Chad Bernstein, Cfa Email and Phone Number
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I am a seasoned financial planning and analysis specialist with nine years of finance and reporting experience in the private sector. Recognized for demonstrating a natural aptitude for designing and implementing new operations improvement systems, as well as for increasing company performance and cultivating industry knowledge. Professional focal points include financial planning, financial models, KPIs, reporting, management, team leadership, cross-functional team collaboration, and cryptocurrency. Delivering superior administration on the latter areas of expertise requires utilization of effective communication skills, negotiation skills, as well as finance acumen, market analysis, project management and resource management to support efficiency and maximum returns. Currently, I am the Manager of Financial Planning and Analysis with Hendrick Automotive Group. Under my leadership, I built the FP&A and data analytics functional areas for Hendrick Autoguard, a captive service contract and warranty provider for the dealer group. Furthermore, I charted a successful course of designing and implementing a corporate data strategy to facilitate the development of an enterprise reporting and business intelligence system to automate select processes as well as aid enhanced reporting, analytics, and onboarding of new clients. In addition, I liaise with senior leadership, stakeholders, and various cross-functional teams to ensure the company’s reporting support structure is driving the business forward with minimal expenditures. These actions have directly contributed to the growth of the Auto Group’s annual operating income. Colleagues describe me as a progressive, driven, down-to-earth, knowledgeable and managerial expert who can be relied on to offer superior solutions that deliver profitable results on time and under budget.I am interested in contacting former colleagues and managers, as well as other professionals in my field. Feel free to contact me through this profile if you wish to connect.
Hendrick Automotive Group
View- Website:
- hendrickauto.com
- Employees:
- 3924
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Director Of Fp And A And Tableau AdministrationHendrick Automotive GroupCharlotte, Nc, Us
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Director Of Fp&A And Tableau AdministrationHendrick Automotive Group Apr 2022 - PresentCharlotte, Nc, Us
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Manager Of Financial Planning And AnalysisHendrick Automotive Group Nov 2014 - Apr 2022Charlotte, Nc, Us• Built FP&A and data analytics functional areas for Hendrick Autoguard, a captive service contract and warranty provider for Hendrick Automotive Group with an expanding footprint into 3rd party dealer groups. • Chart successful course of designing and implementing a corporate data strategy to facilitate the development of an enterprise reporting and business intelligence system to automate select processes as well as aid enhanced reporting, analytics, and onboarding of new clients.• Liaise with dealership sales consultants to provide constructive feedback to executive leadership team and make performance improvement suggestions based on field reports.• Direct the workflow for two analysts and interns, including tableau dashboard construction, data modelling, ad-hoc analysis, management presentations, and monthly reporting.
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Director Of Financial PlanningNationsguard Mar 2019 - Present -
Business Valuation AssociateDeloitte Financial Advisory Services Sep 2012 - Nov 2014• Spearheaded the valuing of healthcare and life sciences business interests and assets using income, market, and cost approaches, as well as for a variety of financial reporting, tax, and regulatory or compliance issues.• Formulated financial models and presentations to provide buy-side advisory services to corporate clients during evaluation of strategic acquisitions and business development opportunities.• Served as member of the Financial Advisory Program. Trained driven professionals and provided advisory services for complex financial issues facing C-suite executives, corporate development officers, and boards of directors. • Consulted a major public university’s $2 billion medical center’s long-term financial plan. Assessed the long-term financial plan and key assumptions to identify potential shortcomings due to health reform and shifting demographics.
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Mba StudentUniversity Of Florida May 2011 - May 2012
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Team MemberGatornest Aug 2011 - Oct 2011Gatornest is an organization within the Center for Entrepreneurship and Innovation at the University of Florida. It assembles students into teams to consult with local businesses. My project was for a collaboration of interests looking to determine specific labor market conditions within the City of Gainesville. This study will have implications for the computer engineering industry, the educational institutions that supply the labor for that industry, and the city as a whole.
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Property ManagerSynergy Real Estate Jan 2010 - May 2011At Synergy Real Estate, I negotiated countless residential leases, managed a portfolio of 100+ properties ranging in value from $50,000 to $1.6 million, and skillfully handled vendor relationships. Through aggressive marketing, contract negotiation with tenants, and vendor management, Chad was able to save his clients an average of 30% on vacancy loss and property repairs.
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InternSynergy Real Estate Jan 2009 - May 2009
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Associate Tenant RepresentativeCoughlin Commercial 2009 - 2009Winter Park, Us -
InternDenick And Associates 2003 - 2004
Chad Bernstein, Cfa Skills
Chad Bernstein, Cfa Education Details
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University Of FloridaFinance -
University Of FloridaSociology
Frequently Asked Questions about Chad Bernstein, Cfa
What company does Chad Bernstein, Cfa work for?
Chad Bernstein, Cfa works for Hendrick Automotive Group
What is Chad Bernstein, Cfa's role at the current company?
Chad Bernstein, Cfa's current role is Director of FP and A and Tableau Administration.
What is Chad Bernstein, Cfa's email address?
Chad Bernstein, Cfa's email address is ch****@****ufl.edu
What is Chad Bernstein, Cfa's direct phone number?
Chad Bernstein, Cfa's direct phone number is +144368*****
What schools did Chad Bernstein, Cfa attend?
Chad Bernstein, Cfa attended University Of Florida, University Of Florida.
What are some of Chad Bernstein, Cfa's interests?
Chad Bernstein, Cfa has interest in Florida Gators, Real Estate, Stock Market, Golf, Baltimore Ravens.
What skills is Chad Bernstein, Cfa known for?
Chad Bernstein, Cfa has skills like Valuation, Contract Negotiation, Financial Analysis, Leadership, Analysis, Microsoft Office, Leases, Negotiation, Portfolio Management, Sales, Strategy, Vendor Management.
Who are Chad Bernstein, Cfa's colleagues?
Chad Bernstein, Cfa's colleagues are Jade Platt, Marshall H. Patterson, Mike Eftekhari, Townsend Eyan, Lauren Dunbar, Rebecca Laughter, Tim Wooten.
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