Chance S. Email & Phone Number

Dublin, Ireland, Ie

San Jose, Ca, Us

Conducted monthly analysis of financial forecast and budget data to provide actionable insights and identify opportunities for cost optimization and resource allocation. Collaborated with analytics partners to guarantee financial efficacy in expense and headcount management. Prepared year-end budget reports evaluating major trends and variances against actual financial performance.• Delivered ad-hoc presentation decks for executive-level meetings highlighting expenditures and potential cost savings.• Implemented comprehensive frameworks for devising timelines, preparing budgets and evaluating risks to ensure optimal cost efficiency in project management. • Developed financial models to demonstrate cost savings and operational efficiencies achieved over time through new initiatives, specifically focusing on COGS (Cost of Goods Sold) and OPEX (Operating Expenses) spending.

Lehi, Utah, Us

Collaborated with multiple departments within MX to identify bottlenecks and present strategic recommendations to optimize live revenue. Ensured operational efficiency by formulating capacity plans for individual departments while considering headcount and project requirements.• Minimized potential disruptions and improved project outcomes by implementing structured risk management approaches.• Provided detailed/accurate view of expenditures and enabled precise financial Forecasting by developing comprehensive bottoms-up model for expense and forecast analysis.

Herndon, Va, Us

Utilized forecasting techniques to estimate enrollments, revenue, and expenditures for coding boot camps. Provided detailed insights on financial performance using Anaplan while conducting variance review and analysis. Collaborated with head of cross-functional businesses to analyze financial performance and identify growth prospects.• Optimized firm's financial performance by collaborating with senior management and president of Coding Camps.• Implemented robust performance measurement tools and tracking mechanisms to evaluate effectiveness of programs and indicate pertinent irregularities.

Austin, Texas, Us

• Managed client services and collaborated with Tesla partners to cultivate trust, define budgets, and address associated risks• Provided oversight for payment activities in collaboration with the Accounts Receivable (AR) team to ensure accurate and timely posting of payments received • Engaged with CFO and cross-functional teams to improve workflows within entire organization• Eliminated manual reconciliation review by 70% by developing and repairing excel functions• Demonstrated proactive approach to innovation by reviewing, and proposing new ideas for Tesla technology• Conducted in-depth research, reconciliation, and diligent oversight of a $40M posting from Auto Body business partners• Utilized business intelligence tools to analyze data trends, enable identification, and transform outdated processes• Developed comprehensive framework to streamline the Accounts Receivable (AR) posting process; transitioned manual tasks to existing online platform

New York, Ny, Us

Conducted financial account analysis, encompassing, assessing account performance, analyzing financial data, and identifying trends to ensure financial transparency and viability. Collaborated with clients to reduce financial risks and facilitate introduction of additional securities. Maintained proficient understanding of banking regulations, including Reg Z and Reg B, to ensure compliance and adherence to legal requirements.• Retained eight headcounts and secured over $800K in savings by implementing strategic cost-saving initiatives as well as restructuring current processes• Contributed to productivity and efficiency by employing expertise in workforce management to align staffing needs with resources strategically. • Ensured operational efficiency by utilizing Tableau to deconstruct complex processes into manageable components and reduce risk associated with innovation.

Us

• Oversaw asset transfers between $50MM and $150MM monthly• Processed over $15MM to $40MM of incoming and outgoing assets weekly; reviewed documents with 99% accuracy• Directly dealt with 30-50 clients daily to resolve concerns regarding asset movement• Helped innovate process efficiency and problem solving to reduce process flaws by analytical trends

New York, New York, Us

•Steered innovation sessions to engage with diverse team members to utilize technological solutions to indicate and resolve obstacles•Oversaw risk management of international trading accounts, encompassing standard settlement instructions and new account opening processes• Orchestrated and updated hundreds of clients’ accounts by effectively leveraging BI tools• Demonstrated vast knowledge of financial analysis; assured efficacy in more than 250 foreign and domestic accounts

Bachelor'S Degree, Hospitality Administration/Revenue Management

Full-Stack Web Development Graduate

General Studies