Cole Heck Email & Phone Number

Chapel Hill, Nc, Us

Cary, North Carolina, United States

• Created a comprehensive pricing model and used it to work with product managers across the company to adjust the price of each of their products to reach company-wide profit goals, while considering customer tolerance for increase.• Advised data engineers on financial requirements for the migration of billing data to a SQL Server, building reports from the database during the entire migration to ensure accuracy and financial relevance of the data.• Accountable for accurate quarterly forecasts, and for yearly budgeting for an entire division of the company.• Completed monthly variance analysis, KPI reporting and cash position analysis.• Partnered with sales leadership to consolidate and organize customer data before integration to their new CRM.

• Promoted to this role at request of the Chief Operations Officer after ad hoc work I did for their department.• Built a CAPEX budget that allocated the company’s total spend availability into functional cost buckets, where I then tracked spend and communicated remaining budget amounts to operational stakeholders.• Designed a scorecard for all 65 company warehouse locations across the country based on financial volume and operational efficiency and then used that to build the company’s incentive plan for territory managers.• Conducted a multi-year Cost-Benefit Analysis based on transactional data for equipment repair and maintenance to inform strategic decision making on whether to purchase new equipment or maintain aging equipment.

Raleigh, North Carolina, United States

• Dissected complex financial statements to generate metric graphs that tracked and summarized financial performance.• Presented regularly to the leadership team on budget variance and company performance predictions.• Implemented the use of Power BI to analyze company spend, resulting in expense reduction of $1M annually.

Cary, North Carolina, United States

• Collected and verified client payments before entry to financial records.• Managed the onboarding and troubleshooting of over 1,200 new software users • Responsible for reviewing contracts for exceptions and reporting findings to senior management.

Morrisville, North Carolina, United States

• Created wiki page to organize the company’s marketing materials by product category.• Used pivot tables to analyze Sales-Force data looking for trends on what factors resulted in closing sales.• Created presentation on effective sales methods based on my research and presented it to the Chief Sales Officer.• Participated in team building and community outreach events with other interns.

Raleigh-Durham, North Carolina Area

Woodchucks Firewood is a business that sells and delivers high quality bulk firewood to individuals in Wake county, as well as selling specialty wood for smoking. I have owned and operated Woodchucks firewood since 2013, and the business has seen significant growth over the last four years. My personal responsibilities include the procurement of timber, managing over 15 employees, advertising, delivery logistics and customer relations.