David Hale

David Hale Email and Phone Number

Financial Business Ally | Develops Navigational Insights | Creates High-Performing Teams | Intellectually Curious | MBA, CPA candidate
David Hale's Location
Tampa, Florida, United States, United States
David Hale's Contact Details
About David Hale

Strategic and results-driven finance professional with extensive experience in financial planning and analysis (FP&A), budgeting, forecasting, and operational excellence. I specialize in delivering actionable insights that drive business decisions, optimize processes, and improve profitability.Over my career, I have:• Managed and led FP&A teams, mentoring and developing talent to exceed performance goals.• Directed the development and implementation of $300M operating budgets and detailed SKU-level sales plans, providing critical insights for growth.• Conducted comprehensive P&L and variance analyses for corporate budgets exceeding $125M, identifying key drivers of profitability and operational efficiency.• Streamlined financial processes, including designing a data import system that reduced manual entry by 75% and enabled faster, more accurate updates.• Supported M&A activities and developed advanced forecasting modules to enhance financial accuracy and decision-making.• Partnered cross-functionally to ensure financial compliance, improve reporting systems, and drive process improvements through automation and technology, including Power BI, NetSuite, and Power Query.I thrive at the intersection of strategic finance and operational impact, leveraging my expertise to deliver value in high-growth, complex environments. My passion is driving financial clarity and empowering organizations to achieve their goals through actionable insights and data-driven strategies.Let’s connect to explore opportunities to create meaningful impact!

David Hale's Current Company Details

Financial Business Ally | Develops Navigational Insights | Creates High-Performing Teams | Intellectually Curious | MBA, CPA candidate
David Hale Work Experience Details
  • Forward Solutions
    Financial Analysis & Reporting Manager (Consultant)
    Forward Solutions May 2024 - Aug 2024
    • Assisted in the development of NetSuite Planning & Budgeting module including Q of E and pre-acquisition data.• Provided financial performance reports to senior management to aid in decision-making processes.
  • Seminole Electric Cooperative, Inc.
    Sr. Budget Analyst (Consultant)
    Seminole Electric Cooperative, Inc. Sep 2023 - Dec 2023
    Tampa, Florida, Us
    • Documented manual monthly analysis process for updating Excel workbook.• Recommend process improvements to reduce monthly processing time from 2-3 days to under two (2) hours.• Implemented automated reconciliation tools using Dynamics 365, reducing balancing time by over 75%.
  • Metrc
    Sr. Financial Analyst (Consultant)
    Metrc Nov 2022 - May 2023
    Lakeland, Florida, Us
    • Automated client statement distribution, improving cash flow by recovering $100K in outstanding payments• Optimized financial processes by automating $300K monthly Azure spend uploads into NetSuite.• Developed SLA financial models to assess liability risks.
  • Syniverse
    Sr. Financial Analyst (Consultant)
    Syniverse Jun 2022 - Oct 2022
    Tampa, Florida, Us
    • Led $30M sales cohort analysis, enhancing forecasting accuracy through weighted probability modeling.• Automated trend analysis for key accounts, enhancing data insights and saving operational time weekly.• Crafted executive financial summaries, enabling strategic discussions during monthly and quarterly reviews.
  • Sykes
    Senior Director, Global It Finance
    Sykes Mar 2017 - Oct 2021
    Tampa, Florida, Us
    • Led the development, implementation and management of annual budget and financial forecasts for $150 million in spend. • Identified improvement opportunities through trend analysis, driving cost savings and strategic growth.• Delivered global KPI and financial metrics reports to IT leadership, driving data-driven decision-making. • Prepared business cases for major (> $250k capital) in collaboration with IT teams for projects and spend analysis to support business decisions.• Developed Power BI reports for unit cost analysis, enabling leadership to make data-informed investment decisions.• Led month-end close activities and help drive process improvements by reducing processing time by over 90% through automation.• Directed evaluation of strategic investments and negotiated contracts to optimize financial outcomes. • Develop and maintain complex financial models to guide strategic initiatives, including IT investment planning and client profitability.• Fostered collaboration across departments to align financial strategies with organizational objectives• Contributed to cloud governance strategy, ensuring financial controls supported scalability goals.• Led an FP&A team of two members, overseeing budgeting, forecasting, and financial reporting processes while mentoring team members to achieve performance objectives.• Partnered with Corporate Tax to ensure fulfilment of transfer pricing strategies.
  • Sykes
    Director, Global It Finance
    Sykes May 2010 - Mar 2017
    Tampa, Florida, Us
  • Sykes
    Manager, It Fp&A
    Sykes May 2005 - May 2010
    Tampa, Florida, Us
  • Pasco Beverage Group Inc
    Financial Analyst
    Pasco Beverage Group Inc Jun 2000 - Oct 2004
    • Developed $300M operating budgets and SKU-level sales plans, providing granular financial insights for strategic decision-making.• Conducted variance analysis on $125M corporate budgets, delivering actionable insights to improve performance.• Performed detailed P&L analysis across business units, customers, and product lines, identifying profitability drivers and growth opportunities.• Streamlined financial data management by designing a data import process, reducing manual entry by 75% and enhancing budget update efficiency.• Contributed to the development of a Planning and Forecasting module, enabling more accurate and efficient financial projections.• Managed account reconciliations and journal entries, ensuring accuracy and compliance for timely financial closings.• Supported external audits by preparing comprehensive documentation and resolving auditor inquiries, ensuring a smooth audit process.

David Hale Skills

Call Centers Budgets Finance Process Improvement Outsourcing Vendor Management Management Contact Centers Bpo Business Process Improvement Crm Program Management Leadership Business Analysis Analysis Customer Relationship Management Team Leadership Business Process Outsourcing

David Hale Education Details

  • University Of South Florida
    University Of South Florida
    Master Of Accountancy
  • University Of South Florida
    University Of South Florida
    Finance & Marketing
  • Georgia Institute Of Technology
    Georgia Institute Of Technology
    Accounting

Frequently Asked Questions about David Hale

What is David Hale's role at the current company?

David Hale's current role is Financial Business Ally | Develops Navigational Insights | Creates High-Performing Teams | Intellectually Curious | MBA, CPA candidate.

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David Hale attended University Of South Florida, University Of South Florida, Georgia Institute Of Technology.

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What skills is David Hale known for?

David Hale has skills like Call Centers, Budgets, Finance, Process Improvement, Outsourcing, Vendor Management, Management, Contact Centers, Bpo, Business Process Improvement, Crm, Program Management.

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