Eric Stokes Email and Phone Number
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Senior director of finance with a proven track record of professional achievements which have led to a continual expansion of job responsibilities and authority across the organization. Servant leader and strategic business partner to the accounting, finance, human resources, marketing, information technology, and operations groups to assist in achieving company objectives. Experienced in leading enterprise-wide budgeting processes, preparing board-level materials, sourcing & implementing new technologies, developing talent across multiple teams, raising capital and managing lender relationships, merger & acquisition due diligence and integrations, financial statement analysis and forecasting, treasury management, and credit covenant compliance. Mergers & Acquisitions- due diligence, valuations, and integrations:● Huddleston Oil Company - 2015● Home Depot Fuel - 2015● Agee Oil Company - 2015● Southeastern Oil Company - 2018● Hollingsworth Oil Company - 2020● Herndon Oil Company - 2021● Magness Oil Company - 2023● Cox Oil Company - 2023Technology sourcing & implementations:● Qlik Sense Software - cloud-based data visualization software with real-time, interactive reports and dashboards used to simplify data analysis and enables informed business decisions faster than before. ● Planful Software - cloud-based continuous planning platform that elevates the financial conversation and enables better decisions more quickly, confidently, and strategically.● OneStream - cloud-based accounting & finance platform that enhancing the capabilities of financial reporting, budgeting & forecasting, and reconciliations. Career growth & achievements:● Hired as the Director of FP&A to establish and grow the department from the ground up. The department now supports dozens of essential processes across the organization.● Promotion to Senior Director of Finance and expanded management oversight to include treasury and accounts payable departments. Specialties and Skills:Enterprise Budgeting & Forecasting, Financial Modeling, Business Valuations, Capital Investment Analysis, Productivity & Performance Analysis, Statistical Regression, Financial Statement Analysis, Capital Structure Planning, Enterprise Risk Management, Treasury, Business & Data Analytics, Talent Development, Capital Raising, Lender Relationships, GAAP, MS Excel, Qlik Sense software, Planful software, Onbase software, OneStream software, and PDI general ledger.
Baxter Management Llc
View- Website:
- baxtercos.com
- Employees:
- 13
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Chief Financial OfficerBaxter Management LlcColumbia, Tn, Us
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Senior Director Of FinanceTri Star Energy Jan 2019 - PresentNashville, Tennessee, UsExpanded roles, responsibilities, and authority by adding the treasury and accounts payable departments to the existing FP&A department. Gained greater insight into the company's full revenue cycle. Became an authorized signer and approver of treasury activities. Leads three departments with varying types of activities and objectives. The complexity and scope of all departments have increased substantially with the company’s rapid growth. Developing team members has been fun and rewarding. -
Director Financial Planning AnalysisTri Star Energy Jun 2014 - Dec 2018Nashville, Tennessee, UsPerforms comprehensive economic modeling of the long-term corporate strategy and advises on key performance indicators. Oversees the annual budgeting process for all company operated retail locations, wholesale locations, the commercial business and all corporate general administration. Provides monthly earnings forecasts to the CFO which include variances in actual results to budget. Values potential acquisitions using discounted cash flow models and makes recommendations based on the NPV of the opportunity. Performs ROI analysis on all capital expenditure projects and monitors past performance to projections.Key accomplishments:Hired to establish the FP&A function from scratch and now the department has a manager and two analyst supporting dozens of processes across the organization. Committed to providing great customer service to ownership, senior executives, and other departments is critical in this department. The company had a need to get information faster to make informed decisions. This led to the implementation of QlikSense software which is cloud based and linked in real time to our accounting systems and point of sale data which is displays in customizable dashboards with relevant KPIs to assist in informed decision making. All operational departments now use QlikSense as their go to source for information. The annual budgeting process for years was performed using multiple Excel workbooks and then linked and consolidated. However, as the company grew, this process was becoming more complex and cumbersome to manage. This led to the implementation of Planful which is a cloud based financial modeling, reporting, and budgeting software. Now all budget participants login to an online platform to review and input their goals into a single source of information. All month end financial reporting has also been transitioned to Planful.
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Consulting Group AnalystMorgan Stanley Apr 2013 - Jun 2014New York, Ny, UsPrepared performance reports for clients, which involves computing account performance and analyzing investment portfolio holdings. Developed presentation materials and proposals used in obtaining new business. Engaged in interactive dialogue with clients and prospects to determine investment objectives, current portfolio status, risk tolerance and other information necessary to craft comprehensive financial plans. Developed Statements of Investment Policy. -
Financial AdvisorMorgan Stanley Apr 2007 - Mar 2013New York, Ny, UsSince its founding in 1935, Morgan Stanley and its people have helped redefine the meaning of financial services. As a Certified Financial Planner, Eric created strategic financial planning solutions for high net worth families, corporate institutions, small business owners, and corporate executives who desired dependable service and personalized advice.
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Senior Client Services RepresentativeUbs May 2005 - Apr 2007Zurich, ChIndividuals around the world look to UBS to provide them with the advice, expertise and opportunities they need to protect and grow their wealth.
Eric Stokes Skills
Eric Stokes Education Details
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Vanderbilt University - Owen Graduate School Of ManagementGeneral -
The American College Of Financial ServicesWealth Management Planning
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Middle Tennessee State University (Mtsu)General
Frequently Asked Questions about Eric Stokes
What company does Eric Stokes work for?
Eric Stokes works for Baxter Management Llc
What is Eric Stokes's role at the current company?
Eric Stokes's current role is Chief Financial Officer.
What is Eric Stokes's email address?
Eric Stokes's email address is es****@****rtn.com
What schools did Eric Stokes attend?
Eric Stokes attended Vanderbilt University - Owen Graduate School Of Management, The American College Of Financial Services, Middle Tennessee State University (Mtsu).
What skills is Eric Stokes known for?
Eric Stokes has skills like Finance, Strategic Financial Planning, Leadership, Strategic Planning, Financial Planning, Management, Valuation, Financial Analysis, Strategy, Financial Modeling, Sales, Budgets.
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