Evan Mcfarlane Email & Phone Number

Seattle, Washington, United States

Bothell, Washington, United States

• Prepared monthly financial reports comparing actuals to budget of $125M, working with department heads to investigate variances and monitor spending.
• Managed budgeting process for all departments, building templates in Vena for OPEX, headcount, and CAPEX.
• Developed Excel models for long range planning, working with the CFO to forecast business needs and spending.

Redmond, Washington, United States

• Created and managed a complex data model in Excel, pulling from multiple external data cubes and using power query and power pivot to merge the financial data.
• Prepared monthly close reports and presented to senior management, using data visualization and storytelling to summarize financial performance.
• Built the framework for a new financial metric, combining multiple data sources to map existing data to a deeper level of granularity, enabling more accurate profitability… Show more
• Built the framework for a new financial metric, combining multiple data sources to map existing data to a deeper level of granularity, enabling more accurate profitability insights.
• Provided analytical support for ad hoc projects and requests focusing on Azure cloud revenue, and served as the main point of contact for deep-dive data analysis.
• Created a budget forecast model for worldwide cloud revenue, collaborating with area leads to forecast by over 60 sub-regions. Show less

Mercer Island, Washington, United States

• Constructed and maintained a complex 5-year financial forecasting model used extensively by executive leadership, collaborating with department heads to ensure accuracy.
• Prepared monthly dashboards used in board meetings to track sales, analyze financial performance, and manage cash flows.
• Managed capitalization and equity information in Carta, and implemented multiple capitalization restructures.
• Conducted a cost analysis on product packaging and proposed a layout restructure,… Show more
• Conducted a cost analysis on product packaging and proposed a layout restructure, ultimately reducing cost by over 60%.
• Provided investment reports and summaries, serving as the point of contact for investor inquiries. Show less

Zhuhai, Guangdong, China

• Created and managed demand planning system by collaborating with factories and supply chain team, resulting in increased order fulfillment rates for clients.
• Created complex spreadsheets to manage multiple functions, including manufacturing planning, Work-in-Process tracking, and inventory reorder quantities (EOQ).
• Implemented and oversaw new inventory management procedures, policies, and software for a team of 10 employees, resulting in higher inventory accuracy and better… Show more
• Implemented and oversaw new inventory management procedures, policies, and software for a team of 10 employees, resulting in higher inventory accuracy and better warehouse organization.
• Performed global cost analysis to create an international distribution model for clients, resulting in higher profit margins and increased sales.
• Worked in an international office collaborating with staff and clients from across the world, communicating information and instructions in proficient Chinese and fluent Spanish.

Seattle, WA

• Analyzed and monitored department expenses to track and prevent excessive spending, allowing funds to be allocated to life-saving research.
• Designed and implemented automated spreadsheets for tracking and analyzing budget expenses utilizing a variety of advanced Excel functions including Index Match and conditional statements.
• Managed facility expenses and maintenance, reducing monthly costs by removing outdated and unnecessary services.

Seattle, WA

• Reconciled budgets of over $100 million, maintaining transaction records and verifying accuracy.
• Supervised interdepartmental billing and external vendors, tracking and making payments on multi-million dollar accounts.
• Developed policies & procedures for training new employees on several tasks, improving the onboarding process.

Seattle, WA

• Used QuickBooks to create financial reports to measure project profitability.
• Created and managed invoices for customer billing.
• Assisted with company rebranding campaign by generating awareness for new brand.

Seattle, WA

• Conducted research and analysis on public companies’ ethics and sustainability, focusing on environmental, social, and governance (ESG) aspects.
• Supported financial advisors with business analysis, client reports, and compiling data.
• Worked with wealth management team to recruit clients

Bachelor'S Degree, Business Administration (B.B.A)

Activities and Societies: UW Operations & Supply Chain Management Club • Focused in Finance and Operations & Supply Chain Management •.

Education record

Activities and Societies: DECA (2 years)