Greg Koehler Email & Phone Number

Saint Petersburg, Fl, Us

St. Petersburg, Florida, Us

Leveraged extensive experience in HR data analysis to spearhead a data-driven transformation of reporting, aligning workforce insights with Raymond James' financial goals. Led cross-functional teams to design, develop, and implement a comprehensive HR data strategy, empowering executives with actionable insights for strategic talent management and cost optimization. Key achievements include:HR Reporting Transformation: Successfully transitioned HR reporting functionalities from PeopleSoft to Workday.Empowered Analytics Team: Mentored and upskilled the analytics team in Workday Reporting development, including Prism and utilizing Workday APIs. This enabled them to create highly functional, custom self-service dashboards outside of Workday, effectively bridging reporting gaps. Empowering HR Business Partners: Developed self-service dashboards for HRBPs, resulting in a 20% reduction in ad-hoc reporting demands and enabling them to access data and generate reports independently.Cost Optimization & Streamlined Operations: Achieved annual cost savings of $30,000 by leveraging Alteryx automation for benefits administration, reducing IT dependence. Additionally, integrated people data with external vendors, automating manual tasks and streamlining operations.Strategic Talent Management: Identified key financial drivers of employee turnover, enabling leadership to implement targeted retention strategies and optimize talent acquisition through data-driven turnover benchmarks and metrics.Regulatory Compliance Champion: Led regulatory compliance efforts, streamlining EEO-1, California Pay Data Reporting, BLS, and Affirmative Action Plan submissions to ensure accuracy and minimize risk.Data Integrity & Quality Assurance: Collaborated closely with database administrators and HR Data Management to identify and address data quality issues, safeguarding the firm's valuable workforce data and ensuring reliable decision-making.

St. Petersburg, Florida, Us

Led the people analytics team in creating self-service dashboards and cross-functional reporting solutions, empowering stakeholders with independent access to financial data and insights.Partnered with executives and business leaders to design customized reporting solutions: Proactively identified and addressed their workforce reporting needs, enhancing transparency and supporting data-driven decision-making across departments.Reduced manual tasks by 30% through automation and self-service dashboards: Implemented cost-saving strategies and streamlined reporting processes, improving the people analytics team efficiency and reducing HRBPs reliance on ad-hoc requests. This freed up valuable team resources.Mastered complex SQL queries and data models: Developed and utilized advanced SQL skills to fulfill custom reporting needs across various business areas, enabling insightful workforce analysis and informed decision-making.

St. Petersburg, Florida, Us

Drove financial accuracy and transparency as a trusted advisor to the CFO of Raymond James Trust Company. Led a team of two analysts, delivering timely and reliable financial reports, enabling informed decision-making and optimal resource allocation.Championed data integrity and control: Analyzed and reconciled general ledger accounts, ensuring proper classification and adherence to GAAP, SEC, and FHC requirements, mitigating audit risks and safeguarding financial data.Spearheaded efficient month-end close processes: Implemented and managed standardized closing procedures, ensuring accuracy and timely completion, minimizing disruption to business operations.Delivered impactful financial insights to the Board: Prepared quarterly Board Reports, presenting clear and concise financial narratives and analyses, guiding strategic decision-making and fostering trust with stakeholders.Proactively supported internal and external audits: Managed requests from auditors for annual fund audits, providing comprehensive schedules and supporting documentation, ensuring smooth and efficient audit processes.Mastered financial reporting and visualization tools: Leveraged Excel, Hyperion, Tableau, and PowerPoint to create compelling financial result decks and reports, effectively communicating complex financial information to diverse audiences.

Clearwater, Florida, Us

Championed financial oversight for BayCare's $20-$30 million annual IT capital budget, ensuring optimal resource allocation and project success. Provided expert guidance and support to internal customers, empowering them to navigate capital processes effectively.Streamlined capital project management: Achieved smooth in-service dates, timely project closures, and accurate quarterly cash forecasts, minimizing risks and maximizing project ROI.Mastered capital accounting and reporting: Determined the appropriate capital and operating treatment for expenditures, ensuring compliance and reliable financial reporting.Delivered data-driven insights to senior management: Prepared and presented monthly and quarterly forecasts, directly influencing strategic decision-making and resource allocation within the IT department.Possessed strong foundational accounting skills: Managed essential tasks like journal entries, amortization, and accruals, maintaining the integrity and accuracy of financial data.

Boise, Idaho, Us

Empowered high-net-worth portfolio growth and optimization. Developed and maintained advanced databases and financial models, providing comprehensive insights for informed investment decisions.Expanded reach and profitability: Compiled state-specific economic research, paving the way for the successful expansion of the commercial mortgage portfolio strategy, driving significant revenue growth.Automation champion, boosting efficiency and accuracy: Improved manual data entry tasks by 30% through utilizing advanced nested functions to automate processes, saving valuable time and minimizing errors.Data discrepancy wrangler: Performed meticulous trade reconciliations and variance analysis, utilizing Excel to create dynamic reports, maintaining accurate financial records and ensuring transparency.Communication and presentation specialist: Created compelling quarterly performance brochures, engaging PowerPoint presentations, and customized internal documents, effectively communicating complex financial information to diverse audiences.Commercial lending expert, driving portfolio growth: Analyzed borrower financial statements and loan documents, approving 80 commercial loan requests and adding over $170 million to the commercial mortgage portfolio.