Jack Carroll, Iii Email & Phone Number

Chattanooga, TN, US

Dalton, GA, US

Dalton, GA, US

Dalton, GA, US

• Trusted advisor to Residential leadership team, providing clear, timely, and meaningful analysis and insights.
• Organized financial review processes to achieve timely, high-quality reporting and analysis to divisional leaders and corporate executives. Lead the development of financial budgets and forecasts, monitor progress to.
• Owned the annual business plan and quarterly forecast processes. Constantly created, streamlined, and/or implemented reporting tools and packages that helped leaders to better understand their business and make.

Charlotte, North Carolina, US

• After SunTrust and BB&T merged to create Truist I moved into an analytical forecasting and planning focused role.
• Adhoc reporting and pro forma combining both SunTrust and BB&T financials through account/LOB mapping resulting in new Truist financials
• Developed and proactively improved budgeting, financial projections, and operating forecast
• Create and document SOX Controls for regulatory compliance resulting in zero internal review
• Review monthly packages for SBA, auto dealer, Gov’t Contracting and other specialty groups monitoring unusual and significant transactions/trends

Charlotte, North Carolina, US

• Spearheaded project to refine methodologies for 150 consumer segment expense pools totaling $6B annually increasing transparency and accuracy in reporting organizational, legal entity, and product profitability
• Generated legal entity savings of $75M by optimizing intercompany billing accuracy to 95%. Saved an additional $55M through development of new statistics
• Recruited, selected, and trained team of analysts, implementing new and existing expense allocation methodologies for plan, forecast, and actual scenarios on monthly, quarterly, and annual basis
• Prepared reporting packages for senior management focusing on Key Performance Indicators and detailing financial performance relative to plan

Charlotte, North Carolina, US

• Promoted to Consumer segment manager for exceptional leadership and financial acumen
• Supported service provider and service receiver dialogue, increasing transparency and simplifying allocation process while reducing expense pools by 15%
• Designed, built, and implemented a new annual review of all enterprise expense allocation methodologies
• Created and compiled monthly, quarterly, and annual expenses for plan, forecast, and actual scenario

New York, NY, US

• Promoted to senior financial analyst in May 2014
• Formulated and delivered staff utilization reports to efficiently allocate employee time and reduce burn rate, driving project profitability
• Developed and implemented new operational policies to increase accuracy of expense reporting and reduced lead time on accounts payable by 50%

Bachelor Of Business Administration - Bba, Finance And Logistics

High School Diploma, High School Graduate