Kyle Johnson Email & Phone Number

• Implemented relationship manager incentive compensation reporting by leveraging data modeling to reduce manual input, consolidate separate divisional processes, and enable quicker analysis of any shifts in compensation
• Designed Power BI dashboard reports for various division leaders, providing high-level financials, KPIs, and operational metrics relevant to their line of business from one source instead of multiple reports
• Performed quarterly and monthly variance analysis, provided commentary to inform the Board of Directors, and utilized notable findings to inform and adjust subsequent forecast plans
• Collaborated with division leaders to integrate existing trends with their forward outlook and feedback into the budgeting and rolling forecast processes
• Acted as an administrator for the financial planning and reporting system and the relationship profitability system

• Designed and maintained a reporting package utilized by accounting for month-end close which transitioned multiple manual report pulls into a single button refresh, allowing quicker decision-making during the time.
• Created a Power BI scorecard from various operational data points, expanding information access to more stakeholders
• Transformed monthly reports such as SSSG, headcount, and a TTM income statement into refreshable Excel data models
• Took on responsibility of maintaining/updating the tabular data model utilized for financial reporting throughout Caliber
• Transitioned Excel reporting into Power BI reports enabling easier access and up-to-date information through SharePoint

Irving, Texas

• Performed month-end variance analyses of accounts, closed monthly books, and assisted with budgeting and forecasting
• Implemented a macro to automate the transfer of client consumption data into billing workbooks and generate a variance analysis by cost category, to reduce a previously manual process taking days into hours.
• Created a macro to import monthly billings by income category for reconciliation and projection, reducing process time completion by nearly 75%.
• Generated ad-hoc reports ranging from corporate financials, to project analyses, to employee time and utilization.⠀⠀ ⠀⠀⠀⠀

• Performed what-if scenario analyses to determine impacts on client balance sheets and income streams
• Examined client deposit histories to develop reports detailing non-maturity deposit modeling assumptions
• Utilized S&P Global Market tools to produce competitive peer comparisons based on client size and regional market
• Designed macro to automate retrieval of mortgage-backed-security data, add to prior data, and update pivot tables/charts within a workbook
• Supported associates in developing proactive investment strategies for their clients

• Researched product categories to define the scope of products to be included in formal bid process
• Interfaced with suppliers regularly to understand and meet client purchase requirements
• Assisted contract negotiators in reaching agreements between suppliers and customers valued at $3.9B annually
• Analyzed large volumes of product utilization data to determine trends and major cost-contributing items
• Lowered customer costs by up to 10% by supplying contract negotiators with improved knowledge of product volume, pricing, and spend patterns