Max Floerke Email & Phone Number

West Sacramento, California, United States

- Participate in the development of complex financial models for Financial Statement Forecasts, Cash Flow, Job Cost projections, and others.- Own and continuously develop a Manufacturing KPI dashboard showcasing weekly performance across all of the company’s contracts for labor, output, safety, and product-specific performance.- Support the company’s annual forecasting and budget process from monthly reporting, variance analyses, consolidations, and ad hoc research.- Assist the monthly financial close process through reporting and the development of tools and models to drive process efficiency.- Collaborate with other teams to develop standard process documentation and identify areas for improvement or greater efficiency.- Support leadership in preparing presentations for monthly financial reviews, strategic initiatives, post-mortem reviews and special projects.- Perform ad hoc analysis and projects as requested.- Utilize Microsoft Excel, Power BI, Power Automate and SQL to report on project performance and develop workflows for operational teams.

Napa, California, United States

- Analyze prior and current billing data in order to identify anomalies/errors or potential for loss/increase in revenue.- Complete the ad-hoc, bi-weekly, and monthly billing for numerous clients.- Work cross functionally with multiple departments as well as different levels of positions from: Accounting, Sales, Account Management, Customer Service, IT, etc.- Develop new billing processes in addition to audit procedures that help identify errors as well as opportunities for increased revenue prior to invoice submission.- Communicate & collaborate clearly and effectively both internally as well as with external clients in a timely manner.- Improved billing processes using Excel formulas/pivot tables which resulted in a reduction of weekly labor hours by 15% per week.- Responsible for taking on ad-hoc analysis projects in order to identify revenue loss or provide account managers/clients with an audit on previous financial/invoicing data.- Assisted in creating Aging Reports for both AP/AR departments which increased efficiency in identifying upcoming/late vendor payments as well as overdue invoices from customers.

San Francisco, California, United States

3DVDT performs as-built surveys of existing conditions for the construction industry.Provide seasonal insights on percentage of hit rates for contractual projects/jobs by creating customized dashboards utilizing Tableau and Excel. Generate more effective business decisions by using Tableau and Excel workbooks in order to visually enhance insights and analyses. Increase business efficiency by delivering personalized insights using Sales KPIs.

Eugene, Oregon, United States

Food server and bartender in an upscale, fast-paced restaurant while attending college