Merrill Mchenry, Mba, Cfa Email & Phone Number

Texas, United States

Dallas, Texas, United States

• Working with Global Financial Managers and preparing global advanced monthly financial reports, presentations, and projections including the Annual Operating Plan and the 5-year Strat Plan.
• Optimizing and driving innovative free cash flow and working capital solutions.
• Utilizing Oracle Hyperion, Excel, and Google Workspace and Google Sheets for FP&A functions.
• Introduced and implemented best practices in modeling, report modeling, generation, & reporting.

Dallas, Texas, United States

• Lead Financial Analyst forecast modeling for numerous regions across financials, plans/dev. w/ tight fixed asset capex spend vs projections. Forecast, Budget, & Reconciliation best practices modeling b/tn.
• Oracle and Excel modeled FP&A with tight capex management with advanced proforma modeling for the AT&T/Blackrock spinoff with over a billion in syndicated financing. (Blackrock has the largest AUM in the US of $8.59.

• Innovative forecasting model for an industry where Interest Rate Risk (Hedging) is a dominant factor. Designed and built a new financial forecasting and budgeting system tailored for the interest rate sensitive.
• Oracle G/L monthly financial close and forecasting, daily journal entries and account reconciliations. RPA – MSFT Power Apps – Automation, REST API, data scraping with MSFT Hotkey, now Power Automate. Hedging review.

• Wells Fargo, NextEra, Riverside County California, Toyota, CTI Foods,
• Accomplished cross functional project lead: Expert-level Excel Solver designed product mix optimization models for five plants and numerous products. Optimization included integrated supply chain and inventory.
• Systems analysis and modification Manager/team leader with considerable experience in risk, ALM, CCAR, Gap Mgmt. and Basel regs,
• Agile Design and Mockups, and Confluence wireframe modeling with JIRA BRD & FRD to product specifications, data & process maps, epics, user stories, sprints, system context diagrams, user-story mapping, use case.
• Project Management of budget remodeling. Performing custom FP&A data visualization with metadata governance for DAX financial statement modeling in PowerPivot, and PowerBI. C-Suite creation from Peoplesoft and advanced.
• NextEra Energy: modeled fixed asset project capex spend rates Vs budget tracking. Contributed modeling to the Power Purchase Agreement (PPP) and tax equity/ITC modeling to secure project financing and site builds Only.

Dallas/Fort Worth Area

• Identified (August 6 & 20th, 2015) major ($232 million!) Balance Sheet risk months in advanced of major Santander losses. Merrill’s intuition was entirely without getting “discontinued operations” pool performance data.
• Capital & Risk (VaR & Basel II & III) Modeling Strategic Analysis & monthly Capital Committee Risk reporting of Accounting, Budget/Forecasting, Financial, Credit, ALM, & Treasury Analysis.
• FP&A, ERP, and advanced VBA/Excel/DB/SQL/SSRS modeling of historical & forecast KPI’s, KRI’s & EWIs.
• Monthly Senior Management Reporting (Data Prep & Presentation). Worked on CCAR & DFAST & other (FP&A type) stress test modeling, and Fed filings.(After we got CCAR approved by the Fed Santander transferred the duties.

Canadian Place Bay And King, Toronto, ON, Canada

• “Special Projects Lead Manager” of 4 [and Agile pod project group of 4]. Research Dept. for #1 Ranked Research firm in Canada. Built competitor & industry group dashboards. Significant UI GUI development.
• Oversaw SDLC financial analysis & detailed modeling of global diversified companies with comprehensive valuation metrics, with risk/reward user-friendly GUI available algorithms/macros/VBA, & comps.
• Worldwide Research, Business, & Financial analysis with advanced VBA and Excel modeling of companies & projects: FP&A, Pro Formas, Accruals, Dashboards, Variance drilldowns, KPI & KRI modeling. SAP.

Kansas City, Missouri Area

• (Began Concurrent w/ BBA then MBA)
• Merrill’s proprietary research was/is the largest ALM security-specific derived analysis of the U.S. banking industry to date. (Approximately 640+ banks, all GAAP.)Modeled, analyzed & presented proprietary U.S. banking.
• Promoted to Trust Investments Dept. due to my “exceptional accounting, analytical and consultancy skills and abilities” (Dept. Supervisor Pat Thompson). Bank consulting included Mortgage lending processes value chain.

Completion Certificate Upon Completion And Passed Exams, “Agile+Saas+Cloud – Software As A Service” Cs169.1, Current Online Student

Agile software (i.e. Ruby) programing coursework

Master Of Business Administration - Mba, Accounting And Finance

Bachelor'S Degree, Accounting And Finance

Activities and Societies: Concurrent with being and managing as AVP of a Broker-Dealer I earned 30% of from leading performance (over the.

Doctor Of Philosophy - Phd, Molecular Biology

Chartered Financial Analyst Cfa, Passed All 3 Levels. Awarded Cfa #219621

Masters Of Business Administration Mba Significant Cma And Mpa: "Master'S Of Professional Accounting, Finance; Accounting And Economics.

Master Of Business Administration - Mba, Accounting And Finance

MBA Dual Major in Accounting and Finance

General Certificate In Leading With Finance, Finance, General, Completed

Activities and Societies: Hard work concurrent!Harvard Business School Online General Certificate in Leading with Finance, Finance.