Steve Kizer Email & Phone Number

Carmel, Indiana

Carmel, Indiana

• Analyze expense trends, research spend variances, prepare updated monthly spend forecast.
• Prepared weekly / monthly reports for use by Senior Management.
• Track and report on monthly Sales Commission for inside sales reps.

Indianapolis, Indiana Area

• Analyzed revenue and expense trends and identified variance causals to assist managers and the overall operation with plan achievement.
• Prepared monthly financial reporting package for operation Senior Management and communicated drivers to financial performance.
• Assisted local management on the finalization of the annual revenue & expense plans.
• Supervised the completion of assigned audits accurately and on time.
• Supervised off shore Junior Financial Analyst.
• Supported local and HQ reporting needs / special projects as necessary

Indianapolis, Indiana Area

• Provided daily equipment reporting reflecting order/installs/cancels for the month. Daily manager reporting tracked current MTD performance to OL.
• Completed monthly team/operation revenue outlook package for HQ and worked with Sales Mangers to provided weekly updates and review performance.
• Reviewed the operation and manager level P&Ls for accuracy, performance trends and improvement opportunities.
• Supported the annual budget process down to the local manager level.

Indianapolis, Indiana Area

• Reviewed financial performance each month with managers to understand revenue and expense performance vs plan and identify areas for improvement.
• Worked on annual budget process and roll-out to the local team level.
• Worked with managers on quarterly revenue outlook updates and submission to HQ
• Prepared financial package quarterly for Sr Leadership to review with HQ.
• Responsible for working the VP / Controller on any unique reporting that they required.
• Complete HQ / Local finance projects as required.

Indianapolis, Indiana Area

• Responsible for day to day processing of vendor invoices for IN / KY Operation and sending to Corporate Accounting for payment.
• Worked with local approvers to validate invoice accuracy and that they matched the purchase order.
• Worked with vendor on any payment issues.
• Assisted Controller with various financial tasks / projects as needed.