Thomas Taylor Email & Phone Number

Portland, Or

Beaverton, Or

Portland, Oregon Area

Jacksonville, Florida Area

Reported directly to the Vice President of Sales Administration, providing routine financial analysis and ad hoc reporting to executive management. Responsible for analyzing the sales forecast and making updates based on prior year trend analysis, field sales insight, and management input. Coordinated with field sales managers and the customer service team to quickly troubleshoot and resolve pricing discrepancies on customer orders with strict deadlines. Maintained, verified, and published pricing across all product lines.-Designed unprecedented methodology of overlaying advanced Excel formulas over existing company data to implement a price increase across a majority of product lines-Charged with migrating a PDF template into a more flexible Excel format with increased functionality-Assisted Sales and Marketing departments by automating manual processes with Excel formulas-Established positive working relationships with other departments to optimize cooperation-Implemented Excel methodology to scrub, analyze, and verify data integrity for reporting and data mining

Jacksonville, Florida Area

Worked for the Financial Planning & Analysis department to design, build, and execute reporting that visualized budget variances, competitor activity, and sales trends. Gathered requirements and built customized reporting for ad hoc requests. Executive management routinely used these reports to monitor key company performance metrics and assist with business decisions.-Analyzed and reported financial data using Excel, Access, Peoplesoft, Outlooksoft, Metafile, Monarch, and Hyperion-Provided root cause analysis of large or unusual budget variances on the P&L statements-Furnished explanation of reports and addressed questions from executive management-Utilized advanced Excel functionalities, including vlookup, sumifs, pivot tables, macros, and VBA code-Designed processes to verify data integrity and consistency via Excel formulas-Led effort to integrate and standardize post-merger reporting of sales data and competitor activity

Handled daily client support functions at a rapidly growing software company. Provided subject matter expertise to colleagues with varied levels of product knowledge. Worked interdepartmentally to streamline processes and troubleshoot client financial issues. Collaborated with Accounts Payable and Accounts Receivable to process incoming and outgoing payments and reconcile payable and receivable G/L accounts.-Created streamlined workflows to track client financial activity-Facilitated root cause analysis of technical software issues and reporting discrepancies-Managed several key clients from day one of their implementation of our software-Responsible for processing and allocating over fifteen million dollars of monthly client payments-Provided subject matter expertise to colleagues on technical and accounting challenges-Met time-sensitive contractual deadlines by effectively prioritizing a high volume workload