Summary
Overview
Work History
Education
Skills
Awards
Timeline
Generic

Jordan Nichols

Raleigh,NC

Summary

Dynamic finance professional with experience in leading finance teams and driving strategic initiatives. Expert in complex financial analysis, delivering strategic decision-making support and enhancing financial reporting accuracy. Proven track record in improving operational efficiency and aligning budget plans with organizational goals. Proficient in financial modeling, budgeting, forecasting, and cost-benefit analysis, with a keen ability to evaluate market trends and inform business strategy. Adept at implementing ERP systems and training teams to optimize financial planning and analysis processes.

Overview

11
11
years of professional experience

Work History

Senior Financial Analyst

OCHIN
04.2024 - Current
  • Provided valuable insights by leading monthly variance analysis reviews between actual results and budget/forecast expectations.
  • Led the finance team in a seamless NetSuite implementation, enhancing ERP capabilities and streamlining financial processes across the organization.
  • Trained new analysts on financial close, enhancing their proficiency in FP&A, reducing the reporting cycle time by 30%.
  • Developed and executed a budget plan resulting in current year-to-date growth compared to prior year, aligning with the strategic objectives for the fiscal.

Manager, Financial Planning & Analysis

Genpact
10.2021 - 04.2024
  • Vital role in budgeting and forecasting processes, including preparing detailed financial models and collaborating with cross-functional teams to ensure accuracy and accountability in all financial projections.
  • Spearheaded comprehensive P&L analysis to monitor financial performance, highlighting revenue trends, cost drivers, and profitability margins; implemented strategic adjustments.
  • Collaborated with the accounting partners and internal auditors to verify the accuracy of month-end accruals, ledger balances and ensuring compliance with regulatory requirements.
  • Analyzing financial performance against budgets, forecasts, and prior periods. Submitting detailed ad-hoc reports to leadership.
  • Leading initiatives to improve financial processes, such as reporting efficiencies, budgeting methodologies, and forecasting accuracy.

Financial Analyst

Kellogg Company
03.2017 - 09.2021
  • Played a pivotal role in both budgeting and forecasting procedures, maintaining meticulous attention to detail to fortify the reliability of forward-looking financial estimates.
  • Analyzing manufacturing operations, equipment availability, and production schedules to ascertain direct costs and allocate overhead expenses appropriately.
  • Conduct variance analysis between actual costs and standard costs, identifying areas of improvement and initiating corrective actions to management.

Accountant

Melissa Cottrill, CPA
01.2014 - 01.2015
  • Supported bookkeeping tasks including data entry, reconciliations, and upkeep of financial records. Evaluated and tested financial controls to ensure effectiveness and compliance with internal policies and procedures.
  • Assisting in the analysis of a client's financial statements, including balance sheets, income statements, and cash flow statements.

Education

Bachelor of Science - Accounting

Franklin University
Columbus, Ohio
05.2014

Skills

  • SAP, NetSuite, Excel, Anaplan, Tableau and more

Awards

Ohio Society of CPAs - Featured

Timeline

Senior Financial Analyst

OCHIN
04.2024 - Current

Manager, Financial Planning & Analysis

Genpact
10.2021 - 04.2024

Financial Analyst

Kellogg Company
03.2017 - 09.2021

Accountant

Melissa Cottrill, CPA
01.2014 - 01.2015

Bachelor of Science - Accounting

Franklin University
Jordan Nichols