Samir Alabbas
Charlotte
Summary
Results-driven FP&A leader with eight years of experience owning budgeting, forecasting, financial modeling, and executive reporting for multi-entity businesses. Specialized in building driver-based models, leading planning cycles, streamlining data flows, and producing insights used by the CFO, CEO, and private equity sponsors. Deep expertise in Workday Adaptive Planning, SQL, Prism Analytics, and financial automation. Proven track record leading forecasting and systems transformation during corporate carve-outs and major organizational change. CFA Charterholder with strong communication, and cross-functional leadership skills.
Overview
7
7
years of professional experience
Work History
Corporate FP&A Lead - Financial Systems
CRC Group
Charlotte
05.2024 - Current
- Led the company's forecasting and financial systems transformation following its separation from Truist, building the foundation of a new enterprise-wide FP&A environment.
- Prepared the quarterly earnings deck materials by building reporting templates, aggregating forecast/actual data, validating financial accuracy, and supporting the CFO/CEO with investor-ready insights.
- Designed and implemented the full forecasting process and model architecture as CRC transitioned from SAP to Workday Adaptive Planning during the corporate carve-out.
- Built and optimized Adaptive Planning integrations, improving data integrity, automating workflows, and reducing manual reconciliation using SQL/VBA enhancements.
- Created driver-based revenue, expense, and EBITDA models used by senior leadership and private equity sponsors to evaluate performance and guide strategic decisions.
- Developed dashboards across Adaptive, Excel, and Power BI that improved visibility into business-unit performance and streamlined month-end reporting.
- Partnered with IT, Accounting, and business leaders to align assumptions, validate data completeness, and strengthen planning accuracy across multiple subsidiaries and business lines.
- Designed scalable planning logic to support CRC's complex revenue and commission structures, enabling more granular and accurate forecasting.
- Established CRC's first post-merger budgeting and forecasting environment, delivering data used by the CFO, CEO, and PE sponsors.
VP - Senior Financial Analyst
Bank of America
05.2022 - 05.2024
- Owned FP&A support for a $550M+ expense portfolio within a Fortune 100 enterprise, delivering insights that shaped cost strategy and operational planning.
- Led monthly forecasting, budgeting, long-range planning, and variance analysis for a multi-department expense base exceeding $550M annually.
- Built detailed financial models and scenario analyses that informed leadership decisions around hiring, vendor spend, and resource allocation.
- Automated core reporting through Alteryx and SQL, reducing manual effort and improving forecast reliability.
- Developed dashboards and KPI analytics used by directors and VPs to identify trends and cost optimization opportunities.
- Presented results and insights to senior leadership, influencing operational planning and financial strategy.
- Partnered with controllership, technology, and operations teams to ensure aligned and accurate financial forecasts.
- Improved expense transparency and strengthened forecast accuracy across a major enterprise business unit.
Financial Analyst/Consultant
Allstate Insurance Company
10.2018 - 05.2022
- Delivered advanced analytics, forecasting, and profitability insights supporting insurance product performance and agency operations.
- Developed SQL-driven models to analyze quoting, new business, and customer behavior, enhancing forecasting accuracy.
- Built Tableau and Power BI dashboards to provide real-time visibility into agency KPIs and operational performance.
- Conducted profitability and trend analyses that supported pricing and strategic initiatives across the business.
- Collaborated with cross-functional teams to implement reporting improvements and support business case development.
- Improved visibility, forecasting, and performance decision-making through high-quality analytics and automated reporting.
Education
MASTER OF BUSINESS ADMINISTRATION - FINANCE
UNC - Wilmington
Wilmington12-2023
BACHELOR OF BUSINESS ADMINISTRATION - FINANCE
WCU
Cullowhee01.2018
Skills
Financial Systems: Workday Adaptive Planning, Prism Analytics, SAP, Hyperion
Analytics & Tools: SQL, VBA, Alteryx, Tableau, Power BI
Certifications: CFA Charterholder, Tableau Desktop, Workday Pro, Alteryx Designer
Timeline
Corporate FP&A Lead - Financial Systems
CRC Group
05.2024 - Current
VP - Senior Financial Analyst
Bank of America
05.2022 - 05.2024
Financial Analyst/Consultant
Allstate Insurance Company
10.2018 - 05.2022
MASTER OF BUSINESS ADMINISTRATION - FINANCE
UNC - Wilmington
BACHELOR OF BUSINESS ADMINISTRATION - FINANCE
WCU