Terry Dreith, CAPM

Experience

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  Colorado State University

  May 2009 - May 2011

  Admissions Ambassador

  • Articulated resources and experiences to more than 100 groups of prospective students and their families while representing and promoting the University with a high level of professionalism and integrity • Showcased strong judgment while using versatility and flexibility to solve problems and cater to unique styles of learning, various backgrounds and group sizes

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  Agrium

  Sept 2011 - Dec 2012

  New Grad Rotation Program-Financial Analyst I

  Financial Planning and Analysis• Prepared ad hoc reports for various levels of management, including SG&A and margin analysis, budgeting and financial planning• Experience delivering quantitative and statistical analysis to Regional Finance Managers• Assembled reporting packages (actuals vs budget vs forecast) used in making management decisions• Worked cross functionally between departments to complete increasingly challenging tasks and projects• Participated in P&L walkthrough sessions to help facility managers understand their financesCorporate Accounting• Progressive responsibilities of month end closing duties included journal entries, account reconciliations, consolidation activities and supported the accounting group where needed• Established improved procedures for reconciling intercompany balances and documented processes performed between multiple business entities• Worked with discounted cash flow valuation model to analyze multiple business scenarios Show less

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  Agrium

  Dec 2013 - Sept 2014

  Internal Auditor

  • Plan and support process audits within the corporate offices pertaining to logistics, accounting processes, payroll, fleet, FCPA compliance, policies and procedures, and contract review• Analyze audit statistics in order to develop slides to be used by senior management in BOD presentations• Create flowcharts to map out operational and system processes for better comprehension• Use analytical software to identify potential risks using large financial and transactional data sets • Communicate audit findings and recommendations to all levels of management Show less

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  Cologix, Inc.

  Sept 2014 - Nov 2019

  • Lead annual budget process by collaborating with functional leaders in order to produce a consolidated plan, document assumptions and continual forecasting• Continually striving to improve the efficiency of the accounting systems and processes- Lead project to automate monthly revenue analysis of $120M+ annual revenue• Ensure timely month end close and produce accurate financial statements for review by executives and Board of Directors by providing guidance to accounting regarding expense coding and process guidelines• Identified and pursued opportunities for cost optimization and improved margin- Resulted in $0.5M+ in annualized savings and improved opportunity identification process• Perform monthly variance analysis (actual, budget, forecast) of multiple market P&Ls and present insightful, concise findings to managers and senior level executives with emphasis on budget target achievement• Validate business case assumptions related to $250M+ of expansions and various other capex expenditures to ensure accurate ROI analysis• Developed monthly dashboards for reporting KPIs that align with the strategic goals of the business• Various ad hoc analysis projects for Sales, Marketing, Operations and IT departments to help drive decision making• Implemented new process to streamline adding new vendors and working closely with Operations to manage procure to pay process Show less • Review transactional data for accurate P&L coding• Conduct monthly reporting and analysis of multiple market and/or facility level P&L’s• Communicate variance analysis and business trends to business owners, recommend corrective actions• Analyze and determine run rates, make projections, develop near-term financial forecasts• Maintain data and assumptions in longer-term strategic planning model• Support the annual budget process• Develop dashboards for measuring Key Performance Indicators across the Company• Review cost trends across markets by expense category and vendor• Ad Hoc financial analysis• Other duties as assigned Show less

  • Finance Manager

    Feb 2017 - Nov 2019

  • Senior Financial Analyst, FP&A

    Sept 2014 - Feb 2017
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  Platte River Power Authority

  Nov 2019 - now

  Finance Business Partner