Zackery Carroll

Experience

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  Booz Allen Hamilton

  Feb 2010 - Aug 2012

  • Senior Consultant (Budget Analyst for NASA Aerospace Communications Office)

    Jan 2012 - Aug 2012

  • Consultant (Financial Analyst for NASA Accounting and Financial Analysis Division)

    Feb 2010 - Dec 2011
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  Rockwell Automation

  Aug 2012 - Feb 2014

  Planned and analyzed global margins for all A&S companies, and guided Commercial Stream process improvements. Performed variance and trend analysis, forecasting, annual operating plan, and ad-hoc projects for A&S global margin results. • Designed, automated, and analyzed monthly financial packages and segment quarterly performance review (QPR) presentations for margin reporting. • SAP Super User who conducted one-on-one and group training sessions with Singapore Operations, in country, to bring the region online with SAP Project Systems. Show less

  • Senior Financial Analyst - Architecture and Software (A&S) Commercial Stream

    Jul 2013 - Feb 2014

  • Financial Analyst – Architecture and Software (A&S) Spend Stream

    Aug 2012 - Jun 2013
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  Vitamix

  Mar 2014 - Sept 2015

  Senior Financial Analyst - Accounting to Close (ATC) Oracle Implementation Team

  Integral to the successful implementation of Oracle E-Business Suite R12, responsible for business requirements mapping, solution design and configuration management for General Ledger, Fixed Assets, and Project System modules. Facilitated training to the Finance and Accounting Departments, User Acceptance Test (UAT), go-live activities, and post implementation support. • Provided an integrated information system solution through analyzing current business processes, future business flow and identification of Gap/Workaround to meet the business needs of the company. • Directed the accurate and timely data migration operations from Legacy Systems (Microsoft Dynamics AX) and Open Interfaces into Oracle E-Business Suite. Show less

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  CBIZ

  Sept 2015 - now

  Provide hands-on oversight as leader of FP&A and Financial Reporting functions for a $1.0B+ publically traded professional services company, supporting management in increasing sales, lowering costs, and increasing liquidity. Direct and supervise 5 direct reports including Senior Manager of Financial Reporting, Manager of FP&A, and 3 Financial Analysts. Responsible for all financial reporting, forecasting, budgeting, strategic planning, Board level communication, M&A valuation modeling, finance/accounting project management, and financial system management / optimization for the company. • Achieved 99.9% accuracy of opening balances and historical data through leading general ledger data conversion effort for the Oracle Fusion ERP implementation project. • Designed and completed Planful (Host Analytics) budgeting/forecasting system implementation on time and 15% under budget, dramatically increasing system capability from original solution design. • Accelerated the delivery of analysis by 33% through standardizing companywide monthly forecasting and reporting effort, allowing for more timely Senior Team consumption of financial and operational results. Show less Supported the $1.0B+ publically traded professional services corporation in budgeting, forecasting, capital planning, financial reporting, expense analysis, and ad hoc financial analysis for special initiatives. Managed 3 direct reports and coordinated numerous business unit controllers through leading consolidated budgeting and monthly forecasting processes. Provided financial support to CEO, CFO, and top executives including analyses on ROI performance of acquisitions and provided recommendations of appropriate actions to maximize operational and financial performance. • Implemented SpotlightXL reporting tool, producing monthly forecasting and actual reporting documents faster by over 70% than previous years, shifting the team’s focus from report generation to analytics. • Project managed strategic planning, target setting, and budgeting process, reducing budget cycle timeline by 33% while simultaneously increasing visibility into business operational targets and budgeting assumptions. Show less Instrumental as the sole FP&A resource for a $530M+ division of CBIZ managing all analytical insights and development of FS business review documentation. Coordinated annual budgeting, monthly forecasting, and monthly business review reporting with 15 business unit controllers. Managed the division monthly forecast submission, annual budgeting process, and presentation of budget review summary to CEO, CFO, and division president. • Shifted corporate focus from generation of numbers to analysis of actuals and accurate forecasting through automating all monthly reporting models. • Designed and managed revenue journal entry posting automation, reducing close process by half a day for 15 field controllers and eliminated 100% of all manual errors. • Played a key role as the sole modeler and front end due diligence resource for 35 unique acquisition targets. Show less

  • Vice President of Finance - Financial Services Division

    Apr 2022 - now

  • Director, Financial Planning and Analysis (FP&A)

    Mar 2020 - Apr 2022

  • Manager, Financial Planning and Analysis (FP&A)

    Jan 2018 - Mar 2020

  • Senior Financial Analyst – Financial Services (FS) Division

    Sept 2015 - Jan 2018