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Clay Cumbelich

Clay Cumbelich

Honors & Scholars Programs Office Assistant

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location of Clay CumbelichGreater Chattanooga

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  • Timeline

  • About me

    Financial Analyst at Tennessee Valley Authority

  • Education

    • Haslam College of Business at the University of Tennessee

      2017 - 2021
      Bachelor of Science - BS Business Administration and Management, General

      Activities and Societies: Inaugural Honors Leadership Program Scholar, President of the Financial Management Association (FMA), Haslam College of Business Presidents' Council, Philanthropy Chair of Beta Upsilon Chi, Tennessee Capital Markets Society (TCMS) , UT Investment Group (UTIG), Economics Club, Honors & Scholars Programs Office Assistant Major: FinanceDual Concentration: Business AnalyticsMinor: Leadership Studies – HonorsUniversity of Tennessee, Knoxville, Haslam College of Business

    • Ooltewah High School

      2013 - 2017
      International Baccalaureate Diploma

      Activities and Societies: Senior Class President, Key Club Secretary, The Omega Society, National Honor Society, Graduating Class Representative

  • Experience

    • University of Tennessee, Knoxville

      Jan 2019 - Jun 2019
      Honors & Scholars Programs Office Assistant

    • Haslam College of Business at the University of Tennessee

      Feb 2019 - May 2019
      Analyst / Intern - Masters Investment Learning Center (MILC)

    • Caterpillar Financial Services Corporation

      Apr 2019 - Apr 2019
      2019 YP Case Competition Winner

      • Won 1st place in competition pitching optimization solutions for the company’s Remarketing Department to top company leadership, including the CEO and CFO• Analyzed sales and inventory data to create profitability and demand evaluations on a 5-member team

    • Tennessee Valley Authority

      Jun 2019 - now

      Consolidate 20-year pro-forma financial statements and provide insights to executives for strategic planningIntegrate $4 billion in planned annual fuel and contracting expenses into financial statementsArticulate how resource and contracting plans affect debt financing and customer ratesFacilitate cross-functional alignment on key financial inputs relating to fuel capital and expensesOptimize storytelling and content delivery of financial presentations to executive management, Board of Directors, and general public Show less Led production of 20-year revenue forecast reports, amounting to ~$8 billion in annual corporate revenuesPresented revenue forecast insights to executive leadership for incorporation into annual budgets and long-range financial plansCoordinated economic analyses for system marginal cost projects; prepared and presented results to executive leadership across the enterpriseAnalyzed revenue impacts of distributed energy resources; ensured financial consistency among internal clientsManaged ad hoc requests and communications with executive leadership, program managers, and FS teams Show less Designed customer analytics dashboards using Tableau and Excel models to analyze hourly operating patterns among large commercial and industrial customersCreated load forecast models and directional assessments on customer trends in support of Power Supply PlansAnalyzed various customer load shapes under current rate designs to forecast long-term revenue projections Assessed COVID-19 impacts and risks to energy and revenue among large commercial and industrial customersFocused on streamlining end-to-end forecasting processes, improving customer analytics metrics and forecast accuracy Show less

      • Financial Analyst II, Financial Planning (FP&A)

        Mar 2022 - now

      • Associate, Enterprise Forecasting

        Dec 2019 - May 2023

      • Intern, Load and Revenue Forecasting

        Jun 2019 - Dec 2019

  • Licenses & Certifications

    • Bloomberg Market Concepts

      Bloomberg LP
      Apr 2019

  • Honors & Awards

    • Awarded to Clay Cumbelich
      2019 YP Case Competition Winner - 1st Place Caterpillar Financial Services Corporation Apr 2019
    • Awarded to Clay Cumbelich
      Honors Leadership Program Scholar - Aug 2017
    • Awarded to Clay Cumbelich
      International Baccalaureate Diploma Recipient International Baccalaureate Programme Jun 2017 The International Baccalaureate Diploma Programme (IB) is a two-year program that coincides with the final years of high school. The curriculum is structured in groups including language acquisition, sciences, mathematics, studies in language and literature, etc. as well as writing research papers and attaining 150+ hours of Creativity, Action, and Service. Receiving the diploma is extremely difficult, and was very beneficial in transitioning to college.
    • Awarded to Clay Cumbelich
      Magna Cum Laude University of Tennessee, Knoxville

  • Volunteer Experience

    • Volunteer

      Issued by KARM Stores on Dec 2018
      KARM StoresAssociated with Clay Cumbelich

    • Volunteer

      Issued by Bridge Refugee Sponsorship Services INC on Jan 2018
      Bridge Refugee Sponsorship Services INCAssociated with Clay Cumbelich