James Franklin

Providing insightful and accurate financial analytics.

Role
Financial Planning and Analysis Manager at Convergint
Location
Chicago, IL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Financial Planning and Analysis Manager

    Convergint

    Jul 2024 — Present · US

    Maintain and manage financial data and provide analytical support to our internal customers. This includes processing and reconciling financial data from a variety of sources and systems.• Act as the administrative lead for the consolidation and planning system, in collaboration with the IT department.• Support the semi-annual budgeting cycles for the global organization.• Create actual, plan and future forecast financial reports for management.• Report on and track Key Performance Indicators (KPIs) for multiple areas of the company including Commercial, Operational, and Financial.• Research, select, and compile financial data from multiple sources, such as sales, operations, accounting, public sources, and vendors. Analyze this data to produce relevant business information used to support decision-making.• Work with departments to ensure the accuracy of forecast and budget data. Proactively challenge forecast and budget assumptions and ensure the integrity of the calculations and results.• Identify processes that can be improved through technology or other means, implement those processes, and assess impact for further refinement or deployment.• Collaborate with departments to develop revenue forecasts and models.• Ensure compliance with internal control policies and procedures.

Education

  • Howard University

    Bachelor of Business Administration (BBA)

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James Franklin — Financial Planning and Analysis Manager at Convergint in Chicago, IL, US | Unifers