Jeffrey Davis
Workday Adaptive SME | Forecasting | Budgeting
- Role
- Senior Financial Analyst at Health Admins
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Jeffrey Davis
Passionate about pushing companies forward and developing strong relationships in the process. I enjoy finding solutions to problems and optimizing processes. I have a strong attention to detail and a dedication to ensuring accuracy in all the projects I undertake. In my time away from work, I love to play golf and go to Rockets games!
Experience
Senior Financial Analyst
Jul 2024 — Present
Work directly with the CFO to design and maintain various financial models, used to make key business decisions Directed the evaluation and implementation of Adaptive Planning; serve as the company’s SME and Administrator. Manage the budgeting & forecasting process, collaborating with department heads to create and refine the company’s budget. Manage the 409A valuation process to ensure compliance and accurate company valuation.
Education
Mays Business School - Texas A&M University
Finance
2015 — 2019
Skills
- Microsoft Word
- Microsoft Office
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