Joey Vela
Financial Analyst | FP&A | Forecasting, Budgeting & Variance Analysis | Financial Modeling & Automation
- Role
- Financial Analyst at IMI Industrial Automation
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Joey Vela
Financial Analyst with 2+ years of multi-site FP & A experience across manufacturing and senior living environments, specializing in budgeting, forecasting, variance analysis, and financial systems. At IMI Industrial Automation, I support FP & A across eight manufacturing sites, owning monthly performance consolidation, standardizing forecasting processes, and delivering actionable insights to site and commercial leadership. Previously at Sodalis Senior Living, I built revenue, operating expense, and NOI models across 35+ properties and developed Power BI and DOMO dashboards to improve visibility into key performance metrics, including labor efficiency, occupancy, and profitability. Experienced with Cognos Planning Analytics (TM1), Excel (advanced modeling and automation), Power BI, and SQL (in progress), with a focus on leveraging data and systems to streamline reporting, improve forecast consistency, and support decision-making. I focus on translating financial data into insights that inform business decisions and improve operational performance. I’m interested in FP & A roles where I can contribute to planning processes, partner with leadership, and help drive clarity and consistency in financial performance.
Experience
Financial Analyst
Jun 2025 — Present · Denver, CO, US
Financial Analyst supporting FP & A across eight manufacturing sites within IMI’s $330M Industrial Automation – Americas sector. Own monthly performance consolidation and validation, standardize forecasting processes, and deliver actionable insights to site and commercial leaders to support decision-making and regional performance visibility.• Owned consolidation and validation of monthly sales and operating profit across eight manufacturing sites (~$330M annual revenue), ensuring accurate, decision-ready reporting for executive stakeholders• Partnered with site and commercial leaders to analyze performance drivers and deliver actionable insights influencing operational and financial decisions• Automated reporting and standardized forecasting templates across Excel and Cognos Planning Analytics, reducing manual effort by ~30% and improving forecast consistency and planning cycle efficiency• Delivered variance analysis and supported close, identifying key drivers across revenue, cost, and operating profit to inform business performance• Prepared multi-currency financial reporting and executive-level presentations for IA Americas senior leadership, enhancing visibility into regional performance
Education
The University of Texas at San Antonio
Bachelor's degree, Finance, General
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