Joshua Carey

Senior Financial Analyst @Peli BioThermal

Maple Grove, MN, US

Drive automation of new and existing financial processes through advanced Excel formulas and the use of SAP Analytics Cloud-Work alongside the VP of Finance to drive month-end FP & A reporting and review process, including gathering deeper insights through various ad hoc analyses-Key contributor to the quarterly forecasting cycle, including revenue forecasting, coordinating and reviewing expense submissions, full P&L consolidation, and forecast reporting for executive leadership-Undertook the build of a comprehensive new revenue forecasting & budgeting tool, aimed to align sales, operations, and finance departments on key drivers, revenue targets, and relevant regional/product splits-Ran monthly analysis for PBT’s services segment, including the creation of automated P & Ls by region and site, development of monthly presentation materials, communication of monthly results, and various associated ad hoc analyses-Run monthly update of the balance sheet, income statement, and cash flow 3-statement model-Created a month-end reporting package to standardize and streamline management reporting and presentation materials-Revamped FP & A presentation materials in PowerPoint for quarterly forecasting and monthly townhalls to enhance visual consistency while displaying more meaningful insights-Maintain and continuously update SAP Analytics Cloud data models and dashboards-Nominated to represent finance department on the PBT Round Table committee to discuss various company initiatives

University of Northwestern - St. Paul

Bachelor of Science

Legacy Christian Academy

High School Diploma