Phil Yates
FP&A Manager | Finance Manager | Financial Analyst | Forecasting, Budgeting, Financial Modeling, Strategic Investment Analysis, M&A, Cross-Functional Teamwork, and Process Improvement | MBA in Managerial Accounting
- Role
- Fractional Controller at Danisher Consulting
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Phil Yates
FP & A, Finance, Forecasting, Cash Flow, Corporate Treasury, Finance, Consolidations, Financial Statements, and M&A experience. Produces Annual Operating Plans. Creates Budgets for Operating Expense and establishes controls for OpEx spending. Develops and Implements projects to improve working capital. Supports M&A due diligence and integration. Analyzing profitability and leads free cash flow improvements efforts. Performs \"What-If\" analyses, Trend Analysis, and Variance AnalysisImproved Profit by proposing and implementing a financing solution which saved of operating costs. Established a asset-based loan. Saved of annual IT costs. Improved Cash Flow and Liquidity by Partners with all levels of management to leverage analytical abilities, business acumen, and tools such as Excel, ERPs, and business information systems to guide sound decision making. Supports both finance and non-finance management. Identifies and implements Process Improvement opportunities, drives positive change, and produces high quality Financial Planning and Analysis in support of Management Decisions. Creates Financial Models, produces accurate Forecasts, and creates Key Metrics. Identifies the drivers behind the numbers.Analyzes potential investments, performs Equipment Financing, and makes Lease vs. Buy Decisions. Analyzes profit and loss, working capital, and liquidity.Collaborates with all levels of management including Finance, Accounting, Operations, Warehouse, Supply Chain, Sales, IT, and Legal. Works in Teams, independently, on-site, hybrid, and remote. Experience with large international publicly traded companies, medium size private equity owned companies, and start-ups.
Experience
Fractional Controller
Sep 2024 — Present · Houston, TX, US
Education
Geneva College
Bachelor of Science , Business Administration
Geneva College
Bachelor of Science , Management Science
DePaul Driehaus College of Business
Master of Business Administration - MBA, Managerial Accounting
Skills
- Present Value Analysis
- Strategic Planning
- Cost Reduction
- Nexis Searches
- Balance Sheet Analysis
- Cost Accounting
- Internal Rate of Return
- Oil/Gas
- Financial Analysis
- Finance
- Project Estimation
- Forecasting
- Cash Flow Reporting
- Competition Analysis
- Credit Analysis
- Microsoft Point
- Net Present Value (Npv)
- Accounting
- Lease Administration
- Microsoft Word
- Data Analysis
- Hyperion Smartview
- Cash Flow Analysis
- Corporate Finance
- Visio
- Lease Options
- Microsoft Office
- Variance Analysis
- Analytical Skills
- Hyperion Hfm
- Statistical Control Charting
- Cost Benefit Analysis
- Cash Flow Forecasting
- Financial Variance Analysis
- Data Modeling
- Epc
- Problem Solving
- Earned Value Management
- Financial Reporting
- Microsoft Outlook
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