Todd Metzler

Financial Assistant @Brightside

Wilmington, DE, US
EMAILS
t••••••••@gobrightside.com
MOBILE NUMBERS
+18•••••••00

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WORK HISTORY

Apr 2022 — Present

Financial Assistant @Brightside

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Collaborating with our clients to help reduce their financial stress by enabling them to take the next best step in their personal financial journeys through listening, counseling, educating, and encouraging action.Brightside\'s raison d\'être is to improve the financial health and wellness of working families so that everyone has one place, provided by their employer, to trust for their financial needs. This will lead to relieving financial stress, lowering healthcare costs, and improving productivity!

EDUCATION

N/A

Lebanon Valley College

Bachelor of Science - BS, Actuarial Science, Cum Laude Graduate

SKILLS

Risk ManagementBudgetingAnalysisSarbanes-OxleyCash FlowNonprofitsCost AccountingFinancial ReportingAccountingFinancial PlanningCoachingData ReconciliationUs GaapLeading Corporate WorshipPublic SpeakingTreasuryProcess ImprovementNon-ProfitsStrategic Financial PlanningForecastingManagerial FinanceProofreadingNote TakingFinancial AnalysisMergers & AcquisitionsTeachingConsolidationBuilding RelationshipsCorporate FinanceHelping Others SucceedSapMicrosoft OfficeIfrsInternal ControlsVariance AnalysisTreasury ManagementCash Flow ForecastingBoard LeadershipPowerpointMicrosoft Excel

ABOUT TODD METZLER

My \"North Star\" in life is ENGAGING WITH PEOPLE - Helping, Encouraging, Advising, ListeningExperienced Finance Professional with extensive opportunities supporting the senior management of multiple divisions of global chemical manufacturer, DuPont, as well as global coatings company, Axalta Coating Systems. My expertise includes budgeting, forecasting, financial reporting, variance-trend analysis, process improvement, knowledge exchange, and database management. Six Sigma Green Belt certified. Numerous colleagues over the years have consistently recognized me for effectively collaborating with vendors and with global business partners in staff, scientific/R&D, and service centers to achieve better results!When I am not working with spreadsheets and databases helping organizations thrive, I love to both announce and umpire Little League basesball games, teach Adult Education classes, and sing in groups within the context of my leadership in two non-profit community organizations.Please contact me: t••••••••@comcast.net OR 30••••••49Core Competencies:• Budgeting, Forecasting, Analyzing and Presenting Financial Results to Sr. Management • Teaching - classroom settings as well as one-on-one• Counseling in a non-profit volunteer capacity - Financial, Life Challenges, Conflict Resolution• Financial Reporting• Data Management, Data Research, Data Analytics, Data Reconciliation• Project Management - e.g. R&D Tax Credit Filings with Tax Division • ERP Implementation / SAP Project Team Member• Vendor Management - 3rd Party Employee Compensation and Benefit Administration• SEC Reporting - Annual Report (Form 10K) Footnotes and Annual Proxy Stmt. Comp. Tables• Financial Modeling - Review, Validate, and Modify

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