Jason Cox
Financial Analyst II at SmartPay Leasing- Claim this Profile
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English Native or bilingual proficiency
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German Elementary proficiency
Topline Score
Bio
Credentials
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Certificate of Accounting
Columbus State Community College
Experience
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Financial Analyst II
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Oct 2020 - Present
- Responsible for budget process and monthly reforecasting- Responsible for delivering monthly P&L variance analysis and working with department heads on major variances- Developed monthly and budget reporting decks for Senior Leadership and the BoD- Responsible for updating and providing weekly reporting packages to Senior Leadership and BoD- Developed weekly reporting for the Sales team to better track performance of our merchants and to provide better focus for sales… - Responsible for budget process and monthly reforecasting- Responsible for delivering monthly P&L variance analysis and working with department heads on major variances- Developed monthly and budget reporting decks for Senior Leadership and the BoD- Responsible for updating and providing weekly reporting packages to Senior Leadership and BoD- Developed weekly reporting for the Sales team to better track performance of our merchants and to provide better focus for sales efforts- Assist Accounting team to help with various accruals and improve depreciation curves- Assist the Finance team to improve budget/forecast models and reporting tools to better streamline processes and improve efficiency Show more Show less
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Branch Operations and Finance Analyst
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Sep 2018 - Oct 2020
• Developed and manage budget and forecasting models and process for the Gold Medal Branches.• Developed monthly P&L reporting for the branches.• Created a database to speed up reporting processes and make financial and operational data more easily accessible to fellow analysts and branch managers.• Responsible of internal audits of Gold Medal Branches• Initiated route and branch operational changes to improve branch productivity and profitability.• Responsible for making… • Developed and manage budget and forecasting models and process for the Gold Medal Branches.• Developed monthly P&L reporting for the branches.• Created a database to speed up reporting processes and make financial and operational data more easily accessible to fellow analysts and branch managers.• Responsible of internal audits of Gold Medal Branches• Initiated route and branch operational changes to improve branch productivity and profitability.• Responsible for making sure branches are following all Gold Medal policies.• Responsible for managing all DOT and federal motor carrier regulations.• Assist HR in safety audits for branches. Show more Show less
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Financial Analyst
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Oct 2014 - Sep 2018
- Developed and managed budget for warehouse operations- Managed reporting on weekly and quarterly basis for specific clients- Use cost accounting principles to drive down costs and maximize profit- Responsible for weekly communication of budget analysis and KPI reporting- Developed ad hoc models to help operations management
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Billing Specialist
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Oct 2013 - Oct 2014
- In charge of managing contractor pay across the network.- Bill for eight main clients.
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Routing and Capacity Analyst, Scheduler
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Aug 2009 - Oct 2013
- Routes deliveries for 7 Exel Direct warehouses on a daily basis- Utilizes effective capacity management to maximize productivity and cut costs- Builds and maintains strong professional relationships with field associates and GMs, DMs and warehouse support representatives- Effectively manages trucks and drivers by keeping them within Department of Transportation hours of service as well as cube and weight limits- Consistently thought outside of the box to ensure deliveries met… - Routes deliveries for 7 Exel Direct warehouses on a daily basis- Utilizes effective capacity management to maximize productivity and cut costs- Builds and maintains strong professional relationships with field associates and GMs, DMs and warehouse support representatives- Effectively manages trucks and drivers by keeping them within Department of Transportation hours of service as well as cube and weight limits- Consistently thought outside of the box to ensure deliveries met service standard cycle times as dictated by various clients- Re-configured routes to accommodate escalated and high priority customer requests- Consistently monitors scheduled skus to ensure adequate assembly time is allocated for every stop for each truck everyday- Used customer service skills to communicate with individual customers on a daily basis for scheduling their deliveries- Clearly communicated pertinent information to customers regarding deliveries all in a 2 minute phone call- Worked with other departments at the Delivery Service Center to ensure each customer was highly satisfied with their entire delivery experience Show more Show less
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Cook at The PAD
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Apr 2006 - Mar 2009
- Prepaired orders and helped manage kitchen in a high-volume university ran pizza shop- Assisted in training new associates
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Volunteer
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Mar 2005 - Apr 2005
- Participated in running school fairs in the Columbus area
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Volunteer
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Dec 2003 - Dec 2003
- Helped organize canned goods and gifts for needy families in the Canton, OH, area
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Education
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The Ohio State University
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Columbus State