Kaleb Mathis
Public Utility Analyst at Florida Public Service Commission- Claim this Profile
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Bio
Credentials
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Certified Associate in Project Management (CAPM)
Project Management InstituteFeb, 2021- Oct, 2024
Experience
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Florida Public Service Commission
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United States
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Utilities
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100 - 200 Employee
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Public Utility Analyst
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Sep 2020 - Present
• Conduct financial analysis on economic data to develop an appropriate capital structure and determine an optimal rate of return for utilities to ensure cost recovery and remaining capital • Develop written and oral presentations based on analysis to present to the Commission to help determine rates, decisions on investments or projects, borrowing limits, authority to issue/sell securities, etc. • Develop budgets by analyzing utility proposals, estimating costs, and determining a revenue requirement • Analyze financial statements, expense reports, applications to discover and investigate variances between authorized/budgeted expense amounts and actual expense amounts found on the income statement • Create financial models to forecast performance and track KPIs of utilities, develop a 3-Statement Model and Capital Asset Pricing Model, measure the impact of potential capital investments or market conditions Show less
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State of Florida
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Government Administration
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700 & Above Employee
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Accountant
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Jul 2018 - Sep 2020
• Processed incoming payments with strict attention on Account Identification and Revenue Source Codes, while maintaining an accuracy rating of 96.9% • Supported leadership by verifying all daily deposits of Receipts and Reconciliation teams to determine accuracy and perform account balancing, resulting in a 0.25% error rating • Served as the liaison between the bank and financial services to communicate any monetary imbalances, payment disputes, or of any accounts that needed to be reconciled in a timely manner • Processed and deposited up to $50 million in invoice payments into the CODA database Show less
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Target
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United States
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Retail
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700 & Above Employee
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Manager/Team Lead
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Oct 2017 - Dec 2017
Drive total store sales. Create schedules and make adjustments as needed to align to guest traffic and business needs. Plan daily/weekly merchandising and pricing workload including endcap display transitions, sales plans, work schedules, and event planning. Assist with onboarding and train new sales associates with effective training methods. Establish a culture of accountability through clear goals, expectations and performance management. Drive total store sales. Create schedules and make adjustments as needed to align to guest traffic and business needs. Plan daily/weekly merchandising and pricing workload including endcap display transitions, sales plans, work schedules, and event planning. Assist with onboarding and train new sales associates with effective training methods. Establish a culture of accountability through clear goals, expectations and performance management.
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Convergys
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United States
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Outsourcing and Offshoring Consulting
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700 & Above Employee
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Team lead Trainee I
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Aug 2016 - Dec 2016
Supervised a group of 15 call center associates, including work and attendance monitoring. Coached each associate individually on topics such as customer service, tone of voice, and salesmanship. Led weekly team meetings to communicate company expectations and address any associate concerns. Identified performance related issues, developed disciplinary action reports, and approved attendance time cards. Maintained an average of an exceptional 12 % sales conversion rate of “add -on” products Supervised a group of 15 call center associates, including work and attendance monitoring. Coached each associate individually on topics such as customer service, tone of voice, and salesmanship. Led weekly team meetings to communicate company expectations and address any associate concerns. Identified performance related issues, developed disciplinary action reports, and approved attendance time cards. Maintained an average of an exceptional 12 % sales conversion rate of “add -on” products
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Enterprise
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United States
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Travel Arrangements
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700 & Above Employee
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Management Trainee Intern
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May 2016 - Aug 2016
Deescalated pressured situations for customers. Maintained an average of at least 30 % sales conversion rate of company protection packages. Shadowed leadership in b2b marketing collaborations. Analyzed reservation lists and helped assign daily tasks. Deescalated pressured situations for customers. Maintained an average of at least 30 % sales conversion rate of company protection packages. Shadowed leadership in b2b marketing collaborations. Analyzed reservation lists and helped assign daily tasks.
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Adventure Island Busch Gardens
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United States
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Recreational Facilities
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100 - 200 Employee
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Sales Associate
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Sep 2015 - May 2016
Managed a number of customers in a high-paced environment. Solved customer queries in an efficient manner. Trained 3 employees on customer service, cash handling, and operational procedures. Promoted from seasonal worker to part-time worker after working there for three months. Managed a number of customers in a high-paced environment. Solved customer queries in an efficient manner. Trained 3 employees on customer service, cash handling, and operational procedures. Promoted from seasonal worker to part-time worker after working there for three months.
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Bealls, Inc.
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United States
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Retail
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700 & Above Employee
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Sales Associate
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Jun 2014 - Apr 2015
Met a monthly goal of 5 credit card sales consistently. Upsold “add-on” items to customers to make a more profitable sale. Performed cashier balancing of 14 registers for the entire store at the end of the work night. Selected by management to train six employees on exceptional customer service. Met a monthly goal of 5 credit card sales consistently. Upsold “add-on” items to customers to make a more profitable sale. Performed cashier balancing of 14 registers for the entire store at the end of the work night. Selected by management to train six employees on exceptional customer service.
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Cutco Vector Marketing Corp
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United States
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Manufacturing
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1 - 100 Employee
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Sales Representative
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May 2013 - Aug 2013
Accumulated an average sales total of about $650 on a weekly basis. Built a book of business through networking referrals. Performed demonstrations of Cutco products to customers at least eight times a week. Accumulated an average sales total of about $650 on a weekly basis. Built a book of business through networking referrals. Performed demonstrations of Cutco products to customers at least eight times a week.
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Education
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2017 - 2019
Florida State University - College of Business
Master of Business Administration - MBA, Business Administration and Management, General -
2013 - 2017
University of South Florida
Bachelor's degree, Business, Management, Marketing, and Related Support Services
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