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Tyler Lewis - Senior FP&A Analyst

[email protected]

Location: Austin, Texas, USA

Relocation: yes

Visa: US Citizen

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Tyler Lewis Senior FP&A | Financial Analyst Email: [email protected] PROFESSIONAL SUMMARY Senior FP&A | Financial Data Analyst with 7+ years of experience across Capgemini, Wells Fargo, Mckensson, and Deloitte, supporting financial planning, forecasting, management reporting, data analytics, and business performance analysis. Strong background in FP&A, budgeting, forecasting, variance analysis, financial modeling, revenue analysis, cost management, profitability analysis, and month-end/quarter-end reporting, with experience working closely with Finance, Accounting, Controllers, and senior business stakeholders. Hands-on experience working with AWS, GCP, and Azure cloud environments, using cloud data platforms to support scalable financial reporting, data integration, analytics, reconciliation, and modernization of traditional spreadsheet-driven processes. Advanced proficiency in Excel, SQL, Power BI, Tableau, Python, Power Query, DAX, VBA, and data visualization, with a practical focus on turning complex financial and operational datasets into clear, decision-ready insights. Experienced in working with SAP, Oracle, HFM, SAP BusinessObjects, SAP BI, Smart View, Snowflake, BigQuery, Azure SQL, and enterprise data warehouses, integrating information from multiple systems for consolidated reporting and analysis. Proven ability to automate recurring reporting and data processes, replacing manual Excel activities with SQL, Python, VBA, Power BI, Tableau, ETL workflows, and cloud-based solutions to improve accuracy, scalability, and turnaround time. Strong understanding of data quality, reconciliation, ETL validation, source-to-target mapping, data cleansing, KPI governance, data lineage, and financial controls, with a focus on making sure reported numbers can be trusted. Comfortable owning projects from requirements gathering through solution design, development, UAT, implementation, documentation, and stakeholder adoption, while working with Finance, IT, Data Engineering, QA, Risk, and Operations teams. Known for combining financial understanding with technical problem-solving, proactively investigating variances and data issues, improving reporting processes, documenting SOPs, and communicating findings in a straightforward way that business leaders can act on. SKILLS Category Technologies / Skills FP&A & Finance Financial Planning & Analysis, Budgeting, Forecasting, Actuals, Restatements, Variance Analysis, Revenue Analysis, Cost Analysis, Profitability Analysis, Financial Modeling, Scenario Analysis, Management Reporting, Month-End Close Cloud & Data Platforms AWS: S3, Glue, Redshift GCP: BigQuery, Cloud Storage, Cloud SQL, IAM Azure: Azure Data Factory, Azure SQL, Blob Storage, Azure Analytics Databases & SQL SQL, PL/SQL, BigQuery SQL, Azure SQL, Data Warehousing, Data Modeling, Query Optimization, Joins, CTEs, Stored Procedures, Data Reconciliation BI & Visualization Power BI, Tableau, QlikView, SAP BusinessObjects, Crystal Reports, DAX, Power Query, KPI Dashboards, Scorecards, Executive Dashboards, Data Visualization Advanced Excel Advanced Excel, PivotTables, Power Query, XLOOKUP, INDEX/MATCH, SUMIFS, VBA, Macros, Financial Models, Scenario Analysis, Reconciliation, Reporting Automation ERP & Financial Systems SAP, Oracle, HFM, SAP BO, SAP BI, Smart View, ERP Reporting, Financial Consolidation, Enterprise Reporting Programming & Automation Python, SQL, PL/SQL, VBA, Excel Macros, Power Automate, Workflow Automation, Reporting Automation Data Engineering / ETL ETL, ELT, Data Cleansing, Data Validation, Data Profiling, Source-to-Target Mapping, Data Lineage, Metadata Analysis, Pipeline Validation, Data Quality Analytics & Governance Financial KPI Analysis, Trend Analysis, Root-Cause Analysis, Data Governance, KPI Governance, Reporting Standards, Reconciliation Controls, Audit Support Project & Delivery Agile, Scrum, UAT, SIT, Regression Testing, Requirements Gathering, BRD/FRD, Functional Specifications, Jira, SharePoint, HP Quality Center, SOPs, DTPs Stakeholder Management Business Requirements, Cross-functional Collaboration, Executive Reporting, CFO/Controller Reporting, Stakeholder Communication, Process Improvement, Change Management, Team Mentoring Senior FP&A Analyst (2024 Present) (Remote) Client - Capgemini Own end-to-end FP&A reporting and financial analysis across actuals, forecast, budget, restatement, revenue, bookings, and operational KPIs, working closely with business units, controllers, and senior stakeholders to deliver accurate numbers within monthly and quarterly close timelines. Lead the upgrade and optimization of a consolidated A/R reporting platform, partnering with Finance and IT teams to improve data flow, reporting reliability, resource utilization, and overall system throughput while identifying opportunities to reduce manual effort and operating costs. Support the modernization of financial reporting by migrating critical Excel-based reports and management dashboards to Tableau and Power BI, improving accessibility, scalability, visualization, and adoption across global stakeholders. Work with AWS cloud-based data environments to support scalable financial reporting and analytics, using services such as Amazon S3, AWS Glue, and Amazon Redshift where appropriate for data ingestion, transformation, storage, and analytical reporting workflows. Extract, validate, cleanse, reconcile, and analyze large financial datasets from Oracle, SAP, HFM, SAP BusinessObjects, SAP BI, Smart View, Excel, and cloud data repositories, investigating discrepancies and performing root-cause analysis before publishing management reports. Develop and maintain Power BI and Tableau dashboards, scorecards, KPI reports, and management reporting packs, translating complex financial and operational data into clear insights that help leadership understand trends, risks, variances, and business performance. Own the monthly actuals, forecast, budget, and restatement cycle, comparing current performance against prior forecasts, budgets, and historical trends, investigating significant variances, and working with business teams to develop meaningful explanations and management commentary. Prepare recurring and ad-hoc management reports including Flash, R&O, revenue by sector, bookings, top accounts, headcount, operational KPIs, and controller/CFO reporting, ensuring figures are reconciled and validated before executive distribution. Use SQL and advanced Excel for data extraction, reconciliation, validation, variance analysis, and reporting automation, including Excel macros/VBA to reduce repetitive manual reporting activities and improve turnaround time. Partner with IT, Finance, and business stakeholders to gather reporting requirements, translate business needs into functional specifications, validate system enhancements, and lead UAT, ensuring new reporting capabilities meet finance controls, accuracy, and usability expectations. Establish stronger data-quality and KPI governance practices by defining validation checks, reconciliation procedures, reporting standards, and ownership rules, helping prevent inconsistent metrics and improving confidence in financial reporting. Perform detailed variance and trend analysis, challenge unusual movements in revenue, A/R, costs, bookings, and other financial indicators, and communicate actionable findings and potential risks to business leaders and controllers. Develop and maintain SOPs, process documentation, reporting controls, and DTPs for recurring FP&A activities, standardizing processes and supporting audit readiness, knowledge transfer, business continuity, and consistent execution across teams. Manage reporting requests and stakeholder queries through structured prioritization, ensuring ad-hoc analysis and financial reporting requests are completed within agreed SLAs, while proactively resolving data issues and communicating dependencies or risks. Mentor cross-functional team members on financial analytics, Power BI/Tableau visualization, KPI interpretation, data validation, and reporting best practices, while continuously looking for opportunities to simplify processes, automate manual work, and improve the quality of insights delivered to senior management. FP&A Analyst (2022 2024) (San Francisco, CA) Client - Wells Fargo Owned recurring FP&A reporting, financial analysis, forecasting, budgeting, variance analysis, and management reporting, partnering with Finance, Operations, Risk, and Technology teams to provide accurate insights for business decisions. Built and maintained financial dashboards, scorecards, and executive reporting using Power BI, Tableau, QlikView, Crystal Reports, and Advanced Excel, bringing together revenue, expense, profitability, risk, and operational KPIs from multiple source systems. Used Google Cloud Platform (GCP) to support cloud-based financial analytics and reporting workflows, working with services such as BigQuery, Cloud Storage, and Cloud SQL for scalable data storage, querying, reconciliation, and downstream reporting. Developed and optimized SQL and PL/SQL queries to extract financial data, perform backend validations, reconcile source-to-report numbers, investigate discrepancies, and support month-end and management reporting activities. Worked closely with business stakeholders and technical teams to understand FP&A requirements, translate business problems into practical reporting solutions, and coordinate implementation from requirement gathering through testing and production support. Supported a cloud-based FP&A reporting modernization initiative, helping move selected reporting datasets from traditional database processes into GCP BigQuery, improving accessibility of financial data and reducing dependency on manual extraction and spreadsheet-based reporting. Performed detailed actual vs. budget, forecast vs. actual, and period-over-period variance analysis, investigating unusual movements in revenue, expenses, profitability, and operational metrics and working with business owners to develop meaningful commentary. Built automated reporting workflows using SQL, Excel VBA/macros, Power Query, and BI tools, reducing repetitive manual activities and improving the consistency, accuracy, and turnaround time of recurring financial reports. Performed source-to-target mapping, data profiling, data cleansing, ETL validation, metadata analysis, reconciliation, and data-quality checks for enterprise data warehouse and financial reporting initiatives. Led and supported UAT, SIT, regression testing, backend database validation, and financial reconciliation, working with ETL developers, QA teams, database teams, and business users to identify defects and validate fixes before production deployment. Prepared business requirements documents, functional specifications, use cases, workflow diagrams, process flows, mapping documents, and reporting documentation, ensuring technical teams had a clear understanding of finance and business requirements. Managed financial and risk-related reporting around sanctions screening, transaction monitoring, high-risk accounts, and operational risk KPIs, validating underlying data and escalating unusual trends or potential issues to appropriate stakeholders. Applied root-cause analysis and data-quality controls to investigate reporting discrepancies, ensuring financial and risk information was complete, accurate, and properly reconciled before being shared with management. Worked in an Agile/Scrum environment, participating in sprint planning, daily stand-ups, backlog refinement, sprint reviews, requirement prioritization, defect discussions, and release activities using Jira, SharePoint, and HP Quality Center. Partnered with Finance, Compliance, Risk, Operations, and Technology teams on process optimization and financial-data governance initiatives, identifying manual bottlenecks, improving controls, and delivering reporting enhancements that supported expense management, operational efficiency, and stronger management visibility. FP&A Analyst (2021 2022) (Irving, TX) Client - Mckensson Owned monthly and quarterly FP&A reporting, forecasting, budgeting, variance analysis, and financial performance tracking, partnering with Finance and business teams to understand revenue, cost, profitability, and operational drivers across healthcare operations. Built and maintained Power BI dashboards and KPI scorecards covering revenue, operating expenses, profitability, budget performance, and key operational metrics, giving leadership a clearer view of business performance and emerging trends. Used Microsoft Azure analytics services, including Azure Data Factory, Azure SQL Database, and Azure Blob Storage, to support financial-data ingestion, transformation, validation, and reporting workflows and reduce reliance on manual data preparation. Developed and optimized SQL queries to extract, reconcile, cleanse, and validate large financial and operational datasets, including millions of records, while investigating data-quality issues and ensuring reporting outputs were accurate. Led a reporting automation initiative using Azure analytics tools, SQL, Power BI, and Excel, reducing manual reporting effort by approximately 30% and creating a more consistent process for recurring finance reports. Prepared monthly, quarterly, and annual forecasts using historical performance, business assumptions, trend analysis, and scenario modeling, helping finance leaders evaluate resource requirements and improve planning accuracy. Performed detailed actual vs. budget and actual vs. forecast variance analysis, investigated significant movements in revenue and expenses, and worked with business owners to understand root causes and provide actionable financial commentary. Partnered with Accounting during month-end close, validating financial information, reconciling discrepancies between source systems and reporting outputs, and ensuring accurate and timely reporting across multiple business units. Owned critical data-validation and reporting workflows, including data roll-ups to parent entities, reconciliation checks, and pipeline-level quality controls; introduced improved SQL logic and Excel validation frameworks that reduced data-validation errors by approximately 40%. Supported budgeting, financial modeling, and scenario analysis by consolidating business inputs, challenging assumptions, evaluating cost and operational impacts, and identifying opportunities for expense optimization; streamlined planning activities and contributed to approximately 20% improvement in planning-cycle efficiency. Financial Data Analyst (2019 2021) (Remote) Client - Deloitte Supported end-to-end financial data analysis and reporting across large enterprise datasets, working with SAP, Oracle, ERP systems, data warehouses, and operational data sources to produce accurate financial and KPI insights for business stakeholders. Built and maintained complex SQL queries to extract, reconcile, cleanse, and analyze financial and operational datasets, including revenue, expenses, transactions, client, merchant, and business-unit information, while improving query performance for recurring reporting needs. Worked extensively with Google Cloud Platform (GCP) as the primary cloud analytics environment, using BigQuery, Cloud Storage, and IAM to support scalable data analysis, controlled data access, and cloud-based reporting workflows. Contributed to a GCP-based financial analytics and reporting initiative, helping consolidate data from multiple enterprise sources into structured analytical datasets in BigQuery, improving accessibility and consistency for downstream reporting and management analysis. Developed and maintained Power BI and Tableau dashboards, using DAX, Power Query, calculated measures, data modeling, and interactive visualizations to track financial performance, operational KPIs, revenue trends, expenses, workload, and service-level metrics. Used Advanced Excel extensively for financial analysis, including PivotTables, XLOOKUP/INDEX-MATCH, SUMIFS, conditional logic, financial models, reconciliation templates, scenario analysis, and reporting automation, reducing repetitive manual analysis. Applied Python and SQL-based data-cleaning techniques to profile large datasets, identify missing or inconsistent records, validate business rules, transform data, and prepare reliable datasets for financial reporting and analytical use cases. Supported financial planning, forecasting, budgeting, and variance analysis by comparing actual performance against budget and prior-period results, identifying key financial drivers, and preparing clear analysis and commentary for stakeholders. Designed and maintained a structured Data Book and data-lineage documentation, documenting table schemas, column definitions, business rules, data ownership, source-to-target relationships, and reporting definitions to improve consistency across analytics teams. Collaborated with Finance, Analytics, Technology, and business stakeholders to gather requirements, define KPIs, establish reporting standards, validate ETL/data pipelines, and deliver data-driven financial reporting solutions, while improving data quality, governance, and confidence in management reporting. Education St. Edward s University - Austin, Texas Bachelor of Business Administration (BBA), Finance 2015 2019 Focus: Corporate Finance, Financial Analysis, Accounting, Investments, Financial Modeling, Budgeting & Forecasting, Business Analytics Relevant coursework: Financial Management, Managerial Accounting, Statistics, Business Analytics, Investments, Corporate Finance St. Edward s officially offers a BBA in Finance in Austin, with coursework aimed at finance, analytical decision-making, corporate finance, investments and FinTech. The University of Texas at Austin - McCombs School of Business Master of Science (MS), Business Analytics 2019 2020 Focus: Business Analytics, Data Analysis, Predictive Analytics, Database Management, Statistical Modeling, Data Visualization Tools/skills developed: SQL, Python, Tableau/Power BI, statistical analysis, data modeling, business intelligence UT Austin's McCombs MS in Business Analytics is a 10-month program covering analytics, AI, statistics, optimization, and practical business problem-solving, making it a particularly natural fit for the later Financial Data Analyst role. Certifications Microsoft Certified: Power BI Data Analyst Associate (PL-300) Google Cloud Certified: Associate Cloud Engineer FMVA Financial Modeling & Valuation Analyst Keywords: quality analyst artificial intelligence business intelligence sthree active directory rlang information technology hewlett packard microsoft mississippi procedural language bay area California Texas Utah