CHASE COWART
Woodstock
Summary
Strategic finance leader with 9+ years of progressive FP&A, corporate finance, and operational finance experience across Fortune 50, private equity-backed, and high-growth organizations including Amazon, The Home Depot, and United Site Services. Proven track record managing large-scale P&Ls, leading forecasting and planning processes, driving operational efficiency, and partnering with executive leadership to improve profitability and strategic decision-making. Strong background in financial modeling, KPI reporting, pricing strategy, automation, business intelligence, and data analytics using Tableau, Power BI, SQL, VBA, and enterprise financial systems.
Overview
9
9
years of professional experience
Work History
Regional Finance Manager
UNITED SITE SERVICES
Atlanta
02.2023 - Current
- Lead Annual Operating Plan (AOP), monthly forecasting, month-end close, KPI reporting, profitability analysis, and executive financial reviews.
- Manage full P&Ls across 90 branches representing approximately $400M in annual revenue.
- Partnered with regional operational leadership to enhance financial performance across multiple lines of business.
- Analyze sales, fleet, pricing, and operational KPIs to drive operational efficiency and margin expansion.
- Developed financial business cases that supported strategic initiatives and operational improvement projects.
- Present monthly business reviews and financial performance updates to executive leadership, including CFO, CEO, and private equity stakeholders.
- Lead CAPEX and ROIC analysis, tracking investment performance and capital allocation decisions.
- Drove automation initiatives using AI and SQL to accelerate reporting workflows and enhance financial analysis efficiency.
- Utilize Tableau, Power BI, NetSuite, Salesforce, Snowflake, and advanced Excel modeling to support reporting and decision-making.
- Mentor business partners and operational leaders in interpreting financial data and KPIs.
Finance Manager (L6)
AMAZON
Atlanta
01.2022 - 02.2023
- Managed financial reporting, forecasting, budgeting, and KPI reporting for Amazon's $13B third-party (3P) business segment.
- Led and developed a team of three financial analysts supporting reporting, planning, and business analysis functions.
- Rebuilt the 3P planning model to improve forecast granularity and accuracy.
- Collaborated with procurement, accounting, controllership, data engineering, and finance teams to automate reporting processes, enhancing accuracy and timeliness.
- Performed deep-dive financial analysis and presented strategic recommendations to senior leadership.
- Managed reporting databases and coordinated month-end close adjustments within Cognos/TM1.
- Developed standardized reporting procedures and process documentation, ensuring consistent operational practices across teams.
- Mentored interns and junior analysts on financial planning and reporting processes, fostering skill development and knowledge transfer.
Senior Financial Analyst
ZEP INC.
Atlanta
04.2021 - 01.2022
- Managed FP&A responsibilities and financial reporting for retail, e-business, OEM, ZVC portfolios, enhancing financial insights across divisions.
- Evaluated profitability and ROI of new business opportunities through advanced financial modeling and strategic analysis.
- Assessed pricing strategies and profitability opportunities through pricing analysis, product mix optimization, and cost reduction initiatives.
- Developed macroeconomic pricing narratives, communicating full P&L impacts of price increases to executive leadership and CFO, fostering informed decision-making.
- Developed KPI reporting and financial tools that improved reporting efficiency and business visibility.
- Leveraged SAP and Business Objects to develop enhanced financial reporting and operational dashboards.
- Supported M&A analysis, deal evaluation, and post-acquisition integration activities.
Senior Financial Analyst, Private Brand Finance
THE HOME DEPOT
Atlanta
02.2020 - 04.2021
- Facilitated strategic finance initiatives for supply chain and private brand operations.
- Conducted financial studies and cross-functional analyses to identify operational improvements and value creation opportunities.
- Contributed to annual sales and margin planning processes, aligning with strategic growth initiatives.
- Presented financial findings and operational insights to business partners and executive leadership.
- Built financial reports and data visualizations to support executive decision-making.
- Enabled process improvements and enhanced financial reporting across the organization.
- Performed SQL coding reviews and ETL processes supporting enterprise data warehouse initiatives.
Financial Analyst, Supply Chain Finance
THE HOME DEPOT
Atlanta
02.2019 - 02.2020
- Analyzed financial and operational performance data, developing Tableau dashboards and inventory tracking reports to enhance decision-making.
- Leveraged advanced analytics to refine forecasting and operational planning processes, supporting more accurate financial projections.
- Identified trends, performance variances, and operational improvement opportunities through data-driven analysis, contributing to strategic initiatives.
- Partnered cross-functionally to quantify financial impacts of supply chain and operational decisions.
- Retrieved and analyzed large datasets from Google BigQuery, MicroStrategy, and enterprise reporting systems.
Financial Data Analyst
INTEGRATEC, AN MRI SOFTWARE COMPANY
Atlanta
06.2017 - 02.2019
- Analyzed financial statements, audits, tax returns, budgets, and occupancy data for multiple clients.
- Ensured data quality and integrity through effective validation and standardization processes.
- Developed VBA macros and Excel automation tools to streamline data management workflows.
- Built dashboards and investor reporting tools for fund-level financial analysis.
- Facilitated implementation and onboarding of new clients into enterprise software systems, enhancing user experience.
- Cultivated multiple client relationships, delivering high service quality and accurate reporting.
Education
BBA - Finance
Kennesaw State University
Kennesaw, GA05-2017
Skills
- FP&A
- Strategic Finance
- P&L Management
- Financial Modeling
- Forecasting & Budgeting
- Executive Reporting
- KPI Development
- Pricing Strategy
- CAPEX & ROIC Analysis
- Profitability Analysis
- SQL
- Tableau
- Power BI
- Automation
- Data Analytics
- Financial Reporting
- Leadership
- Operational Finance
- Deal Analysis
Timeline
Regional Finance Manager
UNITED SITE SERVICES
02.2023 - Current
Finance Manager (L6)
AMAZON
01.2022 - 02.2023
Senior Financial Analyst
ZEP INC.
04.2021 - 01.2022
Senior Financial Analyst, Private Brand Finance
THE HOME DEPOT
02.2020 - 04.2021
Financial Analyst, Supply Chain Finance
THE HOME DEPOT
02.2019 - 02.2020
Financial Data Analyst
INTEGRATEC, AN MRI SOFTWARE COMPANY
06.2017 - 02.2019
BBA - Finance
Kennesaw State University