Rachel Feldman
Financial Analyst II · FP&A, Manufacturing
Charlotte, NC(704) 555-0137rachel.feldman@email.comlinkedin.com/in/rachelfeldman
Summary
Financial analyst with 7 years in corporate FP&A at a manufacturer and a freight carrier. Builds driver-based budgets and rolling forecasts in Adaptive Planning and Excel, and writes the monthly price, volume and mix bridges plant and finance leaders use to explain results.
Experience
Financial Analyst II, FP&A · Catawba Industrial ProductsApr 2022 – Present
Charlotte, NC
- Built the driver-based 2026 operating budget in Workday Adaptive Planning for 3 plants and $418M in revenue, replacing 40 linked Excel files.
- Produced the monthly variance package for the CFO: price, volume, mix and material cost bridges by plant, delivered by workday 6.
- Caught a $1.9M freight accrual shortfall during a Q3 forecast review, traced to a carrier rate increase missing from standard cost.
- Wrote the capital request template and NPV and IRR reviews for 14 equipment projects totaling $11.2M; 2 were deferred on payback.
- Rebuilt the 13-week cash forecast in Power BI from NetSuite and bank data, cutting average weekly forecast error from 9% to 3%.
Financial Analyst · Piedmont Freight LogisticsJul 2019 – Mar 2022
Charlotte, NC
- Prepared monthly lane profitability reports for 220 shipper accounts; sales used them to reprice 31 lanes running below cost.
- Pulled GL and TMS data with SQL for a lease versus buy analysis on 60 tractors, presented to the VP of Operations.
- Handled month-end accruals and balance sheet reconciliations for 4 terminal cost centers during the first 18 months.
Education
B.S.B.A. Finance, minor in Economics · The Ohio State University, Fisher College of BusinessMay 2019
Skills
Planning & Analysis: Annual budget, Rolling forecast, Variance analysis, Standard cost, Capex review (NPV, IRR, payback), 13-week cash forecast
Systems: Workday Adaptive Planning, NetSuite, Power BI, SQL, Excel (XLOOKUP, Power Query, pivot tables)
Certifications
CFA Level I, passed (CFA Institute, 2021)