Dallin Hardy
Sr. Financial Analyst @ Crumbl
About
I have 6+ years of accounting and finance experience to go along with my bachelor’s in finance and MBA., specifically spending time within the manufacturing, warehouse, and restaurant franchise industries. I have been building my skillset in financial modeling, budgeting/forecasting, various types of financial analysis, data projects (SQL, Tableau) and working on strategic finance initiatives with senior leadership. I’m seeking to advance my career path towards becoming a top finance professional in an organization by looking for a Senior Financial Analyst role.
United States
Pleasant Grove
Food & Beverages
SQL, Forecasting, Budgeting, Financial Modeling, Financial Analysis, Microsoft Dynamics Great Plains, NetSuite Planning and Budgeting, Smart View, ServiceNow, NetSuite, Inventory Analysis, Account Reconciliation, ADP Payroll, Microsoft Word, Tableau, Inventory Management, Warehouse Operations, Microsoft Excel, Distribution Center Operations, Data Analysis
Experience

Financial Analyst II
Lindon, Utah, United States
There have been a few focuses with my time at Crumbl, from approving and analyzing franchise store financials and making Tableau dashboards, to building our corporate forecasts and budgets from the ground up. • Developed and maintained financial models for budgeting and forecasting in Excel for payroll, travel, software, and all other operating expenses for yearly budgets among multiple subsidiaries • Performed ad-hoc analysis and scenario modeling for bonus structure and payout, product pricing, P&L performance, etc. • Organized and lead executive and vp level department meetings for budget variance analysis discussions tailored to the shareholder’s departmental needs and strategic goals • Built automated Tableau dashboards for KPI tracking, financial scorecards, and trend analysis of 650+ franchise locations • Helped implement NetSuite Planning and Budgeting with Smart View in Excel, focusing on Workforce modules for enhanced payroll forecasting • Supported franchise owners and accountants in their financial income statement and balance sheet submissions to corporate

HR Coordinator
Draper, Utah, United States
Managed aspects of on-boarding, employee filing, and learned about company culture. • Forecasted monthly cash flow for international vendors based on payment terms each week to assist the CEO in managing capital allocation • Tracked and analyzed payments along with a vendor deposit account to coincide with some roles of Accounts Payable • Reconciled multi-location inventory reports, ensuring accurate month-end close processes • Designed saved searches and automated reports in NetSuite to enhance data-driven decision-making.

Inventory Acccountant/Analyst
Salt Lake City, Utah, United States
A role I had for HandStands Promo post Energizer Holdings Acquisition. I fulfilled tasks in accounting, supply chain, sales, product development, Electronic Data Interchange, production, and warehousing teams. Roles held under accounting: • Prepared forecast for monthly cash flow report every week for the Chief Executive Officer in order to get financing from the bank. • Tracked and analyzed a payment schedule of international vendors according to their payment terms. • Evaluated sales and freight expenses for our promotional, retail, and E-commerce departments. • Helped create journal entries for month-end close and reconcile varying inventory accounts such as a vendor deposit account, drop ship, obsolescence, and related inventory trial balance. Roles held under supply chain: • Worked with the supply chain manager as well as others to create a process to do year-end inventory. • Created inbound shipments with adding landed costs. • Prepared work orders for production to use for product assemblies. • Made inventory transfers, transfer orders, and inventory adjustments daily/weekly. • Created over 2,100 item numbers in a four-month time frame during an acquisition of a sister company. • Provided Business Intelligence fields, Harmonized Tariff Schedule codes, Universal Product Code numbers among other needed fields to new and existing item numbers. Roles working with other departments in the business include: • Gaining understanding how a product would run through production from product development was critical when setting up new item numbers. • Collaborating with the lead sales rep and the Electronic Data Interchange team for E-commerce was important as we worked with reports from Amazon to ship the desired products from our warehouse. • Managed differing item numbers shown in Shopify from NetSuite so invoicing could be done correctly. • Worked with production and warehousing managers to prepare the warehouse for physical inventory counts.

Inventory Accuracy Lead
Salt Lake City, Utah, United States
Helped manage warehouse operations during stage of growth through acquisitions. Some roles I had include: • Conducted multiple cycle counts daily for different products to reflect correct information used by shipping, sales, and purchasing departments. • Planned and carried out an inventory process two or three times when the warehouse was shutting down. • Verified proof of deliveries and fulfilled other assignments given by managers, to help warehouse functionality.

Warehouse Team Lead
Salt Lake City, Utah, United States
• Trained and lead employees to learn different processes for specific customers to help carry out weekly orders. • Cross trained with different customer orders to help others as needed and to gain more experience. • Came up with process improvements from how things were done at one time to be more efficient.

Warehouse Associate
Salt Lake City, Utah, United States
• Communicated well with team leads and other co-workers to complete multiple customer orders in a timely manner. • Learned to pull products for orders accurately and consistently along with shipping and creating Bills of Lading for freight carriers. • Learned receiving process for new container shipments that arrived at our dock. • Became forklift certified on different forklifts, and order pickers.
Education

• Conducted quantitative and qualitative market analysis as a Global Strategy Consultant for an Irish startup. • Held one-on-one and group interviews with angel investors • Analyzed competitors to better understand their strengths and weaknesses in comparison to the company’s and to find a gap in the market • Performed competitive analysis and investor outreach to develop strategic brand positioning and marketing • Collaborated with team members; managed client interactions and project assignments
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