Austin Helie

• Administered HFM application to Key Finance Partners, including consolidation, management reporting, and budgeting exercises, across SBU’s to provide insights and financial narratives to Sr. Finance Director and CEO. • Calculated FX currency conversion effect on turnover, consolidated and reported out SBU weekly sales forecast, and broke out sales report by category and product growth drivers for each respective SBU. • Analyzed and summarized earnings results of top competitors, delivering pertinent transcript highlights and supporting P&L analysis to CEO, within one hour of earnings call conclusion. • Created monthly CEO slide deck of key performance metrics pertaining to forecast, budget, and stretch scenarios for review by Group senior executives and Finance team.

2019 Financial Leadership Development Program Cohort • Proposed management action plans to reduce identified risk through improvement of controls, preventing double counting of shipping and transportation invoices from key vendor partner. • Executed and managed annual engagement road map, including maintaining audit schedule and audit summary presented to senior Internal Audit Leadership and Board of Directors. • Performed data cleaning and analyses to uncover relationships between large data sets related to areas of risk during engagements; utilized data visualization tools to clearly convey relations between data sets reviewed. • Assisted in performing ongoing risk assessment and the development of priority audit engagements.

• Coordinated, attended, and participated in client-facing meetings and conferences throughout the country • Centralized in-house client meeting procedures to streamline the meeting process for participating departments and provide clear direction for necessary requests. Reduced meeting procurement time from 2 weeks to 4 days. • Created, oversaw, and maintained sales and marketing data for 9 managers covering 15 firms. • Researched topics including Big Data, E-Sports, and Blockchain to educate and present to senior executives, providing awareness of budding technology trends for potential investment opportunities. • Strengthened public speaking skills by competing against 3 other co-op students and presenting an MFS Mutual Fund pitch among 100+ peers and management for evaluation.

• Conducted financial advisor due diligence reports utilizing Brightscope Beacon, FINRA, and SEC resources • Generated Morningstar Peer Rank reports regarding defined contribution retirement plans against competitors • Automated daily tasks using Excel and Outlook Visual Basic to code functions used throughout the sales desk • Managed and orchestrated in-house conferences with the appropriate materials needed for client meetings

• Networked with new and repeat customers, creating long-term relationships and cross-selling opportunities, attributing to 75% increase in sales for Milwaukee Brand, and 34% net sales increase across all owned brands. • Analyzed sales reports to forecast future sales opportunities in key categories of growth such as Hand Tools and Accessories, driving territory expansion opportunities in additional departments within Home Depot store footprint. • Effectively reconciled on-hand inventory to enable sell-through of new and existing product SKU’s and prevent bottleneck, stocking shelves of high-volume products to ensure sales orders can be fulfilled. • Led hands-on promotional events to introduce new products, ideas, and training classes to customers and employees, creating exciting work environment and educational opportunities for those involved.

Head Counselor (2015) • Managed a staff of 45+ young adults from ages 17-21 for a nine-week overnight period • Organized and created schedules to keep counselors on task with activities and meetings • Spearheaded maintenance staff guidance and evaluation regarding daily sanitation and landscaping • Adapted to the needs of over 300 children from age 8-16 throughout daily interactions Cabin Counselor (2014, 2016-2017) Staff In Training (2013)