Donald Staton

Donald Staton

Experienced Financial Analyst Specializing in Budgeting and Financial Insights

5 yrs experience · <10 hrs/week

About

Financial Analyst with extensive experience in budgeting, forecasting, and providing financial insights. Adept at reconciling large-scale financial data and preparing comprehensive reports for diverse funding sources. Proven track record in strategic planning and enhancing operational efficiency within non-profit and corporate sectors.

Experience

  • Financial Analyst · Chicanos Por La Causa, Inc. (CPLC)2021-10-01 –

    Reconcile ~$6.2 M annually in billings/reports to the ledger ensuring accuracy and compliance with financial standards. Prepare operating, proposal, and contract budgets/reports for diverse funding sources and directors. Develop and present comprehensive monthly forecasts to senior management and program directors, providing valuable insights to drive informed decision making. Compile and analyze financial info and develop P&L analyses, insightful projections, and reports. Foster an open line of communication with program directors and managers, facilitating seamless coordination and alignment of financial objectives with organizational goals.

  • Project Manager/Website Coordinator · Project sWish2019-05-01 – 2021-10-01

    Spearheaded numerous initiatives for PSC, focusing on building and enhancing online presence. Formulated comprehensive budgets for significant projects, contributing to the success of fundraising endeavors. Played a central role in crafting compelling fundraising presentations, integrating financial insights and project blueprints to effectively articulate value. Contributed to the formulation and implementation of strategic plans, driving business expansion and augmenting PSC’s operational efficiency.

  • Financial Analyst Intern · Cleveland Avenue2018-06-01 – 2018-08-01

    With frequent and direct contact to the CFO, Controller and Treasurer, gained exposure to details of financial reporting process and business reviews for a rapidly growing, multi-faceted business. Specific assignments included: Assist in monthly budget review and reforecasting process by updating various Excel and PowerPoint files. Assist in preparation of monthly close and restaurant analysis package by reviewing expenses to ensure proper classification in the general ledger. Tagged physical assets at portfolio company, added all items to asset registry and tied out to balance sheet. Contact vendors to invite them to migrate to electronic payment platform.

Education

  • Xavier UniversityBachelor's degree, Finance, General

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