Zachary Yates
About Zachary Yates
Zachary Yates is a Senior Financial Analyst at Trackforce Valiant, specializing in financial planning and analysis. He holds a BS in Business Administration - Finance from San Diego State University and has experience in financial modeling, reporting, and data analysis.
Work at Trackforce Valiant
Zachary Yates has been employed at Trackforce Valiant as a Senior Financial Analyst in the Financial Planning and Analysis (FP&A) department since 2021. In this role, he focuses on leveraging Adaptive Planning to develop comprehensive reports and dashboards that highlight key financial performance indicators (KPIs) for the executive team and Private Equity partners. His responsibilities include conducting financial analysis and ensuring the accuracy of financial data presented to stakeholders.
Education and Expertise
Zachary Yates earned a Bachelor of Science in Business Administration with a concentration in Finance from San Diego State University-California State University, completing his studies from 2016 to 2018. Prior to this, he attended Diablo Valley College, where he studied General Studies from 2012 to 2016. His educational background provides a solid foundation for his expertise in financial analysis, budgeting, and forecasting.
Background
Before joining Trackforce Valiant, Zachary Yates held various positions in financial analysis. He worked at Serco as a Financial Analyst I from 2019 to 2020 and progressed to Financial Analyst II from 2020 to 2021. His experience also includes a role as an Accounting Coordinator at Marriott Vacations Worldwide Corporation from 2018 to 2019. These positions allowed him to develop skills in data interpretation, financial modeling, and process improvement.
Achievements
In his current role and previous positions, Zachary Yates has compiled and interpreted large datasets for ad-hoc financial analysis inquiries from senior leadership. He has maintained ownership of the sales commissions process, collaborating with sales operations to enhance accuracy and transparency. Additionally, he analyzes customer churn, revenue trends, and demographics as part of month-end activities, contributing to informed decision-making within the organization.