Financial analyst with over 15 years of experience in the field of finance, accounting, and financial management. Proven ability to analyze and implement process improvements to improve efficiency and reduce costs.
Manage the annual budget and quarterly forecast process. Develop and maintain a strong working relationship with the CFO and the corporate communications team.
Financial analysis, budget preparation, variance analysis, trend reports, and ad hoc reporting. Responsible for communications with the corporate FP&a team.
Support the Finance team in the preparation and distribution of the annual budget and quarterly forecast. Responsible for preparing and analyzing the monthly financial statements.
Assist VP of Finance with communications, investor relations, budget, forecasting, and cash management. Research and analyze key performance indicators.
Assist the Controller in the development of the annual budget and quarterly forecast. This includes the creation of the monthly financial package, waterfall calculations, capital budgeting, and analytical communications.
Responsible for monitoring and documenting the Finance department performance and budget, including the development of a new financial model, and answering all questions related to the financial statements.
Sr. Financial Analyst
Freestate Challenge Academy
Prepare financial statements, budget variance reports, and ad hoc analysis for senior management. Review and analyze monthly financials for all acquisitions, including legal, compliance, and risk management.
Provided financial modeling and analysis for the business unit, including the development of a new financial reporting system, the creation of a new chart of accounts, and the integration of the accounting systems.
O responsible for financial modeling, forecasting, and treasury management for the mortgage lending division. Provide guidance to the executive team on the financial condition of the company.
Provided financial modeling and analysis for the business unit, including the development of a new financial reporting system, the creation of a new chart of accounts, and the integration of the corporate acquisitions.
Prepare financial statements for the Board of Directors and executive management. Provide financial modeling and analysis to support the company's strategic initiatives.
Perform financial analysis of the company's portfolio and provide recommendations to senior management. Develop and maintain a monthly financial reporting package for the CFO and executive team.