problem solving, strategy, business plans, marketing, management, it, increase, reports, metrics, cash
Senior Financial Analyst
Assist in the preparation of the annual budget and quarterly reforecasts, including the creation of the monthly financial reports, and the design of the planning and reporting package for senior management.
Create and maintain a Microsoft Access-based reconciliation tool to provide management with a more accurate view of the financial performance of the company.
Created and maintained a financial model to track and report on the company's performance and provide recommendations to senior leadership for decision making.
Develop Excel models to increase efficiency and accuracy of financial data. Provide analysis and recommendations to improve operational efficiencies.
Provide financial analysis and support for the development of the annual operating plan. Develop and maintain the monthly budget and forecast.
Accounting Software: Microsoft Excel, Word, PowerPoint, Access, Outlook, PowerPoint, Access, SQL, Hyperion, Essbase, Oracle, Hyperion, PeopleSoft, MS office, Peachtree, and QuickBooks.
Designed and implemented a strategy to improve the accuracy of the financial reports, including the creation of a monthly dashboard to track key performance metrics, which included the business plan, forecast, and the annual operating plan
Identified and implemented process improvements to increase efficiency and effectiveness of the business. Provided guidance to the team to improve the accuracy of the data and the ability to think.
Developed and implemented a new process to track and report on cash flow and IT expenditures. Improved the efficiency of the organization by providing more efficient and effective decision making.
Created and implemented a new process for tracking and analyzing the sales and marketing expenses for the organization. This included the development of a new process for tracking and monitoring the monthly expense management.