reconciliations, modeling, powerpoint, financial modeling, p l, presentations, reporting, sales and
Senior Financial Analyst
Responsible for the development and implementation of the annual operating plan and quarterly forecast. Develop and maintain the annual budget and monthly forecast.
Created and implemented a new budgeting process for the entire department. This included planning, training, and development of the annual budgets for the IT department.
Created and maintained a SharePoint site to track and report on the financial performance of the organization. Partnered with IT to develop and implement a process improvement tool to streamline the consolidation process.
Created a database for the executive management team to track and report on the financial performance of the organization and strategy to ensure compliance with company policies.
Created and implemented SOX controls for the global business unit. The process included the creation of a new chart of accounts, and the implementation of a new financial reporting system.
Provided monthly P&L analysis to senior executives. Assisted in the preparation of presentations for the sales and operations teams.
Monthly reporting and modeling, including variance analysis, consolidation of financial statements, and month-end close for US and Canada using Excel and PowerPoint.
Responsible for forecasting and reconciliations of financial statements for the Finance department. Provide support to the treasury team in the preparation of monthly and quarterly forecasts.
Developed financial modeling tools to support the business case for the new business. Created and maintained a model to track the profitability of the projects.
Created and maintained a monthly financial package for the executive team. The report was used to analyze the business unit's performance against plan and forecast.