Raymond Lambert - Senior Financial Analyst Resume Simple
Finance professional with over 10 years of experience in financial analysis, budgeting, forecasting, and reporting. Proven ability to analyze and analyze data and develop insightful solutions.
asset management, management
Senior Financial Analyst
Managed asset management and capital expenditure projects. Worked with the CFO to develop and implement a new process to track and report on the capital expenditures.
Managed the financial reporting of the company, including the preparation of the annual budget and monthly forecasts. Prepared and presented the monthly financial reports to the Board of Directors.
Development of a new property management system, which is used to track and manage real estate investment portfolio. This includes the creation of a new loan servicing system, the implementation of a new loan origination system.
Developed and implemented a new process to track and report on the sales, gross margin, and cost of sales.
Responsible for the preparation of the annual budget and quarterly forecasts. Developed and maintained a monthly forecast for the entire company.
Prepare and present monthly financial reports to the Board of Directors and lenders. Provide detailed analysis of the company's performance and trends to the management team.
Southwest Key Programs
Performed all aspects of the company’s employee handbook, including health and welfare plans, 401(K) plan, COBRA, ERISA, and pension plan.
A member of the executive team that is responsible for the development of a new membership and health plan. In addition, I am also responsible for the creation of a new and existing medical practice.
Performed financial analysis and forecasting of company assets and liabilities, and prepared reports for management. Conducted research and analysis of financial data to determine trends and develop forecasts.