Develop and maintain financial models for the purpose of monitoring and analyzing key performance indicators, including the development of new reports, metrics, and data mining.
Perform financial analysis, including data mining, trend analysis, and variance analyses. Responsible for the development of the annual operating plan and monthly forecast.
Prepare and analyze financial reporting, budget, forecast, P&L, trend analysis, and forecasting. Responsible for the creation and maintenance of quantitative models.
Provided financial support to business units in the development of the annual operating plan, monthly forecast, and the design of the business planning and analytical tools.
Develop and maintain complex financial models using MS Excel and SQL. Responsible for the development of the annual business plan and monthly close process.
Develop and maintain complex Excel models to improve data analysis and variance analysis. Identify and implement process improvements. Create and present financial reports to management.
Stephen F. Austin High School
Perform financial analysis and forecasting, including P&L, balance sheet, cash flow, and other accounting reports to support management decisions.
Prepare monthly journal entries, accruals, and trend analysis for the retail division, including the preparation of the annual budgeting and quarterly forecasting.
Manage the financial planning and budgeting process, including the preparation of monthly, quarterly and annual financial statements, cash flow projections, variance analysis, and filing of the company's accounting records.
Performs financial forecasting, budgeting, and valuation analyses, including revenue recognition, inventory, and other key metrics.
Responsible for the monthly close process, including the preparation of journal entries, customer service, and review of all accounting transactions.
Assist in the preparation of monthly, quarterly and annual financial forecasts, including budgeting, forecasting, and reporting, and troubleshooting accounting issues.