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Financial Analyst And Systems Consultant Resume

SUMMARY

  • 20+ years of experience as senior financial analyst for international banking, finance, and technology companies.
  • Developed and managed systems for business performance analysis, risk management, regulatory reporting, budgeting, and financial accounting,
  • Adept with data management and business intelligence (BI) reporting tools including Microsoft Office Excel and Access, PowerPoint, Power Query, VBA, SQL, and cloud apps. Designed and built data management systems and dashboards using interfaces with corporate legacy systems.

PROFESSIONAL EXPERIENCE

Confidential

Financial Analyst and Systems Consultant

Responsibilities:

  • Designed and built an automated system to extract charge - off data and to interface with data warehouse.
  • Wrote business requirements and systems design documents that complied with accounting and regulatory rule changes, and with CCAR and Basel III reporting requirements.

Confidential

Finance and Systems Consultant

Responsibilities:

  • Completely automated processes for interfacing with back office systems. Eliminated manual procedures and multiple isolated spreadsheets.
  • User friendly, menu driven reporting. The ability to “click down” from high level summary reports to lowest contract level to facilitate auditing and Sarbanes-Oxley 404 requirements.

Confidential

Finance and Systems Consultant

Responsibilities:

  • Worked closely with managers and staff to resolve accounting, budgeting, and forecasting issues and to create practical system solutions. Wrote business requirements document and system specifications.
  • Designed, built, and documented a fully automated MS Access system using VBA and SQL queries to consolidate independent contracts into an integrated menu driven reporting system.
  • Using new system, provided portfolio measurement, FP&A reports, treasury (cash payment forecasts), and data extracts for ad hoc reporting including Dodd-Frank compliance.

Confidential

Financial Project Consultant

Responsibilities:

  • Gathers critical key financial information from 52 portfolio companies representing over $1 billion under management. Automates a formerly manually intensive data gathering process and calculates cash burn rate and runway.
  • Managed expenditures, made accounting entries, conducted monthly financial statement consolidation and closing, including interfaces with accounts receivable and payable, general ledger, and production systems.
  • Managed the FP&A processes and supported systems needed to gather annual budgets and period forecasts. Explained variances and generated key performance indicator reports (KPIs).

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