SUMMARY

• Analytical and detailed - oriented financial professional with 10+ years of success in financial reporting, analysis, and data management.
• Extensive technical skills with the ability to troubleshoot, design, and implement proven solutions. Self-starter, out-of-the-box thinker, highly analytical, team-player with excellent communication and project management skills.
• Takes initiative, proactive, and delivers to meet business objectives.
• 10+ years of experience working as Financial Data Analyst/ Business Analyst/ Sales Analyst/ Sr. Financial Analyst
• 10+ years of experience with Advanced Excel Skills, which includes Spreadsheets, Pivot tables, V-Lookups etc.
• Nielsen monthly analysis, monthly depletion and shipment, inventory positions and sales reports
• Performed data normalization and analyze high volume of data including the creation of pivot tables (pivots)
• Provided the reports that enable division management to monitor depletion spend and mix performance against annual goals
• Manipulated data using pivot tables to analyze raw data
• Assisted divisional sales management in building the spreadsheets that will help them conduct analysis of distributor margins
• Managed excel database (revenue and cost data) that provides analysis by revenue, product and client
• Played a key role in data integration during SAP implementation; received Service Recognition Award for involvement during this project in 2008
• Prepared special projects, ad hoc reports and analysis as requested by Senior Management

• Advanced Excel modeling
• Financial reporting expert
• Forecasting and planning
• Ad hoc reporting
• Data manipulation
• Price/cost/margin analysis
• Budgeting
• Trend analysis

TECHNICAL SKILLS

• Excel
• SAP
• JD Edwards
• Nielsen
• Essbase
• QlikView
• Cognos

PROFESSIONAL EXPERIENCE

Confidential

Financial Analyst

Responsibilities:

• Prepared monthly financial reporting and analysis
• Prepared weekly fuel surcharge analysis
• Prepared monthly aging reports by region

Confidential

Sales Analyst

Responsibilities:

• Prepared daily trade to sales analysis by region
• Prepared monthly price volume analysis
• Prepared special projects, ad hoc reports and analysis

Confidential

Healthcare Analyst

Responsibilities:

• Performed ongoing assessment and maintenance of high standards of data integrity and quality throughout the department’s data collection-to-reporting pipeline, as well as implementation of new technologies
• Performed analysis of client data to assess trend performance, analyze company performance vs. contract parameters, as well as investigate potential operational and clinical opportunities
• Implemented special initiatives to support the analytical/reporting needs of the company and its clients

Confidential

Excel Data Analyst

Responsibilities:

• Managed excel database (revenue and cost data) that provides analysis by revenue, product and client
• Analyzed trends and provide insights into data
• Manipulated data by using pivots to analyze raw data

Confidential

Senior Financial Analyst

Responsibilities:

• Consolidated global RFI data for the Ad Pro category
• Performed data normalization and analyze high volume of data including the creation of pivots showing key data such as spend by country and category
• Contributed savings tactics to the category
• Provided financial expertise and recommendations to drive effective sales/promotional event decisions to the $380m Quaker Foods and Snacks division
• Analyzed trade investment risks and opportunities and performed monthly B/S liability review
• Prepared daily trade to sales analysis for the Tropicana Business Unit by customer
• Prepared monthly forecast analysis by brand and customer
• Prepared special projects, ad hoc reports and analysis as requested by senior management

Confidential

Business Analyst

Responsibilities:

• Provided input for the monthly review of expenses and capital to budget and forecast, and explain variances with operational analytics and insight to assigned business unit leadership and the finance group
• Held responsible for creation of Capital CPR’s and PO’s for both core KMA and Charter Business projects, includes obtaining updated quotes, processing orders through approval process, submission to vendor, shipment dates and tracking information and invoice resolution if needed
• Processed and reviewed Open Commitment, Voucher Log and Open Receipt tracking and resolution to insure commitments are being resolved, invoices paid and outstanding products and services delivered in a timely manner
• Tracked and audited capital accounts to assure alignment to budget and company needs

Confidential

Senior Sales Analyst

Responsibilities:

• Ensured accurate and up to date pricing is reflected in Pricer and help the divisional sales team reconcile discrepancies in a timely manner
• Provided the reports that enable division management to monitor depletion, spend and mix performance against annual goals
• Assisted divisional sales management in building the spreadsheets that will help them conduct analysis of distributor margins
• Worked closely with regional marketing to develop sales facts for use in key account/distributor review
• Analysed regional and brand level promotional spending vs. budget

Confidential

BUSINESS Analyst

Responsibilities:

• Assisted in the production of brand-specific monthly activity reports for the brand team Including Nielsen monthly analysis, monthly depletion and shipment, inventory positions and sales reports
• Supported brand and analytics team in the preparation of brand activity scorecards and management of brand P&Ls and administer to data pull requests
• Prepared and managed schedules pertinent to brand pricing and gross profit determination, including FSWs
• Aided brand managers in the review of brand benefit calendars
• Provided brand teams with relevant documentation for business reviews
• Assisted CMO and brand teams with special projects as needed

Confidential

Senior Financial ANalyst

Responsibilities:

• Prepared and developed monthly financial reporting for approximately seven brands ($500M+ in sales) in the US Branch Diabetes Care Division for presentation to senior management
• Reports included sales by product, cost analysis, accounts receivable, inventory, advertising & promotion (A&P), long range plans (LRPs), price volume analysis, budgets, forecasts, trends, actual, variance analysis, P&Ls, and expenses
• Updated monthly financial package letter with commentary regarding issues that are affecting the business. budget and actual rates are published in both US Dollars and Euro
• Provided explanations for all variances in monthly revenues, cost of goods (COGs) and expenditures deviating from budgets, forecasts and LRPs
• Played a key role in data integration during SAP implementation; received Service Recognition Award for involvement during this project in 2008
• Analyzed sales trends during rebate programs and consistently provided strategic pricing initiatives throughout the year in order to keep sales in line with budget and forecast
• Worked closely with sales & marketing to support their financial planning and analysis needs

Confidential

Senior Accountant

Responsibilities:

• Prepared accurate financial analyses, budgeting, forecasting and planning reports for a $300M in sales retailer
• Consolidated, reviewed and interpreted financial data from various international and domestic entities for income statements, balance sheet, cash flow, statistical reporting. This included currency conversions for locations in Europe, Australia & Asia.
• Held responsible for creation of CPR’s (Capital Project Requests) and PO’s for business projects, includes obtaining updated quotes, processing orders through approval process, submission to vendor, shipment dates and tracking information and invoice resolution if needed
• Presented the financial package to the board of directors and senior management
• Prepared special projects, ad hoc reports and analysis as requested by Senior Management