PROFESSIONAL EXPERIENCE:

Senior Financial Data Analyst

Confidential

Responsibilities:

• FP&A Biotech R&D Planning Budgeting Forecasting over $100M for FY 2023.
• Developed financial budgets and forecasts by working cross - functionally to support clinical studies.
• Provided Workday Adaptive reports for complex budget variances.
• Exported Office Connect reports comparing forecasts with Excel Power Pivot (DAX).
• Streamlined classification system for clinical studies for budgeting, planning, and variance analysis.

Senior Financial Data Analyst

Confidential

Responsibilities:

• Built a cash flow proforma model for commercial real estate development project in Fairfax County.
• Constructed a P&L property acquisition proforma model for operation and sale of Medical Office Building.

Senior Financial Data Analyst

Confidential

Responsibilities:

• Provided Investment Support to Valuation Teams and Fund Management.
• Resolved Excel Workbook technical issues for a 100-sheet complex Private Equity Valuation Models.
• Managed enhancements and model fixes for 317 workbooks using Power Query, VBA, and formulas.
• Documented diagnostics and processes for standard and non-standard models.

Senior Financial Data Analyst

Confidential

Responsibilities:

• Prepared Single Family Monthly Mortgage Loan Reports for FHFA.
• Prepared Monthly Housing Price Index Reports for FHFA.
• Extracted large datasets from SAS Enterprise Guide.

Senior Financial Data Analyst

Confidential

Responsibilities:

• Extensive Excel Power Query for Home Depot Fiscal Revenue Analysis.
• Data Visualizations, Metrics, and Dashboards for compliance reporting and analysis.
• Extract Transform Load with Power Query.

Senior Financial Data Analyst

Confidential

Responsibilities:

• Improved process for Alteryx Workflows and Excel Power Query for 300 Tax Account Roll forward Consolidations
• Built extensive Excel VBA Models for ASC 740 Corporate Tax on Income Statement and Balance Sheet
• Extracted Data from SAP by substantially enhancing queries and VLOOKUP’s.
• Set up and Managed User Groups for SharePoint eliminating 8 hours of work.
• Completed data validations Tax Technology Group speeding up process by 2 days using Excel and VBA.

Senior Financial Data Analyst

Confidential

Responsibilities:

• Conducted an extensive spreadsheet model audit for private equity investor tax transactions and fund allocations.
• Proposed enhancements and efficiencies to limited partner K-1 tax line-item allocations in Excel workbook.
• Evaluated formulas, functions, and datasets for validating tax data using Excel and VBA.

Senior Financial Data Analyst

Confidential

Responsibilities:

• Supply Chain expense analysis for Confidential Inc infrastructure including NPV, Breakeven Lease vs Buy, & Run Rates.
• Authored desktop procedures for FP&A analysts.
• Approved supply chain contracts based on budget and cost baseline criteria.
• Interacted with cross-functional teams to build depreciation schedule for $800 million in assets.

Senior Financial Data Analyst

Confidential

Responsibilities:

• Budgeting, Forecasting, and Planning using Excel and Oracle for Marriott Starwood 700 Hotel integration.
• Data extraction for monitoring Accounts Receivable Aging for Utz Snacks targeting a $10M improvement.
• Excel data model for tracking $111M in Business Transformation and Divestiture Cost Savings for Nestle.
• Reported on salary and fully loaded compensation rates across multiple organizations at Nestle.
• Improved Spans and Layers organizational template for HR and Finance monthly report

Senior Financial Data Analyst

Confidential

Responsibilities:

• Developed Excel VBA Workforce Planning and Compensation Cost models for data analytics with large datasets.
• Provided in-depth documentation for users and managers on design, functions, code, and calculations.

Senior Financial Data Analyst

Confidential

Responsibilities:

• Built advanced Excel Compensation and Reinventing Performance Management Models for Confidential Advisory.
• Automated Workbook Splits for Reinventing Performance Management analysis for Confidential Tax.
• Wrote extensive test scripts for VBA Macro testers and model users.
• Extracted and transformed multiple large complex data sets including data preparation and percentile groupings.
• Implemented business process improvements for data collection and calculations.

Senior Financial Data Analyst

Responsibilities:

• Provided advanced Excel data analysis and data comparison models for Small Medium Enterprises.
• Cleansed and prepared very large datasets from multiple sources for reporting and analysis.
• Performed exploratory data analysis using data mining, visualizations, and statistical distributions.

Senior Financial Data Analyst

Confidential

Responsibilities:

• Reported on New Sales of $90M using very large datasets ranging from 200k to 4M records.
• Provided a wide array of analytics using BIRST Business Intelligence and Tableau Visualization tools.
• Built an Excel 2010 multifaceted compensation model based on 35 Comp Plans for SaaS Sales.
• Extracted data from Sales Force.com for cleansing and analysis and calculations.

Senior Financial Data Analyst

Confidential

Responsibilities:

• Developed Excel 2010 complex formulas, VBA code, and spreadsheet design for Private Equity Firm.
• Supported migration from Excel 2003 to Excel 2010 including Office 2010 applications.

Senior Financial Data Analyst

Confidential

Responsibilities:

• Developed Excel VBA code and functions for Navy Enlistment Strength Planning Metrics Model.
• Documented Excel based NESP Model for financial and manpower formulas and procedures.

Senior Financial Data Analyst

Confidential

Responsibilities:

• Provided business valuations for restaurant acquisitions and leasing costs.
• Forecasted costs and budgets for software development unit using Excel functions and Pivot tables.

Senior Financial Data Analyst

Confidential

Responsibilities:

• Built sophisticated debt models to manage $1 billion for Payment-in-Kind (PIK) Bond Indentures.
• Reported Quarterly and Monthly Budget Variances for OPEX and CAPEX using SAP Financial module.
• Constructed a SEC 10Q Commitments & Obligations model for $2.4 billion disclosure for capital markets.

Business Valuation Analyst

Responsibilities:

• Performed in-depth and extensive enterprise valuations for heavy equipment manufacturers.

Senior Financial Data Analyst

Confidential

Responsibilities:

• Generated daily, weekly, and monthly sales and bookings revenue reports to upper management.
• Constructed automated Excel workbooks and Access database models using VBA code.

Business Valuation Analyst

Confidential

Responsibilities:

• Performed business valuations on Radio and Low-Power Television media properties.
• Developed Discount Rates, Capitalization Rates, WACC, and DCF Models for M&A.

Senior Financial Data Analyst

Confidential

Responsibilities:

• Managed cell site and backhaul network optimization, resulting in a $4M savings in MRC.
• Developed business cases for telecommunications cost and circuit provisioning systems for network...optimization and telco network cost savings projects.

Network Optimization Analyst

Confidential

Responsibilities:

• Built complex dynami spreadsheet optimization models for product costing, network engineering, and circuit provisioning.
• Wrote guidelines and policies that cut across several organizations and levels providing a clear strategic framework for circuit provisioning and telecommunications services decisions.
• Conducted detailed research to support fiber build out in 38 markets for equipment capacity forecasting.

Network Strategic Planner

Confidential

Responsibilities:

• Coordinated strategic planning for network expansion.
• Forecasted Confidential 's network capacity based on a six month to three-year sliding window.
• Generated network capacity reports on traffic utilization, network congestion, and circuit availability.

Strategic Management Consultant

Confidential

Responsibilities:

• Managed strategic research and database for a new Electronic Shelf Labeling product launch.
• Provided marketing support and competitive analysis for Global One
• Performed strategic telecommunications research and analysis for Sprint Corporation.
• Conducted research for the divestiture of a $12 million virtual reality company.

Senior Business Analyst

Confidential

Responsibilities:

• Produced target acquisition studies for clients.
• Profiled manufacturing and technology companies, markets, and industries.
• Worked closely with Fortune 500 companies to identify competitive opportunities.
• Analyzed market opportunities in wireless, telecommunications, and networking.

Economic Development & Real Estate Analyst

Confidential

Responsibilities:

• Worked with partners and staff to develop new business.
• Customized research assignments included economic development studies, land development. planning, commercial real estate development, and small business surveys.

Insurance Marketing & Underwriter

Confidential

Responsibilities:

• Managed over 3000 commercial property and liability insurance contracts.
• Cultivated relations with insurance agents to bring in $500,000 of additional business.