TECHNICAL SKILLS:

SKILLS: Financial Analysis Financial Modeling Discounted Cash Flow Analysis (DCF) FP&A Budget Variances Valuation Forecasting Commercial Real Estate Cash Flows Accounting Financial Statements Analysis Income Statement Balance Sheet Statement of Cash Flow General Ledger Chart of Accounts Data Analytics Data Validation Extract Transform Load (ETL) Data Preparation, Data Cleansing, Data Wrangling, Data Transformation Data Integration Tools & Applications Excel Power Query (M) VBA SQL Power Pivot (DAX) Power BI Alteryx Microsoft Access Data Platforms & Business Intelligence SharePoint Oracle SAP Birst Business Intelligence

PROFESSIONAL EXPERIENCE:

Senior Financial Data Analyst

Confidential

Responsibilities:

• Developed financial budgets and forecasts by working cross - functionally to support clinical studies.
• Provided Workday Adaptive reports for complex budget variances.
• 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

Confidential

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:

• 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

Confidential

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 dynamic 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.