SUMMARY:

• Financial professional with MBA in Finance with 12+ years of experience in financial analysis, budgeting and forecasting in the following industries: public accounting (big 4), consumer products, insurance and media/publishing. 3+ years of experience in managing people. Expert with Excel and PowerPoint, advanced expertise with Hyperion, SAP, Essbase, PeopleSoft, Clarity and Business Objects. Excellent communication and presentation skills.

TECHNICAL SKILLS:

Computer Skills: Hyperion HFM / FDM / Smartview, Hyperion Enterprise, SAP, Business Objects, People Soft, Essbase, Clarity, Oracle, Windows, Microsoft Excel / Word / PowerPoint / Access, Microsoft Project, Dunn & Bradstreet, ECO, Mainframe GL, Extensity MPC, Cartesis, MAS500, Concur, Crystal Reports, Cognos, DDS

PROFESSIONAL EXPERIENCE:

Confidential, New York, New York

Senior Financial Analyst

Responsibilities:

• Play a lead role in Global Finance team and provide financial support to Finance Director and CFO
• Analyze actual monthly performance of the portfolio of businesses, perform extensive analysis of financial statements, provide explanation to all significant variances
• Track and analyze spending of the new and existing technology projects, CAPEX and depreciation schedules, supervise accuracy and timeliness of billing activity, resolve billing discrepancies, monitor operating expenses and headcount, expense allocation, T&E, compensation and benefits
• Lead the allocation of the newly acquired business among company’s divisions, prepared restatement of prior year data and latest estimate in the database
• Continuously improve efficiency and accuracy of financial reporting by streamlining processes and templates; incorporated Hyperion, SAP and Concur queries into financial reporting
• Manage team of two financial analysts

Confidential, New York, New York

Consultant

Responsibilities:

• Played a key role in supporting Finance in a variety of financial reporting tasks, successfully lead consolidation and reporting process of 10 operating units over $3 billion in annual revenue
• Managed development of quarterly forecasts and annual budgets, reviewed business plans provided by business units, identified risks and opportunities
• Prepared account reconciliations, EBITDA, P&L and Balance Sheet reconciliations, retained earnings rollforward, prepared intercompany transactions, recorded journal entries, topline journals, accruals
• Developed “best practices” summary to improve accuracy and consistency, streamlined and reduced forecast consolidation process cycle
• Developed strong knowledge in Hyperion HFM, Smartview, advanced Excel application, Cartesis financial model, MAS500 general ledger
• Ensured compliance with firm’s policy and GAAP standards

Confidential, New York, New York

Senior Financial Analyst

Responsibilities:

• Provided financial support to Comptroller of Life Insurance division
• Successfully led actual, forecast and budget consolidation process for over 15 Life Insurance business units $14.7 billion in combined annual revenue
• Performed extensive analysis of financial statements P&L, Balance Sheet and Cash Flow, investigated significant variances, prepared quarterly earnings release executive summary, designed numerous PowerPoint presentations that were presented at the board meetings
• Lead preparation of budget process among global business entities, published progress scorecard on the intranet, designed templates with KPIs for their submission with leading key performance indicators (KPI) which streamlined data and narratives submissions by business units, conducted budget meetings
• Served as a key finance support for IT group during the Clarity implementation, performed Chart of Accounts mapping, data migration and validation, setup template reports and provided feedback
• Maintained data integrity and performed administrative tasks in Clarity, provided assistance to Accounting team in preparation and release of Annual Report, 10K and 10Q filings

Confidential, Tarrytown, New York

Senior Financial Analyst

Responsibilities:

• Provided overall business and key financial support to the Finance Managers at both Coffee and Desserts divisions $1 billion each in total annual revenue
• Coordinated monthly close and budgeting process among marketing, trade, operations and overheads, prepared variance analysis and commentary versus benchmarks
• Analyzed monthly financial results to senior management, prepared commentary for quarterly press release presented to outside investment community
• Developed strong expertise in Excel, Hyperion Essbase, Business Objects, created financial models that were shared among other business units
• Worked closely with IT group and actively assisted in Hyperion Enterprise implementation, performed data loads and reconciliations
• SOX Compliance experience, tested and documented SOX process and provided PWC auditors with quarterly financial reports

Confidential, New York, New York

Financial Analyst

Responsibilities:

• Provided financial reports to partners and senior management in M&A group
• Tracked and analyzed financial engagements (time and expense tracking, budget reconciliation and variance analysis, client billing and receivable collection, financial performance reporting)
• Performed Contracts administration (document management, requirements tracking, scope monitoring)
• Developed spreadsheet models to calculate key statistics and streamline reporting process
• Prepared perspective client analysis and background check using Dunn & Bradstreet before adding them to financial systems