SUMMARY:

• Senior financial analyst with over twelve years of experience in all facets of finance and accounting.
• Continually increasing responsibilities and personal improvement in project management, cross - departmental involvement, analysis and planning of all aspects of financial statements, and IT tools and software.
• Well-developed leadership skills and task organized.

TECHNICAL SKILLS:

Proficient in: Excel, Word, PowerPoint, Access, Office, Visio, Oracle Enterprise Performance Management, Oracle Hyperion Financial Reporting Studio - Fusion Edition v11.1, Travel Analysis, Salesforce (unlimited edition) and C9 Salesforce Forecasting, ASI, SAP, SAP Business Warehouse (BW), Blackline, Hyperion Financial Management (HFM) 4.0, Hyperion Reports 7.2 (Alpacka3), Hyperion System 9, Essbase, Hyperion Weblink 7.03, Great Plaines, Visual Dbase, DocumentDirect, FAS, Cyborg, Kronos, Lotus Notes, Query management Facility.

EXPERIENCE:

Confidential

Senior Financial Analyst

• Co-managed the successful implementation of a six quarter rolling forecast including: development of forecasting entry forms and analytical reports, system testing and reconciliation, and training of all departmental budget owners in Hyperion forecasting software.
• Managed the quarterly expense and headcount forecasting process by working closely with all departmental budget planners to enhance their forecast accuracy and consistently meet upper management operating expense targets despite significant target reductions.
• Assisted in the bookings and revenue forecast and budget, led the capital expenditure budget, executed administrative duties within the forecast software, and spearheaded various forecast process improvements.
• Led T&E expense reduction initiative by utilizing new analytical software to create dynamic reports and increase visibility to sales VP’s, conducting strategic meetings with upper management to enforce new travel guidelines and set sales role travel budgets, resulting in a savings in T&E of $100K/quarter.
• Assisted in critical financial system implementations and upgrades which leveraged automated monthly reports and heightened analytics to reduce the monthly and quarterly close process to record times (2 day reduction).
• Performed monthly analysis covering the main components of the P&L and compiled monthly reporting decks for the CFO, sales, and services organization.
• Served as the financial liaison for all departments. Created ad hoc reporting to deliver key metrics to marketing, sales, HR, and IT. Managed all journal entries related to the functional departments.

Senior Financial Analyst

• Led Six Sigma Green Belt Project to integrate and enhance SG&A expense reporting and analysis into a superior reporting system that created cost savings and reduced labor hours. Developed new reports, trained employees, and closely monitored SG&A spending after complete integration.
• Performed analysis covering main components of balance sheet. Enhanced inventory management through creation of detailed and dynamic reports resulting in record low inventory levels, reduced A/R by proactively leading meetings with upper management and utilizing incentive bonuses for sales reps.
• Led budgeting and forecast process for SG&A and assisted in the sales and balance sheet budget and forecasting. Conducted research for assumptions within budgets and led meetings with directors to attain accurate and reasonable figures for forecast and budget.
• Assisted sales and marketing with customized sales reports and ad hoc analysis, broker commissions, yearly bonus calculation and analysis, budget process involvement, and maintaining sales rep and market segment hierarchies.
• Prepared and distributed monthly financial results book on a monthly basis to executive management. Results included business unit results, consolidated financial statements, financial models, variance and trend analysis, key performance metrics and other facets of financial operations.

Assurance Associate

• Performed the planning, execution and post-analysis of inventory counts for clients.
• Prepared and reconciled tax returns for non-profit organizations and public companies.
• Performed and analyzed tests of controls for Sarbanes Oxley 404 compliance engagements.
• Assisted in the audit of financial statements for not-for-profit, private and public companies. Researched GAAP and other accounting treatment issues and used inquiry skills with upper management to help facilitate the financial statement audit process.
• Initiated, completed and reviewed tests of controls for non-public companies in their information technology department and all financial cycles. Proposed corrective measures for weak internal control areas.

Cost Accounting Intern

• Planned and performed audit of fixed assets. Proposed corrective steps including entries, disposals, CIP and depreciation adjustments, and procedures for future acquisitions and disposals.
• Conducted and facilitated all month-end processes including entries, reconciliations, and monthly financial report performance presentations.
• Planned, supervised, and performed the creation of commodity reporting and accountability for all national Sanford facilities.