SUMMARY:

• Degreed, experienced financial analyst with background and expertise in analyzing, developing, and executing plans, initiatives and programs. Lead financial business analyst in a high visibility position for a Fortune 500 company. Conducts ad hoc FP&A, Internet, market, competitive analysis, and, M&A research. Familiar with Excel business modeling. Creates summary PowerPoint presentations that highlight key findings and results for senior management.
• Strong accounting knowledge and background, including knowledge of the financial drivers associated with sales, finance, general business conditions and other related areas. Has a good understanding of the components of financial statements. Maintains knowledge of the complexities and differences between US GAAP, IFRS and US Statutory accounting guidance. Knowledgeable about new and emerging FASB accounting issues and possible corporate impacts. Acts extensively as an internal consultant for other organization work groups.
• Intelligent, curious, energetic manager with experience and expertise in corporate FP&A. Undertakes M&A due diligence activity and analyzes opportunities to determine whether they are likely to deliver. Generates ad hoc reports using research results to answer questions proposed by senior management. Provides upper level management with the information they need to make strategic, operational, and tactical decisions. Dedicated to improving FP&A and giving executives and managers more insightful analytics that support more accurate and timely planning and budgeting.
• Strong business acumen and analytical skills with proven ability to mine large sets of data for information and integrate it into meaningful reports and recommendations. Identifies and tracks key metrics to monitor performance. Develops and maintains various monthly/quarterly reports.
• Solid negotiating and influencing skills with cross - functional business leaders. Understands broad organization roles and responsibilities, and can identify key project contributors, influencers, and decision makers. Comfortably navigates competing interests in an organization. Ability to handle ambiguity, juggle many tasks at once and quickly shift from one situation or task to another. Capable of building consensus and delivering on multiple priorities.
• Articulate, with excellent verbal and written communication skills. Comfortable working with all levels of management from Analysts and Directors to C level executives. Effectively interacts with senior executives to support strategic decision-making. Has the ability to engage with and influence the full breadth of management, not just Finance, ensuring they have the necessary information to make good decisions. Advanced PowerPoint presentation capabilities. Develops information and presentations for Executive Management.
• Familiar with project management principles, practices, and techniques. Has hands-on experience working on and conducting project reviews with financial oversight. Collaborated with Project Managers and assisted with project planning by identifying stakeholders/impacted groups.
• Identifies needs for new and revised business processes, and designs operational process flows. Facilitates group response and drafts proposals for process improvements. Identifies resource implications and works with all levels of management to secure buy-in for new projects and processes.
• Strong technical aptitude with in-depth understanding of Excel spreadsheets and financial models. Advanced Excel user, including writing complex formulas for data calculations, creating custom macros to run functions, use of Pivot Tables, VLOOKUPs, creating complex charts and graphs. Advanced user of Microsoft Office applications including MS word, Outlook, PowerPoint, Visio, Access and SharePoint. Has experience with SAP Crystal Reports business intelligence software. Learns software tools quickly.

TECHNICAL SKILLS

• Financial Planning & Analysis
• Complex Financial Modeling
• PowerPoint Presentations
• Team Building
• Process Improvement
• GAAP & IFRS Compliance
• Budgeting and Forecasting
• Cost Accounting
• Cross Functional Teams
• Data Analytics
• Ad Hoc Analyses
• Key Metrics
• Business Intelligence
• Data Mining
• Change Management
• Attention to Detail
• Strategic Planning
• Microsoft Office
• Microsoft SharePoint
• Pivot Tables Advanced Excel
• Microsoft Access
• IBM/Lotus Notes
• Oracle/PeopleSoft ERP
• SAP Crystal Reports

WORK EXPERIENCE:

Confidential

Administration

• Conducted complicated data mining and financial data analytics involving onshore and offshore Indian and Mexican software development suppliers using advanced Excel skills including pivot tables, macros, and formulas to analyze and evaluate invoices. Effectively dealt with various levels of management, staff and outside contacts.
• Worked with suppliers to optimize value derived from strategic supplier relationships. Monitored performance related to Statements of Work, legal requirements, and other contractual commitments. Coordinated with operating units as necessary to mitigate supplier performance risk and resolve supplier issues. Negotiated resolution of contract issues as needed.
• Provided timely and accurate internal reporting. Extracted, processed, and validated data from systems to produce reports that tracked resource rates and coding and compared them with the signed SOW contracts to ensure contract compliance and proper accruals. Developed forecasts of expenditures.
• Created and maintained databases to track business performance Gathered requirements, designed and built SharePoint group sites for IT Business Information Office and Vendor Relationship Management Groups. Migrated sites from SharePoint 2010 to 2013. Simplified tracking and performance reporting on invoice flow, which resulted in significant improvement in on-time payments to suppliers. In 2014 the for IT Business Information Office site handled over 700 invoices with an aggregate value of over $77M.

Confidential

Finance Manager

• Finance Manager for a seed stage business seeking first round venture capital funding. Conducted financial, product, market, operational, and related FP&A research to support strategic business planning. Interpreted and evaluated research data, and developed integrated business analyses and projections that were incorporated into strategic decision-making.
• Developed detailed business plan with 5 year projections of revenue, expenses, and additional capital needs. Applied knowledge of entrepreneurial finance to structure funding request. Conducted targeted campaign to secure first-round funding. Led negotiations with venture capital investors and groups.

Confidential

Lead Financial Business Analyst

• Worked with senior management in the development, preparation, and consolidation of strategic annual operating plans and budgets. Provided budget, forecast, and variance analysis and related reports on monthly basis. Tackled an array of issues, focusing on changes and adjustments to the underlying business. Facilitated meetings with key stakeholders and ensured that stakeholders contributed to the collaborative review of assumptions and analyses.
• Conducted financial, product, market, operational, and related research. Performed in-depth financial modeling - scenario analysis. Interpreted and evaluated research data, and developed integrated business analyses and projections. Able to see the big picture. Scanned the environment for opportunities and threats, identifying emerging strategic issues and communicating their implications.
• Strong presentation skills to all levels of management including C level executives. Ability to compile story lines in PowerPoint and transform data into meaningful information. Possesses an understanding of technological trends and the ability to translate technical-speak into common business terminology.
• Provided timely and accurate internal reporting. Extracted, processed, and validated data from systems to produce reports that tracked key metrics used to determine the effectiveness of strategy execution. Performed complex analyses of current and past trends and key performance indicators. Recommended solutions to increase revenue, reduce expense, and maximize operational efficiency.
• Superior problem solving and data-analytics skills. Created ad hoc financial reporting using data from a variety of sources to answer ad hoc questions posed from management and to provide trend analysis to improve Margin opportunities. Exercised independent judgment and discretion in matters of significance.
• Experience with Sarbanes Oxley accounting compliance and related accounting exposure. Ensured compliance with relevant laws, regulations, accounting guidelines and practices, including document retention. Provided support to internal audits as needed.
• Acted as a process improvement agent evaluating processes to drive efficiencies, understand ROI, and provide a systematic approach to help optimize processes to achieve more efficient results. Facilitated cross functional team meetings to define the objectives of the process improvement, determine disconnects in the current process, and recommend needed changes.