Lead Financial Analyst Resume

Finance Professional
Versatile finance professional with comprehensive knowledge and experience in research, financial analysis, strategic planning, investment management, and risk management at the corporate level. Leverage proven ability to interact with senior management, provide accurate and actionable corporate reporting, and deliver optimal financial models.

Financial Modeling
Financial Statement Analysis
Financial Forecasting
Corporate Valuation

Professional Experience & Highlights

Confidential. Jun 2005 – Till Date
Lead Financial Analyst (Apr. 2008 to Till Date)
Sr. Financial Analyst (Jun. 2005 to Mar. 2008)
Completed and coordinated corporate finance activities in support of FMS (Fleet Management Solutions), Ryder’s largest business segment with revenue of $3.7 billion. Demonstrated a high-level of business acumen and technical expertise to create working solutions that supported pricing/ business development, corporate strategy (M&A functions), capital investment and IT related functions.

Gained Board approval for analyses of significant capital investment projects, using DCF analyses and impact assessment on NPV/ EVA/ IRR for lease and rental product lines.
Priced multi-million $ worth of leasing proposals each year, with Ryder winning 70% of these deals. This involved prioritizing and developing multiple sales strategies in concert with Business Development and Operation groups.
Partnered with Sales, Operations, Technology and Management Teams to provide analytic guidance and support.
Prepared financial analyses, analyzed proposals, interpreted financial impact and made recommendations using advanced pivot tables, data sorting and excel skills.
Created and maintained financial and cash flow models. Praised by executives for developing Excel Cash Flow model on lease versus own for transportation equipment utilized by 400+ sales specialists, that presented lease as a viable alternative to customer purchase.
Assisted in preparation of Annual Sales Budget, guiding cost-projection process for Sales & Marketing group.
Assisted in M&A deals by valuing assets to be acquired from target company, after considering parameters such as age, investment and running condition of units, using DCF models.
Served as Subject Matter Expert to articulate complex financial concepts to technology teams engaged to build Pricing software.
Successfully trained sales force in Florida and Texas in using software that assisted in pricing and leasing deals by providing presentations, training manuals, webinars, and Q&A.
Increased accuracy of cost projections and boosted wins by 150% YOY for Ryder’s on-site maintenance locations by rewriting overhead cost estimates based on previous years’ P&L and trend analyses.
Delivered presentations on profitability for Ryder’s 200 on-site maintenance locations, graphically presenting data in an easy-to-understand format.
Analyzed overhead cost allocation for Canada FMS business; assessed $40 million in field and corporate overhead to distribute at unit level (14,000 units), ensuring optimal return on capital and withstanding market acceptance tests.
Conducted interviews and mentored new entrants into the group.

CORDIS CORPORATION (a Johnson & Johnson company): Finance Intern May 2004 – Aug 2004

Supported financial reporting on the Inter Company Transfer Pricing for the Cordis portfolio. The manufacturing base in Mexico; pricing helped reduced global tax expense, on the sale of products to sister company in US.

Confidential. Jan 1998 – Jul 2003
Assistant Manager of Corporate Planning(Jan. 2003 to Jul. 2003)
Senior Executive of Corporate Planning(Jan. 1998 to Dec. 2002)
Performed research, analysis, presentations, and formalization of Annual Business plans for Managing Director in the areas of Sales and Human Resources. Assisted in development of corporate strategy by developing financial models, and conducting financial and risk analysis of business opportunities.

Won praise for plans vetted by U.S. Principals for their detail, and business and competitive analysis.

Education & Certification

2013 CFA Candidate Level II

Confidential University
Master of Business Administration with concentration in Finance

Confidential Institute
Diploma in Business Administration

Confidential University
Bachelor of Arts in English, With Honors

Technical Proficiencies

Microsoft Office (Excel, Word, PowerPoint), Access, Microsoft Project, and Hyperion Essbase

Honors & Awards

Nancy Hess Award for Excellence in Finance, Confidential University
Exceptional Performance Award, 1999, 2000, 2003
Three Spots Award, 2001, 2002
Long-Term Productivity Award, 1998, 2002

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