SUMMARY:

• Pro - active and results oriented financial professional with extensive diversified corporate experience in all aspects of Financial Planning & Analysis.
• Proficient in problem solving and the construction of analytical models that enable the assessment of the big picture for the decision-making process.
• Excellent PC skills with an aptitude for interfacing with IT in the various matters that arise in the handling of large amounts of data necessary for analysis.
• Also possess good communication skills and diplomacy necessary in dealing with various departments within an organization.
• Well-disciplined with proven ability to manage multiple assignments efficiently under pressure to meet deadlines.
• Always seeking to build in efficiencies that result in cost reductions.
• Team player also sees projects through completion.

EXPERTISE AREA:

• Strategic Financial Planning
• Financial Reporting Package
• Sales Analysis & Forecasting
• Forecasting & Budgeting
• Access & Excel Modeling
• Essbase/Smartview/Ad hoc
• Margin Analysis
• Variance & Trend Analysis
• Liaison with IT
• Graphical Analysis & Presentation
• Profit & Loss
• Efficiency enhancements

TECHNICAL ACUMEN:

• Intermediate and Advanced Microsoft Excel, Intermediate and Advanced Microsoft Access Database
• Windows, Microsoft Office, Lotus, Excel & Excel Macros, Access, CA-DataQuery, Hyperion Enterprise, Hyperion Smartview and Essbase, SQL Financials, Brio-Query, Oracle Financial Analyzer, SAP

PROFESSIONAL EXPERIENCE:

Confidential, Stamford, Connecticut

Sr. Financial Analyst

Responsibilities:

• As a consultant, assisted Investment firm in transitioning historical general ledger data from old legacy systems into new ERP Workday software.
• Modified existing and constructed new excel templates for the loading of historical data into the Workday system to ultimately be able to create reports of year on year P/L comparisons.

Confidential, Rye Brook, New York

Sr . Financial Reporting Analyst

Responsibilities:

• For a food service company responsible for expense and revenue budgeting, financial analysis, analytical support, and monthly reporting.
• Responsible for centralizing data and creating monthly reports utilizing SAP, Hyperion Essbase, Excel pivot tables, recorded macros, lookups, IF statements as well as Access databases to create complex financial models.
• Reports include Presidents Report, Inventory Trend Report, DSO, Overtime, Gross Product Cost, KPI Report.
• Initiated and designed first consolidated account historical P/L report consisting of 13 yrs. of account history.
• Maintained and updated DSO report leading to the overall reduction of A/R times.
• Initiated the use of Hyperion Essbase in the regional finance office and served as reference point for future users.

Confidential, Stamford, Connecticut

Sr. Financial Systems Analyst

Responsibilities:

• For a local telecomm company responsible for the development and consolidation of the Capital and Labor Budget.
• Utilized data file downloads, complex database and spreadsheet models, graphical analysis, as well as Hyperion Essbase to create monthly project based reporting distributed to top management.
• Monthly reports include: indirect and direct overhead analysis, construction work in progress, plant in service, access lines, cost code analysis, projects overspend and expired, project ranking.

Confidential, New York, New York

Sr. Financial Analyst/Consultant

Responsibilities:

• As a Consultant, performed financial analysis functions for various clients on project basis.
• Consolidated financials, revenue & expense budgets as well as Balance Sheet, Cash Flow Statement and gross margin analysis for IPO for investment economic research firm.
• Designed Capital Project invoice tracking database in Access for Bank Paribas expansion build-out.
• Designed operating and capital budget model for Internet advertising company enabling them to acquire working capital funding of $25 million.

Confidential, Dallas, Texas

Sr. Financial Analyst

Responsibilities:

• Supervised three analysts in the performance of daily financial analysis necessary to produce monthly corporate Financial Reporting Package.
• Utilized databases and spreadsheets to create financial models to supply top management with ad-hoc financial and budget reports.
• Enhanced spreadsheet processes to create efficiencies.

Confidential, Dallas, Texas

Financial Analyst

Responsibilities:

• For a ceramic tile manufacturer, responsible for business unit financial analysis and planning.
• Performed the compilation, consolidation, and analysis of budgets and Profit & Loss Statements, utilizing Oracle Financial Analyzer.
• Created and maintained sales forecast database for major customers including inventory and stock levels.
• Utilized spreadsheets, databases, and SQL to perform PC downloads used in various ad-hoc analysis including margin, cost, trend, and variance analysis.

Confidential, Irving, Texas

Fo recast Analyst

Responsibilities:

• For manufacturing firm, utilizing Excel initiated first corporate product sales forecasting system.
• Created ad hoc sales analysis and graphical product profiles to be utilized in trend analysis by various departments.
• Utilized Wal Mart Retail Link to track sales and product demand.

Confidential, Dallas, Texas

Trust Manager

Responsibilities:

• For a manufacturing representative in sales to Confidential Penney, responsible for the tracking of product sales, contracts, product estimates, shipping and various product development issues.
• Automated quarterly and yearly product projections and forecasted yearly commission and monthly production levels.
• Designed reports to perform variance analysis of estimated units shipped per month incorporating product contracts to enable a better view of contract position.

Confidential, Dallas, Texas

Budget Analyst

Responsibilities:

• Responsible for the administration of operating budgets for various municipal departments and interfaced with them.
• Utilized projection methods to perform variance, and trend analysis of revenues and expenditures.
• Created spreadsheet models and graphics to compile various reports for the City.