SUMMARY:

• Excellent understanding of depreciation, gains/loss, retirements, GAAP, and SOX.
• Strong technical user of large ERP Oracle systems, SAP software and BI tools - Hyperion Essbase and Cognos.
• Advanced experience with PowerPoint and giving presentations to key stakeholders.
• Accuracy with large amount of data using Excel 2013 workbooks, pivot tables, Vlookups, complex formulas, graphs, charts and macros.
• Excellent oral and written communication skills.
• Customer and business partner focused, strong work ethic, analytical, entrepreneur, adaptable, and accountable.
• Understands key business drivers and models range of possible financial outcomes and impacts.
• Implements and documents process efficiencies in Confidential fast paced environment.

TECHNICAL SKILLS:

SOFTWARE: SAP, Oracle, Hyperion Essbase, Cognos, TM1, Microsoft Office (Advanced Excel-pivot tables, v-lookups, formulas and macros), PowerPoint and Access.

PROFESSIONAL EXPERIENCE:

Senior Financial Analyst

Confidential

Responsibilities:

• Running TM1 for preparation of global operations package for world-wide divisions
• Inventory actual reporting from SAP.
• Inventory forecast reporting.
• Operations metrics input and reporting.
• Book, ship, revenue forecast build.
• Documented process and performance data collection.

Senior Financial Analyst

Confidential

Responsibilities:

• This position was responsible for highly visible, sensitive and multi-faceted Health Care Reform financial report filings that included interacting with multiple departments and regions, as well as governmental agencies.
• Worked in conjunction with the Lead Project Manager for Health Care Reform filings and with the statutory financial reporting team.

Senior Financial Analyst

Confidential

Responsibilities:

• Partnered with Director of FP&A, Sales and Marketing business units on total company revenue.
• Maintained complex revenue forecast models in Excel.
• Prepared detailed revenue models using Excel workbooks, SAP and Hyperion.
• Provided earnings call slides on total company revenue.
• Implemented and documented process improvements during SAP transition.
• Trained users how to maintain models and update for month end close.

Senior Financial Analyst

Confidential

Responsibilities:

• Partnered with VP, Treasurer and Director of Confidential & Confidential with Finance Confidential Learning and Development Survey.
• Prepared Confidential & Confidential metrics and benchmarking for Confidential Planning.
• Prepared detailed financial forecasts model for IT Controller and CIO to be maintained for the Fiscal Year planning process.
• Created Confidential & Confidential Excel GL updated roll up and pivot table for model analysis and trained users.

Senior Financial Analyst

Confidential

Responsibilities:

• Lead and completed large-scale, client-driven project with WW Sales Enablement, Strategy and Planning.
• Communicated with Directors and business partners to determine their needs and requirements.
• Assisted with preparation of weekly, monthly and quarterly financial analysis schedules of actual vs. budget variances.
• Prepared detailed annual financial budget and monthly financial forecasts.
• Provide financial analysis support on ad hoc basis.
• Developed, designed, and implemented improved business processes and solutions to meet customer expectations.

Senior Financial Analyst

Confidential

Responsibilities:

• Analyzed sales and inventory data for use in reconciliation and reporting.
• Assisted in the design of proper financial & operational controls.
• Developed & analyze weekly sales and inventory metrics to measure the health of the supply chain.
• Identified root cause and resolved inconsistencies in sales & inventory data.
• Monitored manual transactions processed by the revenue analyst.
• Partnered with the accounting, internal audit and finance teams on all financial analysis & controls.
• Presented reporting & analysis to management.

Senior Financial Analyst

Confidential

Responsibilities:

• Partnered with Controller, managing large amounts of data in Excel.
• Produced reports and Journal Entries with SAP.
• Updated Forecast and Actuals for reporting to VP Finance.
• Managed cost accounting and operational expenses.

Senior Financial Analyst

Confidential

Responsibilities:

• Partnered with Director of FP&A.
• Analyzed current and past trends including areas of revenue, cost of sales, expenses and other key performance indicators.
• Suggested resulting implications and key actions.
• Collaborated with business partners and leaders cross-functionally to manage operating expenses.

Senior Financial Analyst

Confidential

Responsibilities:

• Partnered with CFO.
• Built budget and distributed company wide using Excel, Compeat and Infosync software.
• Completed projects and analysis for Marketing and Sales.
• Built efficiencies into budget process and trained users.

Senior Financial Analyst

Confidential

Responsibilities:

• Partnered with Information Security business unit.
• Developed new budget management process.
• Gathered, analyzed, prepared and summarized recommendations for forecasting process ongoing.
• Supported the 2013 Plan creation and new budget roadshow.

Senior Financial Analyst

Confidential

Responsibilities:

• Developed and maintained major forecast models while ensuring accuracy.
• Provided monthly variance analysis, investigation and commentary.
• Created monthly reporting for accounting business unit leads.
• Approved purchase requisitions and verifying expense coding.
• Provided ad-hoc reporting.
• Supported the 2013 Plan creation.

Senior Financial Analyst

Confidential

Responsibilities:

• Capital Expense analysis, modeling and forecasting financial data.
• Prepared and presented monthly and quarterly reporting packages.
• Provided variance analysis, investigation and commentary.
• Completed monthly close process, JE creation, account reconciliation.
• Cost accounting, inventory valuation and reserve.

Senior Financial Analyst

Confidential

Responsibilities:

• Prepared annual budget, quarterly and monthly forecasts using SAP, Cognos TM1 and Excel.
• Supported business partners in monthly accounting close accrual process.
• Prepared monthly financial variance analysis reports for business partners and management, comparing actual results to forecasts.
• Analyzed Service P&L Margins.
• Created spending analysis for Engineering, Strategic Business Development, and Sales and Marketing West division.
• Assisted Director of Finance with various projects.
• Responded to requests from auditors.
• Assisted in the documentation of internal controls and processes in accordance with SOX requirements.
• Provided backup to other areas of Finance on as needed basis.
• Maintained software capitalization forecast and booked actuals.
• Maintain and reported Workflow RX margins in SAP.
• Forecasted weekly headcount for Executive staff.

Senior Financial Analyst

Confidential

Responsibilities:

• Responsible for providing complex financial analysis in support of management decision-making within IT business unit.
• Monitored and assist with forecasting monthly equipment budget.
• Conducted independent research and analysis on the monthly and quarterly forecast variance report.
• Compiled information and prepared complex reports/forecasts using SAP, Stamp, Excel and Access Databases.
• Worked closely with vendors on quotes and to process PO’s.
• Managed invoice processing for departments and invoice filing.
• Prepared agenda for the weekly equipment meetings.
• Acted as liaison between team members and Confidential End User computing group for financial related questions and problems.
• Answered questions regarding business unit policies and procedures.
• Worked closely with both internal team member and external client to meet their service needs.
• Conducted in-depth research of financial, operating and economic data and analyzed, interpreted and reported findings.
• Worked with Project Managers to collect financial data.
• Prepared variance and trend analysis.
• Communicated and provided guidance to business partners regarding relevant financial policies.
• Created and monitored systems and models to predict financial outcomes.
• Recommended business strategies and approaches, providing input to business strategic plans based on various model analyses.
• Ensured adherence to compliance and risk management requirements.

Senior Financial Analyst

Confidential

Responsibilities:

• Responsibilities included US Corporate Finance departments and all regional roll-up consolidation reporting under CFO, EVP and Controller using Excel workbooks.
• Produced monthly forecasts, annual budgets, actual investigations, and variance analysis using Excel, SAP and Hyperion Essbase.
• Created tax fees spending reports as well as Audit, Tax, Internal Audit, Investor Relations and Franchise Tax Fee accrual analysis.
• Prepared quarterly business review presentation, headcount reports by country and region.
• Monitored and analyzed time and expense and tax allocation areas monthly amd quarterly.
• Worked with CFO and EVP on multiple ad hoc Analysis projects.
• Responsibilities in External Reporting under Controller included Bad Debt Reserve, Legal and Collections roll forward, MD& Confidential discussion areas in 10Q and 10K and earnings call items including assisting with reviewing press release text and exhibits, earnings call slides and CFO script, FP& Confidential earnings call binder, depreciation, AP and AR related items and Confidential ’s for external auditor.
• Supported FP&A, Marketing, Sales and Sales Operations teams.
• Primary responsibilities included monthly and quarterly activities supporting FP& Confidential group, efficiencies analysis and implementation and production support.
• Completed monthly accounting close, including journal entries, account reconciliations, variance analysis, forecast using SAP and Hyperion Essbase.
• Assisted in subcontractor accruals and analysis for Marketing and Sales, annual budget process, reviewed with business partners and assisted in creating and understanding roll forward budget.
• Updated weekly headcount report, semi-monthly travel report, semi-monthly payroll report, and semi-monthly employee expense report.
• Communicated with Directors the finance impact on their business with PowerPoint presentations.
• Reviewed all financial outcomes with business partners on Confidential monthly basis to assist in planning.
• Supported the FP& Confidential Manager and IT Controller in their core activities, including budgeting, forecasting, journal entries, reconciliation, capital requests (SAP/PO’s), with consistent overall monitoring of financial performance monthly.
• Preparation of annual budget, 12 month rolling forecast, and month end accounting close.
• Supported the annual plan process and BOD package.
• Prepared annual operating and capital budgets and maintained long range forecast to actuals variance analysis.
• Supported the month end close process inclusive of budget variance, reserve management, trend analysis, headcount, time and expense reports, and account reconciliations.
• Provided monthly expense and forecasts packages to IT Controller.
• Performed monthly fixed asset analysis, review and reporting, processed transfers, retirements, and capitalization.

Accountant

Confidential

Responsibilities:

• Applied accounting principles to the financial operations.
• Complied with internal and external audit requirements.
• Assisted with the monthly and quarterly close including preparing journal entries and monthly accruals, and reconciling accounts to the general ledger.
• Established necessary accounts in the Chart of Accounts.
• Processed accounts payable payments and reconciliations, Fixed Asset additions and A/R collections.
• Interpreted accounts, records, and financial data for management.
• Monitored compliance with GAAP and company procedures.