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Financial Analyst Resume

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WashingtoN

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OBJECTIVE:

To provide comprehensive financial/operations analysis that is actionable and results in sustained profitability at my company.

PROFESSIONAL EXPERIENCE

Financial Analyst

Confidential, Washington

Responsibilities:

  • Developing PivotTables with DAX formulas, data drill - downs, drop-down filters and slicers in Microsoft PowerPivot 2013 and SQL Server Reporting Services from Microsoft Dynamics - GP ERP system.
  • Minimizing inventory carrying costs by effectively measuring inventory turns, months on hand, lower of cost or market and SKU rationalization analytics for operations management to plan inventory spend.
  • Preparing monthly performance reporting package including key performance indicators, financial statements, EBITA bridges to Flash/Forecast/Budget and variance commentary to senior management of two subsidiaries in Microsoft SharePoint.
  • Presenting weekly forecast flash of product gross profit, operating expenses and SG&A to operations management in a teleconference with GotoMeeting and PowerPoint 2013.

Senior Financial Analyst

Confidential, Portland, Oregon

Responsibilities:

  • Compiling key performance metric in Targit BI tool for retail, website and catalogue division by consumer and trade customers including Average Dollars Sales, Active Customers, Customer Conversion, Demand to Ship Ratio, Sell-through Percentage and Sales per Square foot or page.
  • Organized top-down and bottom-up budget including gathering manufacturing capacity plan, marketing / sales plan and overhead cost center expenses into master budget with consolidated/segment financial statements (P&L, Balance Sheet, Cash Flow and Manufacturing Statements).
  • Published weekly performance reporting package including product gross profit analysis with selling price/cost/volume breakout, category MMU and monthly projections from product manager sales forecasts.
  • Uploaded subsidiary trial balance from Microsoft Dynamics-AX ERP to Lawson ERP utilizing PivotTable summary and validated profit/balance sheet pull-through with parent Essbase reporting tool.

Financial Contractor

Confidential, Miami, Florida

Responsibilities:

Responsibilities:

  • Designed SQL queries and Stored Procedures with SQL Server Integration Services for data warehouse reporting and cube reporting services.
  • Embedded Microsoft Excel Charts and Tables into PowerPoint slides for annual board meeting with version tracking spreadsheet.
  • Imported fixed assets from SAGE FAS for Windows into Accpac for capital budgeting project and depreciation projections.
  • Instructed users on advanced Excel features including Hlookups, Index-Match, PivotTables, Sum-IF, Scenarios and Vlookups.

Information Support Specialist / Accounting Assistant

Confidential, Oregon

Responsibilities:

  • Filed Sales and Use Tax Returns for California and Washington including business licenses and occupancy taxes electronically.
  • Prepared month-end journal entries, balance sheet account reconciliations and financial statements to ownership with ratio analysis.
  • Provided financial audit support including lead schedules, balance sheet roll-fowards, reconciliations and selection support.
  • Supported over 100 users in NxTrend system and Microsoft Office applications including creating process documentation on company Intranet website.

TECHNICAL SKILLS

TECHNOLOGY: Systems Ecometry, Fourth Shift, Lawson ERP, Microsoft Dynamics - AX 2012, Microsoft Dynamics - GP 2010, PeopleSoft/Oracle 8.5 with Envision and NxTrend.

Business Intelligence: Business Objects, Crystal Reports, Cognos ReportNet, Hyperion Essbase, Hyperion Designer 8.5, PowerPivot for Excel 2013 and Targit BI 2K10

OS/Software: Access 2013, Monarch 8, Excel 2013, PowerPoint 2013, Visio Pro 2007, Word 2013 and Windows 8.1

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