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Principal Financial Analyst Resume

Richmond, VA


  • Independent self - starter with strong analytical and problem solving skills, attention to details and extensive experience in financial planning & analysis (FP&A), financial modeling, cost analysis, budget management, financial reporting and presentation, advanced in MS Office, Hyperion applications and SQL


Confidential, Richmond, VA

Principal Financial Analyst

  • Promoted to Principal Financial Analyst and recognized as SME in reporting and analysis, thought leader in process improvement. Manage the budget process for $170 million annual OpEx through rapid growth and significant regulatory impacts . Key responsibilities include:
  • Provide budget guidance and financial advisory to stakeholders to ensure corporate strategy for Risk Management implemented in operating expense planning
  • Oversee and execute budget, forecast, regular reporting, fund transfer and variance analysis processes
  • Identify key financial risks, escalate implications and options through finance executives
  • Due to performance and demonstrated strengths, assigned stretched roles by management in process improvements, reporting automation and ad-hoc complex analysis for the broader team:
  • L ed the initiatives to improve the efficiency and effectiveness in reporting and forecasting processes to enable more insightful reporting and analysis
  • Automated executive reporting and standardize forecast templates that eliminate 90% of the non-productive time and performed complex compensation analysis that led to major strategic shift

Senior Financial Analyst


  • Provide financial oversight and support to key Risk management initiatives such as Basel program ($250 million project over ~4 years) and acquisition integration projects:
  • Designed financial processes and controls that support overall project governance principles
  • Monitored program financial well-being, identify and highlight potential risks and trade-offs, and provide regular financial reports and ad-hoc analysis to program executives

Senior Financial Analyst


  • Responsible for asset growth and profitability forecast and monitoring of the pricing and asset acquisition strategies in US Card LoB
  • Played an instrumental role in 2nd line of defense for the repricing and legislation changes in 2009 and earned the compliments for preventing some meaningful negative impact from business model error
  • Developed the forecast and analysis models, f ormulated what-if scenario analysis for fast changing business and legislation environment
  • Monitored profitability and credit performance of these strategies, explained variances and recommended mitigation actions or forecast adjustments that helped to achieve strategic goals

Senior Financial Analyst


  • Responsible for managing the actuals, forecast and reporting processes of the corporate management reporting system
  • Confidential lead for remediation and test in the success of the customer database transition (Project TSYS, largest IT project in Company history at the time), ensured minimum negative impacts to the management reporting operation
  • Executed month end reporting and forecast processes, such as Provision for Loan Loss calculation, Other Segment report and Treasury P&L
  • Worked with cross-functional teams to improve process efficiency by reducing the actuals closing cycle from 9 days to 6 days; key performer in the Company’s management reporting methodology and allocation method review

Confidential, Los Angeles, CA

Financial Analysis Lead

  • Reported to VP Finance and responsible for product line financial reporting and analysis for a $42 million annual sales business;
  • Led the company finance the information systems technical support and training function;
  • Managed a team of 2 financial/accounting staffs

Confidential, Holland, MI

Account Financial Manager Intern

  • Developed and maintained the standard costing framework for interior products that will improve buyer negotiating for a $34 million market of 2001-02 model year by initiating cost reduction of $4.2 million and realizing cash flow improvement of $5.8 million;

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