Senior Financial Analyst Resume
Boston, MA
Objective
Highly accomplished, results-driven, and tenured finance professional; backed with more than 9 years of experience in forecasting, budgeting, planning, modeling, risk analysis, variance and trend analysis, cash management, P&L, DCF, ROI, and financial reporting. Accustomed to analyzing key performance indicators to demonstrate notable information to the upper management.
Technical Acumen: Windows 95/98/2000/NT/XP/Vista/7|NetSuite|QuickBooks Pro Microsoft Office (Word, PowerPoint, Excel, Access, and Outlook) |Adobe Photoshop|Sales force
Professional Experience
Confidential,Boston, MA, USA
Senior Financial Analyst 2009-Present
- Present comprehensive financial reports and necessary documents to generate approximately $10 million equity for Innovation Advisors (investment bankers), as well as monthly financial reporting package for investors (BB and GH) and Executive team
- Responsible for forecasting, budgeting, and modeling on a monthly, quarterly, and yearly basis; as well as to the preparation of weekly cash flow forecast reports for the CEO, COO, and CFO
- Responsible for comparing and analyzing actual vs. budget/forecast results and present the analysis to the senior management (CEO, COO, CFO, CTO, VP of Operations)
- Act as a liaison and provide comparative analysis to the departmental heads (Sales, Operations, Technology)
- Provide exemplary cash management to a leading provider of software, solutions, services, and trading platforms with more than $15 million in funds
- Administer entire phases of monthly book-closing process for holding and subsidiary companies
- Organized and presented all financial reports and details during due diligence process for raising $2.5 million in 2011 from Bridge Bank (BB) and Gold Hill Capital (GH) as well as for any future due diligence processes
- Ensure regular collaboration between Boston Technologies and investor (Bridge Bank [BB] and Gold Hill[GH]) covenants for capital requirements
- Ensured smooth business expansion by overseeing domestic (US) and international (UK, Japan) finance requirements
- Deliver superior assistance to CFO in developing Investor Relations as well as managing 2011 audit process for all companies
- Applied best practices in handling books and month-end closing process for five companies
- Controlled cash for more than 15 bank accounts totaling close to $8 million
- Performed comprehensive analyses necessary in the preparation of monthly financial reports
- Arranged monthly reconciliations for company and client accounts
Confidential,Boston, MA, USA
Financial Assistant 2008-2009
- Closely worked with CFO and Director of Operations in generating and controlling detailed budgets and forecasts of expected performance for all 25 stores across Boston, with $10 million in revenue
- Compared actual results obtained from reviewed and evaluated reports alongside forecasted results for 25 stores utilized Microsoft Excel and QuickBooks in re-forecasting based on inputs from CFO and communicating changes to functional controllers
- Created detailed trend and variance analysis report to assist CFO for future budgets
- Led the production of weekly and monthly budgets for 25 stores by closely monitoring functional and sales department spending, and tracked the differences and compared to actual budget
- Submitted financial and operational information to senior management on time, along with financial planning support to CFO and district and store managers for effective business decisions
- Completed extensive business unit specific performance reporting, revenue cycle reviews, and trend analysis for each store; along with the assessment on customized reports and recommendations for quality decision making
Confidential,Mumbai, India
Intern 2007
- Successfully completed training on the operations of stock market, including Bombay Stock Exchange (BSE) Online Terminal
- Managed and ensured completeness of clients’ online orders and assisted them with market expectations
- Accomplished two assignments involving Portfolio Services with a corpus of $5 thousand each, providing a 10% return per month on their stocks
Confidential,India
Financial Analyst 2003-2006
- Employed technical expertise in Hyperion and Microsoft Excel spreadsheets to support senior finance management in developing budgets and forecasts for 28 cost centers across India, distribute across branch managers; and assist in consolidation of all budgets
- Rendered close monitoring to compliance requirements of contract and document changes, including:
- Preparation of monthly reporting of divisional results to support senior financial analyst and higher management
- Completion of expense analysis by department using QuickBooks
- Organization of price, volume, currency analysis, and variance analysis against plan and prior year
- Created detailed financial and operational projections, such as revenue, region, product, expenses, department, and project
Education
Master of Business Administration (MBA) in Finance
