We provide IT Staff Augmentation Services!

Senior Financial Analyst Resume

3.00 Rating

Chicago, IL

SUMMARY:

Detail orientated Finance Manager w/ MBA and 15+ years of Finance & Accounting experience. Experience includes over 12 years of hands on SAP budgeting/forecasting and 10 years of Hyperion HFM within Confidential 500 companies.

TECHNICAL SKILLS:

Computer Skills: Excel (v - lookups & pivot tables) & Word for Windows, Policy IQ, SAP Software, Hyperion, PowerPoint, NetSuite, Adaptive Planning, BPCS, Qlikview and Sharepoint

PROFESSIONAL EXPERIENCE:

Confidential, Chicago, IL

Senior Financial Analyst

Responsibilities:

  • Update and analyze monthly actual & forecast sales and costs by location. Assist in analysing/explaining monthly financial results, with explanations focusing on variances to annual plan, forecast and prior year.
  • Prepare detailed reports to show profitability by several different data viewpoints (sales location, region and customer type) for review by Sales, Supply, and Management.
  • Support the business in the monthly review of financials giving insight as to performance drivers.
  • Compare forecast to annual and strategic objectives and provide variance analysis.
  • Support ad hoc requests from the business in relation to the financials and performance.

Confidential, Chicago, IL

Senior Financial Analyst

Responsibilities:

  • Distribute SOX Narratives & Test Scripts to Process Owners quarterly and request process change updates to both.
  • Established Share point Site as a repository for all SOX related documentation.
  • Conduct quarterly SOX testing and document findings in the areas of Managed Accounts, Check Disbursements, IT Financial Applications Maintenance & Program Management.
  • Analyze Intercompany Payables & Receivables and research suspicious entries.

Confidential, Elk Grove Village, IL

Senior Financial Analyst

Responsibilities:

  • Position reports directly to CFO.
  • Responsible for quarterly SOX testing.
  • Compile & load annual plan in SAP & Hyperion.
  • Create weekly revenue forecast and monthly Sales/Margin analysis.
  • Generate monthly & quarterly financial reports to corporate with variance explanations vs plan, forecast and prior year.
  • Distribute monthly departmental financials with variance causals to Genfare senior management.

Confidential, Rolling Meadows, IL

Manager Financial Planning & Analysis

Responsibilities:

  • Compile, analyze and load annual corporate plan. We utilize NetSuite General Ledger Software.
  • Found a reporting software (Adaptive Planning) and was co - project lead during its implementation.
  • Distribute monthly departmental expense financials & quarterly Regional P&L’s to SLT (senior leadership team).
  • Received CEO Excellence award for discovering an overcharge of $ 440K in freight from our US Distribution provider.
  • Also discovered a 160K USD overcharge (VAT) from our European Distributor, which we later received full credit for.

Confidential, Lake Forest, IL

Senior Financial Analyst

Responsibilities:

  • Analyze Requests for Capital Expenditure (RCE) for financial feasibility and completeness and approve or rewrite.
  • Prepare monthly departmental performance reports with causals for budget variances (Excel vlookups & pivot tables).
  • Upload actual project expenses into Clarity (program management software) and run spending reports for management.

Confidential, DesPlaines, IL

Senior Financial Analyst

Responsibilities:

  • Tracked Confidential to Net savings programs (pricing increases, rebate decreases) to insure savings targets were achieved.
  • Worked with Sterno Regional Sales reps on customer contract pricing and programs.
  • Prepared monthly profitability models, by customer, and compared to prior year and budget for Senior Leadership Team.
  • Sarbanes Oxley Captain responsible for writing Narratives, Benchmarks and Test Scripts as well as quarterly testing.
  • Annual P&L budget compilation and monthly variance analysis.

Confidential, Lisle, IL

Senior Financial Analyst

Responsibilities:

  • Collaborated with Sales, Marketing and Engineering management to forecast revenues and expenses.
  • Created key monthly financial metrics and compiled a financial reporting package thru financial modeling.
  • Responsible for reconciling Balance Sheet accounts including Intercompany payables/receivables.
  • Fin’l Rep for DMT Marketing Dept., tracking variances vs. its 4.8 million annual budget (Advertising/Trade Show expenses).

Confidential, Rosemont, IL

Senior Financial Analyst

Responsibilities:

  • As a Senior Financial Analyst, in the Financial Planning & Analysis area, responsible for tracking monthly progress against the Balance Sheet and P&L targets in an SAP environment.
  • Analyzed monthly Departmental budget performance for HQ & Plants. Tracked key financial metrics on a monthly scorecard.
  • Coordinated the annual budget compilation for 2001 & 2002 Balance Sheet and P&L (SAP).

We'd love your feedback!