Management High School

Shirley McFarlane

Email: ****************@****.*** • Cell (801) 318 - 9698

PROFESSIONAL EXPERIENCE

Discover Financial Services May, 2008 - Present

Senior RCT Analyst (Rapid Cycle Testing)

Prepare cost analysis reports using Return on Investment and Regression Analysis for the Utah and

Phoenix operations centers

Proposed strategic advice for investment decisions, enhancements to existing products and development

of new products.

Develop financial projections of business performance to drive decision making.

Execute research projects involving testing and innovations for different business partners (BP’s).

Analyze and interpret quantitative and qualitative data for internal and external business units

Evaluate and assess results at testing conclusion and made applicable recommendations.

Conduct meetings to present findings and recommendations with supportive data to business partners

and senior management.

Monitor new customer trends to inform business partners of key insights and financial implications.

Develop and maintain executive client relationships to produce partnership strategies and new business

opportunity.

Perform as a strong player that can work cross functionally, sharing insights and experience while

extracting the best from internal and external business partner relationships.

Schedule and manage all project kick-off meetings, create a brief review meetings and BP creative

presentations

Advanta Bank Corporation Oct 2006 – May 2008

Senior Account Analyst

1. Advised customers through written or verbal communication to support response as needed.

2. Reviewed accounts for reconsideration of closures and credit limit reductions.

3. Utilized an analytical approach to develop insightful financial analysis.

4. Completed, improved and documented daily duties in compliance with established policies and

procedures.

5. Performed detailed account research for complex situations that associates encountered

ModusLink Corporation Feb 2006 – Aug 2006

Pricing Analyst

6. Developed and utilized forecasting models to accurately project future results and identify trends for

management decision-making.

7. Executed monthly reconciliation process for HP account.

8. Analyzed price quotations accuracy using approved pricing systems and databases such as MS Access

9. Performed periodic ‘post analyses’ in order to validate pricing and operations accuracy.

10.Enhanced the forecasting process for the company.

11. Managed customer database, product updates, and upgrades.

BYU Office of Independent Study Jun 2004 – Jan 2006

Marketing Assistant

12.Coordinated visits with high school counselors throughout the United States.

13.Provided marketers with necessary school counselor requests and materials on trips.

14.Integrated database of outcomes of the different high school visits.

15.Actively participated in new employee recruiting and training processes

16.Monitored and couched new hires on companies procedures and operations

JetBlue Airways Jun 2005– Aug 2005

Budgeting College Crew Member

17.Developed and tracked profitability for key product portfolios, activity/segment based Profit and Loss

statements.

18.Performed quarterly close analysis and reconciliation.

19.Analyzed key drivers and trends to drive better accuracy of forecasts/results.

20.Identified areas of improvement and worked with project teams established to address these areas.

21.

Credit Suisse First Boston 2000 & 2001 summers

Corporate Trade Assistant/Preferred & High Yield Desk Assistant

22.Updated confidential corporate statements and accounts.

23.Built and managed stock auction calendar.

24.Monitor the performance of the business against plan, forecasts and competitors.

25.Answered customer questions on company banking and investment procedures.

26.Managed documents, files, and customer accounts.

27.Prepared details and expenses for department employees..

EDUCATION

Boston University Apr 2010

Masters of Science, MBA, Banking and Financial Management

28.GPA of 3.5 out of 4.0, Honors

Significant Courses:

Financial and Managerial Accounting

Risk and Continuity Management

Investment Analysis and Portfolio

Management Managing Employees, Professionals and Teams

Program and Project Management Financial Markets and Institutions

Innovation: Developing Products & Services Data Analysis & Operational Management

Brigham Young University Dec 2005

Bachelors Associates in Business Management

Emphasis on Finance

COMPUTER SKILLS

Applications and Security:

Microsoft Office Suite Firewalls

Excel, Word, PowerPoint, Access Cookies and Bugs

Microsoft Project Email/Ecommerce Security

Lotus Notes & Outlook Security Analysis Software

REAL STATE ENTREPRENEUR:

Restored homes for rental or resell.

Interviewed potential tenants for filling vacancies and assessed potential risks.

Managed multiple owned properties, tenants, contracts, repairs and rent collection

ABILITIES AND SKILLS:

Fluent in Spanish and English

Zumba Fitness Instructor

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