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Financial Analyst

Location:
Springboro, OH
Salary:
88,000
Posted:
May 24, 2017

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Resume:

Cathie Ward

**** *** ***** *****

Centerville, OH 45458

937-***-****

EDUCATION: B.S. Mathematics and Statistics, (Actuarial Science), Purdue University, West Lafayette, IN 47907

GPA: 3.18

West Carrollton High School, West Carrollton, OH 45449

GPA: 3.81

EXPERIENCE:

1/16-3/17 NCP Finance, Financial Analyst

Responsibilities: Compile financial and operational data necessary for monthly and annual reporting requirements. Assist in preparation of lender, investors and internal management reporting packages including analytical review and graphs. Drove the development and maintenance of key metrics, dashboard and support for financial reviews. Established an operating discipline to monitor, analyze and report on variances and causal factors. Performed detailed financial analysis including profitability and yield analysis, return on investment/discounted cash flow analysis, and monitoring business issues. Provided ad-hoc analytical support on cross functional projects as required. Assisted with development of pro-forma and projections for new financial products. Assisted with budget and re-forecast operations / financials of the company collaborating with counterparts in other functional areas to ensure accurate forecasting and planning. Monitored and ensured timely identification and compliance with evolving accounting guidance, provide US GAAP interpretation and prepare technical memorandums that document issues in and clear, logical and comprehensive manner. Assisted in the improvement of internal controls. Assisted with external audits as they arise.

7/13-12/15 Contech Engineered Solutions, LLC, Financial Analyst

Responsibilities: Prepare monthly financial P&L for Treatment Solutions product lines including commentary for variances to prior year and plan. Developed various reports for deeper dive analysis to be done by product managers for International Sales, Transition Times, Need to Book, Backlog, Pipeline, Freight, Product Line Statistics to assist with P&L commentary. Taken initiative to observe and analyze the needs of the company and provide answers to questions before they are asked.

Provide numerous ad-hoc analyses upon request of finance or product managers. Developed training library documents for MicroStrategy dashboards. Wrote specifications for deeper dive reports to be implemented in MicroStrategy environment. Scrubbed and analyzed data from acquired companies to incorporate into our data systems. Led development of standardized UAT on any new MicroStrategy dashboards to ensure accurate reporting.

1/11-7/13 Contech Engineered Solutions, LLC, Logistics Analyst

Responsibilities: Through enhanced knowledge of Visual Basic for Applications, developed and maintain freight calculators for 15 different product lines for sales team to accurately price freight "on the fly". Following the success of these tools, developed all-encompassing pricing tools for three product lines. Providing one-on-one and formalized training and support for users of pricing/freight tools. Develop and maintain daily/monthly reports analyzing freight costs for private fleet, commercial contracts, and the spot market. Prepare commentary for monthly financial reports to explain variances from prior/plan figures. Provide Capital Expenditure analyses for purchasing new/replacement vehicles in private fleet. Provide analysis on estimated freight savings based on plant locations, delivery schedule changes, private fleet vs commercial carrier, etc. Provide numerous non-logistics ad-hoc analyses upon request of manufacturing, sales, finance due to high quality reputation.

5/06-12/10 Safeco Insurance, a Member of Liberty Mutual Insurance, Senior Personal Lines Analyst

Responsibilities: Develop and maintain many MS Access-based forecasting tools and "dashboards" to facilitate data analysis throughout company based upon user’s area of the business. Developed additional fully-automated canned reports and analysis metrics by market by month. Developed, maintain, automate update of various reports and tools for analysis of several aspects of book-of-business by market by quarter. Prepared Cost/Benefit Analysis for determining value of vendor software based upon dollars of premium saved and dollars of losses not insured. Subject Matter Expert (SME) for Legacy Agency Markets Personal Lines data tables. Led development processes for Ad Hoc data requests, tracking, and on-time delivery. Develop and publish routine monthly and quarterly datasets and reports for Safeco Personal Lines departments for trended book of business profiling. Led development effort for department peer review process to ensure standardized approach to routine and ad-hoc reporting including developing standardized folder structure for team projects.

5/01-5/06 Dayton Power & Light (DP&L), Marketing Research Analyst

Responsibilities: Provide improvement recommendations and implement new (or enhance existing) processes through new technology or consolidation/streamlining of existing methods in order to increase accuracy and thus reducing time spent to generate reports. Maintain, update and acquire new data utilizing various data sources to provide most recent/accurate data for forecast models through the use of writing Access/Excel macros and queries. Design forecast models using various types

of statistical analysis for marketing and operations using Access, Excel and Crystal Ball (Excel add-in simulation/regression software). Design user-specific reports from these forecast models that make recommendations to management to optimize operations. Customize and run additional simulations/forecasts as requested.

COMPUTER SKILLS:

Sage Accounting Software

Host Analytics

SQL Server

SAS Enterprise Guide

Extensive knowledge of Microsoft Access, Microsoft Excel, Microsoft Word, Visual Basic for Applications



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