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Financial Analyst Sales

Location:
Philadelphia, Pennsylvania, United States
Posted:
August 30, 2017

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David P. Bennett

Philadelphia, Pennsylvania • 215-***-**** • ac122e@r.postjobfree.com

Finance professional with over ten years of experience in financial analysis, business planning, district management, and tax preparation; proven ability to generate revenues and control costs.

SUMMARY OF QUALIFICATIONS

• B.S.-Finance

• Areas of Expertise:

Financial analysis

/reporting

Financial forecasting

Budgeting

Parametric estimating

Cost accounting

Procurement

Project management (Earned

Value Management)

Research/due diligence

Tax

Fixed assets

General ledger

Journal entries

Bookkeeping

Accounts payable/receivable

Business operations

New business development

Employee development

• Strong skills in leadership, building productive relationships, training and mentoring employees, developing and achieving business initiatives; flexible, detail-oriented, and analytical.

• Conversational in Italian

• Computer Proficiencies: Emphasys, Fidelio, Hyperion, Oracle, Peachtree, PeopleSoft, Periscope, ProSystems, QuickBooks, SAP, Tenmast, FRx, Great Plains Dynamics, BI360, SQL, Microsoft Word, Excel, PowerPoint, and WebEx

PROFESSIONAL EXPERIENCE

FINANCE OFFICER May 2017 – present

PRINTFLY CORPORATION Philadelphia, PA

• Developed a pricing model to determine the cost of production per item

• Prepared all closing reports and variance analysis

• Initiated new month-end reporting model

• Assisted I.T. Department in modeling new dashboard and reporting tools

• Researched and resolved duplicate trades

• Initiated cost controls for variable costs and direct labor

• Vendor contract management

CONTRACT FINANCIAL ANALYST October 2016 – March 2017

Indpendence Blue Cross – Philadelphia, PA

AAA Travel – Wilmington, DE

• Excel troubleshooting of broken links and formulas.

• Month-end closing reporting

• Variance analysis

• Severance audits

• Board of Directors meeting PowerPoint presentations

• FEP reporting

• Ad hoc reporting

FINANCIAL ANALYST October 2012 – September 2016

GENJI, INC. Philadelphia, PA

Premier provider of all-natural sushi and Japanese cuisine in the US & UK; over $115 million in gross operating revenues in 2015.

• Calculate monthly incentive bonuses

• Prepare Annual Budgets and Reforecasts

• Audit and approve all period financials and performance reports

• Calculate monthly, quarterly, and annual Sales reports

• Calculate variance analyses, Same Store sales, 3-month Averages, and other ad hoc financial modeling for the Board of Directors

• Coordinate and Conduct Quarterly Cost Analyses and SWOTs

• Conducted Advanced Excel training for departmental staff (i.e. Macros, Pivot Tables, vlookups/hlookups, Sparklining, listing, charting, flow-through modelling etc)

FINANCIAL ANALYST June 2011 – October 2012

JPMORGAN CHASE Newark, DE

• Profit & Loss Analyst

• Prepared all U.S. off market trading reports

• Reconciled all day end and month end global trade transactions

• Calculated LIBOR spreads

• Researched and resolved duplicate trades

• Monitored exchange rates for opportunities for arbitrage

• Interact with multiple departments to gather financial statistics, resolve budget and financial issues, and provide needed analytical support.

FINANCIAL ANALYST August 2007 – June 2011

AQUA AMERICA, INC. Bryn Mawr, PA

Public utility company that provides services throughout 14 states; nearly 1 million residential, commercial, and industrial customers; over $700 million in gross operating revenues in 2010.

• Produce operating budget variance reports and calculate trends to prepare monthly and quarterly financial forecasts; track cash flow projections and analyses against budget forecasts and strategic plans.

• Conduct wide variety of additional analyses: revenues, pricing, and financial or sales trends, and cost accounting analyses to determine potential variable savings.

• Interact with multiple departments to gather financial statistics, resolve budget and financial issues, and provide needed analytical support.

• Provide financial research and analysis to support senior management decision making regarding potential new business considerations.

• Monitor key indices throughout project life cycles (e.g., cost schedules, cost performance, schedule performance) for an average of 13 projects per year; provide early warnings related to project performance problems and present interpretive progress values to superiors.

• Analyzed operating performance by geographic location and potential customer growth, contributing to justification for acquisition of nine new territories in 2008, 18 in 2009, and 23 in 2010 - resulted in 20.6% increase in operating revenues since 2008.

EDUCATION

BACHELOR OF SCIENCE - FINANCE

UNIVERSITY OF UTAH Salt Lake City, UT

Member of nationally-ranked Rugby and Lacrosse teams - Elected officer of Greek Council

COMMUNITY INVOLVEMENT

• Volunteer Tutor - WEST PHILADELPHIA PUBLIC SCHOOLS - 2009-2016: provide assistance to 11 to 18-year-old students in spelling, mathematics (pre-algebra through calculus), geography, earth science, physics, and Latin.



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