Sales Financial Analyst
Resume:
SUMMARY
Over *+ years of Analyst experience, analyzing current and past data and performance, preparing reports and projections based on analysis, providing recommendations for improvement, excellent cost saving analyses, coordinating with other members of the team, expert-level analytical and financial modeling skills, strategic thinking, ability to influence and persuade, knowledge of ERP systems and related technologies, excellent time management and organizational ability, able to multitask and meet constant deadlines.
PROFESSIONAL EXPERIENCE
Dupont-FMC Aug. 2017 – Feb.2018
Financial Analyst (contract)
Forecasted sales for North America region on a weekly basis
Weekly and monthly reporting of Sales, COGS and Gross margin using SAP BW queries
Responsible for Daily Sales report to management for North America including analysis to prior year and forecast
Weekly update of pricing and COGS rate for Global operations
Prepared PowerPoint presentations for Sales teams and senior management
Utilized SAP, SAP BW, Microsoft Excel, Sharepoint, and PowerPoint
Bristol-Meyers Squibb May 2017 – Aug. 2017
Financial Analyst (contract)
Monthly variance analysis and account reconciliation of accounts
Responsible for capital budgeting for expenses
Monthly and quarterly forecasting of Sales
SAP, Excel, Access, SQL
St Joseph University Sept. 2016 – April 2017
Database Analyst (contract)
Received requests for information on students or graduates for all departments
Used Access databases to create complex queries to create extensive lists in Excel to respond to requests
Created Cognos reports for University administration regarding email usage, email notifications to community and metrics of response rates
Access, Excel, Cognos
Gamesa May 2016 – Aug. 2016
Financial Sales Analyst (contract)
Responsible for forecasting sales and sales project updates on a daily basis
Tracked Sales budget and expense reports for Sales team
Reconciliation of variances to projected Sales Budget
A/R invoicing and sales order input into SAP
Created Access databases with Excel data tables of Customers and Projects
Technologies: SAP, Salesforce, Access, Excel
AT&T- King of Prussia, PA Jan. 2016 – April 2016
Financial Analyst (contract)
Responsible for daily reports for PO, Projects, and other indicators
Created, invoiced, tracked, audited, and received on purchase order requests for projects
Tracked projects and updated project schedules on Gannt Chart
Created macros for reports to expedite generation
Technologies: Excel, Oracle, Norad, PACE, Access, SQL
Nutrisystem - Fort Washington, PA Oct. 2015 – Dec. 2015
Financial Analyst (contract)
Responsible for Daily Dashboards for Sales, Media, and other indicators
Generated daily Media and Sales report detailing relationship between type of media and sales impact
Updated yearly budgetary and forecast reports
Assisted in creation of Financial reports combined with variance analysis of accounts
Technologies: Excel, SAP
IMS Health-Plymouth Meeting, PA July 2015 -Sep. 2015
Sales Analyst (contract)
Analyzed Sales Inquiries from Sales team to determine if any discrepancies to inventory
Determined if Sales inquiry required further action to resolve differences
Generated upload into client system of discrepancies and action needed to resolve
Daily reporting of Project team’s metrics to Engagement manager
Technologies: Excel
PHI-Pepco Holding Company - Carney's Point, NJ May 2015 – Oct. 2015
Reporting Analyst (contract)
Created dashboards of key metrics for Revenue Management department
Worked with Senior analysts to develop Excel macros tp automate reports and Pivot tables
Created managers’ report to monitor analysts on daily work performance and monthly metrics for Performance Reviews
Extensive use of SAP and SAP BW to generate data
Technologies: VBA Macro Excel, SAP, SQL
WORLDWIDE ENVIRONMENTAL SERVICES - Fort Washington Jan. 2015 – April 2015
Business Analyst (contract)
Developed VBA macro Excel files to format text site files and reports
Created Access database for inventory, server and site information
Additionally, linked Excel files to database for easy query process
Performed inventory reconciliation from 3 database sources
Technologies: VBA Macro Excel, Access Database, Inventory, SQL
SHIRE PHARMACEUTICALS April 2014 – Oct. 2014
Budget Analyst (contract)
Developed Budget upload for SAP and Hyperion data using formulas and macros to simplify changes and upload process
Audit of Telecommunication devices to reduce costs
Analyzed Access database created by consultant to simplify team's understanding of its reports, tables, queries and macros
HOTWIRE COMMUNICATIONS March 2012 – Nov. 2013
Financial Analyst (contract)
Analyzed and reported on cable, circuit and telephone vendor invoices
Produced over $400,000 in savings
Prepared and posted all journal entries for vendor invoices including month end close
Managed reconciliation of accounts, analyzed forecast, budget and actual.
Analyzed customer base to assure services charged are same as services invoiced
Provi ded specialty reports as requested
DORMAN PRODUCTS Feb. 2011 – Feb. 2012
Data Analyst (contract)
Reduced forecast error by 10% using alternate forecast methods for intermittent sales
Developed new process to determine base order forecast, incremental forecast and total forecast
Developed Access program to calculate and compare moving average forecasts to statistical forecasts to determine best method
Found best statistical models in Demantra to reduce forecast error
Reviewed past year history of order vs forecast with high forecast error to ascertain any causal factor
SIEMENS MEDICAL SOLUTIONS Aug. 2010 – Jan. 2011
IT Inventory Analyst (contract)
Managed reports on system to obtain software programs installed on users' systems
Determined user needs for programs
Investigated purchases of software licenses for Healthcare division. Ascertain proper documentation of license purchases
Reduced software license shortfall by $260,000
GLAXO SMITH KLINE Sept. 2009 – July 2010
Operations Analyst (contract)
Created and/or modified sales, product and customer reports using Oracle
Set up recurring report schedules through Oracle
Analyzed bi-weekly million dollar orders for conformity to contracts and supply chain
Updated customer records in Oracle
Developed weekly, monthly and quarterly customer order metrics using Excel
GMAC July 2008 – Aug. 2009
Financial Analyst (contract)
Created and analyzed 7 monthly reports using SAP and Excel
Performed periodic searches and reports in SAP and Business Objects
Maintained 4 Access databases of office equipment and wireless accounts
Updated data of new equipment as acquired in Access
Analyzed and determined least cost of equipment using Excel
Created RFI and RFP documents using Excel
Performed comparative analysis of contract bids
Reconciled supplier spend with contract fees
SOUTHCO INC May 2008 – July 2008
SAP Data Analyst (contract)
Prepared and cleansed data for input into SAP utilizing advanced Excel skills
Provided data input of additional information for customer records
Verified data integrity in SAP
Developed instructions for SAP users to create reports in Excel
Created Excel standardized forms for various departments
AMERIGAS PROPANE March 2008 – May 2008
Financial Analyst (contract)
Compiled accurate data and generated operating reports in Excel
Created and analyzed monthly OPEX report for variances
Prepared budget projections using forecasting tools
Created PowerPoint presentation for senior management regarding weekly project meeting
H. P. MITCHELL, INC Nov. 2004 – Feb. 2008
Financial Reporting Analyst
Responsible for all monthly financial reports and their analyses
Created monthly Sales report showing variances
Developed customer reports
Met with product representatives to review product pricing
EDUCATION
University of Arizona - Tucson, AZ
B.S., Business Administration
Minor: Finance & Accounting GPA: 3.67
B.S., Mathematics
Minor: Probability & Statistics GPA: 3.75
TECHNICAL SKILLS
Microsoft Professional Office Suite, Microsoft Project, Oracle, SAP, Hyperion, Excel, Access, SAS, Minitab, Great Plains, Sharepoint, SQL, VBA, Saleforce.com
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