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Financial Analyst Manager

Fort Worth, Texas, United States
May 27, 2018

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Jolie Anderson

**** ******** **. **** *****, TX 76112 817-***-****


Solution-oriented professional with 11+ years of experience in finance and operations management. Work experiences encompass budgeting and financial analyses, strategic planning, solution implementation, and management, while overseeing business processes. Possesses successful track record of improving operational workflows while generating fierce loyalty within work environments.


Personal: Detail-Oriented, Team Leader, Multitasker, Fast-Paced Environments, Resilient and Adaptable, Problem Solver

Technical: Advanced Excel including Vlookups, Linear Regression, Pivot tables and charts, Correlations, Nested Functions, Index, Match, Subtotals, Grouping, Sumifs, Countifs. SQL.

Software: Microsoft Office (Word, Excel, PowerPoint, Outlook, Access), Tableau, Teradata Miner, Applied Predictive Technology, Adaptive Planning, Hyperion Essbase


Stream Energy, Dallas, TX Mar 2015 – Feb 2018

The addition of Wireless and Protective services in late 2014 branched Stream beyond its core of electricity and gas. Several early initiatives in the new channels elevated fraud, costing the company millions of dollars. The Energy, Wireless, and Protective business areas contribute $732M of Stream’s revenue.

Manager of Financial Planning and Analysis Mar 2015 – Feb 2018

Designed and implemented forecasting model for Wireless

Performed sensitivity analyses to find ways to grow the business and cut expenses. The Wireless channel is now profitable with an increase in earnings of more than 70% over 2015.

Began supporting the Energy channel in January 2017 in addition to Wireless and Protective due to restructuring

Reviewed KPI’s with margin center teams monthly and with the executive team quarterly, allowing for more timely decision making and improving agility. Previously, reviews such as these did not exist at the company.

Analyzed operating expenses compared to budget, forecast, and prior month and prepared reporting to functional budget owners and other levels of management.

Drove detailed budget reviews

RadioShack Corporation, Fort Worth, TX Jul 2007 – Mar 2015

The majority of the eight years at RadioShack were spent supporting the Mobility merchant team. Because of contractual components tied to profitability, the Postpaid and No Contract businesses were considered the most complex business areas of RadioShack. These business areas made up 50% of RadioShack’s revenue or $1.5B. This team as well as the company as a whole faced significant challenges during this time period, including losing $80M in carrier commission due to fraud and customer disconnects. Safeguards were put in place to lower the risk while maximizing profitability.

Director of Wireless Operations Sept 2014 – Mar 2015

Collaborated with an outside agency, Store Operations, and IT to launch an antifraud and credit check monitoring system. The initial phase showed a 63% decrease in disconnects.

Explained the components of Mobility profitability to creditors and appraisers. Supported Treasury with item level reporting on profitability, disconnects, and inventory each week. This reporting was vital to keeping the company afloat at that time.

Forecasted and budgeted the carrier commission loss from disconnects for Finance.

Partnered with Loss Prevention and District Managers to triage pockets of fraud due to employee collusion or outside influences. Fraud was at an all-time low in RadioShack’s history, improving by 450 bps in eight months.

Wireless Operations Finance Manager Jun 2013 – Sept 2014

Mitigated risk and measured the impact of numerous disconnect reduction tactics requiring significant research, data mining, statistical modeling, and analysis to find these nuggets of information while minimizing risk and cost.

Evaluated the efficacy of third party agencies to prevent fraud and disconnects. Performed breakeven analyses on these solutions given the significant cost.

Promoted to Director of Wireless Operations.

Senior Financial Analyst Mar 2012 – Jun 2013

Continued to guide three merchant teams with fewer resources due to overall company performance. Because of constrained resources, increased efficiency was vital, and key decisions were more scrutinized. Took the lead in designing solutions to show a more accurate, holistic view of the business by communicating complex business concepts to developers. Improvements were made by layering additional calculations into existing reporting. Some reporting was automated improving productivity as well.

Promoted to Wireless Operations Manager because of my in-depth knowledge of Mobility and specifically disconnects.

Financial Analyst II May 2011 – Mar 2012

Supported three merchant teams at this time: Postpaid Wireless, No Contract, and Services. These teams consisted of two Merchandising Vice Presidents and more than 70 associates. At the start of this position, the information systems used for profitability were inadequate for finding basic information such as customer price or item level profitability.

Partnered closely with IT to develop item level profitability, return, and attach reports. The merchant team now has better insight into the components of profitability and can make better purchasing and pricing decisions.

Earned promotion following superior performance and demonstrated ability to quickly learn and master difficult and intricate concepts.

Advertising Analyst Strategic Decision Support & Quantitative Analytics Jul 2007 – May 2011

Drove business decisions both in marketing efforts and companywide initiatives through analytics, test and control measurement, and ROI. Heavily involved in the regular weekly reporting for advertising variance analyses using Hyperion Essbase and RadioShack reporting tools. Print was the major Marketing vehicle for RadioShack through much of this time period. To combat the expense of print, advertisements were optimized, and other vehicles were explored.

Guided a consulting group and gathered data from teams throughout the organization to develop a Marketing Mix Modeling program that resulted in a financial modeling system to evaluate multiple "what-if" scenarios to aid in 2011 planning.

Achieved promotional advancement for the development of a broad and diverse skillset.


University of North Texas; Denton, TX

Bachelor of Science: Business Computer Information Systems

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