Expert Financial Analyst

Jennifer L. Bright ***************@*****.***

925-***-**** / Dallas, TX LinkedIn Profile

Senior-Level Financial Analyst

An proven analyst leverages strong financial and business acumen to drive analysis, forecasting, and reporting in highly competitive markets. Effectively translates financial concepts for trending, modeling, forecasting, and budgeting purposes, helping decision makers define strategy and direction. Utilizes automation features to manage external data sources, macros and visual basic, pivot and power-pivot tables, resulting in efficiencies and cost savings. Cultivates relationships across all business lines to drive adoption of change initiatives and internal controls.

Areas of Expertise

Strategic Planning Variance Analysis Profit Optimization Sales Forecasting

Financial Reporting KPI / Risk Analysis Process Improvement Communications

Financial Modeling Problem Resolution Compensation Analysis Revenue Growth

Select Career Highlights

Created and managed an executive dashboard for AT&T’s National Business Inside Sales and Service organization to forecast results, drive accountability, and control spend/budget for an $80M+ business unit.

Developed and maintained a monthly ranking report for BIS (a $58M line of business); tracked performance results of 1,050 account executives, sales managers, directors, and vice presidents across 22 states.

Introduced, implemented and maintained daily scorecards for AT&T’s Small Business Organization, tracking daily performance of 1,800 customer service representatives across 22 states in order to accurately forecast results, drive accountability, and control costs.

Professional Overview

AT&T – Dallas, TX & San Ramon, CA 2005-2018

An industry leader offering entertainment, cell phones/tablets, unlimited data plans, and high-speed internet.

Lead Financial Analyst – Finance Department (2013-2018)

Provided financial leadership in support of strategic initiatives by partnering across the business with multiple units to develop reporting metrics for driving growth. Collaborated with sales, product, finance, and channel marketing teams to gather data for key performance indicators for sales volumes, business goals, and productivity.

Headed projects to evaluate and measure OI impacts for optimizing work between a higher-cost, direct sales organization versus a lower-cost, third-party vendor organization. Delivered analytical insight for monthly summary reports that illustrated sales revenue against targets, overall performance, and sales averages.

Developed, enhanced, and managed executive dashboard for the National Business Inside Sales and Service organization to forecast results, drive accountability, and control spend/budget for an $80M+ business unit.

Created and maintained monthly ranking report for BIS (a $58M line of business); tracked performance results of 1,050 account executives, sales managers, directors, and vice presidents across 22 states.

Delivered accurate, timely, and informative reports for the senior leadership of marketing and sales in order to support strategic business initiatives.

AT&T Continued…

Manager of Finance (2007-2012)

Headed financial reporting and providing data-driven insights for weekly and monthly dashboards that displayed sales against targets, performance growth, and quarterly projections.

Created and maintained daily scorecards for Small Business Organization, tracking daily performance of 1,800 customer service representatives across 22 states to forecast results, drive accountability, and control costs.

Conducted and compiled in-depth analysis to identify financial trends and provide recommendations that assisted senior leadership in making key business decisions.

Gathered and consolidated data to produce quarterly and annual reports for decision-making by unit presidents, sales vice presidents, and sales directors companywide.

Produced and developed detailed ad hoc reports and presentations for senior management in support of multiple business initiatives.

SBC Communications (Acquired by AT&T) – San Ramon, CA 2005-2007

A leading innovative supplier of business and telecommunications solutions.

Reports Administrator, SBC West

Developed and managed product-specific incentive payout processes for the AES sales channel across 13 states.

Standardized reporting procedures to ensure consistent and unilateral performance views in line with business objectives; served as a business partner to resolve challenges and improve decision-making processes.

Streamlined processes for multiple centers to enhance overall efficiency by partnering with merger integration teams to gather call center data.

Demonstrated organizational/problem-solving skills to deliver consistently accurate and timely information.

Education & Training

Information Technology Program – University of Phoenix

Associate of Applied Science, Accounting – Heald College

Professional Development: MS Office Suite (Advanced Excel & Access); SQL Assistant Business Objects

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