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Manager Financial Analyst

Location:
Waterbury, CT
Posted:
January 02, 2019

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Resume:

Anahita Hashemi

** ***** **** *******, **********, CT, 06804

914-***-**** / ac73mk@r.postjobfree.com

SKILLS:

Budgeting

Accounting

Reconciliations

Mergers & Acquisitions

Project Management

Financial Analysis

Critical Thinking

Process Improvement

Accounts Receivable

Accounts Payable

Forecasting

Modeling

Communication

Business Integration

PROFESSIONAL EXPERIENCE:

Brookview Financial (Via Robert Half) October 2018 to Present

Senior Business Development Consultant

Hired by Founder and CEO to prepare a financial model that outlooks 3 years into the future, driving a part-acquisition by a Joint Venture.

Conduct analysis of the rehab-loan market in various U.S. states, and their respective profitability, regulations, ease of market entrance, and availability of homes that require restoration.

Review accounting process, revamp reporting structure and chart of accounts to be more in line with banking organizations.

Provide consulting support in regards to marketing, recruiting, hiring, accounting, IT, location, and other business processes.

AH Harris & Sons January 2016 to August 2018

Senior M&A Strategy & Finance Manager

Hired by VP of Finance to mitigate several acquisitions, and to develop a financial reporting model for the firm’s lines of businesses. Within the first six months of hire, prepared and disseminated quarterly budget at consolidated and line of business level. Budgeted rental business within $100K annual revenue earned, thereby freeing approximately $1M in capital assets.

Forecasted monthly performance by line of business, distributed to executives and general managers; and analyzed budget and forecast variances to find business performance causes and identify potential opportunities. Presented findings to executives and the Board of Directors on a monthly basis.

Reviewed expense reports and analyzed department budget variances. Identified over $300K in expense savings, $130K of which was recurring on an annual basis.

Performed due diligence on potential mergers and acquisitions opportunities, including preparing and analyzing financial documents, and reviewing staff, leadership, assets, price, clients, loans, vendors, products, locations, etc.

Managed the acquisition integration process, including but not limited to the areas of information technology, finance, accounting, human resources, marketing and communication.

Coordinated and supported the acquisition process in areas of finance, accounting, information technology, human resources, and communication, related to the staff, leadership, assets, price, clients, loans, vendors, products, locations, etc.

Negotiated and prepared financial requirements of lending institutions pertaining to acquisitions.

Conducted market analysis and presented opportunities to the Board of Directors, and firm executives, with mapping of plan of action to deliver above market returns (2% or $3.2M annual EBITDA).

Managed Mergers & Acquisitions Strategy team through transition process and provided leadership with guidance and support to manage change successfully.

Lead Insights, Inc. (Harvard Business School), Cambridge, MA

April 2010 to January 2016

Business Consulting & Research

Consulted for various global companies and industries such as Prudential, Sanford Bernstein, Learning Resources, Meryl Lynch, India Bank and Maersk, that pursued solutions to difficulties with business revenue, market expansion, mergers & acquisitions, training, channels of distribution and market industry segment. Designed scope of study, research questionnaire, conducted interviews, compiled and analyzed results and created action plan that led to executive decisions on pricing, product, IT, resource, business and marketing strategies.

Performed analysis of company IT and software/hardware, and developed recommendations leading to faster, more efficient use of applications.

Led numerous studies that examined organizations’ cultures, guided firms through modifying their People Management Practices resulting in higher levels of employee engagement.

Conducted detailed research interviews that encompassed all levels of the organization, including CEOs, CFOs and senior executives resulting in corrective actions, and changes to business strategies and ensuing results.

Developed course curriculum material for MBA, Leadership Development and Executive Education programs.

Co-authored several published Harvard Business School case studies and articles.

International Business Machines Corporation

August 1988 to March 2010

Senior Financial Analyst, Manager, Worldwide May 2007 to March 2010

Assisted senior executives with understanding and reporting the IBM financial results in quarterly Security Analyst, Earnings Announcement, and Board meetings. To support this task, I analyzed and prepared financial reports that covered over $96B revenue and $13B net income on an annual global basis, and prepared monthly, quarterly, and annual forecast.

Developed insights into the various lines of businesses of IBM by teaming with different organizations and levels of leadership, including but not limited to Supply Chain Management, Growth Markets patterns, Market Share analysis, Hardware and Software product cycles, environmental law implications, and product Return on Equity models.

Engaged supporting teams as required, providing guidance based on executive direction.

Prepared year end executive scoring package utilized to distribute over $35M senior executive bonuses, driven by their performance relative to objectives determined each year. Established next year’s objectives based on the desired goals, covering total IBM annual results.

Managed professional team and led them through successful completion of independent projects, providing guidance and direction.

Senior Financial Analyst, Manager, Americas Group

February 2003 to April 2007

Developed 2006/2007 sales budget model for U.S., North & South America Income Statement and Balance Sheet, for the Global Financing line of business, comprised of approximately $2B revenue, $800M pre-tax income, and $500M inventory. Communicated with operations and financial management to obtain commitment.

Analyzed inventory posture and performed risk analysis, prepared Operations Package with action plans to utilize aged inventory resulting in savings of over $35M in write offs.

Worked directly with operational and financial vice presidents, communicated business dynamics and interpreted impact on forecasts and plan.

Developed and implemented an automated financial tool to compile and consolidate business results. This tool generated reports including forecast and plan data analysis, reducing cycle time by 4 workdays.

Led special projects and used Accounting background to seek viable revenue recognition techniques, driving over $75M increased revenue reported in the year 2007.

Advisory Financial Analyst, Worldwide Global Financing July 1999 to February 2003

Renegotiated $3M/year contract for continued insurance coverage for Residual Value Guarantee, allowing IBM to recognize over $300M revenue at once versus over time; led the effort with Pricing Department to ensure coverage on newly announced machines.

Prepared and reviewed quarterly insurance claims and reimbursements with senior management, which exceeded $10M on an annual basis. Collaborated with reinsurance company to bring claims to settlement.

Worked on several special projects, including performing productivity analysis, initializing industry reporting, and consolidation of a subsidiary into Global Financing, and others.

Developed a 50 page automated presentation package to report monthly Sales Channels of Distribution financial reporting, covering over $89B revenue. Performed statistical analysis to identify unusual anomalies and partnered with other analysts and Accounting to explain findings to senior management.

Advisory Accounting Analyst, Accounting Manager July 1997 to July 1999

Led Accounting team to consolidate and close various cost centers’ activities into maintenance and services cost on a monthly basis (Cost Accounting), covering $23B cost per year.

Negotiated hourly rate for services provided to recover spending, with focus on unrecovered expenses to mitigate resource actions

Partnered with planning group to better understand drivers of high costs; worked in conjunction with the team to minimize spending by $600M or $3.25 per hour.

Consolidation Accounting Analyst, Latin America August 1988 to July 1997

Managed Balance Sheet with assets of over $3B and presented the results to Corporate Headquarters senior executive Accounting management on a monthly basis. Created Balance Sheet, exchange rate and cash flow models each month.

Performed sound analysis that included appropriate decisions and recommendations to senior personnel through scrutiny and examination of the reported results.

Advised the Latin American countries of FASB regulation changes, consolidation & eliminations, and guided them through process changes and implementations.

Collaborated with programmers to automatically generate intercompany eliminations entries required during the consolidation process.

EDUCATION

University of Connecticut, Storrs, CT

Bachelor of Business Administration, major in Accounting

Dean’s List

TECHNICAL SKILLS

Microsoft Word, Excel (Pivots, Vlookup, Hlookup, Macros), PowerPoint, Outlook and Access; Hyperion, APEX, SQL, MITS, Quickbooks



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