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Financial Analyst Management

Lithonia, Georgia, United States
November 27, 2018

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Stephen Hayes E: T: 404-***-****


A senior financial analysis & revenue management expert with 15+ years of professional experience in quantitative, statistical and ad-hoc analysis, budgeting, investing and forecasting. Reliable and detail-oriented contributor; with the ability to identify financial trends, analyze data, draw conclusions and make recommendations. Master Excel user and financial technologies expert who has a deep understanding of the ways that both large and small accounts think, purchase, and react to changing business conditions. FUNCTIONAL EXPERTISE DEMONSTRATED

FAST TAX CASH FINANCES LLC August 2013 – Present

Senior Financial Analyst

• Supported Senior Management including financial statements and analyzes all business units.

• Developed, prepared and presented specialized reports, forecasts, profitability analysis, pricing analysis, other ad-hoc projects and complex financial models.

• Consolidated and analyzed monthly results and budgets. Prepared, reviewed and presented financial projections and recast financial statements, provided variance analysis, researched financial irregularities and used the analysis to develop insightful financial reporting.

• Analyzed financial performance, prepared monthly variance to forecasts and presented recommendations to the management team.

• Created and delivered presentations and provided recommendations to influence short-range / long-range ROI.

• Analyzed and reported on financial and/or operational results/analysis. Ensured historical information, current trends, regulatory environment and tax consequences were factored into analysis. ACHIEVEMENTS:

Successfully performed daily regular financial analyses of portfolio accounts, reviewed income statements and cash flow statements, generated forecasts, and tracked events of material significance to their creditworthiness. Spearheaded due diligence for $10 million joint venture, identifying key risk factors and forecasting investment viability.

Tracked KPIs and reported to senior managers. Oversaw the relationship with partners that collectively managed 500+ accounts, monitored and reported on their performance using tracking metrics. FAST TAX CASH FINANCES LLC June 2007 – July 2013


• Established new management reporting system to improve availability and accuracy of financial data, triggering 15% increase in accuracy.

• Assisted in the coordination and analysis of recurring internal management reporting (Flash Financial Reporting, Operation Metric Reporting, etc.), the rolling forecast process, the Annual Operating Plan, and the Strategic Plan.

• Prepared presentations to highlight financial trends, summarized business plans, and communicated process changes.

• Identified and implemented improvements across financial reporting processes. ACHIEVEMENTS:


Selected to review the Firm’s Excel models pertaining to it’s financial management activities and successfully identified a number of Macros that could be used to automate processes. Also led the development of KPIs and benchmarks for the credit analysis team.

Improved accrual reporting by leveraging SAP functionality to reduce manual entries and increase reliability.

Supplied detail to FP&A for 18month rolling forecasts. Improved accrual reporting by leveraging SAP functionality to reduce manual entries and increase reliability. EMORY CLINIC October 2004 – May 2007

Financial Analyst

• Performed a variety of analytical duties, specialized in contract analysis, credit risk management, operations analysis, deductions analysis, and performance reporting.

• Updated group pricing models with regular macro adjustments and modifications. Established strong client relationships while maintaining balance between company and customer agendas.

• Compiled and analyzed statistical data to establish software, maintenance and implementation pricing objectives.

• Analyzed profit margins, monitored marketplace trends and analyzed revenue-cost analysis forecasts in the Southeast.

• Managed month-end close and balance sheet and P&L budget variances. ACHIEVEMENTS:

Successfully supported the business with regular financial and operational analyses to support strategic decisions, performing revenue and product line forecasts, analyzing the evolution of major cost centers, and assisting the accounting team when needed.

Instituted new procedures for purchasing and streamlined invoicing and intercompany billing reconciliations which eliminated up to four days during month-end close. CELLULAR WAREHOUSE October 1998 – April 2004

Sales Analyst

• Developed a model to better estimate capitalization expenses within the Common Securitization Platform.

• Delivered robust reporting and modeling to facilitate executive-level decision making.

• Provided variance analysis, processed budget variances, submitted accruals and updated forecasts every month.

• As a primary point of contact, managed annual budgets of $5M through planning and forecasts. Served as the lead analyst for firms outsourcing services; instrumental in saving the company $4M over 2 years.

• Managed the preparation of the operating budget and monthly/quarterly reports.

• Handled general ledger, job costing, project accounting and presentation preparation, operating budgets and monthly/quarterly reports.


Streamlined headcount actuals for four separate business units to create a budget under-run of $400K as a result of an effective forecasting model that evaluated actuals against monthly forecasts.

Created a $250K savings against the committed budget by identifying trends and using impactful rate analysis on labor and material costs.


Business Science Degree in Business Administration. Southern Illinois University OTHER RELEVANT INFORMATION

Computer Skills: Excel (Advanced user: V- Lookups, Macros, and Pivot Tables), Oracle, SAP, SQL, Agile, MAS 90, Great Plains, Cognos, Proplesoft, Essbase and Hyperion


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