Financial Analyst Manager

Sara Takeda

**** *. ***** **., **********, AZ ***50

480-***-**** ***********@*****.***

Objective: Seeking a position as a Senior Financial Analyst that will utilize my financial analysis and technical expertise in planning and forecasting to achieve departmental and organizational objectives.

Career Highlights:

Possess 20+ years of financial analysis, planning and modeling background in manufacturing, banking, wealth management, retail, transportation and hospitality industries. Proactive in identifying and recommending areas to achieve and maximize profit. Strong background in communicating with and presenting analysis and recommendations to executive management, stakeholders and clients.

EXPERIENCE

Fender Musical Instruments, Scottsdale, AZ July 2017 - April 2019

Senior Financial Analyst – North and Latin America Sales Region

Managed $300M+ profit & loss Statement. Successfully guided $400K OpEx saves for two consecutive years. Responsible for 3-year outlook, annual operating plan, forecast and analysis of sales, cost of goods sold, promotional and Opex. Responsible for producing and reviewing month-end financials, accounting accruals, methodologies, monitor AR trends and excess inventory. Collaborated with regional VP of Sales to increase sales performance, profitability and meet budget target commitments.

Takeda International Holdings, Scottsdale, AZ January 2008 to July 2017

Member/Finance Manager

Created and maintained accounting and financial systems that enable seamless operation. Prepared annual budget and forecast. Prepared daily and monthly profit/loss and trend analysis. Identified and minimized risks associated with revenue streams and controllable/uncontrollable expenses. Prepared and analyzed monthly reports and variance analysis to manage company's short term and long-term goals. Analyzed pricing schedules and implemented adjustments based on market and/or profitability.

Voya Financial, Scottsdale, AZ April 2006 to October 2008

Financial Analysis Manager

Prepared annual budget and provided an on-going analysis relative to actual and variance in net revenue, profitability and asset values on $100 billion mutual fund platform. Produced monthly and adhoc reports and analysis for business leaders (CEO, COO and CFO and global business units) and Board of Directors to utilized in decision making and presentations.

Effectively led the finance department to improve operational efficiencies, and employee engagement – provided data and format to complete trending data for the Enterprise (Global) Financial Package.

Developed expertise at the product level relative to performance, revenue contribution, etc. by reviewing internal and industry data on a monthly basis and by reviewing product financial results relative to its top revenue drivers.

Desert Schools Federal Credit Union, Phoenix, AZ September 2003 to April 2006

Senior Financial Analyst

Analyzed, interpreted and developed complex financial reporting techniques and tools for financial planning and profitability. Performed analysis on financial impact resulting from expansion expectations both in terms of new branches and additional staff. Prepared monthly financial statements for the executive management team and Board of Directors. Compiled and prepared operating and capital budget using various financial models to accurately set performance goals and track variances.

Viewpoint Bank, Plano, TX January 2002 to August 2003

Financial Analyst

Prepared and analyzed financial management reports: monthly financial statements, cash flow analysis and trend analysis.

Led the pricing committee and provide market research data for pricing decisions.

SKILLS/CERTIFICATIONS

Advanced knowledge of MS Office: Excel, Access, Word and Power Point.

Hyperion, SAP, BW and Tableau

EDUCATION University of Texas – B.S. in Economics

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