*+ Years of Experience Enhancing Business Operations Via Financial Planning & Business Analysis.

Professional Corporate Financial Analyst who has extensive experience with public and private corporate reporting needs. Adept at departmental and corporate budgeting utilizing a variety of financial spreadsheet programs and developing methods for reporting data to executive team. Specializes in analyzing dynamic financial/marketing data and developing Business reports.

Area of Expertise

GAAP, Financial Forecasting, ERP & SAP Implementation, Cost Budgeting Analysis, Vlookup, Pivot tables, Merger & Acquisition Support, MS Excel Data Mining, Financial Statements Consolidation, Financial Forecasting, Balance Sheet Reconciliation, Creation of Macros/Power Query, Cash Flow Analysis, Lead Time Analysis, Root cause analysis, Commodity trading.

PROFESSIONAL EXPERIENCE

Daikin North America

Financial Analyst – Contract, 12/2018 - Present

Lead the FP&A Department and spear-heading the Company’s financial quarterly forecast, annual budgeting process

Created operating plan variance analysis and special projects.

Provided financial consulting and strategic support to senior management including preparing board presentations, financial presentations, capital expenditure analysis, industry/peer group comparisons, new business opportunities, acquisition analysis and other projects requested by senior management.

CSI Healthcare

Epic IT Analyst - 07/2018 – 12/2018

Serves as a primary contact with clinical business areas to troubleshoot end-user issues and requests to provide appropriate system solutions in a timely manner to ensure a consistent and efficient workflow.

Responsible for system build, workflow analysis and performing other such tasks as analyzing new releases to determine workflow modifications by conducting system testing and conversion data validation.

Works closely with a variety of multi-disciplinary teams to facilitate the development of integrated workflows and define processes that cross applications and functional areas.

ExxonMobil

Financial Business Analyst – Contract, 12/2017 – 06/2018

Analyzed our daily cash position and determined where money should be invested.

Insuring documentation is complete in supporting subcontracts, material contracts and owner progress estimates including bonding, insurance and managing subcontracts.

Involved in creating database objects like tables, views, procedures, triggers, and functions using T-SQL to provide definition, structure and to maintain data efficiently.

Building, publishing customized interactive reports and dashboards, report scheduling using Tableau server.

Imported and exported data from text files, saved queries, or databases; used automatic outlining, inserted subtotals, created advanced filters, and used database functions.

Discussed business technology at senior ad hoc meetings to facilitate data driven business analytics and strategic implementations for business technology management.

Designed, recorded, and executed macros to automate data entry inputs.

Financial Advisor – Reg Financials, 09/2009 – 12/2009

Produced and followed through on implementation of marketing projects that increased number of clients by 5 new investment & financial planning clients per month.

Enhanced business sales and productivity significantly by directly improving client service and bringing on a total of 50 new clients per year.

Planned & implemented marketing events to acquire new candidates for planning & investment needs through partnering with local business such as Collie’s Coffee, in turn bringing on 10 new private & commercial business candidates per week.

TECHNICAL EXPERTISE

ERP software, SAP Implementation, SQL Server, C++, Microsoft Excel, Oracle, Mergers and Acquisition application tools, Hyperion, Microsoft Dynamics Great Plains, Microsoft Suite, Microsoft Power Point, Microsoft Access, Microsoft Word, Vlookup’s, Creation of Macros, Tableau, Pivot tables.

Education

Master of Business Administration (Finance Concentration) 2017, Texas Southern University, Houston, TX, GPA: 3.51.

Bachelor of Science in Finance, Minor in Information Systems 2015, Saint Cloud State University, Saint Cloud, MN.

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