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Financial Analyst Sales

Location:
Lutz, FL
Salary:
80000
Posted:
August 09, 2019

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Resume:

Nicholas J. Wydro

**** *** ***** ****

Lutz, FL *3558

716-***-****

ac91ei@r.postjobfree.com

Objective: Analyst with strong ability to synthesize available data and identify opportunities for increasing revenue, decreasing costs and improving customer experience. Demonstrate ability to improve business operations by establishing methodologies from scratch to define, measure, analyze and forecast data.

Professional Experience:

Senior Financial Analyst for Touch Point Medical Oldsmar, FL March 2019 – August 2019

• Support the monthly closing & rolling forecast process for the company on a monthly basis

• Perform analysis/reconciliation of balance sheet and all other P&L accounts and review and resolve monthly variances

• Provides a s support in gathering, analyzing and consolidating the annual profit plan while serving as a liaison between the

budget owner and finance department

• Work in a team environment to drive improvement in financial process through tools/system, automation and standardization

• Prepare and communicate insightful analysis for monthly cost center reviews. Organize and deliver appropriate management

reports to senior management on a routine basis

• Analyze operational and financial data, investigate variances, identify business drivers and evaluate their impact on planned

objectives. Prepare meaningful variance analysis for commentary by CFO and Senior Management Team

Senior Business Planning & Financial Analyst for FSC Franchise Co., LLC Tampa, FL February 2016 – February 2019

• Manage the company’s corporate financials via Microsoft Dynamics (Great Plains) Software

• Responsible for managing weekly receivables and account payables invoices

• Assist and prepare financial budgets, models and statement analysis to support financial initiatives of CFO and Controller

• Analyze operating results and identify key financial and operating issues to be addressed to quantify forecasted initiatives

• Conduct thorough research and analysis of variances to ensure data accuracy and areas of improvement

• Assist Controller with month end journal entries and reconciliation of Balance Sheet accounts.

• Responsible for Financial Statement Prep associated with monthly Board of Directors and yearly Auditing meetings

• Perform general ledger account reconciliations and preparation of journal entries across various financial statement accounts

• Replaced and eliminated time consuming manual process for creating reports by using SQL and Access, saving multiple hours a

month by implementing an automated process with linked formulas to generate results quicker and more efficient

SBA (7a) Financial Business & Planning Analyst for Garcia & Ortiz C.P.A., St. Petersburg, FL January 2015-February 2016

• Worked with SBA creating & preparing PARRiS Analytical/Target/Full Reviews on Financial Institutions all over the country

• Researched and audited Commercial Lending Files and Loans of Banks and Credit Unions to prepare PARRiS Reports

• Planned, designed, and recommend business processes to improve and support business activities

• Created Invoices, Transmittal Lenders and Notifications approved by Director of SBA Lending in Washington, DC

• Worked exclusively with SBA Director of Corrective Actions to validate business requirements

Business Operations Analyst for Risk Management Dept at Raymond James, St Petersburg, FL, August 2012 – January 2015

• Responsible for Corporate Actions, Clearance, Custody and Purchase & Sales Departments within Operations Department

• Analyzed departmental reports, budgets and corporate actions statements via data mining database practices

• Lead and conducted internal (SOC1) and external (FINRA, KPMG) audits on current Operational Controls

• Wrote new Internal Controls in compliance with NYSE & FINRA regulations

• Ability to prepare clear and concise documentation, including those required for Sarbanes Oxley

• Strong Project Management Skills demonstrated by developing web solutions for designated business objectives

Senior Business & Planning Analyst II for M&T Bank, Buffalo, NY, October 2009 – July 2012

• Developed and produced departmental reports and spreadsheets including project and product strategy analysis, work flow,

statistical analysis, and financial budgets and forecasts

• Performed complex ad hoc passport analyses to support managerial decisions using SQL and other internal software

• Created macros, databases, queries & trans gen reports as well as data mining practices to update system using Access and Excel

• Reduced operational risks and automated production and collection of key performance indicators for production time and

processing errors by reengineering key aspects of production environment

Senior Accounts Receivable & Audit Specialist for Steven J Baum, P.C., Amherst, NY May 2006 - October 2009

• Assist the Audit Officer by conducting financial, operational and audits; examine the accuracy and completeness of records and procedures for internal control and ensure financial records are in compliance with internal policies and laws

• Reported audit findings to the Audit Officer and made recommendations to mitigate risk.

• Post receivable payments, import client & billing data from sales database into accounting software, research and resubmit denied billings and test for quality assurance

Wegmans Food Markets Buffalo, NY June 2000 – August 2010

• Managed a team of employees in an effective and positive workflow. Analyzed data to increase sales and effectively schedule employees. By properly managing team and promotive teamwork environment, sales numbers constantly increased while budgeted scheduled hours

• Ran and oversaw multiple committees including but not limiting to recycling initiatives, healthy living measures, and organizing efforts. Within these communities, I specialized in the smooth and productive follow through of events while maintaining a positive and exciting atmosphere

Education

Canisius College, Buffalo NY In Process : C.P.A certification in 2020

M.B.A in Business Finance 2011 B.A. in Business Management/Marketing 2006

Skills & Expertise

• Microsoft Office (Access, Excel, PowerPoint, Word, Outlook), Pivot Tables, V-lookups, H-Lookups, SharePoint, QuickBooks, Great Plains, LPS, Crystal Reports, Macros, SQL, Document Analysis, Business Process Re-Engineering, Workflow Analysis, G/L Reconciliations, Root Cause Problem Identification, Software Analytics and Design, Real Time Monitoring & Performance, Strong analytical and critical thinking skills, System Development, Data Analysis, Project Management, database management, Data Mining, Financial Reporting, Business Analytics, Google Analytics, Salesforce, Managerial Risk, Java programming, conceptual modeling skills, General Ledger & Bank Reconciliation experience, Internal and External Auditing, SBA Lending, SAP experience, Supply Chain Management, Accounts Receivable & Payables, OSAS, Macola, SIS, DTCC, XSP, Document Direct, DebtX, Corrective Actions Resource Skills, Corporate Actions, Clearance, Vault Opening and Closing, SBA 7(a) Lending, TOAST, RTI, Integration Manager, Report Designer, File Maker, Product Research, Cost Control, Budget Management



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