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FINANCIAL ANALYST

Location:
Clayton, North Carolina, United States
Posted:
October 20, 2016

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Beth Whited

** ******* ** • Clayton, NC *****(919) ***-**** • acw5uy@r.postjobfree.com

A Highly Dedicated Professional with Excellent Analytical Skills

SUMMARY OF QUALIFICATIONS

Strong analytic capabilities and business process improvement mindset

Capable of investigating, familiarizing and mastering new data sets quickly

12 years of Sales, Business and Financial analytics experience

Certified SalesForce.Com CRM Tool Administrator, User and Trainer for Sales & Marketing.

Organized and detail oriented with outstanding interpersonal and communication skills.

Advanced proficiency in MS Office (Word, Advanced Excel, PowerPoint), SAP, Outlook, Lotus Notes, Business Objects (Reporting Certificate), Open Office – Linux, AllScripts, Qlik Sense, Tableau

Skilled at managing multiple tasks and projects while working under pressure and on strict deadlines.

Effective problem solver, energetic, dependable, diligent professional with a solid work ethic

PROFESSIONAL EXPERIENCE

MidaTech Pharma, USA Raleigh NC 04-2015/10-2016

Sales Analyst

Conducted requirements gathering, research and proposal evaluations for BI Intelligence and CRM solutions

Implemented and managed the data migration of multiple data sources working cross functionally with BI analysts to streamline data into one data warehouse.

Designed, constructed, deployed, and tested standard reports, dashboards, and data visualizations using Qlikview

Created Sales dashboards for Vice President’s and Sales Managers for business insight and metrics

Provided month end and quarterly analysis to appropriate audiences

Provided Commission calculations for 25 sales representatives

Conducted ROI analysis for various sales programs and initiatives

Regularly seek and suggest process improvement and data validation opportunities

CISCO, Raleigh NC

Financial Analyst - Advanced Services Finance 01-2015/04-2015

Reconciled PO (Purchase Orders) and PO Accruals for designated group deliverables.

Responsible for business reporting which includes: Business Objects, Fin BI Essbase (Fetch), Oracle, iProcurement, Plan-It.

Accrual reporting

Completed Plan It Load for Quarterly HeadCount Req Management

Completed cross charge inputs and reconciliations

Ad hoc Reporting

Responsible for providing weekly bookings report to Advanced Services Groups

Senior Business Analyst - Software Annuities Team 04-2014/01-2015

Supported Directors, Management and Sales Team by providing reporting and analysis across all business channels.

Leveraged internal tools to report the bookings attainment of Cisco and vendor's performance in selling Cisco software services and renewal sales.

Created detailed booking reports from multiple data sources including Essbase, Excel, Business Objects, and Salesforce.com to measure financial performance against annual plan and forecast

Created reporting packages in Excel to streamline and improve current reporting processes using Essbase and Business Objects

Liaison with Team Leads and Sales Management of Software Annuities Team to compile detailed booking forecasts, report product metrics, and build territory segment planning models

Created spreadsheet models and quarterly business review (QBR) decks to support data-driven decision making

Intermedix, psr, rdmg, Raleigh NC

Financial Analyst 08-2011/04-2014

Supported Vice Presidents, Directors, Management and Sales Team by providing reporting and analysis to 13 medical practice groups pertaining to medical coding analysis, billing and accounting financials

Created financial presentation packages that reviewed medical practice financial earnings and expenditures on a reoccurring monthly basis

Produced reporting and analysis that gave Doctors insight into the KPIs (Key Performance Indicators) of their business

Worked with accounting to provide financial reporting to clients with use of GAAP principles

REDHAT, Raleigh NC

Senior Business Analyst 06-2009/08-2011

Supported Vice Presidents, Directors, Management and Sales Team by providing forecasts and analysis that ensured accurate, complete and timely information was available to support the overall effective management of the Distribution Channel and Alliances organizations

Served as a liaison between the business community and the IT organization in order to provide technical solutions to meet user needs.

Analyzes and interprets complex data and provides recommendations to the management team.

Liaison with 4 Global Sales Analysis teams to compile detailed booking forecasts, product metric analysis, and territory planning models across all channels

Created quarterly business review (QBR) presentations to support data-driven decision making.

Created dashboard visualizations to be used by the management team in order to review trends and make effective business decisions

BAYER, Research Triangle Park NC

Business Analyst 08-2008/06-2009

Conducted POS sales data analysis support business processes, decision making and the overall effective management of the retail branch network reporting to the Head of Sales for Bayer Advanced Division

Collaborated with the SAP/Business Intelligence team to design and build queries used to create sales metrics used for scalable reporting

Connexion Technologies, Cary NC

Sales & Marketing Analyst 01-2007/08-2008

Provided direct support to Executive Vice President & National Vice President forecasting and sales analytics

Implemented and educated users on new processes and ensured proper use of applications in SalesForce.Com

Developed new fields in SFDC to track business rules and reportable metrics

Provided contract coordination and support between sales, marketing and legal departments to maintain a successful sales cycle.

Calculated sales commissions

United States Air Force, Honolulu, HI 05-2003/03-2007

Accounting Technician

Managed $6M budget and expenditures for assigned units

Reconcile funding authorities with accounting records. Schedule, prepare, verify and submit financial accounting reports

Prepare budgets, financial plans and reports. Identify and explain variances

Compose written justification to support financial requirements

Reconcile and distribute funding authorities. Examine funding and reprogramming actions to determine financial implications

Key player in audits, compliance reviews and inspections

EDUCATION

Community College of the Air Force, Maxwell, AL

Associates in Finance/Accounting, 2006

Hawaii Pacific University, Honolulu, HI

Bachelor of Arts in Justice Administration, 2005 ~Graduated with honors

Rochester Business Institute, Rochester, NY

Associates Degree in Occupation Studies - Paralegal, 2002 ~Graduated with honors

Washington State Community College, Marietta, OH

Associates of Individual Studies – Political Science, 1998



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