Sales Financial Analyst

Laura Royle

dallas, tx 214-***-**** **********@*****.***

AREAS OF EXPERTISE

Create and maintain Client relationships

Proficient in Excel, experienced in developing financial models and analysis

Financial planning, forecasting, budgeting, and variance analysis

Implementation of new financial systems and tools to provide more accuracy and efficiency

Proficient in Microsoft products, Oracle and Salesforce

Sales tracking and forecasting

PROFESSIONAL EXPERIENCE

Capgemini, Irving, TX 07/2014 – 08/2016

Sales Operation Leadership Analyst, 03/2015 – 08/2016

Manage sales operations for Retail and Consumer Products unit - $500M annual bookings

Consolidate and prepare monthly sales forecast for Business Unit Executive Sales Leader review – monthly sales averaged $40M across multiple sales platforms.

Manage monthly sales close process with focus on forecast achievement, process compliance and auditability. Maintain understanding of varying process and close requirements across sales platforms so as to provide seamless coordination to sales team and Business Unit executives.

Manage new business development funding process: assess opportunity eligibility for funding, recommend budgeted spend, track actual spend against budget, coordinate with partner units regarding resource participation and funding.

Responsible for regular and ad hoc sales reporting including sales pipeline, sales trends (annual and quarterly trends for analysis, forecasting, and budgeting), opportunity review, etc.

Ad hoc support regarding organizational changes and system upgrades and changes.

Maintain awareness of Company and Business Unit sales and marketing strategies; monitor or create reporting designed to support strategy changes and evolution.

Close coordination with business development and sales team to create and maintain accurate opportunities by tracking using corporate CRM tool (Salesforce and Siebel).

Senior Financial Analyst, 07/2014 – 03/2015

Corporate Finance Team member, reporting to Assistant Area Controller and managing P&L for $20M book of business.

Supported Account Executives with budgeting, forecasting of revenue, cost, sales, inventory, cash collection, and variance analysis.

Work with accounting to process Accruals, AR, AP and time and expense entries for invoicing and month end close.

Modeled and analyzed requested data into detailed Excel spreadsheets for upper management and presentations.

Review P&L statements and GL detail for variance explanations to foster ongoing strategic planning.

MoneyGram, Dallas, TX

04/2011 – 03/2014

Financial Analyst

On the Corporate Financial Planning & Analysis (FP&A) team whose role is to provide accurate and timely reporting to CEO, CFO, & Directors as well as coordinate financial processes within the company.

Responsible for monthly and quarterly reporting with an emphasis on trends, opportunities, and performance measures versus budget, forecast, and prior periods. Prepare financial analysis to support the analytical needs of executive management.

Consolidate business unit financials and key drivers and prepares of monthly operating review deck for CFO presentation.

Prepare ad-hoc analyses to meet upper management financial requests and develop financial dashboards for weekly and daily performance of company key performance indicators.

Participate in the month end close process by partnering with managers and accounting teams to ensure proper procedures are followed and close results are as anticipated.

Monitor cost and capital spending for direct expenses, commissions and agent bonuses.

Present revenue and direct expense variance analysis for month end to Directors and accounting management.

EBBY HALLIDAY REALTORS, Dallas, TX 03/2006 – 04/2011

Realtor

An intermediary between sellers and buyers of residential real estate. Prepares and presents detailed market analysis for clients resulting in improved client satisfaction. Negotiates transaction terms with parties and professionals including appraisers, escrow officers, closing agents and property inspector to maximize transaction value for the client. Equally proficient representing sellers and buyers.

Recognized as Ebby’s Diamond Star Multi-Million dollar producer

Capgemini, Irving, TX 05/2000 – 01/2006

Assistant Area Director, 2005-2006

Mentored, trained, and managed a team of 4 senior financial analysts supporting line management, client and project vice presidents and managers to determine project accuracy and profit margins of client engagements.

Tracked and reviewed potential account exposure for risks and implemented solutions meet company key performance indicators.

Senior Financial Analyst II, 2004-2005; Senior Financial Analyst 2000-2004

Consolidated North America’s financials for accuracy of forecasts, annual budgets, and P&L review.

Increased accuracy and reduced production times for financial reporting by implementing new financial systems and processes.

Previous experience includes roles with Lincoln Property Company and RBC.

EDUCATION

BS B.A. – Finance (Major), Art History (Minor), Southern Methodist University

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