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Project Management Financial Analyst

Location:
Des Moines, IA
Posted:
December 18, 2023

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Resume:

TAYLOR FIELD

ad12q2@r.postjobfree.com 920-***-**** 1409 SE Sapphire Ln, Waukee, IA, 50263

PROFESSIONAL SUMMARY

Detail oriented Finance Professional with 5 years of proven success in financial reporting and project management. Highly skilled at increasing internal revenue and productivity utilizing thorough cost analysis and streamlined processes. Excels in high-pressure environments. Possesses excellent critical thinking skills that drives improvement in budget forecasting and reporting.

SKILLS

Microsoft Office

Forecasting

Power BI, Oracle Analytics

Data Analysis

Presentation

Written Communication

WORK EXPERIENCE

Berkshire Hathaway Energy Des Moines, IA August 2021-Present

Corporate Business Support Analyst I

Support IT Revolution with monthly consolidation and presentation of financial statements compared to budget related to Oracle implementation. Develop monthly forecasts and accruals for IT Revolution external invoices. Maintain and improve models reviewed by leadership to track IT Revolution and Business Transformation to analyze capital and expense spend compared to budget and forecast.

Utilize Excel to create interactive models to track projects based on original forecast/budget compared to actively updated forecasts.

Lead member on team improving reporting structure related to Business Transformation to more accurately represent positions.

Maintain and progress resource tracking process to accurately report total hours spent on both IT Revolution and Business Transformation.

Develop model currently in use to re-baseline transformation project

Create and present project standing to leadership using Oracle Analytics and PowerPoint

Led company participating in Gartner industry survey

IBM Rochester, MN May 2018-August 2021

Financial Analyst – Delivery and Integrated Operations

Consolidate financial statements analyzing total costs, expense, and revenues for 9 business units with an annual spend of $100M. Analysis is multifaceted to include engineering sub-contractors, external purchase orders, and developer cost. Utilize SQL and Microsoft Excel to develop detailed financial reports identifying trends and monthly forecasts. Consolidate and present comprehensive monthly reports to business unit senior leadership reviewing total spending compared to the budget to drive cost saving measures.

Acting team lead through 2020 fiscal close and 1Q 2021.

Drove a 10% year over year spend reduction for 2020.

Led financial analysis and consolidation of one business unit resulting in $500k of annual savings.

Developed new spend approval process to improve accuracy and reduce approval time.

Automated reporting via Cognos Analytics and SQL programming

Streamlined individual usage reports for external billings with monthly savings of 3 hours during close.

Financial Analyst – GTS Infrastructure Services

Supported 11 business units with the analysis of expense and cost reporting as well as producing monthly forecasts. Processed and billed external customers based on usage calculations. Presented monthly spend reports and forecasts to direct upline management.

Utilized SQL and VBA to automate business operations reports reducing monthly close cycle by 7 hours.

Key member of project team that realigned business unit structure which improved reporting and forecasting accuracy.

Collaborated on the interactive dashboard connecting ZenHub, a project management tool for development of teams using GitHub, and Microsoft Excel as part of the Kaizen project team. This project saved a documented 60 annual hours of maintenance time.

Financial Analyst – Systems Power Development Expense

Created and developed financial statements which included budget, monthly spend, and expense spend forecasts, to support 4 business units. Developed new spend reporting process which improved accuracy and targeted opportunities to drive down total spend.

Trained peer business units on incorporating SPSS Modeler to improve forecast accuracy.

Facilitated training of new Systems team members and provided support as needed.

Executed monthly contract billing for part of the Lenovo Divestiture.

PROFESSIONAL DEVELOPMENT

Cognitive and Analytics Experience IBM

September 2020

Applied SPSS Modeler and Cognos Analytics in order to clean, transform, and present data related to worldwide GDP and population data. Completed prerequisite courses of Data Science for Business, Data Science Foundations, and Big Data Foundations.

VBA Workshop IBM

August 2019

Trained in applicable VBA usage with the end goal of automating repetitive tasks.

Presentation Workshop IBM

February 2019

Polished in-person and virtual presentation skills, stage presence, visuals, and listening skills.

IBM Agile Explorer IBM

January 2019

Developed an understanding of Agile values, principles, and practices to initiate an Agile conversation with co-workers and colleagues. Awarded Enterprise Design Thinking Practitioner and Co-Creator badges upon completion.

VBA Workshop IBM

August 2019

Trained in applicable VBA usage with the end goal of automating repetitive tasks.

Application of Lean Six Sigma and Agile Methodologies IBM

July 2018

Utilized Lean Six Sigma approaches overviewing instruction project management tools as well as practical exercise. Trained in Agile principals as finance units moved to an Agile organizational structure

EDUCATION

Winona State University Winona, MN

August 2013 – May 2018

Dual major with a Bachelor of Science in Finance, Bachelor of Arts in Economics, and a minor in Statistics



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