Financial Analyst Planning

Passionate individual with *+ years of financial analysis experience. Strong understanding of accounting and finance processes with a knack for creating financial models. Ability to work with large volumes of data with accuracy, quality, and timeliness of work. Experienced at taking complex information and communicating it in a way that’s easy to understand. Tenacious and hardworking with strong interpersonal skills. Quick thinker and a dependable team player. Proven to provide solid recommendations to company executives, increasing accuracy of information, and creating more efficient and effective processes.

SKILLS

●Highly proficient in Microsoft Excel (VBA, pivot table, v-lookup)

●Account Reconciliation

●Budgeting & Forecasting

●Financial Planning & Analysis

●Strong communicator

●AR/AP

●Financial modeling

●Meticulous attention to detail

Strong analytical skills

EDUCATION

Master in Business Administration – Emphasis on Accounting and Finance 2018 – Exp. June 2022

City University of Seattle

Seattle, WA

GPA: 3.6

Bachelor of Science – Biochemistry 2012 – 2016

University of Washington

Seattle, WA

GPA: 3.5

WORK EXPERIENCE

FINANCIAL ANALYST – Microsoft Corporation March 2020-December 2021

Redmond, WA

●Responsible for developing, interpreting, and implementing financial models for financial planning and control

●Analyze and report on financial performance of projects and programs

●Forecast monthly budget report for senior management to provide overall financial position of the company

●Manage purchase orders for multiple teams to maintain organization wide budget

●Create and distribute weekly financial hygiene reports on team performance to respective team leaders

●Work with project managers to implement annual budget for respective teams

●Manage vendor budget and subscriptions for entire organization and re-forecast budget every month

●Identify “at-risk” areas and recommendations to management

●Forecast and advise stakeholders by analyzing financial key performance indicators (KPI) and providing a “financial picture” on variance results

●Execute ad-hoc analysis to explain variances versus budget, prior forecast and prior months.

Accomplishments:

Reduced vendor budget variance from 17% to 8% through a more dynamic vendor reporting system

Worked with different team leaders to close out unused subscription and save money each month

Helped teams transition from excel-based financial reporting to finance 365 application reporting

Improved operational efficiency of finance systems by 5% through implementation of streamlined data-management procedures

Spearheaded due diligence for $100M+ team subscription expenses, identifying key risk factors and forecasting investment viability

FINANCIAL ANALYST – Healthcare Management Administrators August 2017 – January 2020

Bellevue, WA

●Streamlined invoicing by identifying and resolving discrepancies in reporting standards

●Collaborate with the accounting department during month-end close; analyze and reconcile variance accounts and poste accruals and reclassifications

●Create financial metrics to determine competitive pricing for potential clients

●Perform monthly P&L reporting to assess current and projected financial performance relative to benchmarks as well as to evaluate the financial impacts of alternative pricing

●Manage expense forecasting and preparing detailed explanation of variance analyses along with recommendations to incorporate

Accomplishments:

Helped automate internal reporting system for accounting and finance departments

Reduced monthly forecast variance from ~25% to ~6% by thoroughly examining past expenses and collaborating with each department to ensure the most up to date information was incorporated in the forecast

Improved accuracy and timeliness on production of invoices by simplifying data entry standards for accounting department

Helped the company transition to SAS database improving reporting and organization of financial information

Advised finance department to outsource high expense tasks and improve internal data/reporting system

Helped company cut workforce by 15% through implementation of automation and improving efficiency in reporting standards

VOLUNTEER EXPERIENCE

TREASURER – Education First August 2018 – January 2021

Seattle, WA

●Process donations from multiple platforms and updating internal donor data system monthly

●Create and maintain financial reports to ensure accurate submission of tax forms

●Process check and money donations, and reconciling bank account end of each month

●Collaborate with regional members in determining scholarship prize amount for each region

●Maintain a running balance report to precisely characterize each bank transaction

●Responsible for reconciling regional events and submitting financial report to the board

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