Financial Analyst Senior
Resume:
Patricia Melideo
Shrewsbury, Massachusetts
*****.*******@*******.***
http://www.linkedin.com/in/trish-melideo/
Summary of Qualifications
Insightful, results-driven professional with proven track record of achievement in managing projects and finances. Self-starter and fast learner with keen interest in learning and adopting new technologies to increase productivity and optimize processes. History of delivering fast results with accuracy. Expertise in budgeting, financial reporting, and forecasting. Highly skilled in data manipulation and analyses; gathering data from numerous sources to translate into value-added information and actionable insights.
Skills
Variance Analysis
Dashboard Reporting
Process Improvement
Financial Reporting
CRM Management
Data Mining
Quota Setting
Sales Operations
UAT Testing
KPI’s
Territory Planning
Sales Compensation
Experience
Extreme Reach - Dedham, MA Apr 2023 – May 2024
Senior Financial Analyst
Implemented insight-driven reporting and analytics across the global businesses utilizing PowerBI
Partnered with Sales Managers and Sales Operations by auditing weekly pipeline forecast to ensure sales opportunities were properly entered in Salesforce.com and aligned with KPIs and current sales process
Maintained SAAS model and reconciled all revenue reporting systems for accuracy
Responsible for annual operating plan, monthly forecast, business unit performance reviews, and tracking data metrics, KPI’s and data analysis for all.
BNY Mellon - Wellesley, MA Sep 2022 - Mar 2023
Senior Financial Analyst
Successfully streamlined and refined monthly performance reporting from a manual process to an automated on-line system resulting in accessible, up-to-date information for managers
Assisted in the month-end process thru the gathering of key metrics such as billing and work utilization, billing rates, FTEs and non-billable time allocation
Analyzed and reported revenues, expenses, profitability on projects
Registered and tracked all Statements of Work (SOW) for sales field ensuring pipeline was accurate
Senior Financial Analyst Contractor Sep 2021 - Aug 22
Under assignment from Robert Half
Crown Castle Communications - Boxborough, MA Feb 2020 – Feb 2021
Senior Financial Analyst Contractor
Under assignment from Bartech Group, processed weekly GTM sales metrics, such as sales bookings and churn reporting via Excel and Adaptive Insights.
Created documentation regarding monthly reporting processes and procedures for department
Reviewed financial data from in-house systems for summarization. Prepared service revenue forecasts for field
Boston Scientific - Marlborough, MA Sep 2019 - Feb 2020
Project Management Specialist Contractor
Under assignment from Apex Systems, member of Global Business Services (GBS) - Acquisitions and Integrations department; successful integration of eight acquired businesses for payroll, accounting and purchasing departments and systems
Collaborated with project managers to manage risks and decisions in order to meet overall integration milestones
CVS Health- Woonsocket, RI Mar 2018 - Mar 2019
Senior Financial Analyst Contractor
Under assignment from Apex Systems, successfully processed reports and tracked coupon redemptions for customer loyalty programs on a weekly and monthly basis versus operating plan within CVS Health deadlines
Researched monthly expense variances versus budget for senior management teams, noting variance explanations and corrective action
3M Company- Westborough, MA Mar 2018 - Mar 2019
Senior Financial Analyst
Successfully convinced customer to continue product placement in their weekly circular by creating an analysis and graph to illustrate it’s contribution of an average additional 5% to 10% increase in year-over-year (YoY) sales
Delivered weekly point-of-sale reporting results, analytics and insights into brand performance with a proactive approach to increase revenue sources
Reviewed large datasets obtained from various sources to report on sales summaries, trend analyses, and results commentaries for dissemination among senior leadership
Managed monthly sales forecast, performed ad hoc analysis for sales teams, and customers
Optimized plan-o-grams to maximize sales and revenue. Tracked promotional campaigns, marketing initiatives, key performance indicators (KPIs), metrics, and external price studies
Researched competitor activity to provide detailed outlook on customer market shares within specified product categories
Systagenix - Quincy, MA Feb 2011 - Aug 2012
Senior Sales Operations Analyst
Increased productivity by 50% by automating biweekly reporting by creating and maintaining an MS Access database
Slashed yearly expenditures by $72K by creating an MS Mail Merge program to generate and distribute monthly compensation statements to sales reps
Partnered with VP of sales and Regional Managers to define KPI’s
Calculated and tracked monthly sales quotas and sales commissions for field personnel; territory alignment and territory analysis
Extracted and manipulated large amounts of raw data from multiple databases to develop insights which drove business decisions and recommendations
Provided training to regional sales team on internal systems and procedures
Built Excel data models to report sales bookings, sales metrics, and customer activity
Played integral role in development and implementation of a full-system conversion of data from third parties at Systagenix which reduced weekly reporting processing time by 40%
Education
Bachelor of Science in Business Administration/Management
Northeastern University, Boston, MA
Cum Laude Graduate
Associate of Science in Finance
Northeastern University, Boston, MA
Technical Proficiencies
MS Office Suite (Word/Excel/PowerPoint/Outlook/Access) MS Office 365, PowerBI, SAP Financials, Peoplesoft, Cognos, Oracle, IRI Nielson, Retail Velocity, Adaptive Insights, Market Track ECRM, familiar with Teradata, Salesforce.com, exposure to Tableau and Netsuite
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