214-***-**** email@example.com Alpharetta, GA
Financial Analyst with over 10 years of experience with Salesforce, Financial Management, Business Analyst, Budgeting & Forecasting, Systems Implementation, Audit, Quality Control, and Tax Planning in manufacturing, corporate and service environments. Areas of expertise include:
Budgeting & Forecasting
The Home Depot 2016-Present
Sr. Business Analyst Atlanta, GA
Spearhead the Project Management life cycle this includes: needs identification analysis, resource requirements, project dependencies, planning and progression, financials management, status reporting, prolific and effective communications, ongoing risk assessment and adaptation, and appropriate escalation strategies and implementation.
Cross Collaboration with leadership, stakeholders, and project leads to ensure operation success using the Salesforce customer relationship management platform.
Train new staff and interns on consolidation software, corporate finance and manufacturing costing principles.
Educate staff and clients on Agile environment concepts and program initiatives including: Agile environment culture, self-organizing, outcome over output, effectiveness over output, and collaboration over compromise.
Design a Financial Management plan that includes: financial modeling, data manipulation, forecasting, adhering to US GAAP compliance, internal controls compliance, and technical accounting research.
Labinal Power Systems (a division of SAFRAN) 2015-2016
Sr. Financial Analyst (contract work) Denton, TX
Administered external and internal financial statements issuance, month-end close, accounting policy development, financial modeling, revenue recognition, the Sales Plan, Inter-division JE’s, and financial audits.
Partnered with cross functional departments on special project mergers, managing the external audit, budget and forecast development, monitoring, remediation and simplification of manual and automated internal controls to adhere to SOX compliance.
Led FP&A team to manage AP, AR, labor, and the cost of goods sold, timelines, budgets, timely production schedules, and process improvement initiatives; exceeded target margins by 15%.
Prepared a detailed operational analysis weekly that included: sales reports, inventory management updates, P&L, material usage, productivity, cash flow working capital, and headcount for an Aerospace & Defense revenue of 20B.
Headed the weekly divisional financial presentation which consisted of: the budget to actual and metric trend analysis, consolidated financials that included corporate provisions, working capital, cash flow, a 90-day forecast of sales and material cost, and the status of the 5-year operational budgets for North America.
Advanced Integration Technology 2011-2013
Assistant Controller Plano, TX
Deliverables included: Managed technology tax credit project that generated 650K to the bottom line, led a successful ERP system implementation for an acquired parts company, and merger and acquisition analytics for prospective acquisitions with payback ROI.
Oversaw the global lines of business, supported 10 project managers, provided financial analysis for over 50 projects which included sales, cost of goods and services, expenses, delivery schedule, and margin versus plan.
Executed financial management including: supply chain planning, forecasting, inventory management, revenue recognition, transfer pricing, monthly consolidated financials and intercompany ledgers for the US, Canada, and Sweden.
Generated weekly scorecards highlighting sales, cash flow, and an Aerospace revenue of 300M by product lines and region.
Generated Domestic and International consolidated P&L statements for global partners including Australia, Peru, France, Canada, Mexico, Asia, and South America.
Audited and prepared SEC filings and organized tax supporting documents including 1040 schedule C business tax returns.
Improved processes related to accounts payable, cash management, monthly billing, variance analysis for internal monthly financial statements, and collection responsibilities.
Conducted staff training around compliance with financial management regulations such as BSA, Truth in Lending, Sarbanes Oxley controls, RESPA, HMDA, and Fair Lending.
Collaborated with the Division Director, Assistant Director and Senior Internal Auditors, assisting with investigations necessary to address allegations of fraud, waste, or abuse of agency assets, programs or functions.
Led internal audit engagements including: planning, execution, report preparation, exit meetings, and assisted in preparation of risk assessments.
Varel International 2011-2013
Sr. Financial Analyst (contract work) Carrolton, TX
Performed profitability analysis of sales, cost of goods sold, and expenses for an Oil & Gas Revenue of 600M.
Generated month end close journal entries, monthly reconciliation of inventory, sales tax reporting, and fixed assets transactions for North and South America.
Consulted the CFO & Global VP of Sales on the status of audit reviews, conclusions and potential improvements to the financial management process; enabling clients to increase shareholder value by 70%.
Prepared quarterly budgets and forecasted revenue based on profit projections, staff turnover, new employee training costs, and P&L performance reports.
Streamlined financial analysis on expense and/or revenue drivers through utilization of financial metrics; increasing profits by 50%.
Developed continuous improvement strategies through the evaluation of internal controls and audits; decreased profit loss by 60%.
Improved financial status by analyzing financial reports, monitoring variances, and identifying trends; recommending more effective operational strategies to management.
Spearheaded the Project Management life cycle including: needs identification analysis, resource requirements, project dependencies, planning and progression, financials management, status reporting, prolific and effective communications, ongoing risk assessment and adaptation, and appropriate escalation strategies and implementation.
L-3 Communications, Inc., 2009-2011
Sr. Financial Analyst Garland, TX
Operated three program budgets which included: EAC’s, ETC’s, bill of material, work authorizations, and the delivery schedule.
Organized financial modeling for bookings, sales, profit, cash flow and backlog; exceeded performance goals by 75%.
Managed multiple annual financial audits of an Aerospace & Defense Industry Revenue of 15B.
Executed month end close duties including: monthly program inventory reconciliation, inter-division inventory transfers, program inventory reconciliation versus the general ledger with WIP, applied overhead, and G&A.
Supervised compliance reviews by performing and observing activities and processes, compiling information, documenting results, and identifying potential threats; exceeding 80% of compliance adherence goals.
Conducted client life cycle analysis to assess client sustainability and monitor client retention; through this analysis; 80% of issues were identified allowing leadership to identify red flags in service standards, retain clients, and improve client satisfaction by 75%.
Assisted with quarterly budgets based on internal process improvement audit results, profit projections, client turnover, and onboarding training costs.
McKesson Corporation 2008-2009
Financial Business Analyst (contract position) Farmers Branch, TX
Pioneered the SAP implementation and testing team; delivered increased program margins of 20% by maximizing resource planning, staying on schedule, containing cost, and implementing purchasing strategy.
Utilized BI and Access query to analyze pharmaceutical sales and margin data, calculating rebates per customer contracts for large national pharmacy chains.
Managed monthly rebate exposure and booked rebate accruals based on sales for the month end close; processed rebate payments in excess of 10M per month.
Performed internal process improvement audits of the company’s programs and procedures, including weekly reporting, recommendations for improvement, and monthly reporting for the Top 10 US Retail pharmacies.
Regulated a 179B Pharmaceutical Operations Department budget annually; decreased profit loss by 60% through: evaluation of internal controls and processes, managing equipment and supplies, and monitoring financial discrepancies.
Microsoft Word, Advanced Excel, PowerPoint, Outlook, QuickBooks, Quicken, Access, SAP, Salesforce, Tableau, Tableau Prep, HFM/OneStream, ERP systems, SAP, eLedger, PeopleSoft, Business Objects, BI, SQL, Cognos, BPC, Teradata, Big Query
2015-2017 BA in Business Administration/MIS, University of Notre Dame, South Bend, Indiana
2016-Present Donate 25hrs of service for renovation projects, Atlanta, GA
2003-2008 non-profit for affordable housing, Dallas TX