Financial Analyst Manager

Amy Nichole Wise

**** ***** **** **** ****, Charlotte, NC 28269 704-***-**** ********@*****.***

PROFILE

Seasoned Financial Analyst with proven success as a reliable business partner that acts as the conscience of the organization by excelling at streamlining operations through cost analysis, tracking trends, monitoring budgets and reporting them to the executive team to promote organizational efficiency and increase profitability. Expertise in business development and restructuring processes and systems. Demonstrably detail oriented, self-starter and reliable team player with unsurpassable work ethic and time management skills committed to building high-performing teams.

EXPERIENCE

Titan Fitness, LLC 2010 – 2020

Senior Financial Analyst

Execute daily and monthly reconciliation for all company accounts

Create and maintain national sales statistics, variances, projections and KPI’s daily using formulas, pivot tables and macros within excel

Work to map actual costs to corresponding cost breakdown structure codes to accurately monitor expenses

Work directly with the CEO to map process activities to desired outcomes to rectify operational inefficiencies

Work directly with the COO to recommend operational improvements based on on-going financial/data evaluation, tracking and forecasting

Create, audit and standardize ad hoc and Power Bi reports and visuals for the company to illustrate financial/operational trends and goal projections

Analyze data from multiple software in order to allocate resources and maintain cost efficiency

Work with executives on the establishment & implementation of product pricing, branding strategies, promotional campaigns and compensation plans

Set up and ensure the integrity of company software

Generate national profit and loss reports monthly

Manage projects, develop plans, and monitor performance & success of the company

Led five software conversion projects budgeting $5-8M; seamless migrations and integrations and all delivered on time and under budget

On-site director for all software rollouts before and after go-live

Audited and executed the payroll/commissions for over 2,000 employees and i-9 Audits

Conducted new hire orientations and HR continuing education for regional and district employees

Created, automated and implemented daily and monthly reconciliation process for accounting team

Southeastern & Olympia Development Group, Inc. 2009 – 2010

Assistant Project Manager

Assisted Project Manager and Estimator with bidding commercial & residential projects

Created estimates and proposals for commercial and residential prospective clients

Generated and maintained warranty schedule for over fifteen builders

Administrated payroll using QuickBooks & Timberline Accounting Software

Assisted managing partners with prequalification applications, purchase orders, change orders, & company correspondence

Mediated communication between all project managers, field managers, subcontractors & vendors

Worked directly with website developer to update SEG website and create ODG website

Fitness Management Group, Inc. 2008 – 2009

Marketing Director & Analyst

Collaborated with web developer to construct new website – provided content, layout and developed functionality

Restructured and redesigned current website to increase functionality, user-friendliness and aesthetic appeal

Maintained current website: daily updating and responding to/or directing all inquiries

Designed company advertisements

Worked with executives on the establishment & implementation of product pricing guidelines, branding strategies & promotional campaigns

Monitored activities of competitors including research on industry & marketing trends to devise appropriate campaigns to reach target market & new markets

Created and implemented direct and electronic mail marketing campaigns

Conducted monthly financial audits in ABC’s DataTrak and CRS

Assisted with New Hire Orientations

Created and managed intra-company promotions

Peters & Associates, Inc. 2007 – 2008

Assistant Real Estate Manager

Coordinated appointment schedules for open houses, listing presentations, agent showings & closings

Administered and distributing payroll

Distributed commission checks to agents and third parties

Constructed, managed, & maintained office employee and real estate files

Provided quality customer service by communicating effectively with clients, prospects, tenants & investors

Coordinated communication between investors and tenants

Managed & maintained company accounts using QuickBooks accounting software

Created account management statements for property investors monthly

Created & maintained all property listings for over 50 advertising sources including MLS

Monitored & recorded marketing/advertising techniques to promote effective channels

Conducted research of market demographics and industry trends

Produced & distributed listing packages for prospective & current clients

EDUCATION

University of North Carolina at Wilmington, Wilmington, NC May 2007

Bachelor of Science in Business Management & Marketing

SKILLS

Proficient in Microsoft Office, SharePoint, Adobe Acrobat and PhotoShop

Proficient in ABC Financial CRS & DataTrak, Jonas i4, Compete, PayCom, ADP, Career Plug and MotionSoft

Working knowledge of QuickBooks, Great Plains & Timberline Accounting Software

Basic knowledge of Power BI, Microsoft Project, Primavera and SQL

Excellent written & verbal communication, critical thinking & problem-solving skills

Certification in Situational Leadership

Currently in Prep Course for PMP Certification

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