Senior Financial Analyst
Resume:
Jennifer Lindsey
*** ****** **, ******, ** *****
****************@*****.***
Experience:
Hawaii Gas, Honolulu, HI November 2012 – March 2020
– Sr. Administrator, Financial Reporting & Analysis
(May 2016 – March 2020)
Hawai’i Gas provides Utility and Non-Utility gas energy to over 60,000 residential, commercial and government customers throughout the state of Hawaii.
Works closely with the CFO, Controller, and Asset Manager(s) on internal and external operating reports (results of operations), strategic initiatives analytical and financial support, business metrics/KPIs, accounting data efficiencies, capital expenditures administration, ad hoc analysis and reporting in support of strategic and corporate decision making. Works closely with the finance department on financial planning and analysis on budgeting and forecasting.
Lead administrator of operating and capital budget ($250 million dollar annual budget) .
Responsible for the monthly/quarterly/annual reporting for Hawaii Gas and other MIC Hawaii Assets.
Works closely with the MIC management team (parent company) of Hawaii Gas via providing and presenting monthly, quarterly and annual reporting, including MD&A and SEC filing support and analysis.
Assists in the administration of company capital expenditures, volume data, revenues and margins, and monthly operating expenses.
Provides financial support for PUC related filings and reporting. Generates annual 5 Year PUC capital budget.
Supports business decisions by providing effective analysis and modeling of relevant internal and external data. Adds value by providing insights and recommendations in addition to raw analysis.
Constructs detailed financial models to develop business cases for capital projects, ROI on new business contracts, full P&L forecasting as well as propane COGS forecasting.
- Senior Financial Analyst
(May 2015 – April 2016)
Senior Analyst responsible for generating and administering monthly financial reporting. Perform key analysis using personally financial models to provide detailed analysis on company margins, spending, and sales. Construct monthly forecasting for year-end results based on monthly actuals. Work closely with Hawaii Gas Controller on preparing monthly, quarterly, and annual financials. Key team-member in preparing & facilitating the Company’s $250-million-dollar annual budget. (Current position also includes duties listed below)
- Staff Financial Analyst
(March 2014 - May 2015)
Perform financial, and data reporting (monthly, quarterly, annually, and ad hoc reporting) including CapEx, volume sales, and company financials. Generate and present monthly operating and financial reporting to the executive team and parent company with explanations for current, forecasted and historical activities. Work with parent company analysts and asset managers to provide key data and financial analysis when requested.
- Capital Expenditure/Project Management Analyst
(November 2012 - March 2014)
Provide reporting and analysis on capital expenditure projects to a team of 40+ project managers monthly, quarterly, and annually. Provide financials for quarterly 10-Q filings and annual 10-K filings. Administer and monitor a $20-million-dollar annual capital expenditure budget. Compile and report annual 5-Year PUC CapEx filing for Hawaii Gas. Provide any ad-hoc CapEx reporting requested by management.
September 2010 - June 2012
ETSIS Hats & Apparel, Honolulu, HI - Brand Ambassador/Company Analyst
Refined and grew the development of an innovative patent-pending hat design and modification. Enhanced the branding, business development and contract negotiations with Dorfman Pacific (one of the largest hat manufacturers in the world). Researched, designed, and created a marketing regimen based on market and budget analysis to target desired customers and to increase brand awareness on the Internet, both local and national. Managed and executed all company departments to ensure ETSIS Hats & Apparel LLC was operating efficiently while meeting customer needs (i.e.: Customer Service, Sales & Marketing, Accounting, Research & Development, and Human Resources).
May 2010 - July 2010
American Savings Bank, Honolulu, HI – Internship, Commercial Credit
Assist commercial loan officers in granting and maintaining sound commercial loans by developing comprehensive information through analysis of financial, business and collateral data.
Education:
August 2017- May 2019
Shidler College of Business, University of Hawaii, Manoa, HI – Masters of Business Administration (MBA)
September 2005 - May 2010
University of Hawaii, Manoa, HI - BA, Finance
Specialties:
Excel, financial reporting, financial modeling, data analysis, forecasting (financial and other), and data/financial modeling, GAAP accounting, SOX controls.
Systems:
Work regularly using Microsoft Office, Business Objects, Great Plains, Salesforce, Orcom Systems, CIS, and CRM. Has worked with Tableau and Adaptive Insights in a lower capacity.
Societies:
The National Society of Collegiate Scholars, Golden Key International Honor Society, Gamma Kappa Alpha the National Italian Honor Society
Accolades:
High School Valedictorian (Kapaa High School, 2005), 2004 & 2005 Hawaii State High Jump Champion
Personal and Activities:
Raised on the island of Kauai, enjoys surfing, hiking and yoga.
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