Financial Analyst Sales

SUMMARY

Solution-oriented analyst who has high resistance to stress and is excellent at process improvement. Passionate about turning cold data into actionable insights. Great at financial reporting, forecast, and project management. Highly adaptable to changes and enjoy being outside of comfort zones. Currently looking to obtain an MBA degree

EDUCATION

Purdue University

Krannert School of Management

Bachelor of Science GPA 3.45

(Major: Accounting; Minor: Finance)

Beta Alpha Psi Business Fraternity

CPA Eligible

Certified Corporate FP&A Professional

AREAS OF STRENGTH

SAP

Hyperion Financial Management

Financial analysis

Budgeting and forecasting

Python and SQL

Process automation / improvement

Salesforce

Tableau

NetSuite / Oracle

Bilingual

REFERENCE

Eva Koepke

P: 312-***-****

E: ***.******@*******.***

Mazen Rihani

P: 312-***-****

E: *******@***-********.***

WORK EXPERIENCE

Senior Financial Analyst (Remote)

Kellermeyer Bergensons Services, LLC Chicago, IL USA Jan 2020 – May 2020

• Prepare and present monthly financial reports comparing actuals with budgets, and pro forma.

• Build financial models to support Chief Commercial Officer on sales pipeline, churns tracking, and provide various analytical reporting including in-year and annualized revenue and gross profit budget-to-actuals

• Establish KPIs, design and develop a performance scorecard dashboard to monitor customer satisfaction and financial health; provide strategic insight to determine relationships between customer satisfaction, revenue, margin impact and opportunities

FP&A Consultant

Aetna, A CVS Health Company Chicago, IL, USA March 2019 – Dec 2019

• Escalate risk and opportunities in the membership projections for five segments in the Midwest region to support the changing business structure between Aetna and CVS.

• Support market CFO and President in business strategic planning process to ensure long term initiatives are being properly carried out

• Analyze periodic financial result and provide trends in data to help better identify and mitigate financial risks

Advertising and Marketing Senior Analyst

PepsiCo. Chicago, IL, USA July 2017 – March 2019

• Compile, analyze and present period result on all A&M and coupon spend, bringing insights into additional budgeting risk and opportunities to upper managemen0074

• Manage all coupon activities by identifying risks associated to counterfeit coupons, making recommendations to BU Finance on accrual balances, and ensuring that the coupon database is accurate

• Prepare monthly executive reports summarizing A&M P&L and Balance Sheet impact

Control & Reporting Royalty Accountant

PepsiCo. Chicago, IL, USA August 2015 – July 2017

• Conduct worldwide Gatorade royalty calculations and analysis approved by the brand CFO

• Analyze account fluctuation and support Finance team with its cash flow forecast accuracy

• Lead the audit conducted by the Gatorade Trust’s external auditors to verify the completeness and accuracy of Gatorade sales and tie out to PepsiCo’s 10-K annual report

Control & Reporting Cost Accountant

PepsiCo. Indianapolis, IN, USA April 2013 – August 2015

• Take full ownership during AOP for seven large locations and support product innovation set up, product costing and physical inventory audit

• Analyze and communicate trends and variances between actuals and standards with cross functional leaders

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