Financial Analyst Technical Writer
Resume:
RICHARD HERRERA 303-***-****
I'm an accomplished Sr. Financial Analyst with 4-plus years of dedicated FP&A experience and 13-plus years in the business analyst and financial systems space.
I’m confidently skilled in FP&A analysis. I have extensive experience with the month-end closing process, monthly forecasting (revenue, expenses, and headcount), and annual budget cycles. I have a proven track record managing fast-paced projects and extensive experience working with cross- functional teams (Legal, IT, Marketing, Sourcing, Contact/Call Center, etc.) I have extensive experience in creating financial models that include P&Ls, dynamic analyst tools, and on-going file maintenance reports, as well as ad-hoc, impromptu financial models. I have advanced/expert knowledge of Excel, Essbase, VBA Macros, and a strong understanding of GAAP, which includes revenue recognition, and the allocation impacts to revenue. I am well-rounded analyst who can quickly identify what success looks like in all applied situations.
I’m a financial analyst who is strong in both FP&A and financial systems - which is a rare commodity. I continuously demonstrate flexibility and have the innate ability to maintain a positive, “can-do” attitude in all situations.
Furthermore, I’m a financial analyst, coupled with a strong business acumen, who understands key economic variables and how it may impact the immediate business and the overall industry. If you’re looking for a business analyst who can have a material conversation about the narrative behind the data, provide solid explanations with smart analytics to support underlying trends, and make measurable impacts to any organization, then I would be excited to express how I can make significant contributions to your organization via an impromptu interview (online or in-person).
Thank you,
Richard Herrera
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RICHARD HERRERA 303-***-****
**********@*****.***
https://www.linkedin.com/in/richardtherrera
SUMMARY
A result-oriented and process-driven leader with proven experience to make significant contributions to FP&A organizations and cross-functional teams to facilitate operational efficiency and improve overall customer experience. Familiar with the software development cycle. Skilled in FP&A month-end closing, forecast and budget cycles. Excellent verbal and written communication skills; skilled in creating financial models that include P&L creation, as well as Ad-Hoc, impromptu models. Advanced Excel, Essbase, VBA Macros. Knowledgeable with GAAP. Demonstrated flexibility and the ability to maintain a positive and “can-do” attitude in all situations. PROFESSIONAL EXPERIENCE
Comcast, Englewood, CO 2016 – 2021
Senior Financial Analyst (Revenue Management) 11/19 – 01/21 Responsible for providing succinct revenue KPI analysis, reporting, and forecasting support Regional and Division. leaders for a $1.2B annual revenue budget. Provided a variety of financial data; maintain and update financial models and plans. Below are a few accomplishments:
Managed, maintained, and analyzed forecasts, budgets, and variance analysis for residential regional revenue of $1.2 billion annually.
Created and communicated detailed analysis for month-end results and forecast changes to senior leadership.
Performed ad-hoc analysis and special projects on various offer strategies, using Hyperion’s ESSBASE via Oracle EPMS as requested.
Built a dynamic COVID-19 Tracker that was ultimately used to normalize forecast revenue and 2021 budget revenue projections.
Build, maintain, and improve financial models & analytics on a daily / monthly basis to understand and drive financial performance.
Development and maintain automation processes for daily, monthly, and prior yearly report deliverables that use complex VBA scripts & automation processes via remote servers. Financial Analyst - FP&A 3/16 – 11/19
Managed business performance analysis via financial forecasting, budgeting, and ad hoc reports. Maintained financial models, plans, and presentations for a $1B annual expense budget. Below are a few accomplishments:
Provided month-end close, forecasting assumptions, and budget variance commentary/color to regional leader around headcount, fixed & variable expenses.
Responsible for providing effective and accurate ad-hoc cost initiatives, P&L analysis to VP of Financial Operations and C-Level Executives around financial scenarios - Forecast, Budget, and Actual variances
Maintain and built complex financial models and dashboards using Hyperion’s ESSBASE via Oracle EPMS for essential presentation to key stakeholders.
Management of annual budget, working closely with regional teams to determine realistic revenue projections and with operations teams to control expenses.
Partner with regional FP&A teams to standardize processes and implement improvements.
Received recognition for SharePoint automation.
Managed capital expense tracking for our “dialing-for-dollar” efforts to fund other CapEx & OpEx projects. RICHARD HERRERA 303-***-****
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Verizon, Highlands Ranch, CO 2002 – 2015
Sr. Business / Financial System Analyst – Vendor Management, 7/08 – 11/15 Successfully managed vendor relationships by providing timely KPI reporting, compensation analysis, and system support.
● Process BI analytics and built financial reports/models for the FP&A team.
● Performed data pulls for financial reports via SQL.
● Built analysis reporting, that included financial summary, normalization scheduled and ad-hoc reporting.
● Managed business applications, VPN, and firewall profiles to Verizon telecom.
● Managed seven separate outsourced contact center vendor companies (on/offshore), over 1,000 vendor employees, and delivered over $5M YoY revenue growth for Verizon.
● Implemented security, performance, and SOW on-site audits, realizing cost savings of $250K YoY.
● Project managed between cross-functional teams: application, network, reporting, and executive leadership.
● Awarded 3rd Quarter Ovation Award for outstanding analyst / financial support.
● Program managed Verizon’s first combined Wireless and Telecom bundled product offering to completion.
● Dataflow analysis and RCA.
Instructional Designer / Technical Writer, 4/05 – 7/08 Developed and managed e-Learning and instructor-led training content for on/offshore call centers.
● Conducted analysis via client focus groups to identify training gaps and applied targeted solutions,
● specifically, in the realm of e-Learning deliverables.
● Training manager for onsite consulting of tier 2 customer service segments: Buenos Aires, Argentina.
● Lead content developer for Verizon’s customer service online resource tool and LMS tools. Corporate Global Field Trainer.
● Lead for onsite training for all customer service offshore vendor partners: Philippines, Monterrey, Mexico, and Argentina.
● Developed and consulted offshore staff with Verizon consumer and small business segments.
● Facilitated and managed ongoing training content that improved call center performance.
● Continually managed a team of 30 initial training classes, on-going training classes. EDUCATION / TRAINING / CERTIFICATIONS
Business Administration / Minor - Network Infrastructure Regis University, Denver, Colorado
Technical Certificates
Microsoft Certification – T-SQL Denver CO
Computer Networking- Regis University – Denver, CO Colorado Real Estate School - Online
MILITARY SERVICE
United States Navy
Radio Communications E-5
RMA School Technical Certificate
Naval Service School Command, San Diego, CA
Held a Top-Secret Security Clearance
VOLUNTEER WORK
Food Bank of the Rockies -2015
Wish for Wheels – 2017
HOA Board Treasurer – Current
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RICHARD HERRERA 303-***-****
TECHNICAL COMPETENCIES & OTHER SKILLS
● P&L Management ● Genesys Call Center Solutions ● VLANS / IP Subnets
● Essbase/Smartview (Excel Add-In) ● Credit Analysis ● Media Editing Tools
● T-SQL Queries ● Technical Writer /eDev ● Citrix Environment
● Tableau ● UAT Testing – Auto / Man ● VMWare
● Excel Formula & Functions - Proficient ● Browser Developers Tool ● LAN / WAN / VPN -Tunnels
● SharePoint Admin ● PowerShell ● VPN Encryption Domains
● Think-Cell – Waterfall Presentations ● Adobe Acrobat ● Firewall Rules
● SUMIF(S), (Index & Match), Vlookup ● Web Design ● Software Dev Cycle
● Strong Project Management Skills ● Strong Financial Acumen ● Strong Problem-Solving Skills
● PowerPoint -Advanced ● Strong oral & written skills ● Teradata Parallel Transporter
● GAAP and Rev. Rec. ● Financial Management ● Month End Close
● Excel Dashboards ● Annual and Ad-hoc Budget ● Financial Analysis
● Financial Modeling ● Software Development Cycle ● Sales Reporting
● Forecasting ● Power Query & Power Pivot ● Strong Problem-Solving Skills
● VBA/Macros/Automation- Excel ● Avaya Call Switch Solutions
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