Analytical and results-driven finance professional

Monique Phipps

862-***-**** ***************@*****.***

Professional Summary

Analytical and results-driven finance professional with over five years of experience in financial analysis, reporting, and operational optimization across the entertainment and retail industries. Proven ability to deliver insights through quantitative methods, risk assessment, and cross-functional collaboration. Skilled in Excel, Power BI, SQL, and Tableau, with a strong foundation in fixed income concepts and a passion for portfolio optimization. Currently pursuing advanced analytical roles where data-driven decision-making and investment modeling are key. Key Skills

● Financial & Quantitative Analysis

● Fixed Income & Investment Concepts

● Risk Assessment & Asset Allocation

● Data Visualization (Power BI, Tableau)

● SQL, VBA, Python (basic)

● Portfolio Optimization Tools

● Forecasting & Budgeting

● Capital Modeling Support

● Microsoft Excel (Advanced)

Professional Experience

Royalty Analyst Manager

Sony Music Entertainment – Remote

Oct 2021 – Apr 2024

● Managed and enhanced royalty analysis processes for global music rights, optimizing reporting workflows using Excel, VBA, and SQL.

● Collaborated with finance and legal teams to assess complex financial data, improving royalty forecasting accuracy by 20%.

● Developed automated dashboards to support data transparency and informed decision-making.

Sales Audit Analyst

Party City Corporation – Charlotte, NC

Aug 2020 – Oct 2021

● Conducted multi-location revenue audits, identifying discrepancies that led to process improvements and cost recoveries.

● Supported risk assessment and compliance efforts related to cash flow, POS data, and inventory tracking.

Operations & Finance Associate

Dave & Buster’s – Charlotte, NC

May 2019 – Jul 2020

● Led budgeting and forecasting reviews, contributing to location-wide financial reporting.

● Supported cross-functional initiatives to streamline operational costs using Excel-based modeling.

Education

B.S. in Finance

Johnson & Wales University – Providence, RI - Graduated: 2018 Certifications & Technical Training

● CompTIA A+ Certified

● Tableau for Finance & Risk Analysis (Coursera)

● SQL for Data Analysts (LinkedIn Learning)

● Currently expanding proficiency in Python for Financial Analysis

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