Financial Analyst Senior

Trisha M. Frederic

Addis, LA +1-225-***-**** ******.*.********@*****.*** LinkedIn

PROFESSIONAL OVERVIEW

Senior Financial Analyst with a proven track record in corporate cost reduction, revenue analysis, and financial strategy. I am skilled in financial reporting, variance analysis, and budgeting to drive operational efficiency and business growth. Adept at collaborating with cross-functional teams, providing data-driven insights, and ensuring compliance with industry regulations. A self-motivated professional with strong client relationship management and mentoring skills, dedicated to optimizing financial performance and supporting strategic decision-making.

WORK EXPERIENCE

Unum Group Aug 2016 - May 2025

Senior Financial Analyst - Hybrid Baton Rouge, LA

• Delivered precise financial insights that enhanced decision-making during monthly, quarterly, and annual financial reporting cycles.

• Streamlined financial processes, ensuring the timely and accurate completion of close procedures.

• Generated and analyzed financial reports using Microsoft Excel, providing actionable insights that supported strategic financial planning

• Partnered with cross-functional teams to ensure seamless integration of financial data, achieving 100% compliance with regulatory standards.

• Spearheaded detailed financial analyses, uncovering cost-saving opportunities and driving improved budgeting accuracy.

• Led special studies and high-impact projects, delivering strategic insights that improved operational efficiency.

• Mentored and guided junior team members, fostering skill development and enhancing overall team performance.

• Leveraged available resources to drive innovative problem-solving, producing results with minimal oversight.

• Owned project outcomes and ensured accountability, consistently delivering successful solutions to complex challenges.

• Provided financial insights that influenced high-impact business decisions, leading to a successful merger/acquisition.

• Gained expertise in institutional products, services, and business processes, which improved the accuracy of financial analysis and supported strategic decision-making

• Applied a strong understanding of financial statement components-persistency, sales, and key business drivers-to enhance reporting accuracy and support client needs.

Unum Group / Starmount Life Insurance Company Jan 2009 - Aug 2016 Accountant - Hybrid Baton Rouge, LA

• Mentored and guided junior team members, fostering skill development and enhancing overall team performance.

• Enhanced financial reporting accuracy by implementing process improvements, resulting in more reliable financial statements

• Implemented new compliance protocols, reducing risk exposure and avoiding potential penalties.

• Ensured compliance with policies and regulations, maintaining financial integrity and preventing regulatory issues

• Identified cost-saving and revenue-enhancing opportunities using financial analysis tools like Tableau, leading to increased profitability

• Explained financial concepts to non-financial teams, enhancing their decision-making capabilities

• Trained and mentored finance personnel, leading to improved retention and morale

• Implemented procedural improvements that reduced operational costs, enhancing overall efficiency

• Created spreadsheets using Tableau to analyze revenue, profitability, and expenses, aiding in financial planning

• Identified inefficiencies using problem-solving skills and recommended process improvements, enhancing workflow efficiency

• Established accounting controls and structures to meet business needs, enhancing financial accuracy and compliance

• Extracted and analyzed financial data using Tableau to drive key operational changes, improving decision-making efficiency

• Supported teams with financial analysis for decision-making and projects, leading to more informed strategic planning

• Prepared reports comparing actuals to budget projections, aiding in budget adjustments and financial planning

• Stayed informed on industry trends, financial regulations, and standards, ensuring compliance and up-to-date financial practices

• Reviewed internal controls using Workiva, which enhanced efficiency and reduced labor costs by streamlining processes

• Ensured accuracy in financial operations, including A/P, A/R, payroll, and budgeting, leading to improved financial reporting and compliance

• Assisted during monthly closings and compiled financial data for tax reporting, ensuring timely and accurate submissions EDUCATION

University of Phoenix, Arizona Sep 2017 - May 2019 Master of Accountancy Phoenix, AZ

• GPA: 3.30

• Achievements: Member of the National Society of Leadership and Success University of Phoenix, Arizona Sep 2014 - Sep 2017 Bachelor's, Accounting Phoenix, AZ

• GPA: 2.86

• Achievements: Member of Delta Mu Delta Honor Society SKILLS

• Communication, Analytical Thinking, Project Management, GAAP/Statutory Knowledge, Public Speaking, Financial Statements, Teamwork, Microsoft Office/Excel/Word, Presentation Making, Financial Analysis, Adaptability, Problem Solving, Variance Report- ing, Revenue Recognition, Workday, Monday.com, Anaplan, Tableau, Workiva, Various other software/ERPs

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