Financial Analyst Senior
Resume:
Kelly M. Durkin
Downers Grove, IL 60516
**********@*****.***
SUMMARY OF QUALIFICATIONS
Successful 25-year career focused on finance, accounting, and customer service. Highly motivated, self-disciplined, senior financial analyst with exceptional attention-to-detail and analytical skills. Experience in prioritizing multiple demands and the ability to respond to changing deadlines with ease and flexibility. A skilled and spirited communicator who exceeds to build strong working relationships with coworkers and clients. Self-starter, with unyielding work ethic. Strong analytic skills and expertise in supporting business operations through analysis of financial & operational data, including budgeting, forecasting and variance analysis. Core capabilities:
Budgeting, forecasting, and financial accounting
Process improvement, cost control, analytical, metric driven
Project and people management attributes
PROFESSIONAL EXPERIENCE
JLL, Westmont, IL Senior Finance Analyst – Cisco (Oct. 2023 - Present & May 2020 - Sept. 2022)
Senior Finance Analyst on a global account team responsible for budgeting/analysis/metrics/forecasting for over $100M budget stateside.
Refine and enhance existing forecast models used in monthly financials to provide dynamic and aligned view for the client experience.
Support senior management in providing timely and effective management reporting and analytics, including monthly variance analyses, budget tracking, spend risks, and performance of key KPIs.
Take the lead on reporting/cultivating ad-hoc analyses, budget trackers and financial models to support decision making and go-forward recommendations tied to strategic initiatives.
Perform financial close and forecast activities, analyze actual results, and provide guidance for short/long- term financial improvements, risks and opportunities.
Develop detailed spreadsheets to identify trends. Consolidate and analyze monthly results and budgets requirements.
Own financial forecasting models in our financial planning system and affirm they run at peak efficiency and improve the models when warranted.
Develop and provide the groundwork for upcoming budget cycles by creating department and total-company budget templates, consolidation and analysis models/tools and presentation materials.
Produce annual budgets and quarterly forecasts with special forecasts on request for annual budget revenue requests.
Assists the director, in the headcount and payroll planning process by ensuring all headcount data is fully reconciled and salary and benefit assumptions are applied across all business units.
Collaborated with senior management and operations team creating multi-year plans.
Create and present executive monthly financial packages providing current spend, risk and financial strategy.
UScellular, Chicago, IL
Finance Lead Analyst (Sept. 2022 – Oct. 2023)
Lead analyst in planning processes, develop and communicate assumptions, coordinate budget preparation, challenge submissions, and see synergies upon consolidation.
Provide reasoned advice on financial modeling, planning, and forecasting which may impact UScellular’s strategic direction for Senior Management.
Ensure effective, consistent, and accurate planning and forecasting processes within assigned areas.
Leverage financial and non-financial key metrics and performance indicators in interpreting trends from financial reports.
Create proposals for new transactions or ways of doing business based upon a sound business understanding and thorough analysis.
Perform cost analyses, prepare budget reports, and evaluate current financial trends.
Develop enterprise-wide reporting for management, project, or performance reporting, and implement processes to deliver financial information according to the reporting cycle.
Apply common quantitative techniques to model the economic, fiscal, and financial impact of business unit, operational, or financial activities to present to management.
Provide analysis to support decision-making, including presenting outcomes and identifying the key value drivers, benefits, sensitivities and risks, financial and accounting implications.
Work closely with direct team and Senior Leadership to plan, develop, prepare, and present assumptions/actuals based on current trends.
Understand and identify business drivers of financial performance and develop insights to make business recommendations for achieving financial goals.
JLL, Westmont, IL
Senior Finance Analyst – PepsiCo Account (May 2019 – May 2020)
A key contributor on the PepsiCo finance team responsible for budgeting/analysis/metrics/forecasting $45M across 67 sites.
Responsible for creating, inputting, and validating the budgets for the account.
Prepare revenue and expense analysis with commentary, forecasting and business trends analysis.
Strong support for each business group, providing senior management with financial reporting and business trend analysis used for business planning, budget variance and strategic decision making.
Perform month end review of actual expenses with comparison to budget including adjusting as required.
Support special projects with a focus on operational efficiency and improvements of key performance indicators.
JLL, Westmont, IL (March 2014 – May 2019)
Finance Analyst – Amgen Account
Developed, track, process and analyze all project management expenses for all client sites work.
Provided accurate and detailed financial information; including month end reporting, accruals, ad hoc analysis, budgets, forecasts, and metrics to the client and to account management teams for the client sites.
Run, process, track new employees and invoice client current payroll for all lines of the client IFM account, US, PR, and CAN. Use the current payroll system PeopleSoft and Compensation Portal to accomplish the task.
Work closely with the Corporate Accountant to reconcile payroll and invoicing monthly for all reimbursable and non-reimbursables.
Responsible for bonus and PTO accrual for the account. Update, process, accrue and analyze monthly.
Compile monthly overtime for the account and prepare the data in an overtime report distributed to leadership.
Accurately track and update an employee headcount report for all sites providing a current and year to date comparison to budget.
Prepare and process all month end accruals for payroll and management fees for US, PR, and CAN sites.
Ensure monthly variance comments and accruals are accurate and site leadership is actively participating in the process and understanding the implications.
In constant communication with the account AP teams for accuracy and consistency between all Amgen sites.
Partnered with Amgen site in its decommissioning to track and provide accurate expense reporting on a weekly/monthly basis to ensure all expenses were processed to close the site.
Continuously work with Amgen sites to reconcile projects and track expenses for larger projects.
Currently working with main campus to track expenses for buildings no longer in use, for lease.
Participate in initiatives outside immediate responsibilities to contribute to results of the account, client, and service line (i.e., analysis of vendor invoices compared to current contract on file). Attend JLL wide events in Westmont location and the AON Center.
Part of the trial for TM1 reporting provided by Corporate.
Provided MRO reporting, analysis, invoicing and payment; ensure invoice process is efficient, documented, accurate and sustainable for all Amgen sites. Fund the MRO invoicing bi-monthly, process payment for invoicing for all sites based on Amgen payment terms. Work collectively with the vendor for all invoicing issues and payment discrepancies.
Previously responsible for all the client Canadian accounting monthly tasks: funding’s, month end reporting, accruals, check processing, wires, re-classes, PCard accountant.
Support the annual financial audit and comply with all the requirements by the Amgen client.
Allstate Insurance Company, Northbrook, IL (February 2008 – March 2014)
Senior Finance Analyst
3000 plus person organization with $330M budget for the organizations base and incremental spend.
A vital member of the finance team positioned to consult clients on $330M in budgets and over 3000 resources on and offshore on a regular basis. Position the client to achieve optimal budgets by partnering with senior leadership to determine current and future needs.
Manage multiple clients with varying business needs providing sound financial plans, future looking financials and providing trustworthy client relationships.
Develop and maintain accurate expense and resource reporting. Update metrics (using volumes, resources, expenses, and rates), create cost per transaction exhibit and identify opportunties for improvement while providing forward looking options for clients to pull levers to control expenses to efficiently manage their business.
Work on various adhoc projects for clients to determine current resolutions and to project business need.
Drive financial strategy by providing timely and accurate view of cost structure optimization.
Develop, write, calculate (expense, work effort, volume) and process business cases with clients and other business units to financially support current and future work effort.
Participate in various committees for business/educational purposes (creating training materials, presenting, development), recognition committee: providing valuable ideas, distinguishing the committee’s goals/purposes while executing on the initiatives.
Allstate Insurance Company, Northbrook, IL (March 2006 – February 2008)
Information Analyst
Sales and Customer Service Call Center
Accurately processed monthly expense packages for clients. Met with leadership regularly to discuss and project action plans to ensure year end plan was met.
Train and educate clients as appropriate on financial/asset related processes and impacts.
Calculated employee bonuses monthly based off various criteria (calls, new policies, renewals, SLA) process bonuses thru payroll and ensured accuracy of bonus and taxation to the employee.
Submitted invoices and check requisitions via APay system for timely payments to vendors.
Reported to leadership on non-compliance issues related to employees both management and non-management, travel activity, purchase receipts and credit card activity.
Communicated monthly deadlines for expense processing.
Identified new ways to collaborate with leadership to deliver extraordinary customer experience.
Consistently and effectively implemented innovative solutions and streamlined processes that impacted internal partners to increase speed, agility, and affordability.
Develop/create effective presentations.
Participant and facilitator of employee recognition events.
Collaborate with peers, clients, and leadership.
Take ownership for my growth through work assignments and development plan.
EDUCATION
Western Illinois University, Macomb, IL
Bachelor of Business Economics, Business Management
Skills: Proficient in Microsoft Office, SAP, Business Warehouse, E1, PeopleSoft, Corrigo, TM1, Essbase, Arbia
References available upon request.
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