Financial Analyst Fp A

PHILLIP H. KWAK

NOBLESVILLE, IN *****

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

M: 240-***-****

SUMMARY:

Dynamic FP&A Manager with deep expertise in advanced financial modeling and strategic forecasting. Proven ability to enhance KPIs and drive data-driven decision-making, resulting in substantial improvements to financial processes that support strategic growth. Adept at leading high-performing teams and recognized for exceptional problem-solving skills that foster continuous improvement.

SKILLS:

Financial Budgeting

Advanced Financial Modeling Techniques

Strategic Forecasting Skills

KPI Development & Management

Strategic Problem Resolution

Data Reporting

Data Insights Extraction

EDUCATION:

Bachelor of Science Degree: Financial Economics (June 2007)

University of Maryland Baltimore County, Baltimore, MD

PROFESSIONAL EXPERIENCE:

Soul Provider Inc. – Westfield, IN

Financial Planning & Analysis Manager (FP&A Manager) September 2022 - Present

Collaborated effectively with CEO and President to support strategic decision-making.

Collaborated with CFO to handle forecast, budget, and 52-week cash flow projections.

Engaged extensively in financial modeling.

Leveraged tools like Power BI, Excel, SAGE MAS, NetSuite (Oracle), and SQL for complex data projects.

General Dynamics Information Technology – REMOTE

Financial Analyst Advisor/Principal Financial Analyst July 2018 – September 2022

Executed responsibilities fully online.

Oversaw financial management of multi-million-dollar government programs.

Supported diverse programs by promptly addressing internal and external client queries.

Established KPIs that assist senior management in making informed decisions.

Mabey Inc. – Elkridge, MD

Sr. Financial Analyst/Project Accountant August 2016 – July 2018

Facilitated efficient resource management for CFO and COO by sharing updated trends, KPIs, inventory status, and pipeline in weekly discussions.

Preparing and evaluating Capital Expenditure proposals.

Handled month-end tasks such as sales commission analysis, bank reconciliation, and backlog assessment.

Designed multiple finance tools for accurate fiscal planning.

Oversaw forecasting for four company divisions, generating over $50 million in annual revenue.

Oversaw significant projects to recognize economic risks and potential business ventures.

Nielsen – Columbia, MD

Sr. Financial Analyst/Sr. FP&A (Planning & Analysis) November 2015 – August 2016

Conducted monthly and quarterly variance analysis comparing plan against actual.

Focused on delivering actionable recommendations.

Conducted ad hoc financial analysis for management and product leadership.

Led calls with Sales team to update revenue pipeline and forecast accurately.

Motorola Solutions – Columbia, MD April 2012 – June 2015

Project Finance Analyst/Project Accounting and Contracts Specialist

Delivered bi-weekly presentations covering financial health metrics to project stakeholders.

Constructed yearly financial plans for DoD projects exceeding $5 million.

Visited customer sites 25% of the time for budget and forecast presentations.

Conducted bi-weekly calls with Project Managers to discuss 'Lessons Learned' and strategies for job efficiency.

Developed a strategy to enhance the process by integrating gathered insights.

Served as main liaison with subcontractors.

Trained subcontractors to accurately submit expense reports, timesheets, and charge time using the Replicon cloud-based system.

Burson Marsteller - Washington, D.C. January 2011 – April 2012

Sr. Financial Analyst

Maintained daily oversight of budget trackers and conducted accounting tasks related to budget management.

Conducted budget and forecast presentations for directors, executives, and program managers.

Facilitated communication channels between company and subcontractors.

Booz Allen Hamilton - Herndon, VA February 2009 – January 2011

Financial Analyst and Government Contracts Control Specialist

Supported contract administration for new government awards and modifications into the JAMIS financial system.

Handled project set-up, management, billing, and closing processes for various government contracts.

Supported government audit agencies through preparation audits, including contract information and modifications.

Zurich North America – Baltimore, MD

Financial Risk Analyst September 2007 – October 2008

Evaluated and interpreted risk related to potential client's business operations.

Conducted comprehensive risk analyses to determine eligibility.

Assigned risk tier upon approval to determine premium.

Oversaw portfolio of small to mid-sized business accounts worth less than $16 million.

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