Financial Representative

Dylan Andree Jimenez

*******.*.*****@*****.*** linkedin.com/in/dylan-jimenez-814908205 Fort Worth, TX 817-***-**** PROFESSION SUMMARY

Finance professional with a BBA in Finance and experience in forecasting, financial reporting, variance analysis, and account reconciliation within fast-paced, collaborative environments. Skilled in preparing financial forecasts, analyzing revenue and expense trends, and supporting cross-functional teams in financial planning and control processes. Proficient in Excel and reporting tools with a strong ability to deliver actionable insights to management. Adaptable and eager to contribute to a firm’s global finance operations with a detail-oriented and analytical approach. EXPERIENCE

Alliance Services Associate

Charles Schwab & Co., Inc. Westlake, TX June 2023 – Present

● Prepare and review internal financial statements and transaction reports to support planning, audit readiness, and decision-making.

● Perform variance analysis on key financial metrics, identifying trends and assisting with the interpretation of results for management use

● Support financial operations by assisting in billing activities and reconciling accounts to ensure data integrity and timely resolution of discrepancies.

● Contribute to compliance efforts by tracking required documentation and supporting adherence to internal policies and risk protocols.

● Partner with cross-functional teams to compile financial data and assist in the development of reports, summaries, and dashboards.

Project Assistant

Sellinger’s Branding and Events Roanoke, TX Nov 2020 – June 2023

● Coordinated expense tracking, budget updates, and financial reporting for multiple client projects, ensuring alignment with project forecasts and timelines.

● Created data-driven PowerPoint presentations and financial summaries for internal management reviews and project status updates.

● Supported contract management by monitoring financial milestones and ensuring adherence to project deliverables and budget parameters.

● Conducted process reviews to identify cost-saving opportunities and improve operational efficiency across project workflows.

EXPERIENCE

The University of Texas at Arlington Bachelor of Business Administration in Finance Tarrant County College (Northeast) Associate of Business SKILLS

● Financial Forecasting & Budget Analysis

● Revenue & Expense Tracking

● Financial Reporting & Variance Analysis

● Account Reconciliation & Billing

● Microsoft Excel (Advanced) & PowerPoint

● Cross-functional Collaboration

● Attention to Detail

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