Financial Analyst

FINANCIAL ANALYST

Experienced and highly motivated professional, offering strong qualifications in financial reporting, analysis, forecasting, budgeting support, as well as auditing and controls, including organizational development and financial evaluation. Excellent track record of completing assigned projects in timely and cost-efficient manner by providing strategic and well-deliberated budget recommendations. Equipped with expertise in optimizing and improving operations as well as in presenting preliminary budget proposals. Exhibit sound judgment and decision-making skills, and demonstrate exemplary leadership in constructing strategic vision, generating financial success, and delivering positive results across multiple organizational functions. Solid interpersonal and organizational team collaboration skills with effective leadership and training abilities. Expertise includes:

- Accounting Principles and Regulatory Compliance

- Financial Statements and Management Reporting

- Operations and Capital Budget Preparation

- Financial Reviews and Approval

- Automated Financial Systems and Business Software

- Operational Streamlining

PROFESSIONAL EXPERIENCE

Integrys Energy Services - Chicago, IL

Senior Billing Analyst Sep 2007-Present

Analyze customer consumption, utility rates, and rules to ensure accurate billing charges and timely invoicing. Evaluate EDI files for correctness. Resolve discrepancies in accounting records. Create and guarantee integrity of financial billing reports.

- Developed customer billing templates to efficiently invoice large number of customers

- Engaged with the team that transferred customer billing data from People’s Energy Services billing program to the billing program of Wisconsin Public Service, which took four weeks over the weekends to complete

Electrical Forecast and Supply Analyst Sep 2005-Sep 2007

Arranged supply and forecasting system parameters for weekly and monthly forecast, and prepared daily forward pricing curve. Identified daily electrical forecast versus supply purchased and suggested recommendations to the manager/director. Conducted complex analysis to capture risk components. Facilitated monthly settlements to audit against utility charges/invoices. Constructed models and quantitative studies of historical and forecasted prices.

- Successfully developed a database that compared daily price curve in graph form with the ComEd bundled rates to illustrate potential customers’ possible cost savings upon signing with the company; this initiative trimmed down the time to complete the analysis from four hours per graph to five minutes

Abbott, Diagnostics Division - Abbott Park, IL

Senior Financial Analyst, Financial Planning / Financial Analyst, International Pricing May 1999-Sep 2005

Consolidated and evaluated balance sheet, cash flow, and DSO. Prepared and reported the entity planning and cost change calendar. Oversaw the presentation of consolidation and coordination processes of entity plan/update cycles to international affiliates. Demonstrated strong knowledge base and excellent pricing skills to effectively contribute in achieving corporate objective.

- Established a foreign exchange model for the Diagnostics Division, which improved the exchange forecast to corporate by 50%

- Supported the development of the Cost Change Essbase Cube, which eradicated travel of manufacturing personnel and enabled them to perform the cost change analysis from their manufacturing site; Abbott had manufacturing sites in Europe, Japan, and South Africa

- Liaised between transfer price and international tax groups regarding profit targets for international affiliates during the planning process

- Involved in transfer price function in the European area

- Devised a mapping tool for new product launches to ensure uninterrupted pricing

- Served as team member for a Fortune 100 corporation and mentored new employees

Superior Carrier Incorporated - Oak Brook, IL

Pricing Analyst / Assistant Pricing Manager Jun 1990-May 1999

Administered two personnel (one analyst and one administrative assistant) to ensure optimal performance of duties. Rendered technical support for 15 billing sites nationwide. Evaluated cost studies and provided recommendations on pricing strategies. Conferred pricing terms and contracts. Managed pricing information in the billing system. Consistently exemplified excellent leadership skills, strong knowledge of transportation field, and professional demeanor.

EDUCATION

Bachelor of Science in Finance, Eastern Illinois University - Charleston, IL

AWARD / HONOR

Recipient of Abbott recognition, “The Award of Excellence,” for developing a Hyperion Essbase Cube to store the yearly cost change data

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