Senior Financial Analyst
Manage domestic and international month-end close, reconciliation, and intercompany accounting, analyzing B/S and P&L budget variances. Evaluate and improve compliance with SOX, supporting internal audits. Control CAPEX projects, collecting approvals and managing budgets. Build models to predict contract revenue. Produce billable hour reports for monthly invoicing, generate tax reporting, and account for fixed assets. Supervise up to one direct report.
- Improved accrual reporting by leveraging SAP functionality to reduce manual entries and increase reliability.
- Enhanced revenue recognition modeling of contract revenue by project, incorporating more reliable quantitative figures for a quickly growing business; supplied detail to FP&A for 18-month rolling forecasts.
- Instituted new procedures for purchasing and streamlined invoicing and intercompany billing reconciliations, eliminating up to four days during month-end close.
- Cleared 67% of outstanding New York and New Jersey state tax filings, reducing a $400K tax liability.
- Assembled a formal fixed asset documentation process to include purchase orders, invoices, and budget authorizations; reduced internal control discrepancies.
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Senior Financial Analyst
Formulated annual operating budgets and monthly forecasts, and tracked team expenses for budget exceeding $20M
- Budgeted and allocated over $16M funds to the Enrollment Broker program for the State of Texas
- Improved process design deliverables by writing the guidance template and requirements-gathering framework for business analysts
- Generated $550,000 in annual savings by implementing a new expense report procedure for all company departments
- Designed and created a financial planning technique that saved company $240,000 other direct cost each month
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Senior Financial Analyst
Prepare annual operating budgets and quarterly forecasts for a portfolio of over fifty properties, as well as regional office facility. Support P&L management by monitoring and analyzing business operations, including home sales, operating and ancillary business income and expenses to budget and forecast data. Generate timely variance and trending analysis with commentary for executive management review. Produce detailed market analysis for each property across portfolio to allow for an accurate assessment of potential annual revenue rate growth. Prepare annual community rent increase proposals with tax and utility calculations for resident base rent increases. Perform IRR calculations to determine the fiscal viability of proposed property expansion projects. Develop three year projections to aid operations management in evaluating company growth opportunities from existing assets. Assist accounting department by analyzing G/L period close to identify cases where adjusting entries are needed.
- Reduced regional payroll expense $80K annually by recommending reorganization plan of resort staff, from which strategic metrics were applied to streamline operational efficiency.
- Presented analysis to pinpoint the existence of operational inefficiencies in the proportional relationship between accounts receivable, uncollectible accounts and abandoned property.
- Identified new revenue stream sources by recognizing the potential opportunities for new county tax assessment recoveries.
- Trained new regional analysts in identifying trends and metrics, utilizing data software systems effectively for analysis presentation.
- Saved countless hours of clerical staff filing time by developing process and procedures to convert existing document filing system to electronic filing process.
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Senior Financial Analyst
Provided financial support focusing on several areas including budgeting, planning, and analysis. Prepared and presented comprehensive reporting packages to management teams that played critical role in strategic planning efforts. Led companies forecasting and budgeting process. Promoted five times during tenure.
- Met monthly and quarterly budget goals, +/- 1.5% of target, for three division budgets totaling $23 million.
- Developed PowerPoint presentations and led tele-conference meeting with finance group.
- Researched vendors, reviewed, and wrote contract agreements, and reported on product line revenues.
- Headed special projects that tracked P.O.s for procurement group, refined process, implemented SharePoint which centralized data, trained and transitioned functions to overseas group.
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Senior Financial Analyst
Collaborated with Sales to provide targeted analytics including impact of products, pricing, trends, and seasonality of consumer buying patterns across 5 regions, 12 markets, and more than 100 stores. Utilized Business Objects to track effectiveness of marketing campaigns and initiatives, including response rates, conversion rates, and ROI to translate data into actual business recommendations for improvement.
- Analyzed competitor data and developed strategic market segmentation schemes based on internal customer and prospect information, which helped capture increased market share.
- Analyzed productivity of Sales teams, building more effective sales strategies, maximizing returns, and increasing profitability per customer over 6%.
- Utilized Business Objects to perform ad hoc analysis and automate reporting of daily sales.
- Developed dashboard/scorecard reporting of key performance indicators helping sales managers to more effectively evaluate productivity, improve operations, and increase sales.
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