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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Senior Financial Analyst
Provided monthly forecast and budget variance analysis to management within Product Development Department
- Analyzed and provided accounting support for Public Retail and Whole Loan securitized debt worth over $10 billion
- Booked monthly journal entries to reconcile over 75 on-balance sheet and off-balance sheet accounts
- Aided in the preparation of 10-Q/K footnotes related to sales/securitization of auto loans
- Provided accounting support for derivatives used in structured funding transactions
- Reviewed detailed securitization transaction documents and FASB letters pertaining to asset backed transactions
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Senior Financial Analyst
Generated the financial analysis and budgeting for Shared Services Group and administrator of budgeting system for the consolidated company.
- Produced annual budgets and quarterly forecasts with special forecasts on request. Annual budget revenues in excess of $120 million.
- Maintained budgeting system with over 300 general ledger accounts and over 250 centers.
- Regularly requested adjusting journal entries to correct monthly accruals.
- Issued monthly trend reports of key expenses by general ledger account by vendor.
- Created financial models for proposed vendor contract renewals in excess of $1 million.
- Collaborated with Senior Vice President of Financial Planning creating 3 year plans.
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Senior Financial Analyst
Co-piloted with three Sales VP's and their teams to deliver and grow $675M+ Net Sales and $150M+ Gross margin.
- Supported revenue growth by collaborating with business partners through financial analysis activities that provide insight and support business decisions.
- Developed accurate, timely and comprehensive financial reports to facilitate management decisions.
- Collaborated with business partners in building forecasts and business plans; analyzed revenue trends and general business conditions.
- Prepared periodic management and variance reports tracking actual compared to budget results. Performed analysis, provided decision support and made recommendations to management for improved financial performance.
- Collaborated with marketing team to complete pro-forma income statements and prepare cost estimates to support product development decisions on new and reformulated products.
- Coordinated cross-functional teams to meet external customer/consumer needs while meeting financial targets.
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Senior Financial Analyst
Managed O&M and capital budgets, interfaced with corporate accounting groups. Reduced budgets through analysis and eventually impacting the bottom line for the company.
- Managed budgets for 70 to 300 employees and came in under budget from five to fifteen%.
- Assisted in conversion of overall business system from Financial Management Improvement Program (FMIP) to SAP Business system which saved the company millions of dollars in efficiencies due to antiquated systems. Also was SME during the conversion.
- Issued purchase orders for 30 employees with the SAP software program and participated in reducing cost for contracts such as Waste Management by 5%.
- Improved the Environmental Corporate Governance program.
- Interface with corporate accounting groups to ensure compliance of Sarbanes Oxley requirements.
- Participated in Environmental Liabilities reserve program for the company and save the company several million dollars over a 15 year period.
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Senior Financial Analyst
Fulfilled critical role conducting financial analysis throughout projects, while overseeing daily operations of 3 direct reports.
- Streamlined process improvement and quality control initiatives, integral to minimizing company cost and time while strategically eliminating $8M suspense account balance.
- Strategically created and executed a successful journal entry automation process, resulting in 20-30% minimization of labor through mass allocation.
- Developed and implemented successfully training initiatives for direct reports and international teams.
- Assumed key role as primary point of contact for all fixed assets in 5 year, $140M project, with associated duties including management of financial modeling, revenue and cost accounting as well as consumption and sale-leasebacks.
- Chief responsibilities included managing monthly close process including balance sheet, P&L, journal entries, reconciliations and budget creation.
- Served as a liaison between sales and marketing and solution engineering units, critical to ensuring companywide success.
- Leveraged expert level MS Excel skills to effectively manage complex amortization schedules.
- Resourcefully analyzed and ensured accuracy within pricing level per contract, key to maintaining pricing and operational assumptions while recognizing revenue and recovery.
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