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0-5 years of experience
Coordinated the annual planning and semi-annual forecasting cycles for all properties
- Analyzed new investment and business opportunities through valuation models
- Built a top level, forecasting model to analyze current operations and trends for the year
- Analyzed our daily cash position and determined where money should be invested
- Evaluated cross-company activities for best-practices efficiency opportunities
- Researched competitors for market comparisons and potential savings in operational changes
- Created a model/methodology that maximized lost profits after Hurricane Georges
0-5 years of experience
Introduced new technology into department to automate manual functions, improve quality of data and increase efficiency.
- Supported 10Q, 10K and annual reporting processes including scheduling and annual report footnote preparation.
- Created chart of accounts for implementation of new SAP general ledger module.
- Analyzed accounts and established enterprise-wide standardization.
- Recorded, interpreted and reported financial information in support of general business operations and long-range strategic planning functions.
0-5 years of experience
Targeted and analyzed strategic acquisition alternatives; presented recommendations directly to Senior Leadership.
- Worked directly with the CFO on monthly, quarterly and annual P&L analyses to better forecast project profitability and operating results.
- Prepared materials for senior management presentations for the Board of Directors and assisted with preparing annual reports, financial statement forecasts and variances.
- Spearheaded creating synergies and improving operating efficiencies among credit cards, mortgages, personal loans and branches as inter-communication was stagnant – efficiency ratio improved 20%.
- Recommended portfolio adjustments as a voting member of the asset liability management committee making strategic balance sheet recommendations based around identifying and tempering balance sheet risk.
- Co-managed a $200 million fixed income portfolio to adjust the portfolio duration to match that of the balance sheet.
0-5 years of experience
Built contractual model for hospital payors (Medicare, Medicaid, BCBS, various HMOs). Created contractual fields, using conditional formulas based on contractual agreements, to generate payment exceptions to recoup payor underpayment, increasing patient revenue.
- Created patient accounting indicators analysis to produce forecasts financial performance to identify trend impacts.
- Imported text data for 20 hospital systems in MS Access to create patient accounting database to general queries and reports on receivable and revenue trends.
- Created Return on Investment models to determine profitability of managed care contracts renewal with the hospital system
- Produced ad-hoc analysis, research, financial reporting, and progress reports to senior management.
0-5 years of experience
Produced and consolidated annual administrative expense budgets exceeding $100 million
- Trained 80 managers/directors on budgeting process using Hyperion software
- Analyzed and interpreted monthly variances and trends between budgets and actual expenses
- Managed Accounts Payable and Fixed Asset staff totaling 12 team members
0-5 years of experience
Ensured optimal operational structure of project in collaboration with Project Manager. This included optimal flow of funds, budget coordination and financial reporting.
- Reviewed and analyzed individual project accounts (both incoming funds and project expenditure) in relation to approved budgets.
- Prepared project payment requests and ensured payment of invoices.
- Monitored individual project cash flows and ensured optimal flow of funds.
- Worked with VP of Finance to create quarterly and annual financial forecasts.
- Draft and submit budget proposals, and recommend subsequent budget changes where necessary.
- Served as technical advisor to identify program needs and resources such as staffing, funding, facilities and delivery or performance schedules.
0-5 years of experience
Performed monthly financial reporting analysis for senior management use including drafting of monthly report for Board of Directors. (Used Hyperion/Essbase)
- Provided analytic support for senior management as the company issued $1.4B in debt through various structures.
- Developed internal valuation, cash flow, and profitability models to support company initiatives. These included Mergers & Acquisitions, debt covenant compliance, and possible IPO projects.
- Supported Supply Chain group with a $42M annual budget by providing project modeling, forecasting, capital allocation and variance analysis.
0-5 years of experience
Prepared month-end reporting packages, risk analysis, trend analysis, and variance analysis in accordance with strategic and business objectives. Compiled periodic reporting packages for senior management.
- Routinely met with clientele to discuss the accuracy of financial information and provided detailed information regarding healthcare claims and initiatives.
- Managed two major commercial clients’ financials by preparing monthly board reports including; income statements, risk analysis, trend analysis and monthly budgets.
- Performed financial analysis using available accounting information systems including; Access, Sequel Server (SQL) and Excel.
0-5 years of experience
Responsible for all aspects of accounting operation at this high-volume advertising agency.
- Forecasted and consolidated total expenses for all departments on a monthly basis.
- Performed complex statistical, cost and financial analysis of data.
- Recorded, classified, and summarized financial transactions and events.
- Participated in the preparation of operating budgets, and conducted detailed analyses to explain variances between actual and forecasted expenditures.
- Performed monthly bank account reconciliations and prepared daily general ledger entries.
- Assisted with month-end and year-end closings; duties included reconciling accounts to the G/L, resolving discrepancies, preparing journal entries, and running various reports for management.
- Utilized TM1, Magnitude and Donavan Data Systems for all functions.
- Worked directly with Controller, Assistant Controller and Senior Financial Analyst.
- Effectively analyzed, processed and reconciled millions of dollars in income and expense on a monthly basis.
0-5 years of experience
Consolidated country performance to analyze and report sales variance
- Supported regional controllers from Austria, Belgium, Denmark, Netherlands & France
- Performed ROI analysis and prepared investment proposals for expansion in Turkey & Egypt
- Developed queries and operating models for annual budgets and monthly forecasts
- Assessed financial results by identifying key performance indicators
0-5 years of experience
Value added Consultant for corporate management team on financial P&L forecasts
- Managed and directed large scale construction projects of over $200 million
- Developed Operations Review packages to track over 70 simultaneous international projects
- Audited and re-engineered all domestic payroll and 401K packages for multiple domestic offices
- Managed domestic corporate payroll and benefit administration
0-5 years of experience
- Consolidated business unit P&L’s comprising of over $2.5B in demand and $870M in operating expenses
- Reconciled and ensured accuracy of cost center and core die to BU mappings
- Collaborated with Accounting and HR to forecast and track over $100M worth of benefit expenses including medical, dental, life, and 401k match for all employees in the US
- Performed competitor analysis for quarterly board of directors meetings comparing revenue by market and financial metrics such as gross margin, R&D and SG&A expenses, and operating income
6-10 years of experience
Conducted financial analysis, including valuation models for potential investments and acquisitions
- Participated in the analysis and documentation of three separate equity offerings totaling approximately $1B
- Prepared quarterly earnings and investor presentations for senior management
- Performed industry research and analysis for senior management
0-5 years of experience
- Performed valuations of closely held companies in a broad range of industries using AICPA guidelines under the supervision of persons with CPA/ABV credentials
- Executed valuations of closely held companies using various models, including discounted cash flows, leveraged buyout, precedent transactions, relative peer multiple, and liquidation models
- Drafted valuation report documents and conducted research regarding industry profiles and company research
- Researched tax issues related to valuation issues and presented findings to superiors in both presentation and summary report formats
- Experienced with databases such as BV Market Data, Thomson One Banker, and Capital IQ
0-5 years of experience
- Financial analyst responsible for corporate capital investment, and revenue analysis for $100 million business.
- Collaborated with the marketing department to analyze market opportunities by channel and market to direct advertising expenditures and direction.
- Created call center optimization model to optimize human resource allocation and manage expenses.
- Utilized Northwest Airlines relationships to better understand industry challenges, leading to new fuel forecasting model that reduced forecast volatility by more than 20%.
- Developed financial best practices to reduce reporting and repetitive activities from 75% of department workload to less than 20%.
- Developed and adapted financial reporting to best serve the end user(s).
- Finance subject matter expert for the implementation of the enterprise data warehouse to better utilize company financial and statistical data.
- Prepared yearly and monthly corporate revenue forecast and plan.
6-10 years of experience
- Prepared CFO and CEO financial review packages in preparation for monthly Board of Directors meetings
- Performed routine and ad-hoc profitability and variance analysis tasks using Hyperion and Khalix consolidation systems
- Provided operational drivers impeding favorable results to upper management
- Executed worldwide financial and strategic business planning initiatives
0-5 years of experience
- Designed, prepared, and presented consolidated financial reports including corporate expenditure analysis and amortization schedules for capital expenditures to corporate officers and senior management
- Evaluated the accuracy of monthly closings including adjustments and modifications to journal entries
- Analyzed departmental cost center reports comparing actual Vs budget and making necessary decision making
- Converted tied payables, receivables, and inventory from existing system to SAP, an operational and general ledger package
- Detailed multi-level cost and pricing analyses including sales and marketing budgets, forecasting/growth projection reporting, payroll and cost per head, inventory control, pricing, rollover of inventory and freight expenses.
0-5 years of experience
- Prepared and reviewed internal and external financial reports and presentations for Management.
- Conducted global financial consolidation process and incorporated this knowledge into the preparation of information which properly reflects present accounting and financial activities of the company.
- Consolidated and reviewed global quarterly and annually budgets and forecasts.
- Performed various analyses of worldwide regions’ operating and financial results on a month, quarter and annual basis.
0-5 years of experience
- Successfully designed and implemented an automated process of allocating Corporate expenses to the operating segments using SAP distribution allocation.
- Planned and managed a total annual budget of $20 million for the General Management, Finance, HR, Facilities, IT, Marketing, and Legal support groups.
- Analyzed variances in P&L, balance sheet, and cash flow statements for the Corporate segment.
0-5 years of experience
Developed brand equity elements for nationwide marketing, advertising, and promotional activities for the brands. Imported products, along with related POS. Managed sales / marketing budgets and created sales incentives to motivate sales force. Managed product inventory / logistics, and customs. Designed marketing brochures, packaging, and printed materials. Participated in National and International trade shows to promote products. Managed 20 sales reps.
- Won first place in Central America sales, and second place in Latin America
- Met and surpassed sales projections by 40%
- Generated 50% increase in export sales within 4 months
- Illustrated / presented strategies for incrementing sales in Honduras during AB International Seminars
- Conducted sales and budget analysis; reported / audited capital projects ranging from $100 k delivered presentations and proposals to Business Unit Directors; prepared Capital Expenditure and Consolidated Reports for Corporate, reporting to VP of Finance.
0-5 years of experience
Denver, CO February, 1996 – April, 1998
(Privately-owned company providing platform for publishing software)
Corporate Financial Analyst – Corporate Development
Assisted CEO, CFO, and Vice Presidents as generalist management consultant including operations, finance, investments, benefits, marketing, hiring, and business development.
- Restructured and renegotiated shipping contracts reducing costs by over $10M per year.
- Redesigned health benefits policy to minimize risk, cutting costs by 30% per year.
- Led outsourcing of domestic and international sourcing – drafted and negotiated contracts yielding an overall cost savings of $7M+.
- Drafted and awarded approval from Singapore Economic Development Board for five-year proposed business plan and related activities.
- Researched various mutual funds for inclusion in corporate 401(k) plan.
0-5 years of experience
Prepared the Consolidated Corporate Budget ($550MM revenues), Quarterly Sales Forecast and supported monthly close process (prepare supporting schedules, analyze financial statements by region, business unit and consolidated).
- Prepared the Regional Sales Forecasts and provided variance analysis to Senior Management.
- Assisted Regional Vice Presidents in reducing operating margins 8% by identifying cost reduction strategies for a publicly-traded IT company.
- Coordinated and reviewed the monthly financial statements and provided variance analysis.
- Assisted the controller with the monthly, quarterly and annual financial statements and the supporting schedules for a publicly-traded IT company.
0-5 years of experience
Prepared the Consolidated Corporate Budget ($550MM revenues), Quarterly Sales Forecast and supported monthly close process (prepare supporting schedules, analyze financial statements by region, business unit and consolidated).
- Prepared the Regional Sales Forecasts and provided variance analysis to Senior Management.
- Assisted Regional Vice Presidents in reducing operating margins 8% by identifying cost reduction strategies for a publicly-traded IT company.
- Coordinated and reviewed the monthly financial statements and provided variance analysis.
- Assisted the controller with the monthly, quarterly and annual financial statements and the supporting schedules for a publicly-traded IT company.
0-5 years of experience
Prepared the Consolidated Corporate Budget ($550MM revenues), Quarterly Sales Forecast and supported monthly close process (prepare supporting schedules, analyze financial statements by region, business unit and consolidated).
- Prepared the Regional Sales Forecasts and provided variance analysis to Senior Management.
- Assisted Regional Vice Presidents in reducing operating margins 8% by identifying cost reduction strategies for a publicly-traded IT company.
- Coordinated and reviewed the monthly financial statements and provided variance analysis.
- Assisted the controller with the monthly, quarterly and annual financial statements and the supporting schedules for a publicly-traded IT company.
0-5 years of experience
Created Access database that automated Close process and streamlined entries condensing Close from two weeks to 4 days.
- Acted as liaison between IT and Finance departments in the development of internal data warehouse.
- Interacted with outside vendors to purchase scanning system and external data warehouse.
- Managed inventory process of four lines of business with multiple types of equipment. Implemented cycle counts, monthly inventory counts and serial number audits.
- Provided inventory reporting and analysis to aide in capital purchasing process.
0-5 years of experience
Supported the monthly close process, prepared internal management reports and prepared the Corporate Budget with $25MM in Revenues.
- Coordinated and reviewed the monthly financial statements and provided variance analysis to the Management Team.
- Provided projections and pro-forma statements, for acquisitions, financing requirements and office performance.
- Managed company’s capital and operating lease obligations and Maintained Fixed Asset System.
- Developed and implemented procedures that ensured adequate controls over the company assets.
0-5 years of experience
Supported the monthly close process, prepared internal management reports and prepared the Corporate Budget with $25MM in Revenues.
- Coordinated and reviewed the monthly financial statements and provided variance analysis to the Management Team.
- Provided projections and pro-forma statements, for acquisitions, financing requirements and office performance.
- Managed company’s capital and operating lease obligations and Maintained Fixed Asset System.
- Developed and implemented procedures that ensured adequate controls over the company assets.
0-5 years of experience
Supported the monthly close process, prepared internal management reports and prepared the Corporate Budget with $25MM in Revenues.
- Coordinated and reviewed the monthly financial statements and provided variance analysis to the Management Team.
- Provided projections and pro-forma statements, for acquisitions, financing requirements and office performance.
- Managed company’s capital and operating lease obligations and Maintained Fixed Asset System.
- Developed and implemented procedures that ensured adequate controls over the company assets.
10+ years of experience
101 W 103rd St., Indianapolis, IN 46290
An international multimedia company with annual revenue of over $4.5 billion.
Senior Corporate Financial Analyst 2004 to Present
- Responsible for intercompany invoicing in SAP to reporting units throughout the US of $800k/mo, researching costs, identifying problems, and implementing solutions
- Designed and implemented more efficient intercompany current account statements for $520M of Accounts Receivable and $440M of Accounts Payable
- Tracked and prepared the daily ADP payroll data for monthly payroll of $27M by reporting unit to be included in the current account statements
- Reconciled the corporate consolidated checking account with $5M in checks issued monthly, identified problems with old outstanding checks, implemented resolutions
- Investigated old open purchase orders, identified issues and recommended solutions
- Month-end closing process, SAP journal entries, and account reconciliations
- Responded to changes in organization by picking up additional responsibilities with a reduced staff many times over the past several years
0-5 years of experience
Dallas, Texas 2005-2007
[company name]. is the nation’s leading provider of workers’ compensation and other occupational healthcare services. In 2006 Concentra experienced record revenue of $1.4 billion, employed over 12,000 colleagues nationwide and operated over 305 health care centers.
Corporate Financial Analyst – Financial Planning, Budgeting and Analysis: Performed the monthly, quarterly and annual budget consolidation, review and reporting process, while performing business reviews with the company’s CFO, Executive Committee and Board of Directors.
- Prepared, consolidated and analyzed monthly financial actuals versus forecasts and plans for operational and shared service divisions.
- Measured and reported the profitability of thirteen individual business units through revenue and expense metrics development, tracking and analysis.
- Performance of the due diligence work for proposed acquisitions and divestitures including cash flow analysis and pro-forma financial modeling.
- Reported, analyzed and interpreted financial, operating and treasury information for executive management which included trend analysis, budget variance analysis and preparing financial reviews and MD&A’s.
0-5 years of experience
an $800M manufacturer of high-performance RF products sold to prominent customers in the mobile devices, telecommunications and defense industries.
Forecasting, Financial Reporting, Strategic Planning, Investor Communications Drafting, Budgeting
- Collaborated with the CFO, factory controllers and business unit directors to produce quarterly spending forecasts.
- Organized key performance indicators used by the CEO and CFO for quarterly earnings releases.
- Modeled alternative performance scenarios based on company-wide financial inputs for the corporate strategic planning cycle.
- Benchmarked TriQuint’s financial performance versus competitors for use by the CFO at the company’s internal leadership forum.
- Consulted with the CEO, CFO and Marketing VP to refine the major themes emphasized in TriQuint’s investor relations (IR) presentation, topics shared at investor day conferences.
- Quantified expense, capital and headcount measures used for budgeting.
0-5 years of experience
- Forecasted charges and credits based on planned values for a $100 million annual budget as well as evaluated, reported, and explained any deviation of actual from planned numbers;
- Consolidated actual and forecasted amounts for a worldwide team and presented to the management and business operation teams on a monthly basis;
- Created and submitted journal entries to be posted to the general ledger on a regular schedule or ad hoc as required by the business unit;
- Processed worldwide internal billings in excess of $2 million quarterly;
- Investigated and approved charges to and from supported units using Ledger, Hyperion Brio, Essbase Add-In to Excel, and other internal tools;
- Provided training to internal clients and peers on Cognos TM1.
0-5 years of experience
Credit Risk Management, Financial Risk Management, Mergers & Acquisitions, Capital Markets Financing, Financial Planning, and Trade and Bank Risk Management
- Assisted in the determination of leading economic indicators in country risk project along with the creation of a country risk forecasting model
- Updated and prepared analysis of debt capital markets
- Analyzed financing strategies & targets
- Worked with senior analyst on the performance analysis of [company name] financial forecast
- Prepared market principle and supported with the implementation in Asia
0-5 years of experience
Analyzed all corporate sales and components including various product families and sales to major customers.
- Utilizing Access and Excel, developed customer P&L statements to break down company sales and gross profit performance at customer level. Statements also used for budgeting purposes and to set goals for sales incentive program.
- Created standard reporting for documentation and administration of customer programs/deals for 4 subsidiary corporate entities.
- Analyzed overall customer profitability and evaluated specific customer promotions for compliance with internal target margins. Provided recommendations to improve low margin sales and significantly improved overall customer net margins by 4% in 1 year.
- Created quoting model for internal sales staff to be used in field. Model calculated customer’s profitability, in a form used for presentation purposes and gross profit of sales to customer for internal control purposes.
- Worked with A/R to verify validity and accuracy of major deductions submitted by customers.
0-5 years of experience
Managed an annual P&L budget of 26MM in revenue
- Administered billing process, including fee reconciliation, client invoicing and expense allocation
- Coordinated and managed revenue sharing allocations across all departments
- Analyzed trends and identified both risks and opportunities for accounts
- Communicated budget spend, billing, and accounts receivable matters to clients and vendors
- Lead training sessions for all account personnel on procedures, internal financial systems and project management
6-10 years of experience
Developed and maintained company’s World Wide Purchasing Supplier Risk Database by data collection, organization and analysis (D&B ratings, BBK Ratings). Financial tool used in sourcing over $65B direct and indirect material purchases. Database includes financial information on 13,000+ suppliers.
Corporate Financial Analyst
- Identified high-risk suppliers and collaboratively worked with Commodity Teams that developed strategies to mitigate company’s risk at a time when the automotive industry was beginning to experience a downturn in the market. Provided internal reports to management.
- Analyzed the financial risk of suppliers through financial statement analysis. Provided recommendations to management.
- Managed a Trade Payables Program (GE Capital) that generated over $57MM in income with double-digit growth year over year. Prepared ad hoc reports and models as required.
- Assisted in the development and implementation of the Global Troubled Supplier Process.
6-10 years of experience
Developed and maintained company’s World Wide Purchasing Supplier Risk Database by data collection, organization and analysis (D&B ratings, BBK Ratings). Financial tool used in sourcing over $65B direct and indirect material purchases. Database includes financial information on 13,000+ suppliers.
- Identified high-risk suppliers and collaboratively worked with Commodity Teams that developed strategies to mitigate company’s risk at a time when the automotive industry was beginning to experience a downturn in the market. Provided internal reports to management.
- Analyzed the financial risk of suppliers through financial statement analysis. Provided recommendations to management.
- Managed a Trade Payables Program (GE Capital) that generated over $57MM in income with double-digit growth year over year. Prepared ad hoc reports and models as required.
- Assisted in the development and implementation of the Global Troubled Supplier Process.
0-5 years of experience
Performed complex Financial Analysis & Modeling, including using Moody’s software, NPV, RORA, ROI, EP.
- Performed Balance Sheet, P&L & Cash-Flow Analysis on Corporate clients.
- Conducted Market Research & Industry Analysis for emerging markets in Pakistan.
- Helped Senior Management Analyze & Target prospective Corporate Clients.
- Developed Strategy to sell Corporate Products.
6-10 years of experience
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Developed and maintained company’s World Wide Purchasing Supplier Risk Database by data collection, organization and analysis (D&B ratings, BBK Ratings). Financial tool used in sourcing over $65B direct and indirect material purchases. Database includes financial information on 13,000+ suppliers.
- Identified high-risk suppliers and collaboratively worked with Commodity Teams that developed strategies to mitigate company’s risk at a time when the automotive industry was beginning to experience a downturn in the market. Provided internal reports to management.
- Analyzed the financial risk of suppliers through financial statement analysis. Provided recommendations to management.
- Managed a Trade Payables Program (GE Capital) that generated over $57MM in income with double-digit growth year over year. Prepared ad hoc reports and models as required.
- Assisted in the development and implementation of the Global Troubled Supplier Process.
0-5 years of experience
Developed budgets, forecasts and operating plans with function executives – $200 million in costs
- Consolidated global results and performed monthly and quarterly trend analysis
- Provided analysis on acquisition of corporate aircraft – $30 million
- Served as analyst on divesture of corporate lab services to third party. Subsequent to divestiture managed contract with third party buyer – $9 million
0-5 years of experience
[company name] Inc. was a global manufacturer of plumbing, heating, ventilating and air conditioning (HVAC) systems and services, bath & kitchen products and vehicle control systems.
Tasked with financial planning & analysis role to maintain and report on financial budgets for senior leadership of a multi-billion dollar corporation.
- Managed, analyzed and advised for an annual $3.0B budget
- Advised 7 Corporate Leaders as to accounting/financial direction
- Maintained and improved upon financial reporting strategies
0-5 years of experience
Led financial analysis and due diligence activities for multimillion dollar acquisition projects
- Directed Southern European project development programs that included strategy, industry, regulatory, and country specific political and project financing analysis
- Created company’s corporate financial infrastructure used for fundraising activities
- Developed and maintained relationships with major Italian banking institutions, partners and suppliers, and domestic asset management consulting firms
- Collaborated with strategic partners with regards to projects development
- Worked with the European Energy Commission and the US Mission to the EU to research current regulation, policies and legal topics
0-5 years of experience
- Generated all consolidated internal reporting delivered to executive management, including global P&L statements with built-in KPI metrics
- Maintained global profit and cost center hierarchies within SAP Production and BCS financial database
- Assisted Director of Strategic Planning with the compilation of annual consolidated budget
- Created earnings variance outlook analysis using cost savings input from support group managers to identify 20% annual earnings growth over plan
0-5 years of experience
A publicly traded, $40 billion in total assets financial services company sold to HSBC Bank USA in 1999.
Part of Financial analysis & SEC compliance group – Internal and external reporting. Prepared annual reports for Corporation and Bank, 10K, 10Q and Call Report, and well as financial surveys and responded to requests from industry analysts. Reported in detail analysis of revenue and expenses. Prepared monthly Board Report and Quarterly Balance Sheet analysis.
Accomplishments:
- Developed and automated financial schedules using Excel and saved 50% time in preparation of internal and external reports.
- Generated, consolidated and maintained monthly average balance sheet including yield information and monthly P&L saving management review time.
- Participated in monthly close and detailed analysis of securities, loans and deposits, and their spreads and yields.
0-5 years of experience
Charlotte, NC (1992-1995)
Fortune 1000 manufacturer of polyester fiber from virgin raw materials and recycled post-consumer waste.
Corporate Financial Analyst
Responsible for internal reporting of financial statements and analysis to management and external reporting to the SEC.
- Consolidated financial statements for more than a dozen subsidiaries.
- Prepared portions of SEC forms 10-K and 10-Q including footnotes and drafting of the MD&A
- Researched technical pronouncements and recommended the proper accounting treatment of certain stock options as they affected Earnings Per Share.
0-5 years of experience
Responsible for the input, analysis and verification of financial statements as filed with the SEC and other worldwide exchanges. Calculated financial profitability ratios for institutional investors.
- Analyzed corporate fundamental data on over 6,000 companies in the Domestic United States, Canada, Asia, Europe, Latin America and Mexico.
- Clarified accounting issues and provided additional information not readily available through sources that only redeliver reported data.
- Researched and provided bond ratings from major credit agencies on U.S. taxable fixed income securities, U.S corporate bonds and foreign governmental bonds.
- Edited real-time financial news updates by Dow Jones Company.
0-5 years of experience
Consolidated annual budget for $3 billion Specialty Chemical and Aeorspace company and presented to Controller, CFO and CEO. Consolidated monthly operating results along with corporate expense and inter-company transfers and provided the variance analysis of the key profit drivers to management who then used them for the quarterly earnings reports and conference calls with the Wall Street analysts. Analyzed various capital investment projects for business units.
Performed budgetary, cash management, and dividend plan activities for government contracts and international operations.
- Designed first international dividend plan and repatriated over $2 million in the first year
- Developed investment model for $17 million Mexican Fibers plant netting over $21 million in cash flow
- Consolidated $3 billion budget and monthly forecast for Controler, CFO and CEO and prepared commentary for presentation to Board of Directors and Wall Street analysts
0-5 years of experience
Notable Achievements
- Increased profits $8MM after transitioning 3 unprofitable European subsidiary markets to distributor markets
- Assisted in the negotiation of a factory sale and increased cash flow by $4 million with no adverse impact to customer service levels
- Established tax savings of $2MM through extensive review of European pricing by country
- Saved over $3MM through improved domestic and international plant standard cost reporting
- Led and implemented new computerized financial reporting system – “Hyperion” ensuring consistent and proper reporting throughout the organization
- Managed communication and analysis with external auditors resulting in no audit adjustments
- Developed and implemented sales and marketing plan resulting in cost savings of $3MM
- Increased gross profit by $0.6MM by changing the legal instructions for one product line
0-5 years of experience
The Job Exchange, Malvern PA.
- Reconciled deviations between forecasted revenue and expenses for 30+ branches
- Controlled the fixed assets approval process for the entire division and kept a master file for all of the pending and approved requests
- Created journal entries to accurately report divisional revenue and expenses
- Communicated directly with divisional branches to resolve reconciliation issues
0-5 years of experience
Reviewed and uploaded budgets for corporate departments
- Assisted in preparing SEC Sarbanes – Oxley quarterly reports
- Organized monthly funding package for joint venture
- Prepared vendor related quarterly billing statement
- Conducted weekly, monthly, and quarterly variance analysis reports
- Created adhoc and reforecast analysis reports
0-5 years of experience
Prior to its acquisition by Tyco Electronics, Inc., a $2 billion provider of broadband telecommunications equipment and services to telecommunications service providers.
- Drove customer financing activities, including multi-million dollar domestic and international transactions.
- Oversaw the international portion of the company’s $350 million accounts receivable portfolio.
- Represented the finance department in the transfer of ADC’s 401(k) plan to a new service provider; established guidelines for monitoring plan performance through the preparation of the company’s investment policy statement; and responsible for reporting to the retirement savings plan committee on fund performance.
- Created a model to analyze the effect of company acquisitions on key metrics under different acquisition assumptions.
- Analyzed alternative strategies for raising capital and made a presentation to the board of directors.
0-5 years of experience
- Direct report to Operations Support Vice President – prepared and presented monthly analyses of business unit and corporate savings in excess of $200 million
- Tracked and reported on AlliedSignal/Honeywell integration savings initiatives monthly
- Performed expense planning and forecasting for all operations support departments totaling over $13 million
0-5 years of experience
Managed monthly closing activities for headquarters and various NA GCI offices in compliance with company policies.
- Liaised between headquarters office and divisional offices in preparation of monthly, quarterly, and yearly financials.
- Partnered with senior managers on annual budget preparation as well as routine forecasting, for GCI Chicago.
- Prepared quarterly reforecast financials and client profitability for GCI Chicago standing to Parent Company.
- Managed quarterly account analysis for headquarters and various NA GCI offices.
- Reviewed general ledger and researched discrepancies and presented findings to CFO.
- Prepared year-end financials and tax packages for headquarters and various NA GCI offices.
- Aided in documentation of financial systems conversion from GFMS to Maconomy.
0-5 years of experience
Prepared corporate level financial statements, budgets, and forecasts. Analyzed vast amounts of data into relevant
financial statistics and reports.
- Forecasted worldwide cash position and reported to senior management.
- Calculated and recorded currency exchange gain/loss.
- Managed and reported short-term investment portfolio.
0-5 years of experience
Aon NPG offers Insurance Brokerage Business groups full financial reporting support.
- Coordinated and summarized financial data for eight different Practice groups.
- Generated daily/weekly/monthly revenue and expense reports for management.
- Utilized Excel and Access to prepare reports to identify trends, formulate strategies, & offer feasible financial recommendations.
- Constructed templates for various Ad Hoc projects that required revenue/expense analysis.
- Prepared and presented monthly reporting package which offer a full financial snapshot of Business Unit to Practice Leaders.
- Frequently met & presented with Senior Management/Practice Leaders to offer financial insight, discuss strategy, and offer budgeting & forecasting guidance.
- Analyzed and broke down large raw data sets to decipher client profitability through premium, fee, and revenue analysis.
- Capacity to multi task while paying attention to detail in a strict deadline atmosphere.
0-5 years of experience
Responsible for the monthly preparation of company-wide financial statements, which included Balance Sheet Accounts, Income Statements Accounts and various Journal Entries
- Consolidated and analyzed monthly financial forecasts on Headcount, Inventory Turns, Days Sales Outstanding, and Destination Sales provided by our sister divisions
- Reconciliation and preparation of Fixed Asset Reports, Capital Expenditures, Bank Miscellaneous, Inter-company Balances, and Accounts Payable Cash posting
- Assisted Accounts Payable by providing the proper coding and accounts for the General Ledgers to avoid incorrect departmental errors
- Analyzed and implemented Hyperion data used to generate our monthly President Operating Reports
0-5 years of experience
Responsible for preparation and analysis of financial statements, monthly/quarterly reporting, budget preparation, and FTE reporting; participate in annual budgeting; prepare expense budgets for each company department in collaboration with department managers; review and iterate budget with management team
- Participated in quarterly forecasting efforts; prepare analysis to determine validity of forecast assumptions
- Assisted in designing more effective and efficient business processes to drive change and ultimately enable organization to achieve or exceed financial goals – decrease timeline for producing 24 reports from 20 days to 12.
- Provided support and guidance for area field Financial Analysts and Regional Chief Financial Officers.
- Reconciled Medicare/ Medicaid/ commercial insurances.
- Implementation new software package – HMS.
10+ years of experience
Serve as Support Staff to Provide Timely Financial & Operational Information
- Collaborate with accounting and finance/control team to ensure accurate consolidation and proper explanations of 27 Television stations monthly and quarterly results, which includes cost analyses detailing variances to plan & prior year utilizing SAP, Cognos & TM1.
- Cash flow gap analysis for all programming.
- Resolved recording inconsistencies of Sports programming expenses and initiated correction for the entire group for greater Sports programming profitability.
- WCBS Ernst & Young market share analysis. Set-up and calculated commission payment worksheet for WCBS Account Executives & calculated quarterly station GM and managers bonuses.
- Perform monthly DSO Results and formulated an effective VLOOKUP template for A/R aging report and top 100-advertisers. This increased workflow efficiencies as it identified supporting explanations in an accelerated manner.
6-10 years of experience
- Prepared budget reports and monitored department spending; automated the annual budget templates with the use of pivot tables, formulas, and macros to help reduce input and calculation time by half for all department managers.
- Organized department budgets; submitted monthly recharges and accruals with general journal entries.
- Maintained a headcount budget for entire Health Plan department (with over 1000 employees).
- Managed Capital Equipment budget and related hardware/software.
0-5 years of experience
Kalispell, Montana – September 1996- July 1999 – Manufacturer of Semiconductor Equipment
Corporate Financial Analyst, Inventory Manager and Cost Accounting Manager
Responsible for strategic planning, product cost analysis, forecast, and budgets.
Corporate Analysis and Planning Functions:
- Prepared financial statements including P&L, and Balance sheet.
- Performed cost accounting procedures including: audits, close process, setting standards, raw stock valuation, WIP job cost and analysis, COGS detailed analysis, physical inventories, and review for excess and obsolete. Automation reduced the close schedule by 60%.
- Managed the sales forecasting process.
- Key member of MRP process implementation team.
- Provided complete corporate financial plans based on industry expectations, capital budgets including ROI calculations, and corporate spending goals.
- Benchmarked key business indicators against industry results for quarterly executive management presentations.
- Administered Cognos multidimensional business intelligence analysis for problem solving and process improvement.
- Provided inventory analysis and handling techniques used to reduce raw material inventory by 50%.
0-5 years of experience
Responsible for analyzing and consolidating the annual corporate budget and quarterly forecasts. Created and prepared financial reports for presentation to the Board of Directors. Prepared accounts receivable reports and analyzed general and administrative expenses monthly. Provided analytical support to the controller.
- Developed analytical management reports to assist corporate planning and forecasting
- Streamlined the consolidated budget process
- Prepared creative PowerPoint financial presentations
6-10 years of experience
1999-2008
Utilized Microsoft Excel extensively to create vlookups, macros, pivot tables, if statements, and nested functions. Linked and built data tables, creating queries inside Microsoft Access and liaised between IT and Finance departments. Managed reconciliation program for Cisco and HP, accounting for over 50% of the company revenue. Performed various levels of reporting, assisting in providing trend data, and consolidate Quarterly Sales data listing trends from world wide sites.
- Supported Sales Operations with forecast, backlog, margins, commissions, and NPI Samples Revenues.
- Supported IT in automating reconciliation programs for our top 2 customers Cisco and HP PPV reports which cut the manual process of up to 90 percent.
- Competent in SAP modules: SD, FI, MM, and PP which was required for job functions.
0-5 years of experience
Participated and led the preparation and compilation of the annual financial and credit objectives in a leading global corporation. Highly independent leader of financial analysis projects and efforts, coordinating and directing cross-functional tasks in support of corporate objectives. Reported, analyzed, and interpreted financial and operating data for division management and headquarters. Created and revised current financial and credit modeling, forecasting, and graphic presentation of operating and financial data. Consulted with directors and regional credit managers to identify accounts that may present a business credit risk, require credit hold, or outside collection. Analyzed and set up new accounts within established guidelines in order for National Analyst to service accounts more efficiently. Developed and cultivated new collection agency relationships. Created and led value-added cross function or departmental problem solving teams and projects, seeking the best solution to problems and delegate work direction to team members.
- Architected and implemented new automated collection processes and procedures.
- Instrumental in developing new business relations, $3 million in annual savings.
- Revamped credit department from a reactive position to a proactive position.
- Implemented Financial Analysis classes for the credit analysts.
0-5 years of experience
Managed the operation risk application to capture regulatory findings from the Securities and Exchange Commission.
- Researched and resolved account payable and receivable discrepancies.
- Directed the invoice processing for client services and Uniform Commercial Code regulations for businesses not to be penalized by Securities Exchange Commission.
- Tested new programs for approval by the managers to induct into the company’s workflow to make for easier record keeping and processing forms.
- Research, file, Review, tracking and coding legal documents for Review upon request.
- Closing out Legal files in tracking system and preparing them for review of Legal Staff.
0-5 years of experience
Honolulu, Hawaii March 1997 – November 2000
Hawaii’s largest and most respected homebuilders, that constructed and sold high-quality homes designed for entry-level and first-time home-owners. $550M annual revenues, 500 employees.
Corporate Financial Analyst
Primary objective was the preparation and analysis of divisional and consolidated financial statements. Generated and analyzed monthly actual/budget variance reports, provided month/quarter reporting to management of financial operations.
- Daily distribution of inter-company transactions to all seven divisions, monitored and balanced the corporate bank accounts and line of credit, and prepared line of credit notices for borrowing and/or repayment.
- Divisional consolidation of company cash flow for weekly cash flow forecast for management of financial operations.
- Bank reconciliation and corporate bookkeeping; consisted of cash receipts, accounts payable, and general ledger management.
- Monthly financial reports were generated for the consolidation of all divisions; comprised predominantly of budget-to-actual income statements, balance sheets, and G & A Expense Analysis.
- Borrowing base reports were prepared monthly in addition to the more detailed borrowing base reports prepared quarterly.
- Reviewed and validated SEC reporting for all divisional financial statements.
- Directed, coordinated, and compiled the annual consolidation of all divisions’ business plans.
0-5 years of experience
A $9.5 billion data storage pioneer in hard drive industry engaging in development, manufacturing, and sales.
Corporate Financial Analyst
Produced comprehensive total company cash flow, balance sheet, and income statement plans. Served as Assistant Controller of five administrative and marketing cost centers, totaling $60 million. Developed monthly budgets, capital expenditure approvals, and month-end closing entries.
- Prepared reports and analyses for senior management and Board of Directors highlighting key operating financial performance and trends.
- Supported Human Resource department with forecasting monthly/long-term headcount and salary projections for entire corporation. Managed highly sensitive information.
- Evaluated net present value analyses on asset acquisitions by comparing the costs of launching the
0-5 years of experience
Supervised daily cash management and investment activities in excess of $200M.
- Evaluated financial data for outsourcing contracts, forecasting budgets, and summarizing profitability from development through execution.
- Planned and generated project audits, researched Market Development and Initiative projects.
- Created financial forecasts, analyzed business economics impact on operating cost structure, and briefed Sr.
- Analyzed bank activity and maintained a lockbox and records.
- Collected, compiled, and tracked data and statistical information in support of the organization’s operations.
- Responsible for establishing databases and ensuring that data was current and accurate and routinely generated
0-5 years of experience
- Prepared and developed the corporation’s annual operating budgets as well as consolidated all plants budgets located in the USA, Canada & Mexico.
- Prepared annual and monthly forecast and analyzed monthly variances.
- Prepared and analyzed the corporation’s Capital Expenditures forecast until the year 2004.
- Created a tracking / control system for Capital Expenditure Request (CER) and Tooling Expenditure Request (TER) for various productions and prototypes.
- Developed and prepared financial reports and statements.
0-5 years of experience
Successfully spearheaded the development and maintenance of the investment management tracking model & database
providing overview of organization’s investments and M&A financial commitment (cash & equity), key risk factors and multiples, forecast vs. actual performance, cash flow summary, and KPI Dashboard.
- Support VP in gathering and consolidating bottoms up and top down budgets from various office markets for 2014 while reporting and addressing variances to senior management and managing directors.
- Supported in creating complex investment and acquisitions analysis models while effectively acquiring and integrating 4
- Maintained and reported monthly/quarterly financials including revenue forecast and M&A pipeline while working
- Provided guidance and process development for Managing Directors by creating customized reporting tools to assist
- Researched and investigated variances within individual P&L with supporting analysis and perform profit margin analysis.
- Assist and overview month end closing process with Corporate Accounting.
- Interpreted reports and processes to various business partners other senior members.
0-5 years of experience
Utilized discounted cash flow and ROIC to evaluate potential acquisition targets in the hydraulic fracturing
services industry resulting in the following:
- Completed $18mm acquisition of target company based on opportunity to become largest disposal
- Completed $22mm acquisition of landfill in North Dakota based on 24.2% average ROIC and expansion of Nuverra’s service offering
- Restructured ineffective hedging program related to crude oil prices
- Maintained corporate model updating for and mergers & acquisitions activity and monthly closing
- Compiled quarterly loan compliance certificates and prepared presentations for banking group to amend
0-5 years of experience
Completed and submit invoices for various grant programs.
- Analyzed income statements, balance sheets, and P&L statements to assist with cost containment.
- Created, reviewed and submitted invoices to Federal and State offices.
- Assisted with month-end close, performed journal entries, and provided staff training through development of a tip sheet for training on the Lawson system (grant supply ordering system).
- Analyzed and submitted accurate data with invoices for each grant.
- Provided trusted support to the Assistant Controller.
0-5 years of experience
- Devised forecasts based on Excel models of 64 distribution centers and a 1,200 fleet of vehicles which included variables of anticipated road mileage, fuel prices and consumption, labor costs and facility expenses.
- Prepared and reviewed monthly financial statements and reports including
- Prepared monthly management’s discussion and analysis, variance analysis.
- Administered and prepared monthly contractual billings for major customers.
- Improved Financial Reporting by implementing advanced FRx reporting.
- Developed and improved management reporting, foreign currency conversion and consolidations using Excel and advanced Hyperion Report Writing and
- Consolidation of international and domestic subsidiaries for inclusion with SEC
0-5 years of experience
Prepared the consolidated financial statements of domestic and international divisions of a plastics and steel manufacturer and distributor producing $285 million in insulated beverage and serving products.
- Prepared the monthly consolidated financial statements under direction of the Corporate Controller to include: Consolidated Balance Sheet, Consolidated Income Statements, Statement of Cash Flows, Executive
- Other duties: analyze capital leases; prepare inter-company elimination entries, corporate accruals,
- Assisted Corporate Controller with external audits.
- Assisted the CFO and Controller with due diligence disclosure prior to sale of business units,
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Corporate Financial Analyst
Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
