consultant lead financial analyst resume example with 8+ years of experience

(555) 432-1000,
Montgomery Street, San Francisco, CA 94105

Adept business professional seeking growth and expansion in Finance with an organization that values a team player and leader with strong skills who can contribute to the company's bottom line. Highly motivated, diverse, and results- oriented professional who consistently meets deadlines, and seeks growth and opportunity.

  • Digital finance leader
  • Problem solver
  • Leader and influencer
  • Superior time management skills
  • Critical thinker
  • Self-motivated professional
  • Communicator with analytical skills
  • Adept at working with all levels of organization
Current CTP (CERTIFIED TREASURY PROFESSIONAL) 2016 - Present, Expected in : - GPA :

Affiliation: Association for Financial Professionals (AFP)

University of Michigan - Dearborn Dearborn, MI Expected in 2014 Master of Science : Finance - GPA :

Attained Dean's list recognition

University of Michigan - Dearborn Dearborn, MI Expected in 2012 Bachelor of Business Administration : Accounting & Finance - GPA :

Attained Dean's list recognition

Visiting Nurse Service Of New York - Consultant (Lead Financial Analyst)
Atlantic Highlands, NJ, 06/2019 - Current

Oversee the entire monthly P&L expense reporting, planning and analyses for all Chief Financial Officer's (CFO) Organizations; Variance narratives and analytics; Leading Qlik digital finance efforts

  • Successfully transformed 19 month end deliverables which resulted in savings of over 500+ hours per year from digital finance efforts
  • Enabled digital self-serve solutions which resulted in deeper dive commentaries/analytics, enhanced client engagement and decision support
  • Effective presentation and interpretation of monthly financial results & analysis to senior leadership
  • Oversaw the 2020/2021 business plans and budgets that resulted in the CFO achieving his target guidance of $855M in incurred expenses spend
  • Effectively demonstrated strong communication/leadership skills during the 2020/2021 budget negotiations resulting in accurate depiction of targets per executive guidance
  • Demonstrated a 'can do' attitude in handling competing deadlines in a fast paced and time restricted environment
  • Led numerous presentations to SVPs, guiding them through the CFO dashboard in analyzing their financial results
  • Successfully rolled out CFO organization Outlook to reflect current business initiatives and COVID-19 impacts
  • Led 1ERP key report testing for the CFO organization, performed data validation and aligned with GPOs on outstanding defects/resolutions
  • Led the development of planning dashboards that has resulted in the rationalization of manual processes and optimization of the planning cycle
  • Led efforts in monthly executive group reviews and gap closures which aided senior leadership decision-making process
  • Awarded #0079 Verizon Purpose Coin and other monetary gifts for exemplary work ethic in client engagement and addressing business issues
  • Trained and led new team members on monthly deliverables and provided mentorship /assistance, which improved overall retention and morale
First United Bank & Trust Co - Senior Financial Analyst
Hugo, OK, 02/2017 - 06/2019

Oversaw the monthly P&L expense reporting and analyses for all Corporate Departments, Financial Service Organization, Legal and Security; Return on Invested Capital Reporting; Variance narratives and analytics

  • Realigned and improved reporting structure based on line of business in a constantly changing environment
  • Modified variance reporting to accommodate recent acquisitions showcasing revenue and expense streams
  • Resolved reporting discrepancies with another function and improved reporting accuracy
  • Collaborated with business partners to provide effective and relevant management reports
  • Established successful relationships with business partners, various accounting teams and Directors within corporate groups fostering collaboration and teamwork
  • Optimized the Return on Invested Capital (ROIC) report and Balanced Scorecard initiatives
  • Collaborated with internal and external teams (Deloitte) to implement system upgrades and improve reporting
  • Led team building activities which established a positive and collaborative culture as well as boosted the morale within the Corporate group
  • Performed other ad-hoc tasks and assignments in a timely and effective manner
Lear Corporation - Senior Financial Analyst - Treasury
Kenansville, NC, 11/2014 - 02/2017

Oversaw the global consolidated and cash flow forecasting for 23 worldwide locations including liquidity analysis; Shareholders investment management; compliance reporting and analysis of asset based loan (ABL)

  • Improved accuracy of cash flow forecast and reporting by identifying key sources and uses of cash
  • Executed weekly liquidity analysis, detailing global cash position and financing vehicles
  • Identified approximately 20% additional collateral that improved ABL borrowing base
  • Managed shareholders' investment holdings and provided reports to company executives
  • Oversaw quarterly factoring reporting for off-balance sheet financing
  • Prepared liquidity analysis and other ad-hoc reporting for board meetings
  • Improved and streamlined $60 Million ABL compliance reporting and analysis
  • Maintained strong correspondence with external financial institutions
  • Direct involvement in the relocation of the company's headquarters and transitioning of functions from NY to MI
  • Assisted with due diligence related to transactional and other strategic funding initiatives
  • Established strong correspondence with global entities regarding funds transfer pertaining to inter-company loans and royalties (IP Holdings)
City, STATE, 08/2012 - 06/2014

Compiled comparative financial analysis to monitor department's performance period-to-period and year-to-date. Supported eleven manufacturing sites and two division offices with invoices review and analysis

  • Executed an average of 90 quarterly vendor reconciliations in a timely and accurate manner
  • Reduced accrued liabilities at key joint venture plants by 40%
  • Decreased accrued liabilities by 20% at the Seating division
  • Assisted and trained team members to enhance their performance and contribution to the team
  • Reviewed and analyzed over 4500 Accounts Payable invoices each month

Proficient in: Microsoft Office - G Suite - Smart View – Corporate Performance Management (CPM) – Performance Management Reporting (PMR) - HFM Reporting Essbase - PeopleSoft - AS400 – Conversant with Qlik – Quill (Natural Language) - Tableau

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Resume Overview

School Attended

  • University of Michigan - Dearborn
  • University of Michigan - Dearborn

Job Titles Held:

  • Consultant (Lead Financial Analyst)
  • Senior Financial Analyst
  • Senior Financial Analyst - Treasury
  • Financial Analyst


  • Master of Science
  • Bachelor of Business Administration

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