Motivated and committed Financial Analyst with 3 years project and corporate finance experience focusing on financial analysis, operational management, team leadership, and process improvement for business challenges to achieve long term career development.
Areas of Expertise
Budget analysis, Cost Benefit Analysis (CBAs), Forecasting and planning
Financial systems assessment
Consultant Project ControllerApr 2015 to Current Deloitte Consulting LLP - Boston, MA
Manage engagement economics of 10 consulting projects simultaneously by monitoring budget/forecast, performing financial analyses, and tracking financial metrics such as revenue, expense,
Lead bi-weekly meetings with project leaderships to present analysis findings and recommendations to ensure projects are meeting the firm's targets.
Review project plans with Partners and update pricing model which includes staffing plan to maximize project margins.
Supervise offshore support team by reviewing deliverables, conducting weekly meeting to provide guidance in prioritizing tasks, and coaching them to meet expectations set by senior managers.
Contribute to the growth and development of Project Controller Practice through initiating process improvements, facilitating monthly learning sessions, and organizing social events to promote the practice among the broader consulting team.
Financial/Business AnalystJul 2013 to Apr 2015 Aspen Technology Inc - Burlington, MA
Knowledge Management Office: Redesign customer
contract backlog reporting to correct previous understated backlog. Assist in
development of SharePoint site for credit review approval process. Communicate
with IS team and document business processes for internal audit
Collection: Assess customers' credit worthiness with in-depth
financial analysis via Credit Risk Monitor and D&B®. Collaborate with the
sale team in contract terms negotiation. Design and maintain cash forecast
model for quarterly cash collection. Prepare reconciliation reports and
presentations for senior executives review. Perform flex analysis and variance
analysis for collection improvement.
Revenue: Conduct pre-sale license agreement reviews for North America and Latin America to
timely identify possible revenue recognition issues or concessions. Review deal
model for contract valuation analysis. Incorporate deal
models completed by sales team to evaluate the discount factors applied to the
pricing of each license deal.
Payroll: Mange personnel
profile and process payroll for 500+ employees in U.S. and Canada. Create true
up reports for employee benefit accruals.
Order Operation: Assist in contract
drafting and order processing. Perform quarterly cause analysis for contract drafting
process delays and errors. Establish and maintain metrics to monitor the
efficiency of the operation team.
Financial Analyst InternJun 2012 to May 2013 Iron Mountain - Boston, MA
Manage monthly actuals/forecasting process for an annual budget of $32M.
Modify and enhance the Excel model.
Analyze 2012 telecom expense records to reconcile $550K savings for a telecom cost saving project.