Financial Analysis Manager Ii resume example with 20+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - - -
  • Strategic and analytical finance professional with 15+ years of success in financial reporting, analysis and project management.
  • Dynamic finance professional with a strong background in all aspects of accounting and financial management. Successful at managing multiple assignments while meeting tight deadlines.
  • Diligent and driven who has achieved success in a variety of roles with increasing levels of responsibility. An effective communicator and team-builder with strong analytical, management and organizational skills.
  • Extensive experience in financial preparation, reporting, budgeting and forecasting for large organizations
  • Experienced at managing $20 - $300+ million annual Capital and Expense budgets
  • Highly effective in preparing meaningful financial reports and preparing accurate budgets/forecasts

  • Experienced in analyzing processes, tools, and systems to identify automation, gain efficiency and put in place financial controls or operations metrics  
  • Skilled at identifying Financial and Business Operational measures to create meaningful key performance reports
  • Strong at utilizing strategic and analytical skills to communicate or advocate recommendations
  • Experienced at developing a strategy and solutions for complex reporting requirements
  • Formally recognized for excellence achieved in financial analysis, budgeting and forecasting
  • Reduced capital spending by $40M annually as the leader of a cross-functional project team to identify expense reduction initiatives
  • Created a monthly metrics reporting tool for use by the executive lead team to manage key objectives
  • Project led an organization of 1,200+ employees through two successful PeopleSoft conversions
06/2016 to Current
Financial Analysis Manager II Ecolab Inc. Fresno, CA,
  • Prepare monthly Financial P&L updates for the Digital sales channel
  • Provide finance guidelines and oversight for the Digital division Operating budget
  • Develop monthly financial reports, trending analysis and variance explanations
  • Present Executive level monthly review of financial results and measures
  • Prepare budget and interim forecast updates
  • Adhoc data analysis reporting on revenue trends, operating expenses and identify expected budget impacts.
02/2012 to 05/2016
Business Analyst III Centene Corporation Moorpark, CA,
  • Managed and led the development and implementation of a MicroStrategy reporting solution  
  • Develop Executive level reporting, scorecard updates, board of director updates, and investor relations information
  • Automate and integrate new reporting as needs are identified
  • Develop strategy and solutions for complex reporting requirements
  • Manage forecast updates for all Network Deployment programs
  • Support IT in continued development of MicroStrategy, define all requirements, architecture and table structure
  • Data metric analysis to identify trends and results of Network Deployment
  • Liaison with Finance and Accounting for Network Deployment and SOX Controls
06/2010 to 02/2012
Senior Financial Analyst Neogenomics Laboratories Scottsdale, AZ,
  • Financial analyst support providing finance guidelines and oversight to the Engineering and Supply Chain divisions totaling 1,100+ employees and annual operating expense budgets of $300 million
  • Develop value-added monthly financial reports, trending analysis and variance explanations
  • Prepare quarterly forecasts and annual budgets for $300M+ Operating Expenses
  • Present Executive level monthly review of financial results and measures
  • Excel at preparing ad hoc financial analysis for organization changes and identify benefit/risk to business 
  • Lead process review and changes to benefit the business and perform various cost analysis for both divisions
11/2009 to 06/2010
Manager Vacasa Columbia, SC,
  • Finance support for the Engineering department in daily project accounting, forecasting project spend and overhead costs
  • Ensure materials and services are properly coded to projects and capitalization rules are followed
  • Develop value-added monthly reports of Capital project spend and prepare annual 10K
  • Facilitate meetings with project managers to review project status, review budget, and capacity concerns
  • Ensure the company is maximizing SAP project module in planning, managing and estimating capital spend
  • Provide leadership and oversight to Senior Staff Accountant
04/2008 to 10/2009
Regional Controller Acadia Healthcare Inc. Henryville, PA,
  • Manage Accounting Department of 6 employees
  • Provide direction, leadership, support and employee development for the Accounting department
  • Oversee all accounting processes and policy adherence for two divisions
  • Prepare monthly financial statements and balance sheet reconciliations for two divisions
  • Effective at managing and streamlining the month-end close processes for two divisions
  • Analyze monthly budget variances for review with executive lead team
  • Prepare annual budgets and interim monthly forecasts
  • Develop key reports and profit analysis tools that were key in decision making
  • Oversaw the management of the Raw Material Inventory and Warehouse
06/2000 to 04/2008
Project Manager/Finance Analyst IV Sprint Nextel City, STATE,
  • Manage annual capital and expense budgets ranging from $100 - $200 million, track monthly budget variance analysis, identify key areas of risk and opportunity
  • Develop annual capital and expense budgets, interim forecasts, and 3 year forward plans
  • Develop financial reports and provide data for key decision making and budget management
  • Perform cost benefit analysis and developed business cases for re-engineering and technology initiatives
  • Manage accounting processes and policy adherence within an organization of 1,200+ employees
  • Prepare financial reports and data analysis for key decision making and budget management
  • Create organization staffing models / resource management tools for 1,200+ Network organization
  • Serve as a project lead to identify cost reductions, map processes, troubleshoot inefficiencies, and identify solutions to streamline processes, gain efficiencies, and manage costs
  • Develop common structure, methodology, and tool to manage capital and expense budgets.
02/1995 to 06/2000
Staff Accountant/Accounts Receivable Manager Graphic Technology, Inc City, STATE,
  • Prepared monthly financial statements, account reconciliations, and managed capital spend for 9 plant locations
  • Managed the Accounts Receivable Department
Expected in June 1994
Bachelor of Science: Accounting
DeVry Institute of Technology - Kansas City, Missouri
  • Excellent communication skills
  • Excellent time management skills
  • Complex problem solving
  • Financial reporting expert
  • Self-motivated professional
  • Goal-oriented
  • Reliable 
  • Advanced knowledge and skill set in PeopleSoft, SAP, and MicroStrategy
  • Microsoft Office suite of applications including Excel, Word, Access, and PowerPoint
  • Six Sigma Green Belt Certification 

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Resume Overview

School Attended

  • DeVry Institute of Technology

Job Titles Held:

  • Financial Analysis Manager II
  • Business Analyst III
  • Senior Financial Analyst
  • Manager
  • Regional Controller
  • Project Manager/Finance Analyst IV
  • Staff Accountant/Accounts Receivable Manager


  • Bachelor of Science

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