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financial analyst consolidations and reporting resume example with 4+ years of experience

JC
Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000, resumesample@example.com
Summary

Accurate and detailed Financial Professional with 4 years of financial planning, budgeting, forecasting, research, and consolidation experience. Meticulously adept in analyzing, interpreting, and reporting financial information to forecast trends and guide stakeholders. Accustom to demonstrating commitment, leadership, and resourceful nature to achieve team and corporate objectives.

Education and Training
Expected in 05/2018 BBA | Finance University of Georgia, Athens, GA, GPA:
  • Minor in Public Administration and Policy
Certifications

Six Sigma - Green Belt - 2020

Experience
09/2021 to Current Financial Analyst - Consolidations and Reporting Common Spirit | Bryan, TX,
  • Coordinate activities to produce deliverables: financial projections, close variance decks, monthly forecast summaries, annual planning timelines and deliverables for the subscription revenue business
  • Help to coordinate integration planning, tracking and business processes for recent merger
  • Research and analyze financial data to identify trends, key performance indicators, patterns, and strategies abreast of evolving industry trends as it pertains to Warner Bros. Discovery subscription revenue business
  • Compile analytical data into reports using Hyperion/SmartView/Essbase, Anaplan, and Microsoft Office products
  • Execute and report monthly variance analysis to present to our business development team and executives through presentations and creating a story behind the numbers
  • Assist in consolidating the forecasts and analyses related to distribution of content, including networks such as TNT, TBS, and CNN as well and HBO and HBO Max
05/2020 to 09/2021 Financial Analyst Molson Coors | City, STATE,
  • Liaised between Sales, Marketing, and Leadership team by providing Financial and Ad Hoc support accurately and timely
  • Provided robust analysis, share insight on variances, and help identify and improve key drivers affecting financial performance and operating results
  • Booked monthly journal entries with General Accounting during Close to reconcile accounts
  • Managed a total of $13 Million budget between our Marketing and Field team by assessing budgetary performance to reduce expenses and address losses and discrepancies
  • Created and delivered monthly presentations of results and recommendations based on analysis
  • Contributed to new EFT Tracking process that created greater efficiency in tracking payments
  • Submitted monthly qualitative and quantitative forecasts to Management
06/2018 to 04/2020 Finance Management Trainee Caterpillar Financial | City, STATE,
  • Provided valuable subject matter expertise on financial products (Finance Leases, CVOs, Installment Sales Contracts, etc.) to Cat Dealers, customers, and internal staff including, financial merchandising programs promoting sales and positive customer experience
  • Finalized prices transactions before funding, including verifying the correct pricing, merchandising programs, residuals, and amending quotes as needed before funding within 45-minute turnaround time
  • Minimized Days Sales Outstanding (DSO) and Bad Debt Write-offs, while helping to maintain positive client relationships through a customer-friendly collections approach
  • Researched and resolve customer payment deductions and discrepancies in a timely manner through cooperative internal-working relationships
  • Assisted in managing at least 250 customer portfolios per month and reviewing customer satisfaction surveys, contributing to 94% customer satisfaction and strong customer relationships
  • Participated in process improvement projects and support other management directives
05/2017 to 07/2017 Government Guaranteed Lending Intern Brandbank | City, STATE,
  • Organized and maintained over 200 records of SBA 7(A) approval such as collateral, due diligence, settlement, and closing documents reducing review time by 40%
  • Participated in client loan documents review estimated in $500K in total loans
  • Assessed feasibility of loan approval by reviewing financial histories, available credit and current employment.
  • Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
  • Analyzed applicant financial and credit status, evaluating assets and risk to determine loan feasibility.
Skills
  • Expense and Revenue Analysis
  • Variance Analysis
  • Research and Data Analysis
  • Financial Modeling
  • Analytical Thinking
  • Data Interpretation
  • Report Preparation and Presentation
  • Problem-Solving
  • Business Forecasting
  • Price Structuring
  • Microsoft Office
  • Google Suite
  • Customer Service
  • Compiling Data
  • Budget management
  • General Ledger Journal Entry

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Resume Overview

School Attended

  • University of Georgia

Job Titles Held:

  • Financial Analyst - Consolidations and Reporting
  • Financial Analyst
  • Finance Management Trainee
  • Government Guaranteed Lending Intern

Degrees

  • BBA

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