Ambitious financial professional with superior analytical and problem solving skills.
Advanced financial analysis
Knowledge of ERP (Enterprise Resource Planning) software
General ledger accounting
Advanced proficiency in Microsoft Excel
Financial Analyst II, 02/2012
to 10/2013 ICS, AmerisourceBergen Specialty Group – Frisco,
Manage weekly purchasing of ~$40M and monitor inventory levels of ~$100M for drug distribution.
Report daily revenue to upper management Manage monthly billing for client services Perform monthly profitability analysis by program.
Assist with month end variance analysis for Actuals/Estimate/Plan reporting.
Manage inventory returns to insure timely reimbursement Create Ad Hoc financial models for various departments Assist Accounts Payable in making sure payments are made for purchase orders within terms in order to maintain discounts.
Assist with creating budgets and forecasting revenue figures for financial plans and estimates.
Developed spreadsheet models for diverse projects and analysis.
Created debt amortization schedules for multiple pieces of outside debt and insurance premiums
Assisted in maintaining Microsoft Access database tables for inter-company billing system Assisted in training of corporate employees on proper account classification
Maintained specific inter-company billing cost allocation percentages Assisted in preparation of annual FERC and SEC filings
Assisted in development and implementation of new procurement system
Responsible for maintaining records for and reporting unclaimed property
Assisted internal customers with inquiries on invoices in question
Assisted budget department with various budget forecasts relating to employee benefits.
Leasing Agent, 05/2008
to 07/2008 JAB Realty and Development – Chicago,
Junior Commodity Trader, 01/2008
to 07/2008 Icarus Investments – Chicago,
Trade soybean and wheat futures electronically Calculate daily position on futures and options by month Validate trades made on floor of Chicago Board of Trade Generate prices for trade contracts Communicate with other traders, brokers, and assistants regarding prices on the sale as well as purchase of options and futures contracts Calculate daily P&L Calculate daily errors and out-trades Train new employees.
to 06/2007 Lodge Bar and Grille – Columbus,
Buyer Intern, 06/2006
to 09/2006 General Electric Aircraft Engines – Cincinnati,
Created and maintained spreadsheets used during price negotiations on engine parts Sent out new engine part specifications to various suppliers Sent 'quote requests' to various suppliers Contacted suppliers about delinquent parts and problem lots Kept records of total purchases by buyer/supplier.
Parking Attendant, 01/2006
to 06/2006 Standard Parking – Columbus,
Office Assistant, 07/2005
to 12/2005 Cincinnati Eye Institute – Montgomery,
Package Handler, 01/2005
to 06/2005 Federal Express Ground – Columbus,
Bachelor of Science: Finance,
2007 The Ohio State University, Fisher College of Business - Columbus,
Ohio GPA: GPA: 3.5 GPA: 3.3
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Companies Worked For:
ICS, AmerisourceBergen Specialty Group
NiSource Natural Gas Company
JAB Realty and Development
Lodge Bar and Grille
General Electric Aircraft Engines
Cincinnati Eye Institute
Federal Express Ground
The Ohio State University, Fisher College of Business
Job Titles Held:
Financial Analyst II
Senior Financial Analyst
Junior Commodity Trader
Bachelor of Science : Finance , 2007
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