financial analyst ll resume example with 6+ years of experience

(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Highly motivated Sales Associate with extensive customer service and sales experience. Outgoing sales professional with track record of driving increased sales, improving buying experience and elevating company profile with target market.
  • Technical:
  • Microsoft Word, Excel: Pivot Table/Formulas(SUMIFS,IF,IFAND) /VlookUp/Graphs/Macros (Advanced Level of Excel), Power Bi,, SAP, GPshare, Planful, Salesforce, Adaptive, AS400,
  • Outlook, PowerPoint, Microsoft Access: Databases (Intermediate), Vista Program, 65 WPM.
Education and Training
California State University of Long Beach , Expected in 05/2016 Bachelors of Science : Health Care Administration - GPA : President’s Honor List Spring 2016
Komodo Health - Financial Analyst ll
Houston, TX, 01/2023 - 04/2023
  • Launched Power BI Dashboards to Leadership and provided onboarding training
  • Deployed dashboard to over 5 leaders within Autism
  • Prepare and distribute monthly financial variance analysis reports to senior leaders
  • Provided essential support to the accounting team by posting journal entries and reconciling accounts during month-end close, ensuring accurate financial reporting and timely completion of financial statements.
Amica Mutual Insurance - Senior Financial Analyst
Houston, TX, 01/2022 - 01/2023
  • Learning Outcome from Hybrid Apparel: Was to get exposure to P&L Forecasting and analyze how prior monthly actuals will trend with following months expenditure costs based on project sales
  • Improved analytical and data manipulation skills by analyzing raw data sets and manipulating them to find trends and key outliers through high level ad hoc requests for Executive Level Staff
  • Assisted in Cash Flow Forecasting and ensured that the company has enough coverage for its revolving loans
  • Responsible for corporate FP&A for a $500 million plus revenue company
  • Prepare a monthly forecast that projects current months Profit and Loss with various scenarios to present to the CFO
  • The forecast is projected by creating several scenarios with Income Instatement to showcase situations of loss or profit for the month
  • Responsible for auditing inventory and managing life span on how long the inventory has been on hand
  • Goal of the ongoing project is to analyze and forecast scenarios of loss and how the available cash will help the company
  • Working knowledge of 2023 Annual Budget Expenditure Planning, 2023 Forecasted P&L using department forecasted expenses, and 2023 Projected EBITDA using forecasted gross sales and department expenses
  • Prepare month end Executive PowerPoint Deck for CEO, CFO, and Board Members to review
  • Prepare Quarterly Performance Deck for Private Equity Ownership Group to review
  • Work directly with Executive Leadership to ensure that all facets of the business are reported accurately
  • Prepare deep dive analysis in areas of opportunity to allow the executive team to pivot where necessary.
Elliot Health System - Budget Analyst
Windham, NH, 12/2018 - 01/2022
  • Learning Outcome from Kia: Learned how to manage the budget (OPEX) for the entire corporation from a monthly/quarterly/yearly perspective
  • Was able to finally get exposure to Quarterly Forecasting and seeing how a large corporation forecasts their spending at a micro and macro level
  • Was able to get first exposure to working with CFO and C-Level Executives at the corporation
  • Got exposure to working on a process improvement solution at Kia for the Legal department by collaborating with IT
  • The solution was accomplished by managing how data is transmitted and presented on SAP to aid with Legal department needs
  • Maintained budgets for over 30+ departments/cost centers
  • Managed Sales Incentives for Dealership Group across North America to reach target benchmark set for Sales Managers and Service Managers
  • Managed a budget of over $981,000,000 for various departments within the company such as Marketing/Human Resources/Product Development
  • Prepared Quarterly Forecasts for each department and managing meetings with Director Level Staff
  • Yearly accomplishment of preparing Annual Budget for company
  • Accomplished by working with Parent company on budget direction and working with Division and Department heads on company needs for each department
  • Worked on research/audit assignments for departments regarding budget related questions.
UnitedHealth Group - Financial Analyst
City, STATE, 08/2016 - 12/2018
  • Learning Outcome: First major corporation exposure as a Financial analyst and learning to collaborate with other team members
  • First attempt at managing OPEX for a company through various different states by collaborating with Director Level staff for each state
  • Was able to improve my analytical skills by looking at details at raw data level and creating scenarios and solutions based on findings
  • Analyzed revenue performance
  • Performed internal audits on Manual Adjustments for capitation in regards for audit compliance purposes
  • Utilized to manage cases that are submitted by providers and medical groups
  • Used metrics to track and record collected data on Microsoft Excel
  • Collaborated with Directors and Network Managers on capitation plans and rates
  • Utilization of Variance analysis to compare monthly capitation reports for reporting, payment, and research
  • Analyzed accounts payable for Capitation
  • Utilized Business Intelligence for reporting, analysis, and research
  • Assisted Platform Optimization team with testing, employee training, and launch of web to case platform (utilizing Salesforce)
  • Managed capitation for 9 different states.

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Resume Overview

School Attended

  • California State University of Long Beach

Job Titles Held:

  • Financial Analyst ll
  • Senior Financial Analyst
  • Budget Analyst
  • Financial Analyst


  • Bachelors of Science

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