financial consultant lead 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: - - -
Financial services professional successful at healthcare insurance corporations for the last 15 years. Areas of expertise include planning/forecasting, broker services, monthly reporting/ analysis, ad hoc projects, enrollment strategy and risk management.
  • MS-Word, Excel, Access, Power Point, Power Play, PeopleSoft, Hyperion Enterprise, Facets, Salesforce, SAS, HTML, Elite, international counter-trade techniques.
  • Strategic and financial planning expert
  • Process implementation
  • Product development
  • Business performance improvement
  • Hyperion (HFM) specialist
Created CA small group market macro modeling for healthcare industry
Resolved operation costs analysis delay issues by creating an analytic tool for spending <50% of time
Designed an optimal broker payout structure resulting 5% higher sales 
09/2006 to Current
Financial Consultant/Lead Capital One Cheltenham, MD,
  • Properly managed standardized and approved processes for monthly reporting, planning/forecasting and benchmark analysis. Performed a leading role in presenting operating results to management.
  • Consistently and successfully developed and presented complex analyses, judgment and strategy recommendations on a wide-range of key initiatives.
  • Created executive analysis reports highlighting business issues, potential risks and profit opportunities. Developed and implemented efficient enrollment, broker commission, gross margin analysis as well as MLR tracking models.
  • Created detailed financial models and analytical tools to facilitate variance analysis with high level knowledge of data structures and relational databases/query tools and ability to develop and manipulate complex financial models and data sets.
  • Took initiative to maintain knowledge of company and industry trends towards making sound business judgments and worked independently to manage and accomplish complex projects from start to finish.
10/2000 to 09/2006
Financial Analyst Manager Ecs Federal Alexandria, VA,
  • Initiated financial modeling to analyze Cash Flow, Balance Sheet and overall P/L financial performance for existing and new businesses on a monthly and quarterly basis.
  • Monthly prepared detailed financial package for senior management.
  • Tracked specific business plan execution and provided variance analysis (plan vs.
  • actual; forecast vs.
  • actual) and worked on issues.
  • My financial modeling became the standard part of UNICARE and Specialty Division's close and budgeting for aligning strategy, management and operations.
  • It helped business units to become aligned, accountable and action-oriented and was adopted by other business units internally.
  • Conducted and documented complex financial and business related analyses with Actuarial department.
  • Provided decision support analysis for improving existing business and new products and services initiatives.
  • Research fields included financial and expense performance, rate of return, depreciation, working capital and investment.
  • Focuses on business improvement initiatives and leads and directs projects.
  • Provided guidance to less experienced financial consultants.
  • Involved in-house training to help co-workers better understand financial variables.
  • Quantified and validated the results of implemented strategies for operation savings, special programs and business initiatives.
  • Initiated projects to improve business process involved in broker system, networks, operation, etc.
  • Provided technical leadership in identifying objectives, key issues, performance metrics, resources required, timelines, and results.
  • Set strategic direction of projects, demonstrates in-depth technical knowledge, and provided high quality technical expertise to a broad array of issues.
  • Conducted cost analysis for special programs and business initiatives.
  • Quantified and validated the results of implemented strategies for operation savings.
  • Provided various operational analysis and statistical reports; analyzed trends, products and true drivers of financial performances in different geographic areas.
  • Performed budgeting and forecast for a specific MBU.
  • Worked closely with Sales, Marketing, Operation and Actuarial department to analyze risks and opportunities that certain business actions would involve or present.
  • Prepared presentations to senior management.
01/1998 to 01/2000
Treasury Analyst Manager Compass Group Usa Inc Minneapolis, MN,
  • Worked with operations and senior management to identify operating efficiencies.
  • Reduced DSO to 41 days from 53 days.
  • Assisted in integration of acquisitions as required.
  • Developed analysis of key drivers of financial performance of operation.
  • Provided financial and sensitivity analyses of various business development initiatives.
  • Analyzed business situations and developed strategies in terms of financial variables; detailed financial consequences of a potential merger or acquisition; provided ad hoc financial analyses, presentation, material & modeling as required.
  • Growth of revenue from $780M to 2.3B in 1.5 years through acquisitions.
  • Developed computer models for and assist in the preparation of the annual operating plan and quarterly forecasts; provided monthly management report with analysis to operating plan, current forecast and prior year.
  • Responsible for Annual Operating Plan development and analysis and presentation to senior management.
  • Prepared corporate financial reports and forecasts, and performed budget and spending, plan vs.
  • actual, and variance analyses.
  • Interfaced with all levels of corporate and divisional management to develop business cases and financial analyses supporting proposed capital investments.
01/1997 to 01/1
Business Analyst Compass Group Usa Inc Rochester, MN,
  • Provided historical trend analysis and competitive analysis in entertainment, food, retailing and utility industry.
  • Analyzed the external environment, assessed the internal capabilities, identified strategic issues, explored alternative strategies, and determined how to best integrate the individual functional areas to implement the strategy.
  • Detailed monthly financial analysis.
  • Worked with operations, manufacturing, and other senior management to identify operating efficiencies.
  • Developed analysis of key drivers of financial performance of operation.
  • Developed data for a variety of financial forecasting models, budget developing, variance analysis and strategic plan spreadsheets.
  • Work with senior management to develop the company's annual and quarterly strategic operating plans.
  • Accelerated profit gains through an aggressive program of facilities consolidation, staff reduction and asset divestiture.
  • Prepared financial analyses to evaluate key operating statistics measuring divisional performance; performed competitor analyses; participated in the capital and financial budgeting processes; and conducted special projects for senior management.
01/1994 to 01/1
Financial Analyst Bortech Design, Inc City, STATE,
  • Worked with senior management to develop the company's annual and quarterly strategic operating plans and performed extensive financial forecasting, budgeting and analysis, including monthly performance management and variance analyses.
  • Managed corporate cash flow, strategic plan spreadsheet, and overall financial performance; achieved ROE over 10% for each quarter for the first 6 quarters consecutively.
  • Brought long-term debt ratio from over 60% to less than 35%.
  • Negotiated 1.5 million in debt financing with a major banking institution and an international venture capital firm.
  • Managed corporate cash flow, balance sheet and income statement; achieved strong credit ratings, increased cash flow by over 35%.
01/1991 to 01/1
Financial Analyst Xinhua Pharmaceutical Group City, STATE,
  • Teamed up to develop financial models and reporting systems to analyze costs and operating metrics of all production facilities; specifically analyzed valuation ratios, profitability, leverage, liquidity ratios, etc for better business forecasts and performances.
  • Provided management with support in analyzing the financial condition of the business and understanding the financial impact of proposed business decisions; contributed to an increase of operating profit margin by 5% on a quarterly basis for three years.
  • Detailed valuation analysis, including peer group analysis, precedent transactions, discounted financial performance, ROI, etc.
  • Conducted lease vs.
  • buys analysis and saved $1.2 million at one time.
  • Analyzed and tracked all capital projects.
  • Coordinated annual budget preparation for operating units.
  • Implemented a comprehensive program of internal control governing finance, accounting, capital assets & technology acquisitions.
  • Performed cost accounting, reduced overhead cost by over 20% for two years in a row.
  • Performed ratio analysis within the industry for efficiency and profitability; maintained debt/equity ratio below 40%.
Expected in Dec. 1998
MBA: Corporate Finances
Pepperdine University - School of Business and Management - Malibu, CA.
Corporate Finances
Expected in July 1991
MA: Institutional Management
Pepperdine University - Malibu, CA.
Institutional Management
Expected in JULY 1987
Sichuan University - Chengdu,
accounting, acquisitions, ad, balance sheet, banking, budget development, budget preparation, budgeting, budgets, budget, business development, develop business, business plan, business process, analyze Cash Flow, cash flow, Chinese, competitive analysis, cost accounting, cost analysis, credit, client, decision support, directing, direction, drivers, equity, executive management, senior management, External Audits, finance, financing, financial, financial analyses, financial analysis, Financial analyst, financial forecasting, financial modeling, develop financial models, financial reports, functional, HTML, Hyperion, investments, leadership, Regulatory Compliance, managing, Mandarin, Marketing, Access, Excel, Power Point, MS-Word, modeling, Enterprise, networks, operational analysis, PeopleSoft, performance management, Plan development, policies, presenting, presentations, processes, profit, quality, relational databases, reporting, Research, Sales, sound, spreadsheets, spreadsheet, statistics, strategy, strategic, trend, valuation, variance analysis, venture capital, written

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Resume Overview

School Attended

  • Pepperdine University - School of Business and Management
  • Pepperdine University
  • Sichuan University

Job Titles Held:

  • Financial Consultant/Lead
  • Financial Analyst Manager
  • Treasury Analyst Manager
  • Business Analyst
  • Financial Analyst
  • Financial Analyst


  • MBA
  • MA

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