Logistics And Financial Analyst resume example with 7+ years of experience
JessicaClaire
Montgomery Street, San Francisco, CA94105609 Johnson Ave., 49204, Tulsa, OK Home: (555) 432-1000 - Cell: - resumesample@example.com - -
Professional Summary
Self-driven, detail-oriented, and organized professional with academic training in finance and business development. Hands-on experience in insurance as a Senior Financial Analyst. (Ownership experience in finance, retail, distribution and merchandising, US and LATAM Markets.) Skilled Financial professional offering 7 years of creating metrics, tracking projects and collaborating on development of optimal budget requirements. Excellent relationship-building, problem-solving and communication skills with analytical and adaptable nature.
Skills
Microsoft Office -Advanced Excel(vlookups, filters, pivot tables, sumif) (Word, Power Point, Outlook)
Data entry
Vendor relations
Financial analysis
Financial Modeling
Forecasting
Insurance
Critical thinking, Strategy
Logistics
Negotiating
Financial and Operational Reporting
Outlook, Adobe, QuickBooks, Adobe Software, Salesforce, Tableau, Proficient in Power BI and SAP)
Accounts payable, Pricing
Balance sheets, QuickBooks
Budgets, Reporting, Researching
Financial statements
Business planning, Sales skills
Inventory control
Inventory
Merchandising
Operational analysis
Work History
11/2018 to 03/2020
Logistics and Financial AnalystWalt Disney Co. – Santa Monica, CA,
Oversee Budgeting and Reporting for $100,000,000 between 140 locations.
Prepared and analyzed daily, weekly, monthly, quarterly, and annual financial reports that meet needs of operating company management and Board of Directors.
Accounts payable Reporting for commissions to over 1,000 employees in 140 locations.
Created and analyzed key sales, inventory and merchandising reports.
Monitored and resolved inventory control issues, based on data analysis.
Determined thebest allocation strategy to distribute inventory to each store to maximize sales and margins.
Determined which styles and sizes are to be manufactured, based on Sales reports by styles.
Analyzed store inventory at the style/size and cost level, identify over and under performers and provide suggestions to improve and lower cost.
Provided analysis and support on potential new business opportunities, build pricing capability and create long range forecasts.
Ensured inventory is balanced across stores, considering sales volume, store type, and capacity of each store.
Created pricing and inventory levels based on data analysis.
Examined operating metrics, costs, financial results and other pertinent data and highlight variances.
Prepared financial models for future investments.
Analyzed projects for capital deployment and helped structure multi-million dollar deals.
Developed financial models for projects and presentations.
01/2017 to 02/2018
Financial Analyst/ Sales ManagerMarriott Vacations Worldwide – Waikoloa Village, HI,
Developed organization prospects by studying economic trends and revenue opportunities; projecting acquisition and expansion prospects; analyzing organization operations; identifying opportunities for improvement, cost reduction, and systems enhancement; accumulating capital to fund expansion.
Developed financial strategies by forecasting capital, facilities, and staff requirements; identifying monetary resources; developing action plans.
Provided analysis and support on potential new business opportunities, build pricing capability and create long range forecasts.
Explored investment opportunities that suited our market.
Rapid growth of $100,000 the first 6 months in business.
Established and evaluated profit plans for the company.
Oversaw financial sales to monitor compliance with legal requirements and company policies.
Collected data on competitors' pricing and promotions through primary and secondary research techniques.
Exceeded revenue objectives of $100,000 per quarter.
Maintained financial controls, planned business operations and control expenses while identifying and pursuing opportunities to grow business operations and boost profits.
04/2015 to 08/2017
Senior Financial AnalystOlympic (INSURANCE) Agency – City, STATE,
Created pricing and inventory levels based on data analysis.
Monitored financial performance by measuring and analyzing results; initiating corrective actions; minimizing the impact of variances.
Maximized return on invested funds by identifying investment opportunities; maintaining relationships with the investment community.
Identify risks & opportunities in the best interest of the company.
Executed a monthly overview for financial purposes, brand product inventory.
Directly coordinated and controlled the logistics for island wide transportation wile exceeding expectations within international brands.
Responsible for the development of new trades, potential trade lanes, current orders, researching past orders, and negotiating rate quotes as financial background specialist.
Prepared and updated financial budgets and forecasts for $25,000,000 worth of clients, for corporate functions, and consolidate plans into company financial statements.
Examined operating metrics, costs, financial results and other pertinent data and highlight variances.
Prepared and analyze weekly, monthly, quarterly, and annual financial reports that meet the needs of operating company management.
Performed financial and operational analysis with the goal of improving the efficiency of the company's.
Collect, maintain, and analyze information on industry and market trends.
Prepared pro forma projections for new business opportunities; Collect financial information to prepare forecasts from subsidiary operating personnel and corporate support groups.
Coordinate risk and insurance programs of establishments to control risks and losses.
Generated revenue reports.
Oversee the preparation of financial reports, such as income statements, balance sheets, and analyses of future earnings or expenses.
Evaluated competitor data and statistics to develop business investment strategy and drive growth.
Reviewed statistical information to determine financial trends for use in investment planning.
01/2012 to 02/2015
Financial AnalystMetro Promotions – City, STATE,
Contributed to 10% growth trend by developing strategic recommendations for Revenue management regarding long range planning.
Utilized financial analysis, modeling and understanding of the key business drivers to identify opportunities and make recommendations for profit.
Created Excel-based models for business planning purposes.
Provided analysis and support to managers on potential new business opportunities, build pricing capability and create long range forecasts.
Responsible for all accounting data entry in Peachtree programing based on client’s campaign events.
Created financial reports and supported all within an accounting management team.
Analyzed, examined and interpreted records complied financial reports and financial data.
Developed financial models for projects and presentations.
Monitored and analyzed financial, statistical and operational data trends.
Education
Expected in 06/2015
Bachelor of Finance: Business Development University of Puerto Rico, Rio Pierdra’s Campus - San Juan, PR GPA:
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