Logistics and Financial Analyst Resume Example
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LOGISTICS AND FINANCIAL ANALYST
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
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Work History
Walt Disney Co.Logistics and Financial Analyst | Santa Monica , CA | November 2018 - March 2020
- 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.
Marriott Vacations WorldwideFinancial Analyst/ Sales Manager | Waikoloa Village , HI | January 2017 - February 2018
- 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.
Olympic (INSURANCE) AgencySenior Financial Analyst | City , STATE | April 2015 - August 2017
- 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.
Metro PromotionsFinancial Analyst | City , STATE | January 2012 - February 2015
- 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
Bachelor of FinanceBusiness DevelopmentUniversity of Puerto Rico, Rio Pierdra's CampusCity, State | June 2015
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School Attended
- University of Puerto Rico, Rio Pierdra's Campus
Job Titles Held:
- Logistics and Financial Analyst
- Financial Analyst/ Sales Manager
- Senior Financial Analyst
- Financial Analyst
Degrees
- Bachelor of Finance Business Development
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