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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
  • 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
Diamond InternationalLogistics and Financial Analyst | Miami, FL | 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.
MJ RetailingFinancial Analyst/ Sales Manager | Guaynabo, PR | 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 | San Juan, PR | 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 | Guaynabo, PR | 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 CampusSan Juan, PR | June 2015
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Resume Overview

Companies Worked For:

  • Diamond International
  • MJ Retailing
  • Olympic (INSURANCE) Agency
  • Metro Promotions

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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